User and Administration Help
  Getting Started
  Learn Polarion basics
    Create a user account and log on
    Change password, email, and personal info
    Disable email notifications
    Understand your user permissions
    Navigation and content
    Navigation topics
    Search the Portal
    Create a project
      Project definition and options for creating
      Create a new project from a template
    Access projects
      Open an existing project
      Access a project's documents
      Access Project Work Items
  User Guide
    Home
      About Home pages
      Work with Home pages
        Customize Home page content
        Edit Home page content
      Your personal Home page
        Background information
        Modify your personal Home page
        Convert Home page from the Classic Wiki format
        Specify an avatar image
        Access your user account page
      Personalize Navigation
        Personalize navigation overview
        Create a new Favorite
        Modify Favorites
    Dashboard
      Work with the Dashboard
      Repository and Project Group Dashboards
      Project dashboard
      Edit and update the Dashboard topic
    Plans
      About Plans
      Browse Plans
      Review a Plan
      Create a new Plan in a project
      Set Plan properties
      Understand Plan actions
      Start and finish a Plan
      Review a Plan's history
      Create Plan reports
      Plan and prioritize Work Items
        Plan Work Items
        Prioritize planned Work Items
    Work Items
      Work Items overview
      Work Item types
      Table view
      Tree view
      Live Plan view
      Road Map view
      Multi Edit view
      Matrix view
      Time Sheet view
      Work Item browser and editor panes
      Link to another Work Item
      Import Work Items
        Import Work Items overview
        Import from Word
        Import from Excel
        Import from Microsoft Project
      Browse Work Items
        Browse Work Items overview
        Sort Work Items
        Customize the Work Items table
        Switch interface views
        View linked Work Items
      Search Work Items
        Search Work Items overview
        Construct queries graphically
        Save and share queries
      Create and edit Work Items
        Create and edit Work Items overview
        Create new Work Items manually in the tracker
        Edit Work Items
        Use Bulk Edit for multiple Work Items
        Edit the Description field
        Create and view merge requests
        Using Multi Edit view of Work Items
      Review and Approve Work Items
        Review and Approve Work Items Overview
        Getting Started with the Approval Center
        Using Approval Center features
        Work with Approval Comments
        Reset the Approval state
        Sign Work Items
      Assign a Work Item
      Change a Work Item's status
      Prioritize Work Items
        Prioritize Work Items overview
        Set the Priority value
        Launch Prioritization Mode
        Techniques for setting Priority
        Assign a Rank
        Set a numeric value
        Reorder the Priority with buttons
        Reorder items visually
        Rescale selected items
        Rescale all items
        Prioritize Work Items on a custom field
      Work Item Comments
        Work Item Comments overview
        Add a Comment to a Work Item
        View comments
        Reply to a specific Comment
        Query Comments by author
        Resolve Work Item Comments
      Attach files to a Work Item
      Voting
      View Work Item History
      Set and remove Watches
      Set Planning constraints
      Print Work Items
      Clipboard operations
      Link Work Items
        Linked Work Items and traceability
        Resource Traceability through linked resources
        Link individual Work Items
        Link a Work Item to a specific revision
        Link Work Items across projects using Quick-link
        Link multiple Work Items at once
        Link Work Items in Documents
        Link remote Work Items
        Add Linked Data items to Work Items
        Link Work Items in the Matrix view
        Create links in Multi Edit view
        How links are handled in a Live Plan
        Suspect links
        Work Item hyperlinks
      Export Work Items
        Export formats and procedure
        Export the hierarchical table
        Export the Matrix view
        Export to XML and transformed formats
        Export for Excel Round-trip
        Export to Microsoft Project
      Work Item actions
        Duplicate Work Items
        Work Item bulk copy in Table view
        Duplicate a Work Item within a Document
        Change the Work Item type
        Create and link a new Work Item in a single operation
        Copy Work Item IDs
        Delete Work Items
      Move Work Items
        Understand Work Item storage types
        Move from a Module to a Document
        Move between Documents
        Move from Document to XML
        Move from XML to a Document
      Use Excel Round-trip
        Excel Round-trip overview
        Excel Round-trip templates
        Comments in Excel Round-trip
        Define new Work Items
        Export Work Items for Excel Round-trip
        Re-import an exported Excel document
      Work Item translations
        View Work Item translations
        Translate Work Items
        Switch languages in a Document
    Documents and Pages
    Test Runs
    Baselines
      About Baselines
      Create a new Baseline
      Modify an existing Baseline
      Compare Baselines
      Browse, search and report Baselines
    Builds
    Quality and metrics
      About quality and metrics
      Process dashboard
      Work Items dashboard
      Testing dashboard
      CMMI dashboard
    Reports
      About reports
      Mavin site
      Unit test coverage
      Unit tests
      Javadoc
      Xref
    Monitor
    Repository Browser
      Repository Browser overview
      Repository operations
    Working with Documents
      Working with Documents overview
      Create a new Document
      Spaces and Subspaces
      Create a new empty Document
      Add remote links to a LiveDoc
      Import Microsoft Word Documents
        Import Microsoft Word documents overview
        Launch Word import
        Configure automatic Work Item recognition
        Set the severity from Document content
        Table of contents
        Documents with OLE objects
        Unsupported content
      ReqIF Import/Export
        ReqIF Import/Export overview
        Import ReqIF files
        Export Documents to ReqIF
      Browse for Documents
      Search for Documents
      The Document Editor
      Find and Replace
      Copy and Paste
      Spell check
      Keyboard shortcuts
      Work Items in Documents
        Work Items in Documents
        Configure Document Work Item types
        Mark Document content as Work Items
        Structure a Document's Work Items
        Link a Document's Work Items
        Access Work Item properties
        Display Data Field values
        Use Outline numbering
        Work Item Recycle Bin
        Filter Work Items in Documents
      Comments and threads
      Images and other attachments
      Insert a Cross-reference
      Insert a Diagram
      Insert or Edit a Formula
      Insert a Table of Contents
      Insert a Table of Figures
      Insert a Table of Tables
      Insert page breaks
      Insert Classic Wiki macros and content
      Resolve conflicts
      Document Round-trip for Microsoft Word
        Share Documents with external stakeholders
        Export for review
        Export for prioritization
        Export for collaboration
        Export table of contents
        Use Round-trip export templates
        Reimport round-trip documents and synchronize changes
      Document Properties, History, and Outline
        Document Properties
        Document History
        Compare Document revisions
        Document outline
      Document actions
        Reuse a Document
        Branch Documents
        Work with branched Documents
        Move or rename a Document
        Change Work Item type
        Print Documents
        Export Documents to PDF
      Merge Work Items from different Documents
        Basic concepts of Work Item merging
        Compare master and branched Documents
        Merge Work Items of compared Documents
        Handle Merge conflicts
      Sign Documents
        Background information
        Sign Documents in an SSO environment
        Regulatory compliance
        Process and versions
        Information for authors and managers
        Information for reviewers and approvers
        Additional information related to Signatures
    Working with Pages
      Working with Pages overview
      Create new Pages
      Access existing Pages
      Delete Pages
      Edit Pages
        Modify a Page
        Modify Page layout
        Format text
        Insert content
        Export to PDF or Print a Page
        Download and Reuse Pages
      Page History
      Export to PDF or Print a Page
      Download and Reuse Pages
      Build reports
        About reports
        Introduction to Widgets
        Insert a Widget
        Edit existing Widgets
        Insert content before or after a Widget
        Copy a Widget
        Delete a Widget
        Add a Widget
        Kanban board
        Table of Work Items widget
        Work Items board widget
        Work Items Properties sidebar
        Customize the Parameters sidebar
        Scripted Chart
        Simple chart example
        Trend chart example
        Simple Plan example
        Simple Test Run example
        Making Reports interactive
        Advanced Report topics
    Polarion for Requirements engineers
      Polarion and requirements management
      Approaches to requirements
      Requirements projects
      Elicitation phase
      Definition phase
      Approval phase
      Common operations
        Locate requirements
        Access requirements
        Create requirements
        Modify requirements
        Link requirements
        Export requirements
        Exchange requirements
        Review and approve requirements
      Advanced topics
        The Traceability Matrix
        Traceability reporting
    Polarion for project managers
      Planning to start a Project
        Overview of Planning to start a Project
        Project templates
        Work Item Types
        Work Item Link Roles
        Workflow
        Electronic Signatures
        Custom Work Item fields
        Automatic assignments
        Categories
        Users and permissions
        Project Plan
        Notifications
      Project template for Agile process
      Project Administration
      Manage Project planning
        Overview of Manage Project planning
        Setting up for the Planning Engine
        Update the Live Plan
        Understanding Live Plan scheduling
        Set up Work Items for a Live Plan
        Estimate Work Item duration
      Dashboards and Reports
        Overview of Dashboards and Reports
        Access a Project Dashboard
        Generate Reports
    Polarion for developers
      Access Projects
      Locate your Work Items
      Process Work Items
        Configure your User Calendar
        View and Edit a Work Item
        Link source code elements for traceability
        Estimate Work Item time
        Report time for individual Work Items
        Use the Time Sheet view
        Work Item discussion and comments
        Resolve or Close a Work Item
      Builds, tests, source code and documentation
        Overview of Builds, tests, source code and documentation
        Working with Builds
        Working with Tests
        View source code and documentation
    Polarion for testing and quality assurance
      Testing and quality assurance overview
      Test management Projects and templates
        Test Management and Project Templates
        Explore template capabilities
        Introducing the QA Project template
      Create and manage test specifications
        Overview - Create and manage test specifications
        Import test cases from Microsoft Office
        Define test cases in Documents
        Define test cases in the Tracker
        Link test cases
        Specify manual Test Steps
        Edit Test Steps in Documents
      Create and manage Test Runs
        About Test Runs
        Customize Test Run Templates
        Create a Test Run
        Select planning test cases
        Edit an existing Test Run
        Add attachments to a Test Run
        Execute a Test Run using Polarion
        Auto Advance and Auto Start the next Test Case
        Execute test cases without Test Steps
        Execute or monitor multiple Test Runs simultaneously
        Sign executed Test Cases
        Reuse defect or issue Work Items
        Show an executed test for a finished Test Run
        Classic test execution view
        Execute a Test Run offline using Excel
        Sign a Test Run
        Test Run Comments
        Delete old Test Runs manually
        Review Test Records
        View Test Run history
      Use Test Parameters and Iterations
        Overview of Test Parameters and Iterations
        Test parameters overview and example
        Parameters in Test Run templates
        Define Iterations
        Set up Parameterized testing
        Execute Parameterized Test Runs
        Use Round-trip for Excel
      Integrate external testing tools
      Report testing status and results
    Managing Variants
      Introduction to Variant Management
      Prerequisites
      Terminology
      Process Overview
      Variant Projects and Project Templates
      Define the Feature Model
        Feature Model Document
        Create a Feature Model
      Create a Master Specification
        Create a Master Specification overview
        Create the Work Items
        Define restrictions
      Create Variants and Variant Specifications
        What is a Variant?
        Create a Variant
        Compare Variants
        Review Variant history
        Working with Variant Documents
      Variant management advanced topics
        Configure Variants for existing Projects
        Cross-project Variant management
        Propagation
        Back-end server administration
    Appendix
      Using Classic Wiki
        Overview - Using classic Wiki Pages
        Page types
        Access the Wiki
        Create a new Wiki Space
        Create a new Wiki Page
        Create a Work Item from a Wiki Page
        Edit Wiki Pages
        Working with Attachments
        Add Dynamic content in Wiki Pages
        Create charts in Wiki Pages
        Export Wiki content to PDF
        Print a Wiki Page
        Search the Wiki
        Working with Wiki History
        Using the Activity Stream
        Wiki administration operations
      Microsoft Project import-export
      Deprecated macros
  Administrator's guide
    Administration basics
      Administration permissions
      Change the default system administrator password
      Administration interface
      Problem resolution and troubleshooting
      Setup for Internet Explorer users
    Administration topics
    Manage users and permissions
      Overview - User Management
      Create user accounts
      Configure user roles
      Create and manage user Groups
      Configure user permissions
      Configure user Time-splitting
      Integrating Polarion server with LDAP/Active Directory
      Network-authenticated Users (SSO)
      Configure the User Accounts Vault
    Create and manage projects
      Create a new project
      Mark an existing repository folder as a Project
      Modify existing Project properties
      Move or Remove Projects from Polarion management
      Customize Project Templates
      Use external repositories
    Configure Work Items
      Customize Work Items and related features
      Configure Work Item types
      Configure Time Points
      Configure Prioritization
      Configure and Manage Categories
      Configure Custom fields
        Configure Custom Fields overview
        All Work Item types - Global scope
        All Work Item types - Project scope
        Specific Work Item type - Global or Project scopes
        Rich-text Custom fields
        Custom fields with dependent enumerations
        Remove or change Custom fields
      Configure Enumerations
        About Enumerations
        Enumeration files and conventions
        Overview of the configuration process
        Common configuration scenarios
        Common enumeration configurations
      Configure Bulk Edit
      Define Template Work Items
      Customize export templates
      Customize field filters
      Configure calculated fields
      Configure Work Item Workflow
      Configure Work Records
      Configure the Work Items Table
      Configure queries
      Configure the global working calendar
      Configure Planning
      Configure Work Item linking
      Configure Auto-assignment
      Configure Voting
      Configure Multilanguage support
    Configure Testing
      Configure Testing overview
      Configure Types and Enumerations
        Configure Types and Enumerations overview
        Test results
        Test Run custom fields
        Test Run Statuses
        Test Run Types
      Set the testing configuration
        Set testing configuration overview
        Migrate Test Steps button
        Automated testing
        Manual testing
        Defect configuration
        Copy Test Case or Test Run fields to Defect
        Automated cleanup of Test Runs
        Macros for Test Run Pages
        Configure Test Run ID prefix
        Generate Test Run IDs
        Limit notifications for imports
        Limit Test Run Records in History
      Configure Test Run workflow
        Configure Test Run workflow overview
        Initial setup for existing installations
        Using the Test Run Workflow Designer
      Configure Test Run Signatures
        Configure Tetst Run Signatures overview
        Signatures for Test Run workflow actions
        Mark Signatures as obsolete
        Signatures for Test Case execution
      Configure Test Export Templates
      Configure manual Test Steps
        Configure manual Test Steps overview
        Migrate existing Test Step data
        Enable Test Steps support
        Enable the Test Records section
        Configure Test Step columns
        Control time tracking for test execution
        Display Recent results
      Configure cleanup of old Test Runs
    Configure Plans
      Enable and administer Plans
      Define Plan custom fields
      Define Plan Statuses
      Administer Plan templates
      Configure Plan permissions
      Show a list of Plans in custom fields
    Configure the Portal
      Configure Favorites and Shortcuts
      Configure language translation support
        Language translations for Work Items
        Define custom fields for translations
        Configure multiple languages
      Configure interface views
        Configure interface views overview
        Configuration scope
        Process overview
        Views-related features and licenses
        Define a new interface view
        Access an existing view definition
        Configure Work Item form filters
        Configure Work Item form layout
        Define Read-only fields
        Configure Navigation topics
    Configure Reports
      Source code Reports
      Work Item metrics
        Work Item metrics overview
        Access the configuration files
        Work Item metrics configuration syntax
        Internally defined Work Item metrics
        In-place defined metrics
      Work Item Quality report
      Process Quality Report
    Configure Documents and Pages
      Configure Documents and Pages overview
      Configure Document types and workflow
      Security: Best Practices for Pages
      Set up Document Types and Workflow
      Configure Document Types
      Configure Document Workflow
      Configure Document custom fields
      Configure Signatures
        Configure Signatures overview
        Configure a workflow action
        Automate invited signers
        User permissions for Signatures
      Configure Document merge actions
      Configure PDF Export
        Access PDF export configuration
        Common PDF export customizations
        Configure export watermarks
        Velocity variables and page parameters
        Configure Highchart export
      Configure attachment size limit
      Configure formulas
    Configure Notifications
    Configure SSL support
      Install and configure SSL
      Configure SSL on Linux
      Configure SSL on Windows
      Additional resources
      Import a certificate to the Java Keystore
      Configure secure access to the repository
    Configure Building
      Basic build management
      Advanced Build management
        Complex and custom building
        Build Artifacts
        Supported Build Artifacts
        Build Descriptors (definitions)
        Artifacts vs. Descriptors
        Build properties
        Working directory
        Auto-recognition of build artifacts
        How to build specific types of projects
        Branched artifacts
        Maven-specific information
        Scheduled builds
        Integration builds
    Configure Repositories
      Configure Repositories overview
      Configure GIT or SVN repositories
      Configure a GitLab repository
      Configure a Bitbucket repository
      Configure Resource Traceability
        Resource Traceability configuration checklist
        Add Resource Traceability properties
        Configure repositories
        Configure the Resource-Traceability.xml file
        Check logs regularly
        Add Linked Resources to Work Items
        Enable Linked Resources READ permission
        Link a resource
        Search for Work Items with Linked Resources
    Configure Connectors
      Configure Connectors overview
      Import an IBM DOORS project
      Linked Data applications
        Linked Data applications overview
        Configure a Friend server
        Enable item linking
        Configure Linked Data mapping
        Configure Linked Data semantics
      Configure synchronization
        Configure synchronization overview
        Configure Connections
        Create a global connection template
        Create and configure a Synchronization Pair
        Map types, fields, and values
        Run synchronization
        Reuse Synchronization Pairs as global templates
      System specific instructions
        DOORS
        HP QC or ALM Database
        Jira
        MATLAB Simulink
        Microsoft TFS
    Advanced Configuration Properties
    System maintenance
      Low resource notifications
      Prevent server clogged with long-running transactions
      Activities index cleanup
      Configure the Scheduler
      Back up Polarion data
      Index and Reindex
      Polarion Diagnostic Tool
      Recover disk space
      Maintain Subversion (SVN)
    Advanced administration
      System and virtual machine memory
      Optimize the PostgreSQL database
      Enumerations in the Polarion database
      Speed up moving of Work Items to and from Documents
      PostgreSQL database Start-Stop-Restart
      Optimize Subversion
      Manage Polarion licenses
      Configure single sign-on (SSO)
      Repository access management
        Repository access management overview
        Edit Role assignments
        Edit user assignments
      Remove unused Excel Import Configurations
      Configure the Dashboard
      Customize export templates for Microsoft Excel
      Customize XML export templates
      Configure OLE Object support
      Customize the Logon page
      Repository browser mime types
      Trigger a thread dump for troubleshooting
      Advanced system tuning
        System properties
        Configure Tomcat to use an HTTP connector
        Log system load averages
        Activity Stream properties
        Work Item tree rendering
        Matrix rendering
        Fonts and font substitution
        Lucene word splitting
        JVM properties for Maven calculation
        Split DAO cache by prototype
  Reference
    Administration reference
      Polarion folder structure
      Passwords
      Polarion system processes
      System configuration properties file location
      Scheduler cron information and examples
      Permissions management
      Dynamic roles and permissions
      Default Enumeration configuration files
      Notification events and targets
      Project template properties
      PDF Export Header/Footer Properties
      Custom field types
      Build configuration file format
      Work report Job configuration
      Workflow Conditions and Functions for Work Items
        Workflow Conditions for Work Items
        Workflow Functions for Work Items
        Handle workflow errors
      Workflow Conditions and Functions for Documents
        Workflow Conditions for Documents
        Workflow Functions for Documents
      Scripted Workflow Functions and Conditions
      Workflow conditions and functions for Test Runs
        Workflow conditions (Test Runs)
        Workflow functions (Test Runs)
      Polarion log files
      Xml export schema
      Internally defined metrics
      Calculations and facts
      Velocity macros location
      Velocity variables for Active Wiki Pages
      Apache Lucene options
      License usage reference
      Self-signed SSL certificates
    User Reference
      User Reference overview
      Activity Stream
      Attachment File Types
        File types
        Archive/Package Formats
        Audio formats
        eBook formats
        Image formats
        Microsoft formats
        OpenDocument file formats
      Captions
        Captions overview
        Captions and "On-demand Work Item Loading"
        User-defined Caption Labels
      Dialog boxes
        Create New Project dialog box
        Open Project or Project Group dialog box
        Linked Work Items dialog box
        Revision Picker dialog box
      Import from Excel
      Keyboard Shortcuts
      Time values
      Diagram editor
        Diagram editor overview
        Create a new diagram
        Edit a Diagram
        Shape and Symbol palettes
        Copy a Diagram
        Delete a Diagram
        Print a Diagram
        Miscellaneous notes
      Documents
        Create LiveDoc Document Dialog
        Document Sidebar Selector
        Comments sidebar
        Work Item Properties sidebar
        Recycle Bin sidebar
        Document Properties sidebar
        On-demand Work Item Loading
        Document Outline sidebar
        Attachments sidebar
        Test Run Planning sidebar
        Configure Work Item Presentation dialog
        Outline numbering display
        PDF watermarks order of precedence
        Permissions and license
        Macros and Wiki mark-up support in Word Round-trip
        Import rules for tables
        Manage saved import configurations
        Import and export formatting
        Round-trip export template fields
        Round-trip export template locations
        Document Editor toolbar
        Work Item Actions menu
        Document structure change via Excel
        Merge concurrent changes
        Merge actions for compared Documents
      Non-Latin alphabets
      Plans
        Planning sidebar
        Plan macros
        Ideal Progress statistic
        Previous Time Spent property
      Templates
      Test Management Reference
        Permissions and license
        Test step attachments
        xUnitFileImport job parameters
        Job example
        xUnit file example
        Test Records query extender
      Work Items
        Work Items overview
        Prioritization sidebar
        Work Item field permission restrictions
        Work Item and Index fields
        Advanced Work Item querying
      Mathematical formula syntax
  Polarion SDK
  Glossary
  About Polarion 19.1
  Getting Started
  Learn Polarion basics
    Create a user account and log on
    Change password, email, and personal info
    Disable email notifications
    Understand your user permissions
    Navigation and content
    Navigation topics
    Search the Portal
    Create a project
      Project definition and options for creating
      Create a new project from a template
    Access projects
      Open an existing project
      Access a project's documents
      Access Project Work Items
  User Guide
    Home
      About Home pages
      Work with Home pages
        Customize Home page content
        Edit Home page content
      Your personal Home page
        Background information
        Modify your personal Home page
        Convert Home page from the Classic Wiki format
        Specify an avatar image
        Access your user account page
      Personalize Navigation
        Personalize navigation overview
        Create a new Favorite
        Modify Favorites
    Dashboard
      Work with the Dashboard
      Repository and Project Group Dashboards
      Project dashboard
      Edit and update the Dashboard topic
    Plans
      About Plans
      Browse Plans
      Review a Plan
      Create a new Plan in a project
      Set Plan properties
      Understand Plan actions
      Start and finish a Plan
      Review a Plan's history
      Create Plan reports
      Plan and prioritize Work Items
        Plan Work Items
        Prioritize planned Work Items
    Work Items
      Work Items overview
      Work Item types
      Table view
      Tree view
      Live Plan view
      Road Map view
      Multi Edit view
      Matrix view
      Time Sheet view
      Work Item browser and editor panes
      Link to another Work Item
      Import Work Items
        Import Work Items overview
        Import from Word
        Import from Excel
        Import from Microsoft Project
      Browse Work Items
        Browse Work Items overview
        Sort Work Items
        Customize the Work Items table
        Switch interface views
        View linked Work Items
      Search Work Items
        Search Work Items overview
        Construct queries graphically
        Save and share queries
      Create and edit Work Items
        Create and edit Work Items overview
        Create new Work Items manually in the tracker
        Edit Work Items
        Use Bulk Edit for multiple Work Items
        Edit the Description field
        Create and view merge requests
        Using Multi Edit view of Work Items
      Review and Approve Work Items
        Review and Approve Work Items Overview
        Getting Started with the Approval Center
        Using Approval Center features
        Work with Approval Comments
        Reset the Approval state
        Sign Work Items
      Assign a Work Item
      Change a Work Item's status
      Prioritize Work Items
        Prioritize Work Items overview
        Set the Priority value
        Launch Prioritization Mode
        Techniques for setting Priority
        Assign a Rank
        Set a numeric value
        Reorder the Priority with buttons
        Reorder items visually
        Rescale selected items
        Rescale all items
        Prioritize Work Items on a custom field
      Work Item Comments
        Work Item Comments overview
        Add a Comment to a Work Item
        View comments
        Reply to a specific Comment
        Query Comments by author
        Resolve Work Item Comments
      Attach files to a Work Item
      Voting
      View Work Item History
      Set and remove Watches
      Set Planning constraints
      Print Work Items
      Clipboard operations
      Link Work Items
        Linked Work Items and traceability
        Resource Traceability through linked resources
        Link individual Work Items
        Link a Work Item to a specific revision
        Link Work Items across projects using Quick-link
        Link multiple Work Items at once
        Link Work Items in Documents
        Link remote Work Items
        Add Linked Data items to Work Items
        Link Work Items in the Matrix view
        Create links in Multi Edit view
        How links are handled in a Live Plan
        Suspect links
        Work Item hyperlinks
      Export Work Items
        Export formats and procedure
        Export the hierarchical table
        Export the Matrix view
        Export to XML and transformed formats
        Export for Excel Round-trip
        Export to Microsoft Project
      Work Item actions
        Duplicate Work Items
        Work Item bulk copy in Table view
        Duplicate a Work Item within a Document
        Change the Work Item type
        Create and link a new Work Item in a single operation
        Copy Work Item IDs
        Delete Work Items
      Move Work Items
        Understand Work Item storage types
        Move from a Module to a Document
        Move between Documents
        Move from Document to XML
        Move from XML to a Document
      Use Excel Round-trip
        Excel Round-trip overview
        Excel Round-trip templates
        Comments in Excel Round-trip
        Define new Work Items
        Export Work Items for Excel Round-trip
        Re-import an exported Excel document
      Work Item translations
        View Work Item translations
        Translate Work Items
        Switch languages in a Document
    Documents and Pages
    Test Runs
    Baselines
      About Baselines
      Create a new Baseline
      Modify an existing Baseline
      Compare Baselines
      Browse, search and report Baselines
    Builds
    Quality and metrics
      About quality and metrics
      Process dashboard
      Work Items dashboard
      Testing dashboard
      CMMI dashboard
    Reports
      About reports
      Mavin site
      Unit test coverage
      Unit tests
      Javadoc
      Xref
    Monitor
    Repository Browser
      Repository Browser overview
      Repository operations
    Working with Documents
      Working with Documents overview
      Create a new Document
      Spaces and Subspaces
      Create a new empty Document
      Add remote links to a LiveDoc
      Import Microsoft Word Documents
        Import Microsoft Word documents overview
        Launch Word import
        Configure automatic Work Item recognition
        Set the severity from Document content
        Table of contents
        Documents with OLE objects
        Unsupported content
      ReqIF Import/Export
        ReqIF Import/Export overview
        Import ReqIF files
        Export Documents to ReqIF
      Browse for Documents
      Search for Documents
      The Document Editor
      Find and Replace
      Copy and Paste
      Spell check
      Keyboard shortcuts
      Work Items in Documents
        Work Items in Documents
        Configure Document Work Item types
        Mark Document content as Work Items
        Structure a Document's Work Items
        Link a Document's Work Items
        Access Work Item properties
        Display Data Field values
        Use Outline numbering
        Work Item Recycle Bin
        Filter Work Items in Documents
      Comments and threads
      Images and other attachments
      Insert a Cross-reference
      Insert a Diagram
      Insert or Edit a Formula
      Insert a Table of Contents
      Insert a Table of Figures
      Insert a Table of Tables
      Insert page breaks
      Insert Classic Wiki macros and content
      Resolve conflicts
      Document Round-trip for Microsoft Word
        Share Documents with external stakeholders
        Export for review
        Export for prioritization
        Export for collaboration
        Export table of contents
        Use Round-trip export templates
        Reimport round-trip documents and synchronize changes
      Document Properties, History, and Outline
        Document Properties
        Document History
        Compare Document revisions
        Document outline
      Document actions
        Reuse a Document
        Branch Documents
        Work with branched Documents
        Move or rename a Document
        Change Work Item type
        Print Documents
        Export Documents to PDF
      Merge Work Items from different Documents
        Basic concepts of Work Item merging
        Compare master and branched Documents
        Merge Work Items of compared Documents
        Handle Merge conflicts
      Sign Documents
        Background information
        Sign Documents in an SSO environment
        Regulatory compliance
        Process and versions
        Information for authors and managers
        Information for reviewers and approvers
        Additional information related to Signatures
    Working with Pages
      Working with Pages overview
      Create new Pages
      Access existing Pages
      Delete Pages
      Edit Pages
        Modify a Page
        Modify Page layout
        Format text
        Insert content
        Export to PDF or Print a Page
        Download and Reuse Pages
      Page History
      Export to PDF or Print a Page
      Download and Reuse Pages
      Build reports
        About reports
        Introduction to Widgets
        Insert a Widget
        Edit existing Widgets
        Insert content before or after a Widget
        Copy a Widget
        Delete a Widget
        Add a Widget
        Kanban board
        Table of Work Items widget
        Work Items board widget
        Work Items Properties sidebar
        Customize the Parameters sidebar
        Scripted Chart
        Simple chart example
        Trend chart example
        Simple Plan example
        Simple Test Run example
        Making Reports interactive
        Advanced Report topics
    Polarion for Requirements engineers
      Polarion and requirements management
      Approaches to requirements
      Requirements projects
      Elicitation phase
      Definition phase
      Approval phase
      Common operations
        Locate requirements
        Access requirements
        Create requirements
        Modify requirements
        Link requirements
        Export requirements
        Exchange requirements
        Review and approve requirements
      Advanced topics
        The Traceability Matrix
        Traceability reporting
    Polarion for project managers
      Planning to start a Project
        Overview of Planning to start a Project
        Project templates
        Work Item Types
        Work Item Link Roles
        Workflow
        Electronic Signatures
        Custom Work Item fields
        Automatic assignments
        Categories
        Users and permissions
        Project Plan
        Notifications
      Project template for Agile process
      Project Administration
      Manage Project planning
        Overview of Manage Project planning
        Setting up for the Planning Engine
        Update the Live Plan
        Understanding Live Plan scheduling
        Set up Work Items for a Live Plan
        Estimate Work Item duration
      Dashboards and Reports
        Overview of Dashboards and Reports
        Access a Project Dashboard
        Generate Reports
    Polarion for developers
      Access Projects
      Locate your Work Items
      Process Work Items
        Configure your User Calendar
        View and Edit a Work Item
        Link source code elements for traceability
        Estimate Work Item time
        Report time for individual Work Items
        Use the Time Sheet view
        Work Item discussion and comments
        Resolve or Close a Work Item
      Builds, tests, source code and documentation
        Overview of Builds, tests, source code and documentation
        Working with Builds
        Working with Tests
        View source code and documentation
    Polarion for testing and quality assurance
      Testing and quality assurance overview
      Test management Projects and templates
        Test Management and Project Templates
        Explore template capabilities
        Introducing the QA Project template
      Create and manage test specifications
        Overview - Create and manage test specifications
        Import test cases from Microsoft Office
        Define test cases in Documents
        Define test cases in the Tracker
        Link test cases
        Specify manual Test Steps
        Edit Test Steps in Documents
      Create and manage Test Runs
        About Test Runs
        Customize Test Run Templates
        Create a Test Run
        Select planning test cases
        Edit an existing Test Run
        Add attachments to a Test Run
        Execute a Test Run using Polarion
        Auto Advance and Auto Start the next Test Case
        Execute test cases without Test Steps
        Execute or monitor multiple Test Runs simultaneously
        Sign executed Test Cases
        Reuse defect or issue Work Items
        Show an executed test for a finished Test Run
        Classic test execution view
        Execute a Test Run offline using Excel
        Sign a Test Run
        Test Run Comments
        Delete old Test Runs manually
        Review Test Records
        View Test Run history
      Use Test Parameters and Iterations
        Overview of Test Parameters and Iterations
        Test parameters overview and example
        Parameters in Test Run templates
        Define Iterations
        Set up Parameterized testing
        Execute Parameterized Test Runs
        Use Round-trip for Excel
      Integrate external testing tools
      Report testing status and results
    Managing Variants
      Introduction to Variant Management
      Prerequisites
      Terminology
      Process Overview
      Variant Projects and Project Templates
      Define the Feature Model
        Feature Model Document
        Create a Feature Model
      Create a Master Specification
        Create a Master Specification overview
        Create the Work Items
        Define restrictions
      Create Variants and Variant Specifications
        What is a Variant?
        Create a Variant
        Compare Variants
        Review Variant history
        Working with Variant Documents
      Variant management advanced topics
        Configure Variants for existing Projects
        Cross-project Variant management
        Propagation
        Back-end server administration
    Appendix
      Using Classic Wiki
        Overview - Using classic Wiki Pages
        Page types
        Access the Wiki
        Create a new Wiki Space
        Create a new Wiki Page
        Create a Work Item from a Wiki Page
        Edit Wiki Pages
        Working with Attachments
        Add Dynamic content in Wiki Pages
        Create charts in Wiki Pages
        Export Wiki content to PDF
        Print a Wiki Page
        Search the Wiki
        Working with Wiki History
        Using the Activity Stream
        Wiki administration operations
      Microsoft Project import-export
      Deprecated macros
  Administrator's guide
    Administration basics
      Administration permissions
      Change the default system administrator password
      Administration interface
      Problem resolution and troubleshooting
      Setup for Internet Explorer users
    Administration topics
    Manage users and permissions
      Overview - User Management
      Create user accounts
      Configure user roles
      Create and manage user Groups
      Configure user permissions
      Configure user Time-splitting
      Integrating Polarion server with LDAP/Active Directory
      Network-authenticated Users (SSO)
      Configure the User Accounts Vault
    Create and manage projects
      Create a new project
      Mark an existing repository folder as a Project
      Modify existing Project properties
      Move or Remove Projects from Polarion management
      Customize Project Templates
      Use external repositories
    Configure Work Items
      Customize Work Items and related features
      Configure Work Item types
      Configure Time Points
      Configure Prioritization
      Configure and Manage Categories
      Configure Custom fields
        Configure Custom Fields overview
        All Work Item types - Global scope
        All Work Item types - Project scope
        Specific Work Item type - Global or Project scopes
        Rich-text Custom fields
        Custom fields with dependent enumerations
        Remove or change Custom fields
      Configure Enumerations
        About Enumerations
        Enumeration files and conventions
        Overview of the configuration process
        Common configuration scenarios
        Common enumeration configurations
      Configure Bulk Edit
      Define Template Work Items
      Customize export templates
      Customize field filters
      Configure calculated fields
      Configure Work Item Workflow
      Configure Work Records
      Configure the Work Items Table
      Configure queries
      Configure the global working calendar
      Configure Planning
      Configure Work Item linking
      Configure Auto-assignment
      Configure Voting
      Configure Multilanguage support
    Configure Testing
      Configure Testing overview
      Configure Types and Enumerations
        Configure Types and Enumerations overview
        Test results
        Test Run custom fields
        Test Run Statuses
        Test Run Types
      Set the testing configuration
        Set testing configuration overview
        Migrate Test Steps button
        Automated testing
        Manual testing
        Defect configuration
        Copy Test Case or Test Run fields to Defect
        Automated cleanup of Test Runs
        Macros for Test Run Pages
        Configure Test Run ID prefix
        Generate Test Run IDs
        Limit notifications for imports
        Limit Test Run Records in History
      Configure Test Run workflow
        Configure Test Run workflow overview
        Initial setup for existing installations
        Using the Test Run Workflow Designer
      Configure Test Run Signatures
        Configure Tetst Run Signatures overview
        Signatures for Test Run workflow actions
        Mark Signatures as obsolete
        Signatures for Test Case execution
      Configure Test Export Templates
      Configure manual Test Steps
        Configure manual Test Steps overview
        Migrate existing Test Step data
        Enable Test Steps support
        Enable the Test Records section
        Configure Test Step columns
        Control time tracking for test execution
        Display Recent results
      Configure cleanup of old Test Runs
    Configure Plans
      Enable and administer Plans
      Define Plan custom fields
      Define Plan Statuses
      Administer Plan templates
      Configure Plan permissions
      Show a list of Plans in custom fields
    Configure the Portal
      Configure Favorites and Shortcuts
      Configure language translation support
        Language translations for Work Items
        Define custom fields for translations
        Configure multiple languages
      Configure interface views
        Configure interface views overview
        Configuration scope
        Process overview
        Views-related features and licenses
        Define a new interface view
        Access an existing view definition
        Configure Work Item form filters
        Configure Work Item form layout
        Define Read-only fields
        Configure Navigation topics
    Configure Reports
      Source code Reports
      Work Item metrics
        Work Item metrics overview
        Access the configuration files
        Work Item metrics configuration syntax
        Internally defined Work Item metrics
        In-place defined metrics
      Work Item Quality report
      Process Quality Report
    Configure Documents and Pages
      Configure Documents and Pages overview
      Configure Document types and workflow
      Security: Best Practices for Pages
      Set up Document Types and Workflow
      Configure Document Types
      Configure Document Workflow
      Configure Document custom fields
      Configure Signatures
        Configure Signatures overview
        Configure a workflow action
        Automate invited signers
        User permissions for Signatures
      Configure Document merge actions
      Configure PDF Export
        Access PDF export configuration
        Common PDF export customizations
        Configure export watermarks
        Velocity variables and page parameters
        Configure Highchart export
      Configure attachment size limit
      Configure formulas
    Configure Notifications
    Configure SSL support
      Install and configure SSL
      Configure SSL on Linux
      Configure SSL on Windows
      Additional resources
      Import a certificate to the Java Keystore
      Configure secure access to the repository
    Configure Building
      Basic build management
      Advanced Build management
        Complex and custom building
        Build Artifacts
        Supported Build Artifacts
        Build Descriptors (definitions)
        Artifacts vs. Descriptors
        Build properties
        Working directory
        Auto-recognition of build artifacts
        How to build specific types of projects
        Branched artifacts
        Maven-specific information
        Scheduled builds
        Integration builds
    Configure Repositories
      Configure Repositories overview
      Configure GIT or SVN repositories
      Configure a GitLab repository
      Configure a Bitbucket repository
      Configure Resource Traceability
        Resource Traceability configuration checklist
        Add Resource Traceability properties
        Configure repositories
        Configure the Resource-Traceability.xml file
        Check logs regularly
        Add Linked Resources to Work Items
        Enable Linked Resources READ permission
        Link a resource
        Search for Work Items with Linked Resources
    Configure Connectors
      Configure Connectors overview
      Import an IBM DOORS project
      Linked Data applications
        Linked Data applications overview
        Configure a Friend server
        Enable item linking
        Configure Linked Data mapping
        Configure Linked Data semantics
      Configure synchronization
        Configure synchronization overview
        Configure Connections
        Create a global connection template
        Create and configure a Synchronization Pair
        Map types, fields, and values
        Run synchronization
        Reuse Synchronization Pairs as global templates
      System specific instructions
        DOORS
        HP QC or ALM Database
        Jira
        MATLAB Simulink
        Microsoft TFS
    Advanced Configuration Properties
    System maintenance
      Low resource notifications
      Prevent server clogged with long-running transactions
      Activities index cleanup
      Configure the Scheduler
      Back up Polarion data
      Index and Reindex
      Polarion Diagnostic Tool
      Recover disk space
      Maintain Subversion (SVN)
    Advanced administration
      System and virtual machine memory
      Optimize the PostgreSQL database
      Enumerations in the Polarion database
      Speed up moving of Work Items to and from Documents
      PostgreSQL database Start-Stop-Restart
      Optimize Subversion
      Manage Polarion licenses
      Configure single sign-on (SSO)
      Repository access management
        Repository access management overview
        Edit Role assignments
        Edit user assignments
      Remove unused Excel Import Configurations
      Configure the Dashboard
      Customize export templates for Microsoft Excel
      Customize XML export templates
      Configure OLE Object support
      Customize the Logon page
      Repository browser mime types
      Trigger a thread dump for troubleshooting
      Advanced system tuning
        System properties
        Configure Tomcat to use an HTTP connector
        Log system load averages
        Activity Stream properties
        Work Item tree rendering
        Matrix rendering
        Fonts and font substitution
        Lucene word splitting
        JVM properties for Maven calculation
        Split DAO cache by prototype
  Reference
    Administration reference
      Polarion folder structure
      Passwords
      Polarion system processes
      System configuration properties file location
      Scheduler cron information and examples
      Permissions management
      Dynamic roles and permissions
      Default Enumeration configuration files
      Notification events and targets
      Project template properties
      PDF Export Header/Footer Properties
      Custom field types
      Build configuration file format
      Work report Job configuration
      Workflow Conditions and Functions for Work Items
        Workflow Conditions for Work Items
        Workflow Functions for Work Items
        Handle workflow errors
      Workflow Conditions and Functions for Documents
        Workflow Conditions for Documents
        Workflow Functions for Documents
      Scripted Workflow Functions and Conditions
      Workflow conditions and functions for Test Runs
        Workflow conditions (Test Runs)
        Workflow functions (Test Runs)
      Polarion log files
      Xml export schema
      Internally defined metrics
      Calculations and facts
      Velocity macros location
      Velocity variables for Active Wiki Pages
      Apache Lucene options
      License usage reference
      Self-signed SSL certificates
    User Reference
      User Reference overview
      Activity Stream
      Attachment File Types
        File types
        Archive/Package Formats
        Audio formats
        eBook formats
        Image formats
        Microsoft formats
        OpenDocument file formats
      Captions
        Captions overview
        Captions and "On-demand Work Item Loading"
        User-defined Caption Labels
      Dialog boxes
        Create New Project dialog box
        Open Project or Project Group dialog box
        Linked Work Items dialog box
        Revision Picker dialog box
      Import from Excel
      Keyboard Shortcuts
      Time values
      Diagram editor
        Diagram editor overview
        Create a new diagram
        Edit a Diagram
        Shape and Symbol palettes
        Copy a Diagram
        Delete a Diagram
        Print a Diagram
        Miscellaneous notes
      Documents
        Create LiveDoc Document Dialog
        Document Sidebar Selector
        Comments sidebar
        Work Item Properties sidebar
        Recycle Bin sidebar
        Document Properties sidebar
        On-demand Work Item Loading
        Document Outline sidebar
        Attachments sidebar
        Test Run Planning sidebar
        Configure Work Item Presentation dialog
        Outline numbering display
        PDF watermarks order of precedence
        Permissions and license
        Macros and Wiki mark-up support in Word Round-trip
        Import rules for tables
        Manage saved import configurations
        Import and export formatting
        Round-trip export template fields
        Round-trip export template locations
        Document Editor toolbar
        Work Item Actions menu
        Document structure change via Excel
        Merge concurrent changes
        Merge actions for compared Documents
      Non-Latin alphabets
      Plans
        Planning sidebar
        Plan macros
        Ideal Progress statistic
        Previous Time Spent property
      Templates
      Test Management Reference
        Permissions and license
        Test step attachments
        xUnitFileImport job parameters
        Job example
        xUnit file example
        Test Records query extender
      Work Items
        Work Items overview
        Prioritization sidebar
        Work Item field permission restrictions
        Work Item and Index fields
        Advanced Work Item querying
      Mathematical formula syntax
  Polarion SDK
  Glossary
  About Polarion 19.1