2. Projects

This chapter introduces the basics you will need to know to start working with project in Polarion ALM. Topics covered include:

Creating a User Account and Logging In

Before you can begin working with any project in Polarion, you must have a user account, and log in using its user name and password. If your system administrator has configured the system to allow it, you may be able to create a new user account for yourself automatically, or explicitly, as described below. If the system configuration does not allow these types of user account creation, then your system administrator will need to create your account and assign you a user name and password.

Note

The information in this section pertains to Polarion ALM's default Subversion-based user authentication. Your organization's system may be configured to use LDAP Active Directory or other global user authentication mechanisms. Your administrator should provide you with all necessary information regarding authentication and credentials.

If your system has been transitioned from the default authentication to e.g. LDAP Active Directory, be aware that Active Directory user IDs are generally case insensitive, while Polarion user IDs are case sensitive. If you have been accustomed to log in to Polarion ALM using e.g. an all lowercase user ID, but the actual value stored in Active Directory is different case, then you will not be able to log into Polarion via Active Directory. Consult your administrator if you have any problems with login and authentication.

Creating an Account Explicitly

Administrators may optionally configure a Polarion installation to enable new users to explicitly create a new user account. When the system is so configured, the portal login page displays the following link:

Figure 2.1. Explicit Account Creation

Explicit Account Creation

Portal login page may allow new users to explicitly create a new account

When you click the link, a form appears which enables you to specify your account credentials, including user name, password, and email address for receiving notifications. When you submit the form, the login screen appears again and you can log in with your new credentials.

It is important to note that when you create an account this way, you have basic read access to the system so you may not have all the permissions you need. For example, you may not be able to create projects or edit Work Items. You will need to coordinate with system and/or project administrators to modify your permissions via the administration interface.

Creating an Account Automatically

The system administrator can optionally configure the system to auto-create user accounts whenever a user logs in who does not already have an account on the Polarion system. This is most likely to happen in organizations with some type of central user authentication system such as LDAP. In such cases, and with proper system configuration, all you need to do is log in to the Polarion portal with your LDAP user name and password, and a user account will be automatically created for you in Polarion. What permissions you will have after the "auto-create" process depends on the system configuration. If you are unable to perform some tasks like creating or editing Work Items, you will need to coordinate with a system or project administrator to modify your account.

How to Change Your Password

You can change password and other details of your user account. In Navigation, click My Polarion, and in the My Polarion page My Account to access your user profile, where you can change your password, email address, and description. (You can also access your account page from the tool view of Navigation.)

To change your password:

  1. After opening your user account page, click the Edit button. The hidden password fields are then shown. You change the password by entering a new one.

  2. Enter a new password in the New Password field.

  3. Enter the same password in Re-enter Password to confirm the new password.

  4. Click the Save button to save the new password.

    You will remain logged in. The new password will be required next time you log in.

Password Characters

The characters allowed in passwords depend on how your system is configured to authenticate users. The safest approach is to use only ASCII characters in passwords (with the exception of the double-quote character ("), which is not allowed with Polarion. If you need to use non-ASCII characters in your password, consult your Polarion administrator first.

Disabling Email Notifications

By default, you receive email notifications according to the notification settings configured by your project administrator. Notifications are sent out in response to events that occur in the system... creation of a new Work Item, or change in a Work Item's status, for example. Who receives notification is determined by the configured "notification targets" for each event. A new Work Item even might send notification to targets like the author, the assignee(s), and any watcher(s) of the item.

While such notifications are generally considered useful, there may be times when, or reasons why you don't want to receive them. In such cases, you can disable email notifications in your user account settings.

To disable email notifications:

  1. Log in to the portal, and from any page click on My Polarion in Navigation.

  2. In the upper right part of your My Polarion page, in the Links section, click My account. Your user account page will load in the browser.

  3. On your user account page, check the Disable Notifications box and then click the Save button.

TIP

If you modified your My Polarion page and removed the My account, you can get to your user account page by entering a URL like the following in your browser's navigation control:

http://yourpolariosnerver.yourdomain.com/polarion/#/user?id=youruserid

For example: http://almdemo.polarion.com/polarion/#/user?id=JensenD

Understanding Your User Permissions

Polarion has a sophisticated, multi-tier security architecture with extensive control over user permissions, which regulates who has what level of access to what. Permissions can be defined for user roles, and/or for specific types of content in the system. Polarion's permissions sit atop the access control mechanisms of the underling repository.

If you encounter any of the following or similar problems, chances are that your user permissions need review and revision:

  • You cannot create a Work Item in the Tracker or a Document.

  • You cannot use Work Items (e.g. Requirements) after initial import from Microsoft Word or Excel.

  • You cannot overwrite a referenced Work Item of some type in a Document.

  • You cannot move a Work Item of some type to or from a Document.

  • You cannot create linked or linking Work Items of some type.

User permissions are defined and controlled by the Polarion administrator and possibly project administrators. If at any time you find you cannot create, modify, or view any content that you believe you should have permission for, either contact your administrator directly, of follow whatever contact chain your team or organization has established.