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> **_NOTE:_** If you use MySQL, make sure all database tables using the same storage engine (InnoDB is recommended) and character set (utf8mb4 is recommended).
Restart your application server (apache with passenger, nginx with passenger, unicorn, puma, etc.) and *Additionals* is ready to use.
More information about installation of Redmine plugins, you can find in the official [Redmine plugin documentation](https://www.redmine.org/projects/redmine/wiki/Plugins>).
> **_NOTE:_** We reserve the right to remove certain functions again. This is the case, for example, if a function has been included in Redmine Core or conflict with it.
The plugin is maintained by [AlphaNodes](https://alphanodes.com) for free as far as possible. In case you want a feature, which is not available and you are not capable of implementing it yourself, you can request this feature from AlphaNodes.
We are an `Open-source`_ service company from Munich. Among other things, we offer commercial plugin development (e.g. implementation function request, expansion of functionality, etc). As we know our plugin at its best we are glad to take this job from you. In case the requested plugin changes still fit to the plugin purpose. Please, contact us in case you are interested in commercial plugin development.
- Activate the ``Legacy smileys support`` if you want to use the manual smiley code in your text (e.g. ``:)``). If you already use a plugin that supports Smileys this option should stay deactivated. For more info on Emoji-Browser support read [more here](http://caniemoji.com/). Have a look at the Emoji [cheat sheet](https://www.webpagefx.com/tools/emoji-cheat-sheet) for available Emoji-Codes.
- This feature will hide the selected modules in the project settings. Even if the module is enabled for use in the admin area it can not be selected by the project manager within the projects. Please note, if these modules already activated in existing projects, you will have to change and re-save the respective project settings first.
> **_NOTE:_** Please restart the application server, if you make changes to the external urls settings as well as if you activate the Smileys support.
> **_Tip:_** You can use the following manual smiley codes: :), =), :D, =D, :'(, :(, ;), :P, :O, :/, :S, :|, :X, :*, O:), >:), B), (!), (?), (v), (x) and (/)
## Wiki section
If you click on this tab you get to the area, where users with administration rights can customize contents and settings for your Wiki pages in Redmine.
* Here you can implement useful macros like a display of your page hierarchy. But remember - only people with the correspondent rights will get a display of the content.
* You can also implement useful macros in this section. For example to implement some date or author macros (e.g. last_updated_at, last_updated_by)
* When activated the attachments will not be displayed in the PDF view of a Wiki page.
## Macros section
Redmine macros can be used in the Wiki of a project or in the text area of an issue. For more information on how to add macros use the Redmine help documentation.
The *Macros section* of the additionals plugin lists all available macros that the logged in user can use with the *macro button* of the wiki toolbar. If you leave them deactivated they are all available to your users for selection.
Macros marked here are not offered for selection. This allows you to limit the scope of the list for a better usability.
> **_NOTE:_** If you deactivate some macros here this does not mean the user may not implement them. All available macros of installed plugins will work even if they are not part of the macro button. The macro button is just a little helper for Redmine users with no macro experience to make it easier for them to use macros or to remember them.
### Macro button for Wiki toolbar
Many plugins are equipped with a number of useful macros. Unfortunately it is difficult for the normal user to find out which macros are usable without a look at the plugin documentation.
With the macro button for the Wiki toolbar we want to simplify the implementation of macros for users somehow and above all also promote. Because the use of macros belongs to the daily tools of the trade when dealing with the Wiki.
The macro button for the Wiki toolbar is acessible for every user of a project. For reasons of clarity, the list of available macros is restricted according to the following criteria.
The function is easy to use. Just click the button with the left mouse. The dropdown list shows all your available macros. Select the one you want to use. The selected macro will be pasted to the cursor position. All you have to do is adapt missing parameters (if needed).
* Use this section if you want to place important issue notes above every new issue (edit mode) like in the screenshot below. Keep it short and use a link to a common wiki page with further information.
> **_NOTE:_** You can use wiki syntax for your text (use it wisely). Make sure the wiki page you link to is accessible for every user. The default issue text can be overwritten within the project settings.
* Activate this option if you want to compress the display in the issue view for many file attachments. If no value is entered, the user will be shown the standard view for Redmine files. If a value is stored, the "Files" section in the issue view will be collapsed if the value is exceeded.*
* Activate this option in case you want to display the symbol link *New issue* on a user's profile page in the top right corner in order to add a new issue for this user directly from it's user profile page.
* Activate this option if you want to display the symbol link *Assign to me* in the issue overview page of an issue that you are able to assign it directly to yourself without *editing* the issue. The link is only shown to users who are also members in the correspondent project.
* Activate this option in order to see the *Author* label in notes of the issue author.
* Fast edit for description
* Activate this option and an *Edit* link will be displayed in the issue view in the "Description" area so that only the description can be edited quickly.
* Activate this option in case you want to display a list of available issue status options in the right sidebar of the issue view page. One click on the option changes the issue status directly without opening the *edit* mode.
> **_NOTE:_** All options above only work for users with appropriate issue tracking rights in the administration area "Roles and permissions" (view, create, edit).
* Disallow editing of closed issues (Freeze).
* This option should be activated if already closed issues should no longer be edited and commented.
If *Assignee* is unchanged and the issue status changed from x to y, than the author is assigned to the issue.
Issues should be automatically assigned to the author, if the status changes to *Approval*.
> **_NOTE:_** Use Case for this option is that issues should be automatically assigned to author, if the status changes to *Approval*.
Current issue status x is only allowed if *Assignee* is the current user.
> **_NOTE:_** Is this function used in combination with the setting option *Issue status on sidebar* then the current user will automatically be assigned to the issue while changing the issue status. Use Case here: Users are only allowed to change the status to *In Progress* if they are the person who is actually working on the issue right now.
If *Assigned to* is not assigned to a user and the new issue status is x then the issue is auto assigned to the first group with users of the pre-defined role.
> **_NOTE:_** Use Case: The issue author does not know whom the issue should be assigned to. Or he is unsure who will be responsible for solving the task. In that case the issue for example with the status "To Do" is automatically assigned to the first group, which does contain a user of the pre-selected project manager role. Imagine you have a group called "Support", and there are users assigend to the "Manager" role, this support group will be automatically adressed to solve the issue when the issue author saves it.
Time log for issues required.
> **_NOTE:_** For each issue of the selected trackers, a time logging is necessary if the issue is to receive one of the defined status properties. The time logging is not required if there does no rights exist for the creation of time logging or if the user has the authorization *Time logging not required*.
Please note, that a user with administration rights will always be able to do all those things a normal user is not allowed to.
## Web APIs section
In case you want to use the Gmap Macro you have to implement your Google API Key into the field ``Google Maps Embed API Key`` first. After this you can use the Macro everywhere inside Redmine (Wiki, Issues - everywhere you use wiki syntax).
## Help menu
We have implemented a help symbol in the global top menu of the header section that opens the new *help menu*.
There you find useful manual links to various Redmine related topics which will automatically be implemented, when the plugin has been installed. The menu is divided into two parts.
* There is a menu only for Redmine users without administration rights.
* There is a menu extension for Redmine users with administration rights.
The following menu items are currently implemented if a plugin is installed, that supports this additionals-function:
* FontAwesome Icons
* Redmine Macros (for more information see: Macros)
* Redmine Guide
* Redmine Changelog
* Redmine Security Advisories
* Redmine Upgrade
Known external plugins that have a user manual and support this feature are currently:
* additionals
* redmine_automation
* redmine_db
* redmine_devops
* redmine_hrm
* redmine_passwords
* redmine_privacy_terms
* redmine_reporting
* redmine_service_desk
* redmine_wiki_guide
## Plugin project settings
In the project configuration the ``Issues tracking``section allows you to store system wide ``Note for new issues``, which will be displayed on top of new issues (or in the edit mode of an issue). This system wide information text can be changed per project within the project settings. You can change the system settings in your project **Settings** area section **Issue tracking**.
| System | There is nothing you can do. The default system wide text will be used. |
| disabled | This disables the ``Note for new issues`` completely. |
| Project | This option allows you to define your own, project relevant text as ``Note for new issues``. |
> **_NOTE:_** You can use wiki syntax for your text (use it wisely). Make sure the wiki page you link to is accessible for every user. The default issue text can be overwritten within the project settings.
The following role permissions are provided by the plugin and must be configured in the administration area ``Roles and permissions`` for the plugin functions to make sure it's working properly.
**According to the selected Role you can activate / deactivate the following option:**
* Hide
* This option hides ``members`` of the selected role in the member box of each project overview page. Project members of other roles will still be listed. For example: You don't want others to catch a glimpse of your development team (Role: Development). So activate the role "Developer" to hide the list of your team members assigned to this role in this box. This function is also useful if your member box is too crowded.
> **_NOTE:_** This setting is also taken into account in all related query lists (e.g. issues, spent time etc.). So that the members with this role are also hidden there.
> **Important:** If the user has in one project a role, that allows him / her to view a specific "hidden role" this rule is not taken into account anymore.
**According to the selected Role you can activate / deactivate the following permissions:**
* Show hidden roles
* Section Project. In case you have hidden roles in a project that should not be displayed in the member box for example you can give to some special user roles the permission to display the members however. *Important:* If someone in a project has a role that has this right, then this user sees all users everywhere even if he or she is user of another project with different roles.
* Save dashboards
* Section Project. Allow this user role to add, edit or delete dashboards of their own. So this users can add dashboards for every purpose they want and switch between them.
* Set system dashboards
* Section Project. This permission requires *Save dashboards* permission. If you activate it, you allow users with this permission to change the system wide dashboard. Those user may create dashboards and make them system default. They get additional options: *Visible*, *System default* and *Always expose*.
* Share dashboards
* Section Project. Allow user roles with this permission to share dashboards with other users. This means if someone else assigns you a dashboard via *Author* selection, you are allowed to edit those dashboards as long as you are the assigned *Author* and also have the permission to *Save dashboards*.
* Edit issue author
* Section Issue tracking. This permission will always record any changes made to the issue author. You can change the author only in the issue edit mode. This function replaces the use of external plugins (e.g. change_author)
* Edit closed issues
* Section Issue tracking. Set this option to those roles you do not want to edit closed issues. Normally a closed issue should not be edited anymore.
* Set author of new issues
* Section Issue tracking. This permission should be set carefully, because in case you allow this, there is no history entry set for this. You will never know if the author has been originally someone else. Normally you don't want this.
* Log time to closed issues
* Section Time tracking. Our plugin does not allow time logs to closed issues. In case you still want to allow your members to log time to closed issues, you need to change the permission here.
## Dashboards
The additionals plugin comes with dashboard support (Drag & Drop). The *Dashboard* feature of the additionals plugin provides customizable areas to display and organize content from Redmine and Redmine plugins that support the functionality.
Specifically, you can customize the traditional Redmine main page, as well as the project overview pages according to your needs using the available dashboard blocks. The goal is to give the viewer an immediate overview of the issues or to display the metrics that are important to you.
The dashboard configuration takes place directly in Redmine:
The following blocks are delivered as standard when using the additionals dashboard function.
General blocks for all areas (e.g. *Home* and *Project overview*) are:
* Query: Issues
* You can configure the block content by selecting the *Issue Query* you want to display and choosing a number for *Maximum entries* to be displayed.
* Maximum number of such blocks per dashboard: **8**
* Text
* You can add individual text passages to your dashboard and use the wiki editor for structuring this text. If you want to work with macros, that include large amount of information (e.g. issue lists), use the *Text (asynchronous)* block instead, because it is cached asyncronous for 30 seconds due to performance reasons.
* Maximum number of such blocks per dashboard: **8**
* Text (asynchronous)
* This block is perfect if you want to implement macros into your text area. You can add individual text passages to your dashboard and use the wiki editor for structuring this text. Please note, that some macros are only usable in Wiki pages of a project, but not in issues or dashboard blocks. In that case no content will be displayed, but only the macro code.
* Maximum number of such blocks per dashboard: **8**
* Latest news
* Add the latest news block to your dashboard to show your user's what is going on in your system. The block configuration allows you to edit the number of *Maximum entries*.
* Maximum number of such blocks per dashboard: **1**
* Documents
* Add the *Documents* block to your dashboard to show your user's the latest documents, uploaded in Redmine. The block configuration allows you to edit the number of *Maximum entries*.
* Maximum number of such blocks per dashboard: **1**
* Static spent time
* Add the *Spent time* block to your dashboard to show the spent time activities. The block configuration allows you to edit the number of *Days* displayed in the block.
* Maximum number of such blocks per dashboard: **1**
* Atom+RSS Feed
* You can configure the block content by changing the *Title*, adding an *URL* and choosing a number for *Maximum entries* to be displayed.
* Maximum number of such blocks per dashboard: **8**
Special blocks for the welcome page *Home* are:
* Standard content left / Standard content right
* There are plugin developers who do not support our dashboard function and may have implement own content on the Redmine start page (legacy_left and legacy_right). These are usually not displayed due to the lack of dashboard support. If you still want to see this, select one of the two blocks or both for displaying such content.
* Activity
* You can configure the activity block content by choosing a number for *Maximum entries* to be displayed. And in case you are only interested in your own activities by activating the option *Only my activity*. Maximum number of such blocks per dashboard: **1**
* Welcome
* If you have specified a welcome text in the Redmine system settings you can display this text in the dashboard as well, by choosing the *Welcome* block. Maximum number of such blocks per dashboard: **1**
Special blocks for *Project overview* are:
* Standard content left / Standard content right
* There are plugin developers who do not support our dashboard function and may have implement own content on the Redmine project overview page (legacy_left and legacy_right). These are usually not displayed due to the lack of dashboard support. If you still want to see this, select one of the two blocks or both for displaying such content as well.
* Project information
* Displays the standard project information of Redmine in a block. Containing the project information from the project settings like custom fields for projects, description, URL etc. The block is not configurable, but you can remove it if not needed or reposition it.
* Subprojects
* Displays the standard subproject information of Redmine in a block, if you have configured them in the project settings. The block is not configurable, but you can remove it if not needed or reposition it.
* Issue tracking
* Displays the standard issue tracking information of Redmine in a block. The block is not configurable, but you can remove it if not needed or reposition it.
* Time tracking
* Displays the standard issue tracking information of Redmine in a block including the additionals adaption to the information displayed there. The block is not configurable, but you can remove it if not needed or reposition it.
* Members
* Displays the standard member box of Redmine in a block including the additionals permission adaption to the information displayed there. The block is not configurable, but you can remove it if not needed or reposition it.
> **_NOTE:_** These are the basic blocks that come with the additionals plugin dashboard functionality. Other plugins, that also support the *Drag&Drop* dashboard function may deliver additional blocks for selection.
> **_NOTE:_** Notes about caching: All blocks are cached asynchron (every 30 seconds). The RSS Feed blocks are cached asynchron (every 10 minutes). The time tracking block is chached asynchron (every 1 hour).
### Default Dashboards
When installing the Additionals plugin it comes with default dashboards for the Redmine *Home* page as well as the Redmine *Project overview* page. The typical default dashboard has the following key options:
* Visible: *to any users*
* Marked as *System default*
In case you want to restore the default dashboard you can simply add a new one or arrange an existing one by using the following blocks and position them in the left or right area.
* Default Dashboard blocks: Home
* Welcome (left), Standard content left (left), Standard content right (right)
* Default Dashboard blocks: Project overview
* Project information (left), Issue tracking (left), Time tracking (left), Members (right), Sub projects (right)
There is nothing bad about it. Just remove the dashboard blocks you don't like and start over. The best way to start a new default dashboard anyway is to create a new dashboard, first and add the blocks you like. If everything is the way you want it, make it "Default". Keep the old "Default" as backup.
A protection against accidental deletion / editing is the option "Locked". Anyone with dashboard edit permission can enable/disable it. If enabled a little locked symbol is displayed at the top right corner so you can see, the dashboard is protected. You can unlock it any time to do your changes. It is not possible to change locked dashboards.
This will always happen, if you work as user with the appropriate permission to do so (e.g. administration permissions). We recommend not do work with those permission in your regular work day. Create your dashboards one time and switch user permissions afterwards. So this will not happen again.
There is just one system default dashboard possible for every area. This means one default dashboard for the Redmine "Home" page. And one for the general project overview page. But you can create also one default for a specific project overview page, which will than be "Project default".
You do not control the content a user in your project can view via the dashboard block you add. You need to take care of content view permissions by setting up the correct user permissions in the administration area "Roles and permissions". Those permissions are relevant for the content a user can view in your project and must be set correctly. If you want a dashboard for your own, all you need to do is, create a new dashboard and set *Visible* to the option *to me only*.
For Anonymous users / Non members use the normal "default dashboard" for the Redmine start page and / or Redmine project page. Because they will usually see the default dashboard and the blocks placed there. They will not be able to switch between different dashboards.
And for your employees create own dashboards. You define which role has access to it in the dashboard configuration. Employees of the respective roles can then simply switch from the standard dashboard to the role-based dashboard in case it will not be displayed on the first visit.
If the plugin was uninstalled correctly, then the Redmine start page, as well as the project overview page will correspond to the *usual view* again by default.
This means that you will only see the blocks that Redmine has permanently placed there (e.g. welcome text message, latest news), or the blocks that are placed there by installed Redmine plugins.
The pages can no longer be customized flexibly. You no longer have any influence on the content that is offered there.
You are a plugin developer and want to support Dashboards for your plugin as well? Great! Thank you for that.
Learn how to implement Dashboard blocks in your plugins. There are only two things required for that:
* Create block template
* Create a template for your block in *app/views/dashboards/blocks/*. The name of your template should be unique, that there are no conflicts with other blocks (e.g. from other plugins)
Overwrite it with *prepend* (not alias_method) to get no conflicts with other plugins. See *redmine_git_hosting* for an example implementation for a *block template* and a *block definition*.
That's it. As you can see, it's not so hard.
In case of further questions use the issue tracking system for this project on GitHub.
For questions or feedback on the plugin functions, [pull requests](https://github.com/alphanodes/additionals/pulls), [issues](https://github.com/alphanodes/additionals/issues) use only the issue system as a communication channel. Thank you.
