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
Create a new Project Group
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 My Polarion page
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
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
Import Work Items
Import Work Items overview
Import from Word
Import from Excel
Import from Microsoft Project
Browse Work Items
Browse Work Items overview
Work Item browser and editor panes
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
Assign a Work Item
Change a Work Item's status
Link Work Items
Link terminology and traceability
Link individual Work Items
Link multiple Work Items at once
Link a Work Item to a specific revision
Create and link a new Work Item in a single operation
Link Work Items across projects using Quick-link
Link to Work Items on a different server
Link a Document's Work Items
Add Linked Data items to Work Items
Suspect links
Resource Traceability through linked resources
Link Work Items in the Matrix view
Create links in Multi Edit view
How links are handled in a Live Plan
Work Item hyperlinks
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
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
Attach files to a Work Item
View Work Item History
Set and remove Watches
Set Planning constraints
Print Work Items
Clipboard operations
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
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
Voting
Documents and Pages
Test Runs
Project Baselines
About Project Baselines
Create a new Project Baseline
Compare Project Baselines
Modify an existing Project Baseline
Browse, search and report Project 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
Activity Stream
Work with Documents
Work with Documents overview
Create a new Document
Spaces and Subspaces
Document Baselines
Create a new empty Document
Add remote links to a LiveDoc
Import Microsoft Word Documents
Import Microsoft Word documents overview
Launch import from Microsoft Word
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
Copy Work Items to the same Document
Copy Work Items to another Document
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 Live Link
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
Section and page orientation
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
Combine Documents
Append Documents
Move or rename a Document
Branch Documents
Work with branched Documents
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
Collections
What is a Collection?
Create/Delete a Collection
Add/Remove Collection Documents
Work with Collections
Work in Collections
Collection Baselines
Reuse Collections
Close/Reopen a Collection
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
Page History
Export to PDF or Print a Page
Download and Reuse Pages
Build reports
About reports
Introduction to Widgets
Insert or Edit Widget
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
Control Chart widget
Interactive Reports via Page Parameters
Add a Page Parameter
Scripted Chart
Simple chart example
Trend chart example
Simple Plan example
Simple Test Run example
Advanced Report topics
Work with diagrams
Diagram editor overview
Create a new diagram
Edit a Diagram
Use shape and symbol palettes
Copy a Diagram
Delete a diagram
Print a diagram
Notes on diagrams
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
Create Variant Work Items
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
IC Verification Assistant
Overview
Install and Configure ICVA
Install the ICVA extension
Install IC Verification Assistant widgets
Upload the ICVA template
Apply the ICVA license
Configure IC Verification Assistant (ICVA)
Create a Project with the ICVA template
Upload a Coverage Model
Add from Coverage
IC Verification Assistant sidebar
Export a Test Plan
Import test results
Traceability Report
Summary Verification Report
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
Use 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 a Project
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
Table custom fields
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 Collections
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
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 Test 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
Change the My Polarion template
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 a Bitbucket Server 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
Linked Data Appearance
Configure synchronization
Configure synchronization overview
Configure Connections
Global connection for Sync Pairs
Create and configure a Synchronization Pair
Map types, fields, and values
Run synchronization
Reuse Synchronization Pairs as global templates
CI/CD Jenkins
CI/CD Jenkins overview
Configure connections and builds
Configure workflow to trigger Jenkins build
Configure import of test results from Jenkins
Create and manage Jenkins Builds
DOORS
HP QC or ALM Database
Jira
MATLAB Simulink
MATLAB Simulink overview and installation
Connect MATLAB to Polarion
Publish MATLAB Elements to Polarion
Microsoft TFS
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
Advanced security configuration
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
Manage Polarion licenses
Configure single sign-on (SSO)
Repository access management
Repository access management overview
Edit Roles and Groups Assignment
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
Enable Java Flight Recording
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 and DB Query Limits
Lucene word splitting
JVM properties for Maven calculation
View cache statistics
Adjust cache size
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
Workflow Conditions and Functions for Documents
Workflow Conditions for Documents
Workflow Functions for Documents
Workflow conditions and functions for Test Runs
Workflow conditions for Test Runs
Workflow functions (Test Runs)
Workflow error handling
Scripted Workflow Functions and Conditions
On-demand Work Item loading
Polarion and system 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 Sources and Types
Advanced querying
Attachment file types for indexing
Captions
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
Documents
Create LiveDoc Document dialog box
Document sidebar selector
Comments sidebar
Work Item Properties sidebar
Recycle Bin sidebar
Document Properties sidebar
Document Outline sidebar
Attachments sidebar
Test Run Planning sidebar
Configure Work Item Presentation dialog box
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 for Test Runs
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
Mathematical formula syntax
Supported browsers and versions
Polarion SDK
Glossary
About Polarion 20 R2
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
Create a new Project Group
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 My Polarion page
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
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
Import Work Items
Import Work Items overview
Import from Word
Import from Excel
Import from Microsoft Project
Browse Work Items
Browse Work Items overview
Work Item browser and editor panes
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
Assign a Work Item
Change a Work Item's status
Link Work Items
Link terminology and traceability
Link individual Work Items
Link multiple Work Items at once
Link a Work Item to a specific revision
Create and link a new Work Item in a single operation
Link Work Items across projects using Quick-link
Link to Work Items on a different server
Link a Document's Work Items
Add Linked Data items to Work Items
Suspect links
Resource Traceability through linked resources
Link Work Items in the Matrix view
Create links in Multi Edit view
How links are handled in a Live Plan
Work Item hyperlinks
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
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
Attach files to a Work Item
View Work Item History
Set and remove Watches
Set Planning constraints
Print Work Items
Clipboard operations
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
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
Voting
Documents and Pages
Test Runs
Project Baselines
About Project Baselines
Create a new Project Baseline
Compare Project Baselines
Modify an existing Project Baseline
Browse, search and report Project 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
Activity Stream
Work with Documents
Work with Documents overview
Create a new Document
Spaces and Subspaces
Document Baselines
Create a new empty Document
Add remote links to a LiveDoc
Import Microsoft Word Documents
Import Microsoft Word documents overview
Launch import from Microsoft Word
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
Copy Work Items to the same Document
Copy Work Items to another Document
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 Live Link
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
Section and page orientation
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
Combine Documents
Append Documents
Move or rename a Document
Branch Documents
Work with branched Documents
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
Collections
What is a Collection?
Create/Delete a Collection
Add/Remove Collection Documents
Work with Collections
Work in Collections
Collection Baselines
Reuse Collections
Close/Reopen a Collection
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
Page History
Export to PDF or Print a Page
Download and Reuse Pages
Build reports
About reports
Introduction to Widgets
Insert or Edit Widget
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
Control Chart widget
Interactive Reports via Page Parameters
Add a Page Parameter
Scripted Chart
Simple chart example
Trend chart example
Simple Plan example
Simple Test Run example
Advanced Report topics
Work with diagrams
Diagram editor overview
Create a new diagram
Edit a Diagram
Use shape and symbol palettes
Copy a Diagram
Delete a diagram
Print a diagram
Notes on diagrams
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
Create Variant Work Items
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
IC Verification Assistant
Overview
Install and Configure ICVA
Install the ICVA extension
Install IC Verification Assistant widgets
Upload the ICVA template
Apply the ICVA license
Configure IC Verification Assistant (ICVA)
Create a Project with the ICVA template
Upload a Coverage Model
Add from Coverage
IC Verification Assistant sidebar
Export a Test Plan
Import test results
Traceability Report
Summary Verification Report
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
Use 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 a Project
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
Table custom fields
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 Collections
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
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 Test 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
Change the My Polarion template
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 a Bitbucket Server 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
Linked Data Appearance
Configure synchronization
Configure synchronization overview
Configure Connections
Global connection for Sync Pairs
Create and configure a Synchronization Pair
Map types, fields, and values
Run synchronization
Reuse Synchronization Pairs as global templates
CI/CD Jenkins
CI/CD Jenkins overview
Configure connections and builds
Configure workflow to trigger Jenkins build
Configure import of test results from Jenkins
Create and manage Jenkins Builds
DOORS
HP QC or ALM Database
Jira
MATLAB Simulink
MATLAB Simulink overview and installation
Connect MATLAB to Polarion
Publish MATLAB Elements to Polarion
Microsoft TFS
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
Advanced security configuration
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
Manage Polarion licenses
Configure single sign-on (SSO)
Repository access management
Repository access management overview
Edit Roles and Groups Assignment
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
Enable Java Flight Recording
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 and DB Query Limits
Lucene word splitting
JVM properties for Maven calculation
View cache statistics
Adjust cache size
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
Workflow Conditions and Functions for Documents
Workflow Conditions for Documents
Workflow Functions for Documents
Workflow conditions and functions for Test Runs
Workflow conditions for Test Runs
Workflow functions (Test Runs)
Workflow error handling
Scripted Workflow Functions and Conditions
On-demand Work Item loading
Polarion and system 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 Sources and Types
Advanced querying
Attachment file types for indexing
Captions
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
Documents
Create LiveDoc Document dialog box
Document sidebar selector
Comments sidebar
Work Item Properties sidebar
Recycle Bin sidebar
Document Properties sidebar
Document Outline sidebar
Attachments sidebar
Test Run Planning sidebar
Configure Work Item Presentation dialog box
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 for Test Runs
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
Mathematical formula syntax
Supported browsers and versions
Polarion SDK
Glossary
About Polarion 20 R2