Table of Contents

• CodeBeamer Overview
• About this Guide
• Typographical Conventions
• Contacting Intland Support
• Introduction
• Analysis
• Design
• Implementation
• Test
• Building User Communities Around Your Projects
• Why Build a User Community?
• How to Organize Projects for Communities
• Approve or Reject Join Requests
• Default Member Roles
• Accounts and Login
• Creating an Account
• Log In To CodeBeamer
• SSL Login
• Log Out From CodeBeamer
• Licenses And Sessions
• My Start Site
• Project Summary Site
• Projects, Roles, Groups, Members and Users
• Users
• Members
• Roles
• Custom Roles
• Users and Groups
• Role Based Access Control
• Hidden Artifacts
• Searching
• The Syntax of Search
• OR
• AND
• +
• -
• NOT
• Grouping
• Wildcard Searches
• Fuzzy Searches
• Escaping Special Characters
• Search for Artifacts by Owner / Submitter
• Search for Artifacts by Creation / Modification Date
• Search for Artifacts by Created/Modified by Users
• Search for Source Symbols and Files
• Searching by the Unique Identifier
• Labeling
• Overview
• Public and Private Labels
• Administering Labels
• Creating a Project
• Managing Project Members
• Assign Roles to Members
• Assign Groups with Roles
• Approve or Reject Join Requests
• Assign a SCM Repository to the project
• Working Sets
• Create a New Working Set
• Edit a Custom Working Set:
• Delete a Custom Working Set
• The Document Manager
• Add a New Directory
• Add a New Note
• Add Documents
• Live Edit Documents
• Copy, Move and Rename Documents
• Document Properties
• Document Versioning and Access History
• Document Permissions
• Document Access Notification
• Document Access Notification
• Directory Access Notification
• Add Comments and Attachments to a Document
• Add Associations to a Document
• MS Office And Windows Integration With WebDAV 
• Wiki
• Editing, WYSIWIG Wiki Editor
• Organizing the Content
• Writing Content
• Developing New Wiki Plug-ins
• Commenting Pages and Attaching Files
• Page History
• Security
• Notifications
• PDF and RTF export
• Customizing the output
• Changing the font set
• Known limitations of the PDF/RTF export
• Trackers
• Tracker Summary
• Work Item List
• Tracker Views
• Searching on Work Items
• Submit a New Work Item
• Add Attachment
• Deleting Attachment
• Adding Comment
• Deleting Comment
• Add Associations and Dependencies
• Editing a Work Item
• Adding Comment to a Work Item
• Editing and Deleting Comments
• Using Cut, Copy, and Paste (Move and Duplicate)
• Copying Items With Copy/Paste
• Moving Items Between Trackers With Cut&Paste
• Mass Editing
• Deleting a Work Item
• Modification History
• Searching on Work Items
• Administering Trackers
• Edit Tracker Name and Description
• Change Fields, Layout, Workflow and Notification
• Edit Field Permissions
• Add Custom Fields
• Editing Field Attributes
• Editing Choice Fields
• Subscribe Notifications
• Add a New Tracker
• Deleting a Tracker
• Import CSV Data into a Tracker
• Workflows
• Overview
• Concepts
• Working With Workflows
• Workflow Security
• Customizing Workflows
• Reports
• Running a Report
• Exporting
• Creating a Report
• Creating a Simple Report
• Creating a Merged Report
• Customize a Report
• Deleting Reports
• Set Permissions on a Report
• Forums
• Post a Message
• Post a Message with Attachment
• Edit a Message
• Delete a Message
• Post a Message to the Project Summary Site
• Search in Forums
• Administering Forums
• Deleting a Forum
• Add New Forum
• Change Forum Name, Type and Description
• Forum Access Permissions
• Notification Subscription
• Importing
• Inboxes, E-mail Integration into Forums
• Builds
• Starting Maven Build from Ant
• How To Create/Edit Builds
• Administering Projects
• View Project Members
• Operations on Project Members
• Customizing Roles
• Configuring Project Options
• General Options
• Deleting a project
• Editing The Summary Page Layout
• Administering external SCM Access
• Administering a Managed Subversion Repository
• Synchronization With The SCM System
• Code Parsing Options
• Dashboard
• Trends
• Source Code and SCM Access
• Support for SCM Repositories
• Browsing an SCM Repository
• Browsing Code Commits
• Source Code Comprehension
• Searching for Symbols
• Browsing Cross References
• Code Changes Reports
• Program Symbol Changes Over Project Time
• Source Code Metrics
• Task-Based Processes with SCMLoop and Managed SCM Repository
• How Does a Task-Based Process Work?
• Enabling a Task-Based Process for a Project
• Enabling a Task-Based Process
• Commit Actions from IDEs
• Accessing the SCM Commit History
• Accessing SCM Modules Associated With Tracker Items