Category: Setting Up

TestLodge integration with MantisHub

Testlodge Integration

Some of you Mantis users out there are most likely in need or already using a test case management tool to pickup any bugs in your software product. You may be thinking “How useful would it be to have my issue tracker and test case manager work together!” Well there are a number of test case managers out there that do advertise integration with Mantis and their instruction are available for you to test out.

MantisHub team is currently working on testing some of these out for you but if you’re after tried and true, we’ve been working with our friends at TestLodge and have developed step by step instructions to allow you to integrate MantisHub with their popular test case managment tool. Known for its clean and simple interface (sound familiar? 😉 you can starting running through test cases straight away. Linked with your clean and simple MantisHub service, this can save you a heap of time.

It’s really easy to setup the integration, you can check out our knowledge base article for the full procedure and functionality details. TestLodge have even produced a short video tutorial to help get you going that you can find linked in our article.

With the TestLodge integration you can connect to your MantisHub service using an easily generated, secure API token. We recommend you create a new, appropriately named user within MantisHub to use for linking to TestLodge so it’s easy to identify TestLodge generated issues. Once linked, you can automatically create issues with MantisHub when tests cases fail. You can setup within TestLodge the MantisHub project that you want these issues to be created in and also set the MantisHub issue’s assigned user, category, priority and severity all from within TestLodge. There’s even the capability to pull status updates on MantisHub issues via API and re-run tests based on the current issues status (e.g. resolved).

Our friends at TestLodge are offering a great deal to all MantisHub users, sign up for a free TestLodge trial and integrate it with your MantisHub service and they’ll give you a 10% discount on your TestLodge subscription. Reach out to their team at help.testlodge.com quoting the coupon Mantis10 before your free trial ends to receive this offer.

Pair MantisHub’s intuitive powerful tracker with this popular and efficient test case manager to even further simplify your software project delivery process.

User Access and Team Collaboration in MantisHub

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You will rarely be using MantisHub issue tracker in isolation. As long as you have an internet connection you can be on a remote island connected to MantisHub but I bet you won’t be the only one on. Hopefully you have a whole team of users, reporters, managers, stakeholders, collaborators that you can bring together to make your visions a reality. That’s the goal right?

So lots of users with different roles and different access. Some sensitive data you don’t want everyone to see. Actions and functionality you only want specific users to perform. Does this sound like you? 

User access options within MantisHub are quite extensive and you’ll find there is so much you can do in this space. Let’s go through what functionality you’ll come across. 

Inviting Users, Access Levels and Workflow thresholds

First of all let’s assume you want to give users login access to your MantisHub. For these users your first step is to invite them to create a password and login. To create a user account you just need to enter a username, email address and a real name. These all should be unique. You will also need to define their access level. You have 6 to choose from. As usual with access levels the higher levels inherit the functionality of the lower level with some additional permissions. You can head to ManageManage ConfigurationPermissions Report and Workflow Thresholds to see exactly what each access level can do but here is a brief summary below:

  • Viewer – this is for someone who has read-only access to view the issue details.
  • Reporter – these are users that will create issues, add notes and view issue details after creation but cannot handle (be assigned) or update issues.
  • Updater – adds the ability to update issue details.
  • Developer – adds the ability to handle (be assigned) issues and view private notes.
  • Manager – can also manage projects including adding users to a project and creating categories, versions and linking to custom fields. They also get access to reporting.
  • Administrator – full system access to all projects and issues as administrative functions.

Users accounts are created by administrators via the ManageManager Users section. When creating a user you are defining their global access for public projects. You can define a different access level for the same user at a project level which will override their global access level for that project. So for example someone can have reporter global access but for a specific project they can have developer access.

While the above listed user access levels are the default settings and should make sense for most setups (that’s kinda why we made them that way :)) you can tailor what functionality these access level have via Workflow Thresholds. Head to ManageManage ConfigurationWorkflow Thresholds and you can tweak it. Perhaps for example you want a reporter to be able to close the issue once it’s complete or move it to another project.

When a user becomes inactive, MantisHub recommends you disable users rather than deleting them. This way they no longer have access to your system but you retain your user history as well as saving a user license.

 

Public or Private

If you want any control over who sees what in your MantisHub you need to consider making your projects private. Public projects will be available to all users in your MantisHub according to their access level. If you wish to set up MantisHub such that users can only see the projects you specify, then you should make projects private, only administrators will have access to these projects by default. You can then go in and specifically add the users to the projects that they need access to. Projects are public by default on creation but within MantisHub you can also configure the system so that the default for new projects is private.

You can add further restrictions by making use of private issues or private notes within your issues. This allows you to have your developers, managers and administrators collaborate on issues without exposing your internal conversation to the viewers, reporters and updaters. By default only developers and above can see all private notes and issues or change the view status. Reporters and updaters can only see their own private issues and notes. This is configurable in your Workflow Thresholdsas well as whether your users are able to see the option to set an issue or note to private. You can also define whether they are public or private by default through configuration options.

Alternatives to creating accounts. 

There are a few alternative to having your administrators create a heap of user accounts to allow others to submit or view issues in your MantisHub.

1. Self Sign-up

Some companies may want to open up their tracker to allow users to sign up and create Reporter accounts themselves within their system. This is particularly common with open-source software projects and other wide-spread software. This way your users can sign up themselves whenever they wish to submit issues to your tracker. Administrators will get notifications of all new signups.

In these cases, companies may also pair this up with a simpler option for Viewer accounts by enabling anonymous access. This makes your MantisHub public projects viewable without requiring a customer to login. This can also enable search engines to index your MantisHub issues.

2. MantisHub Helpdesk

Another option for companies, is to use MantisHub Helpdesk to allow customers to email in issues. This is typically used as a customer support or service desk solution. Customer can email your MantisHub email address (or you can re-direct your company support email address) to automatically create issues within your MantisHub tracker. Your internal team can respond to issues by adding public notes that will trigger responses to the customer. You can also still collaborate internally with your team behind the scenes using private notes. Your email reporter (and any cc’d parties) will get notifications of creation, public note additions and closure of their email submitted MantisHub issues. All without needing direct access to your system.

 

Team Collaboration

Your MantisHub users can tap into a few other features when collaborating as a team.

Notifications

It’s a delicate balance knowing what to notify the team of in your system. You want to avoid having users filter out any MantisHub communications or just deleting them. Have a think about all the ways you can keep your team across what’s happening including those mentioned below to keep from spamming the team. Don’t forget you also have the timeline in your My View dashboard.

  1. @mentions – This feature is a particular favorite of mine. We use it to death and it’s super handy. Pull other users into issue for comment by @ mentioning their username within the issue. They will get an email notification with your note and a link to the issue so that they can respond or take action as requested. This way you can retain ownership of the ticket and still have advise or help from a colleague as needed. @mention emails avoid duplication, so if you are have been mentioned in a note and receive an @mentions email you will not received the ‘Note added’ email notification as this is now redundant.
  2. Email notification settings – You can set what activity your team gets notified of in MantisHub. This can be set quite flexibly for the system as a whole, or for specific projects and access levels. Users can even override the system settings in their own personal account preferences. MantisHub also provides a way for you to turn on logging for email notifications to help you troubleshoot any issues you might have if it’s not working as you expect. Again, have a good think of what you want to turn on here as the last thing you need is inbox overflow. You may even want to consider saving users from unnecessary emails but not adding them to a project they wont be using or changing their access level for the project. Last things to note here is that you can turn verbose or non-verbose notifications depending on if you want to get just the updated content or all the issue details.
  3. Monitoring – if you don’t necessarily want notifications for all issues within a project and so have only default or limited notifications set but are particularly interested in one issue, you can add yourself as a monitor of an issue to receive all notifications relating to it. Another use-case is that perhaps you have reported an issue and as reporter are notified of all status changes and updates and yet you have a college also needing to keep across the issue, you can add them as a monitor of the issue.

Project Management

Your managers and team can keep track of project version/release progress and updates  using the Changelog and also project roadmap goals using the Roadmap page. These pages are available to all users by default but this again is configurable via workflow thresholds and configuration options.

The summary page for statistical information and graphs on your MantisHub usage is initially only available to managers and admins but can also be tailored via configuration option view_summary_threshold and using the user access level codes to set the minimum.

So you can see there is so much you can do with MantisHub to manage you users. Just taking a bit of time to plan out how you set up the team and your customers interactions will make things run that little more smoothly for you. Jump onto our knowledge base here or follow the links in this article to find out about even more options that we didn’t get a chance to tell you about as well as specific step by step instructions. And you can always reach out to the support team with any questions.

May your team grow and prosper ;).

 

Walking you Through Getting Started

For those of you who have already signed up for a free trial, here’s a tip to get you going.

If you log into your new trial and head to your ‘My View’ page we have a little Getting Started guide for first time users. It covers the steps involved to get projects going and create issues.

If you’re tired of reading and you just want someone to tell you how to do it, we just put together a little walk-through video for you. Go ahead and check it out!

 

 

Email Training Course

We know you’ve probably got a long list of possible issue and bug trackers that you could use and may have already signed up for a bunch of trials. We want to help you out!

Now when you sign up for a our free trial, you’ll automatically be subscribed to our 10 day email training program to walk you through everything you need to know to determine if MantisHub is for you. We’ll cover the basic getting started tasks, our great features and plugins, customization options and much more.  You’ll also have the opportunity to take advantage of our special offers!

We feel priviledged that we made it onto your list and don’t take that for granted. Time is a valuable commodity and we’ve highlighted the great things about MantisHub into 10 bite sized email for you.

If you still have questions, our friendly support team can answer them for you. Just drop us an email at support@mantishub.com

Happy Hunting!

Turbo charge your team’s productivity with MantisHub. Get going in less than 2 Minutes.

For some companies a simple bug tracking tool without the hassle and complexity of installing, maintaining and supporting it in-house is the best fit. Some companies just want to get up and running now, while keeping their team focused on their business!  If a cloud solution is the best fit for you, take a look at MantisHub.

Utilizing the great features and usability of the highly popular MantisBT, MantisHub offers a bug and issue tracking software service solution so you can avoid the setup and maintenance overhead.

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With a free trial period, no credit card requirement, plans starting as cheap as $15 per month (even cheaper for annual plans) and no long term commitment there is no excuse not to SIGN UP NOW.

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