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+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
+"http://www.w3.org/TR/2000/REC-xhtml1-20000126/DTD/xhtml1-strict.dtd";>
+
+<html xmlns="http://www.w3.org/1999/xhtml";>
+ <head>
+<style type="text/css">
+/* <![CDATA[ */ @import "/branding/css/tigris.css"; /* ]]> */
+</style>
+  <script src="/branding/scripts/sc.js" type="text/javascript"></script>
+  <link rel="stylesheet" type="text/css" href="/branding/css/print.css" 
media="print" />
+
+  <title>Editing and maintaining the Project Home page</title>
+ </head>
+
+ <body class="docs" onload="self.focus()">
+<div class="docs" id="projectowneredit">
+  <h2>Editing and maintaining the Project Home page</h2>
+  <div id="toc"> 
+    <ul>
+      <li><strong><a href="/nonav/servlets/HelpTOC">Help 
index</a></strong></li>
+    </ul>
+    <ul>
+      <li> <a href="/nonav/docs/ProjectOwnerAdmin.html">Project owner 
administration</a> 
+        <ul>
+          <li> Editing and maintaining the Project Home page 
+            <ul>
+              <li><a href="#updatehome">Maintaining project 
information</a></li>
+              <li><a href="#useindex">About the 'Use Project Home Page' 
option</a></li>
+              <li><a href="#ownersmessage">Updating the owner's 
message</a></li>
+              <li><a href="#other">About other operations</a></li>
+              <li><a href="#aboutlocking">About project locking</a></li>
+            </ul>
+          </li>
+          <li><a href="/nonav/docs/ProjectOwnerNews.html">Managing project 
site 
+            news</a></li>
+          <li><a href="/nonav/docs/ProjectOwnerMembers.html">Adding project 
members 
+            and approving roles</a></li>
+          <li><a href="/nonav/docs/ProjectOwnerMailingLists.html">Managing 
project 
+            mailing lists</a></li>
+          <li><a href="/nonav/docs/ProjectOwnerDocuments.html">Managing 
project 
+            documentation</a></li>
+          <li><a href="/nonav/docs/ProjectOwnerSource.html">Managing project 
source 
+            code</a></li>
+          <li><a href="/nonav/docs/ProjectOwnerIssues.html">Tracking and 
managing 
+            project issues</a></li>
+          <li><a href="/nonav/docs/ProjectOwnerCustomStyle.html">Managing 
custom 
+            HTML styling</a></li>
+        </ul>
+      </li>
+    </ul>
+  </div>
+  <h3><a id="updatehome" name="updatehome">Maintaining project 
information</a></h3>
+  <p>The <strong>Project Home</strong> page is the entry point for all project 
+    users, members as well as potential contributors. The primary role of the 
+    <strong>Project Home</strong> page is to highlight the project's mission, 
+    primary goals, current status, and ongoing needs.</p>
+  <p><strong>NOTE</strong>: For a good example of summarizing project goals 
and 
+    status, see the open source <a 
href="http://subversion.tigris.org/";>Subversion 
+    project home page</a>.</p>
+  <p>Project information can be modified through the <strong>Edit 
Project</strong> page. 
+    By clicking on the <strong>Edit this Project</strong> link on the 
<strong>Project 
+    Home </strong>you can modify the information in each of these fields:</p>
+
+<ul>
+  <li> 
+   <strong>Parent project</strong>: Use this field 
+      to assign a new parent project for your project. 
+  </li>
+  <li><strong>Summary</strong>: This text appears in project listings viewed 
by registered 
+    users. </li>
+  <li><strong>Description:</strong> Because the description field accommodates 
html formatting 
+    and graphics, you can use this to customize and add information to your 
project 
+    home page.</li>
+  <li><strong>Public project</strong>: Make your project visible or invisible 
to other users 
+    in this domain.</li>
+  <li><strong>Use project index: </strong>Use to assign an alternative home 
page for your 
+    project. See the <a href="#useindex">About the 'Use Project Home Page' 
option 
+    section</a> for further information on this option.</li>
+  <li><strong>Owner message</strong>: Communicate with your project members 
and 
+    potential members using this field. See the <a 
href="#ownersmessage">Updating 
+    the owner's message section</a> for tips on using this section.</li>
+  <li><strong>Addtional operations</strong>: These options allow you to manage 
additional 
+    project resources. See the <a href="#other">About other operations 
section</a> 
+    for an explanaition of each operation.</li>
+</ul>
+
+  <h3><a id="useindex" name="useindex">About the 'Use Project Home Page' 
option</a></h3>
+  <p>Your <strong>Project Home</strong> page by default displays the content 
that you entered 
+    in the Description field in the <strong>Edit Project</strong> page.</p>
+  <p>Because some projects require more complex home pages, however, you have 
+    the option to store and display special home page content from a different 
+    file. The "Use Index" flag in the <strong>Edit Project</strong> page 
indicates that 
+    your project home page should display the contents of the "index.html" 
file 
+    instead of displaying description field information from the database. 
This 
+    file is located in:</p>
+  <p>http://yourprojectname.this domain/www/index.html</p>
+  <p>This file is part of the project's source code repository under CVS 
version 
+    control. If you check the "Use Index" flag, this means you must update 
your 
+    home page content by editing the index.html file, saving it, and then 
committing 
+    it into CVS to display the newest file revision in your project's home 
page. 
+    When you use the index.html file, you can include HTML formatting, 
graphics, 
+    and other more complex elements for your project's home page.</p>
+  <h3><a id="ownersmessage" name="ownersmessage">Updating the owner's 
message</a></h3>
+  <p>Initially you use the field to identify yourself as the project owner and 
+    convey project goals. As the project progresses, use the Owner's Message 
to 
+    highlight project milestones, list changing requirements, and identify 
particular 
+    resource needs. For example, you may advertise the types of development 
expertise 
+    currently being sought:</p>
+  <blockquote> 
+    <p>"Desperately seeking experienced Java servlet developers with a passion 
+      for creating apps that will change the world."</p>
+  </blockquote>
+  <p>Or, you can give updates about the current status of development and 
what's 
+    coming up next.</p>
+  <p>However you use this field, your Owner's Message should be updated 
frequently: 
+    usually once a week, but no less than monthly. Fresh messages convey a 
sense 
+    of excitement and momentum; critical perceptions to the growth of 
development 
+    projects.</p>
+  <h3><a name="other" id="other"></a>About other operations</h3>
+  <p><strong>Tool configuration</strong>: This link allows you to view and, if 
you have 
+    the appropriate permission, to edit configuration options that affect your 
+    project. Use this area to determine how project tools are configured.</p>
+  <p><strong>Edit project roles</strong>: Allows you to view and manage roles 
+    specific to this project. More information on project roles is available 
in 
+    the <a href="/nonav/docs/ProjectOwnerMembers.html#addroles">Manage project 
+    roles</a> document.</p>
+  <p><strong>Edit project resource patterns</strong>: Like the project roles, 
+    this allows you to view and manage resources attached to roles in this 
project. 
+    For more information, review the <a 
href="/nonav/docs/ProjectOwnerMembers.html#addroles">Manage 
+    project roles</a> document.</p>
+  <p><strong>Lock and Delete project</strong>: Allows you to remove the 
project from view 
+    on the domain. For more information on locking projects please see <a 
href="#aboutlocking">About 
+    project locking</a>. </p>
+  <h3><a id="aboutlocking" name="aboutlocking">About project locking</a></h3>
+  <p>If you have received email notification that your project is locked, you 
+    should contact a site administrator immediately for further information. 
Project 
+    locking means that site administrators have temporarily disabled your 
project. 
+    This may be due to site policy matters, technical issues, or other 
reasons.</p>
+  <p>When you load your <strong>Project Home</strong> or <strong>Project 
Edit</strong> page, you encounter 
+    the "Locked" flag in red at the top. All site-related project activity is 
+    suspended in locked projects. Your project pages can still be accessed and 
+    all existing project data is intact, however <strong><i>you and your 
project members 
+    temporarily have read-only access</i></strong> to the source code 
repository, email 
+    archives, issue database, project files, and documents. No one -- 
including 
+    you -- can commit source code, enter issues, upload or download files and 
+    documents, change web content, or subscribe to or modify mailing lists. If 
+    your locked project is a public project, other site users can still view 
your 
+    project's home page but the project is flagged as "locked."</p>
+  <p>A site administrator must unlock your project to reactivate it. You will 
+    receive email notification when this action is taken also.</p>
+  <div class="courtesylinks"> 
+    <p><a href="#toc">Top</a> | <a href="/nonav/servlets/HelpTOC">Help 
index</a></p>
+  </div>
+ </div>
+</body>
+</html>
+
+

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+<!--#include virtual="/doctype.html" -->
+<html>
+<head>
+<link href="/css/ooo.css" rel="stylesheet" type="text/css">
+
+<title>Managing project files and documents</title>
+
+<meta HTTP-EQUIV="content-type" CONTENT="text/html; charset=UTF-8">
+
+<!--#include virtual="/google-analytics.js" --> 
+<!--#include virtual="/scripts/entourage.js" -->
+</head>
+<body>
+<!--#include virtual="/pl/brand.html" -->
+  <div id="topbara">
+    <!--#include virtual="/pl/topnav.html" -->
+    <div id="breadcrumbsa"><a href="/">home</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/">pl</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/">Archive</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/">trans</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/">docs</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/orig/">orig</a></div>
+  </div>
+  <div id="clear"></div>
+  
+  
+  <div id="content">
+    
+    
+    
+
+
+    <span class="Header">Managing project files</span>
+
+<p><span class="PlainText"><b>Project help for project owner administration: 
Index</b>
+<ul>
+<dl>
+  <dt><a href="ProjectOwnerAdmin.html">Project Owner Administration</a>
+  <dd><a href="ProjectOwnerEdit.html">Editing and maintaining the Project Home 
page</a>
+    <dd><a href="ProjectOwnerNews.html">Managing project site news</a>  
+    <dd><b>You are here: Managing project files
+      <ul>
+      <li><a href="#downloading">Downloading project files</a>
+      <li><a href="#adding">Uploading project files</a>
+        <li><a href="#files" target="Files">About file types</a>
+    </ul></b>
+  <dd><a href="ProjectOwnerMembers.html">Adding project members and approving 
roles</a>
+  <dd><a href="ProjectOwnerMailingLists.html">Managing project mailing 
lists</a>
+  <dd><a href="ProjectOwnerDocumentation.html">Managing project 
documentation</a>
+  <dd><a href="ProjectOwnerSource.html">Managing project source code with CVS 
version control</a>
+  <dd><a href="ProjectOwnerIssues.html">Tracking and managing project 
issues</a>
+  <dt><a href="/servlets/HelpTOC">Back to main Help index</a>
+</dl>
+</ul>
+<p>
+<hr noshade size=1>
+
+<span class=inputheader>Managing project files</span> 
+<p>This section focuses on uploading, or posting, files and documents on your 
project site for later downloading. We will first explain the page features and 
then, in the section titled "<a href="#files">About file types</a>" suggest 
some tips for project owners on how to place and maintain files for maximum 
ease of use by your developer community. 
+
+<p>As project owner, the columns you see when you access this page will differ 
from those seen by other users who are not project owners, and you will see the 
following column headings:
+<ul>
+<li>Size</li>  
+<li>File Name</li>  
+<li>Date Posted</li>  
+<li>Posted By </li> 
+<li>MD5 Checksum</li> 
+</ul>
+
+
+<p>These headings for the columns are fairly self-explanatory. The "Size" 
heading relates to the size of the file, and the "File Name" to the file name. 
"Date Posted," and "Posted By" refer to the date on which the file was placed 
on the project site and who posted it there. 
+<p>"MD5 Checksum" refers to a commonly accepted protocol for verifying a 
file's integrity. The numbers uniquely identify a file, and are automatically 
generated by the page every time a file is uploaded to the page. Upon 
downloading a file, you can verify the integrity and authenticity of the file 
by checking the numbers you generate using the protocol's algorithm against 
those on the site. MD5 checksum thus safeguards against any form of corruption 
(including the malicious insertion of viruses or Trojan horses) encountered 
while downloading.
+<p>
+Generating the MD5 code generally requires that use an operating system based 
on Unix, such as Linux, though there are increasingly more implementations 
available. But for now, unless you are using Linux, you will not be able to 
fully use the MD5 checksum functionality of the site. (For more information 
about MD5, please see Lance Spitzner's useful account of MD5, "<a 
href="http://www.enteract.com/~lspitz/md5.html"; "target=_new">What is MD5 and 
why do I care?</a>"
+<p>
+
+<hr noshade size=1>
+<a name="downloading"><span class="InputHeader">How do I download a 
file?</span>
+<p>Under each heading, there may be files that you can download by clicking on 
them. If your browser supports file downloads, the download will immediately 
commence. The file will be downloaded to your default download directory on 
your workstation. 
+<p>
+
+<hr noshade size=1>
+<p><a name="adding"></a><span class="InputHeader">How do I upload a file? 
(Adding or replacing a download)</span>
+<p>You can add to and replace files already on the page by using the "Add or 
Replace a Download" field. To select a file you want added to the page, click 
on the "Browse..." button.  This button works with all browsers that support 
file uploads, regardless of the underlying operating system.  If you are using 
Windows, and you do not see the file you wish to upload, try setting the "Files 
of type:" setting to "All Files" in your browser's window.
+<p>There are a few caveats about uploading files:
+<ul>
+<li>The upload field does not support spaces in file names. Thus, if you are 
uploading a file whose name is, for instance, "Java Specifications," you will 
have to rename it on your computer to something like, 
"Java_Specifications."</li> 
+<p>
+<li>The field does not support the addition of directories; and adding many 
files at once could end up being counterproductive.</li>
+<p>
+<li>The maximum file size allowed per upload is 25 MB. Larger files will not 
be accepted.</li>
+</ul>
+<p>Once you have selected the file, you should describe the file. This 
description should be short and to the point. The idea is to provide the viewer 
with enough information to choose whether she needs to download the file or 
not. For instance, if you want to make available the the project's latest 
milestone, you might describe it using the date, or if it is a component, the 
version and function name.
+
+<p>The last field on the page, the "Public" checkbox, allows you to stipulate 
whether you want the file to be publicly available. Checking the box indicates 
that anyone who as accessed your downloads page can retrieve the file; they 
need not be members of your project. In contrast, an empty box denotes that 
only project <i>members</i> can retrieve the file. By default, the box is left 
unchecked.  
+<p>
+
+
+<hr noshade size=1>
+<a name="files"></a><span class="InputHeader">About file types</span>
+
+<p>You can post a variety of file types for later download:  binaries, 
tarballs, zip files, text files, even graphic files. Since the point of this 
page is to provide members (and the public) an central place from which to 
download final (or major milestone) releases, you do not want to add files 
which are in flux.  In short, files which require some form of concurrent 
version control. 
+<p>Note: We do not recommend that you post source code to this page. 
Consequently, this page does not support CVS (Concurrent Versioning Control). 
If you are interested in posting source and wish to use concurrent version 
control, please see the <a href="ProjectSource.html">CVS</a> help information.
+
+
+
+<hr noshade size=1>
+<a href="ProjectOwnerAdmin.html">Back to Project Owner Administration 
help</a><br>
+<a href="/servlets/HelpTOC">Back to main Help index</a>
+
+</span>
+
+
+  </div>
+<!--#include virtual="/footer.html" -->
+</body>
+</html>

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+<!--#include virtual="/doctype.html" -->
+<html>
+<head>
+<link href="/css/ooo.css" rel="stylesheet" type="text/css">
+
+
+<TITLE>Tracking Project Issues</TITLE>
+
+
+<!--#include virtual="/google-analytics.js" --> 
+<!--#include virtual="/scripts/entourage.js" -->
+</head>
+<body>
+<!--#include virtual="/pl/brand.html" -->
+  <div id="topbara">
+    <!--#include virtual="/pl/topnav.html" -->
+    <div id="breadcrumbsa"><a href="/">home</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/">pl</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/">Archive</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/">trans</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/">docs</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/orig/">orig</a></div>
+  </div>
+  <div id="clear"></div>
+  
+  
+  <div id="content">
+    
+    
+    
+<SPAN CLASS=HEADER>Tracking project issues</SPAN>
+<P>
+<SPAN CLASS="PlainText"><B>Project help for project owner administration: 
Index</B>
+<P>
+
+<UL>
+<DL>
+<DT><A HREF="ProjectOwnerAdmin.html">Project owner administration</A>
+  <DD><A HREF="ProjectOwnerEdit.html">Editing and maintaining the Project Home 
page</A>
+  <DD><A HREF="ProjectOwnerNews.html">Managing project site news</A>
+  <DD><A HREF="ProjectOwnerFiles.html">Managing project files</A>
+  <DD><A HREF="ProjectOwnerMembers.html">Adding project members and approving 
roles</A>
+  <DD><A HREF="ProjectOwnerMailingLists.html">Configuring and managing project 
mailing lists</A>
+`  <dd><a href="ProjectOwnerDocuments.html">Managing project documentation</a>
+  <DD><A HREF="ProjectOwnerSource.html">Managing project source code</A>
+  <DD><B>You are here: Tracking project issues
+    <UL>
+    <LI><A HREF="#adminpermissions">About administrative issue tracking 
permissions</A>
+    <LI><A HREF="#adminconfigure">Configuring IssueZilla's administrative 
options</A>
+    <LI><A HREF="#admintips">Tips and tricks for issue management</A>
+    </UL></B>
+<DT><A HREF="/servlets/HelpTOC">Back to main Help index</A>
+</DL>
+</UL>
+
+
+<P>
+<B>Issue tracker tool documentation</B>
+<UL>
+  <DL>
+   <DT><A HREF="ProjectIssues.html">Project Issues page help</A>
+     <DT><A HREF="ddIssues_EnterModify.html">Entering and modifying issues</A>
+     <DT><A HREF="ddIssues_Query.html">Querying and tracking issues</A>
+     <DT><A HREF="ddIssues_Reports.html">Generating status reports about 
project issues</A>
+    </DL>
+</UL>
+<P>
+
+<HR NOSHADE SIZE=1>
+<A NAME="adminpermissions"><SPAN CLASS="InputHeader">Issue tracking 
administration</SPAN></A>
+     <P>
+     <P>Because you are a Project Owner, you automatically have administrative 
permissions in IssueZilla to manage and track your project's issues. You can 
access these administrative options two different ways:
+  <UL>
+  <LI>Your view of the <B>Project Issues</B> page includes additional sections 
to <I>Edit Users</I>, <I>Edit Groups</I>, and <I>Edit Components</I>.
+  <P>
+  <LI>All administrative options are included in the Issue Tracking toolbar, 
which appears in your view of all issue tracking screens.
+  </UL>
+<P>
+Your role of Project Owner gives you the ability to configure almost every 
element of IssueZilla. Descriptions of these options and their default settings 
follows. Probably the most significant permission you have is the ability to 
edit the issue tracking permissions of all other users on your project. This 
can include delegating some of these administrative permissions to other users 
to help manage and plan the project workload.
+     <P>
+If one of your project members builds a solid track record of committing 
issues that get confirmed, this is probably a person who understands the 
project and the issue tracking system well enough to be granted the "Can 
confirm an issue" permission. As a project owner, you can and should use 
IssueZilla to track this kind of information about project participants to help 
you manage project issues effectively.
+<P>
+To learn how to assign issue tracking permissions to project members, see 
"Users" in the next section
+
+<HR NOSHADE SIZE=1>
+<A NAME="adminconfigure"></A><SPAN CLASS="InputHeader">Configuring 
IssueZilla's administrative options</SPAN>
+<P>
+<DL>
+<DT><B>Prefs</B> (Preferences) <DD>Lets you configure some aspects of your 
issue tracking functionality and display environment, including:
+<P>
+  <UL>
+  <LI>Email settings for automatic issue email notifications to you. 
+    <LI>Page footer links to be included in your query results screens.
+  <LI>Permissions assigned to you as the default issue tracking administrator. 
(You control these permissions for all members of your project through the 
<I>Users</I> option in the Issue Tracking toolbar.)
+  </UL>
+<P>
+<DT><B>Sanity check</B> <DD> An automated process that checks for an 
identifies any anomalies in your project's issues database, such as conflicting 
dependencies, committed issue errors, and correct references between issue 
reporters and user profiles.
+<P>
+<DT><B>Users</B> <DD> A text string field lets you access the user edit screen 
either by filtering for specific users or leaving it blank to access the full 
list of users after clicking the "Submit" button. Clicking on listed user's 
link displays another edit screen where you can check and uncheck permissions 
options.
+<P>
+<DT><B>Components</B> <DD> A component selection screen that lets you create, 
define, edit, add, and delete project components and subcomponents. Clicking on 
a component link in the list displays another edit screen where you can 
configure that particular component or subcomponent.
+<P>
+<DT><B>Groups</B> <DD> A group selection screen that lets you create, define, 
and delete groups specifically for issue tracking purposes, and assign project 
member users to groups. You can make changes to one, several, or all fields and 
submit them all at once. Your project also includes a default set of groups 
pertaining to issue tracking permissions.
+<P>
+<DT><B>Keywords</B> <DD> A keyword selection screen that lets you create, 
define, edit, and delete regular expression keywords to be used for issue 
tracking groups and queries.
+</DL>
+
+<HR NOSHADE SIZE=1>
+<A NAME="admintips"></A><SPAN CLASS="InputHeader">Tips and tricks for issue 
management</SPAN>
+<P>
+IssueZilla is a powerful tool for managing and tracking your project's 
development activities down to the fine-grained details. As with most tools, 
users develop inevitably develop shortcuts and tricks to compensate for 
particular aspects of the tool, or to tailor it to their specific needs. 
IssueZilla is no exception.
+<P>
+What follows is a sampling of several tricks that have proved particularly 
useful to project managers or users with administrative issue tracking 
permissions:
+<UL>
+<LI>Avoid configuring the same management-level queries repeatedly by creating 
permanently displayed links to information you use constantly. For example, you 
can create a page of links for each project member's issue list, and for 
regularly used milestone or issue status queries.
+<P>
+<LI>Because issues may not be deleted, you can create components or 
subcomponents named "issue graveyard" or "unknown" to collect dead or no longer 
applicable issues. IssueZilla's non-delete feature is actually a protective 
design feature since the ability to track such dead issues can sometimes come 
in handy, or at least preserve aspects of project history.
+<P>
+<LI>Create a "not determined" milestone for project issues not yet tied to any 
particular project milestone date or release. Development project objectives 
and priorities tend to shift dynamically. This lets you identify and hold in 
reserve those issues affected by your project's evolution.
+<P>
+<LI>Add a pseudo user known as "placeholder" (or some other equally obvious 
generic identity) who can "own" issues that you are not yet ready or able to 
assign to specific project members.
+</UL>
+<P>     
+
+<HR NOSHADE SIZE=1>
+<A HREF="ProjectOwnerAdmin.html">Back to Project Owner Administration 
help</A><BR>
+<A HREF="/servlets/HelpTOC">Back to main Help index</A>
+</SPAN>
+
+  </div>
+<!--#include virtual="/footer.html" -->
+</body>
+</html>

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+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
+"http://www.w3.org/TR/2000/REC-xhtml1-20000126/DTD/xhtml1-strict.dtd";>
+
+<html xmlns="http://www.w3.org/1999/xhtml";>
+ <head>
+<style type="text/css">
+/* <![CDATA[ */ @import "/branding/css/tigris.css"; /* ]]> */
+</style>
+  <script src="/branding/scripts/sc.js" type="text/javascript"></script>
+  <link rel="stylesheet" type="text/css" href="/branding/css/print.css" 
media="print" />
+
+  <title>Tracking project issues</title>
+ </head>
+
+ <body class="docs" onload="self.focus()">
+  <div class="docs" id="projectownerissues">
+   <h2>Tracking project issues</h2>
+
+   <div id="toc">
+    <ul>
+     <li><strong><a href="/nonav/servlets/HelpTOC">Help index</a></strong></li>
+    </ul>
+
+    <ul>
+     <li>
+      <a href="/nonav/docs/ProjectOwnerAdmin.html">Project owner 
administration</a> 
+
+      <ul>
+       <li><a href="/nonav/docs/ProjectOwnerEdit.html">Editing and maintaining 
the Project Home page</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerNews.html">Managing project site 
news</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerMembers.html">Adding project 
members and approving roles</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerMailingLists.html">Configuring and 
managing project mailing lists</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerDocuments.html">Managing project 
documentation</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerSource.html">Managing project 
source code</a></li>
+
+       <li>
+        Tracking project issues 
+
+            <ul>
+              <li><a href="#adminpermissions">About administrative issue 
tracking 
+                permissions</a></li>
+              <li><a href="#adminconfigure">Configuring Issuezilla's 
administrative 
+                options</a></li>
+              <li><a href="#admintips">Tips and tricks for issue 
management</a></li>
+              <li><a href="#export">Exporting issues to another 
project</a></li>
+            </ul>
+       </li>
+          <li><a href="/nonav/docs/ProjectOwnerCustomStyle.html">Managing 
custom HTML styling</a></li>
+      </ul>
+     </li>
+    </ul>
+
+    <ul>
+     <li><a href="/nonav/docs/ProjectIssues.html">Issue tracking page 
help</a></li>
+
+     <li><a href="/nonav/docs/ddIssues_EnterModify.html">Entering and 
modifying issues</a></li>
+
+     <li><a href="/nonav/docs/ddIssues_Query.html">Querying and tracking 
issues</a></li>
+
+     <li><a href="/nonav/docs/ddIssues_Reports.html">Generating status reports 
about project issues</a></li>
+    </ul>
+   </div>
+
+   <h3><a id="adminpermissions" name="adminpermissions">Issue tracking 
administration</a></h3>
+
+   <p>Because you are a Project Owner, you automatically have administrative 
permissions in IssueZilla to manage and track your project's issues. Along with 
the options available to other project members, your view of the <b>Issue 
Tracking</b> page includes a <b>Configuration Options</b> link that will take 
to the <strong>Issue tracking configuration parameters for project</strong> 
page. Almost all administrative options are included on this page. (See "<a 
href="#adminconfigure">Configuring IssueZilla's administrative options</a>" 
below for descriptions of the fields you can configure.) The exception to this 
is the assigned to field. The assigned to field is configurable only by the 
Host Administrator and may be configured as either a drop down box or a text 
box in which the user can manually type the name of the user to be assigned. As 
a drop down box, the user names listed have direct roles in the project.</p>
+
+   <p>Your role of Project Owner gives you the ability to configure almost 
every element of IssueZilla. Probably the most significant permission you have 
is the ability to edit the issue tracking permissions of all other users on 
your project. This can include delegating some of these administrative 
permissions to other users to help manage and plan the project workload. If one 
of your project members builds a solid track record of committing issues that 
get confirmed, this is probably a person who understands the project and the 
issue tracking system well enough to be granted the "Can confirm an issue" 
permission. As a project owner, you can and should use IssueZilla to track this 
kind of information about project participants to help you manage project 
issues effectively.</p>
+
+   <p>To learn how to assign issue tracking permissions to project members, 
see "Users" in the next section</p>
+
+   <h3><a id="adminconfigure" name="adminconfigure">Configuring IssueZilla's 
administrative options</a></h3>
+
+   <p>You can configure <em>Issue Attributes</em> and <em>Operating 
Parameters</em> from the <strong>Issue tracking configuration parameters for 
project</strong> page. Below are descriptions of the options that you can 
configure:</p>
+
+   <dl>
+    <dt><strong>Issue Attributes</strong></dt>
+
+    <dd>
+     <dl>
+      <dt>Add/edit components</dt>
+
+      <dd>
+       When a project is created an issue database is created with the name of 
the project as the default component in IssueZilla. Each component is a unique 
entity within IssueZilla. All issues must be associated with a component to be 
created. The component interface allows you to define subcomponents, versions 
and milestones. 
+
+       <dl>
+        <dt>Subcomponents</dt>
+
+        <dd>A subcomponent may be used to define functional areas within the 
component. For example, for a component called pacman you may have a set of 
subcomponents with the following titles; user interface, strategy, user 
documentation, installation, etc. A subcomponent inherits all the 
characteristics of the parent component. Thus, if you assign a set of version 
numbers to a component, all subcomponents will receive the same set of 
versions. A component selection screen that lets you create, define, edit, add, 
and delete project components and subcomponents.</dd>
+
+        <dt>Versions</dt>
+
+        <dd>To assist in tracking the releases and build cycle of your project 
you can assign versions to your component. Versions represent a full unit of a 
release cycle. That is, the version is used to track the process from original 
design, through development and final release. The version includes the 
development, QA and release cycles. HINT: to assist in your review process you 
may want to consider using the same versions as you use to tag unique code sets 
in CVS.</dd>
+
+        <dt>Milestones</dt>
+
+        <dd>Milestones are significant points in the development process which 
you may wish to track. For instance you may have design, scoping, development, 
documentation, QA and release milestones. The milestone field can be used to 
run reports on the progress of your project.</dd>
+       </dl>
+      </dd>
+
+      <dt>Add/edit keywords</dt>
+
+      <dd>Allows you to create, define, edit, and delete regular expression 
keywords to be used for issue tracking groups and queries.</dd>
+
+      <dt>Add/edit platforms</dt>
+
+      <dd>
+       Allows you to apply a sort key, mark as Closed, or Delete any of the 
defaults, or add new platforms. Default platforms are: 
+
+       <ul>
+        <li>All (happens on all platform; cross-platform issue)</li>
+
+        <li>DEC</li>
+
+        <li>HP</li>
+
+        <li>Macintosh</li>
+
+        <li>Palm PDA</li>
+
+        <li>PC</li>
+
+        <li>SGI</li>
+
+        <li>SUN</li>
+
+        <li>Other</li>
+       </ul>
+      </dd>
+
+      <dt>Add/edit operating Systems</dt>
+
+      <dd>Allows you to apply a sort key, mark as Closed, or Delete any of the 
defaults, or add new operating systems. Default values include most available 
operating systems.</dd>
+     </dl>
+    </dd>
+
+    <dt><strong>Operating Parameters</strong></dt>
+
+    <dd>
+     <dl>
+      <dt>Edit users</dt>
+
+      <dd>Allows you to access the user edit screen either by filtering for 
specific users or leaving it blank to access the full list of users after 
clicking the "Submit" button. Clicking on listed user's link displays another 
edit screen where you can check and uncheck permissions options.</dd>
+
+      <dt>Add/edit groups</dt>
+
+      <dd>Allows you to create, define, and delete groups specifically for 
issue tracking purposes, and assign project member users to groups. You can 
make changes to one, several, or all fields and submit them all at once. Your 
project also includes a default set of groups pertaining to issue tracking 
permissions.</dd>
+
+      <dt>Edit advanced configuration options</dt>
+
+      <dd>Allows you to edit the values of many of the keys within Issuezilla. 
This link will take you to the <strong>Edit parameters</strong> page where you 
can set the issue defaults, organization, appearance, comment triggers, email 
notifications, and other database options. A definition and directions for 
setting each key is given on this page.</dd>
+      <dd>Note: This page should be handled with care. Checking the 
<strong>Reset</strong> box on any item will reset it to the default value.</dd>
+      
+      <dt>Add/edit mimetypes</dt>
+
+      <dd>Allows you to create, define, edit or delete descriptions for 
attachment uploads.</dd>
+
+      <dt>Add/edit hosts</dt>
+
+      <dd>Allows you to create, edit or delete hosts for issue export.</dd>
+
+      <dt>Edit issue import configuration rules</dt>
+
+      <dd>
+       Allows you to set rules and field values to be used when importing 
issues from another project's database. The following items can be configured: 
+
+       <ul>
+        <li>Component</li>
+
+        <li>Subcomponent</li>
+
+        <li>Version</li>
+
+        <li>Milestone</li>
+
+        <li>User resolution</li>
+
+        <li>Importing votes</li>
+
+        <li>Subject prefix for imported issues</li>
+       </ul>
+      </dd>
+     </dl>
+    </dd>
+
+    <dt><strong>Run sanity check</strong></dt>
+
+    <dd>Allows you to run an automated process that checks for and identifies 
any anomalies in your project's issues database, such as conflicting 
dependencies, committed issue errors, and correct references between issue 
reporters and user profiles. You can run the sanity check to check for 
corruption or invalid entries in your issue database.</dd>
+   </dl>
+
+   <h3><a id="admintips" name="admintips">Tips and tricks for issue 
management</a></h3>
+
+   <p>IssueZilla is a powerful tool for managing and tracking your project's 
development activities down to the fine-grained details. As with most tools, 
users develop inevitably develop shortcuts and tricks to compensate for 
particular aspects of the tool, or to tailor it to their specific needs. 
IssueZilla is no exception.</p>
+
+   <p>What follows is a sampling of several tricks that have proved 
particularly useful to project managers or users with administrative issue 
tracking permissions:</p>
+
+   <ul>
+    <li>Avoid configuring the same management-level queries repeatedly by 
creating permanently displayed links to information you use constantly. For 
example, you can create a page of links for each project member's issue list, 
and for regularly used milestone or issue status queries.</li>
+
+    <li>Because issues may not be deleted, you can create components or 
subcomponents named "issue graveyard" or "unknown" to collect dead or no longer 
applicable issues. IssueZilla's non-delete feature is actually a protective 
design feature since the ability to track such dead issues can sometimes come 
in handy, or at least preserve aspects of project history.</li>
+
+    <li>Create a "not determined" milestone for project issues not yet tied to 
any particular project milestone date or release. Development project 
objectives and priorities tend to shift dynamically. This lets you identify and 
hold in reserve those issues affected by your project's evolution.</li>
+
+    <li>Add a pseudo user known as "placeholder" (or some other equally 
obvious generic identity) who can "own" issues that you are not yet ready or 
able to assign to specific project members.</li>
+   </ul>
+
+<h3><a id="export" name="export">Exporting issues to another project</a></h3>
+<p>You can copy issues from one project to another using the issue 
export/import feature. This function takes a 'snapshot' of an issue in one 
project, and creates duplicate of that issue in another project. An issue can 
be exported to a given host only once; the issue is never updated on the 
importing side once a successful import has occurred. Exporting an issue does 
not change its state. For example, the issue is not closed when exported. The 
export gives an issue independent (but cross-referenced) representation in two 
places.
+   
+<p>When performing the export operation, there are responsibilities on both 
the export and the import sides. The exporter is responsible for defining 
projects or hosts that issues can be exported to, and identifying data that 
should be included or excluded from the exported version. The importer in turn 
is responsible for determining whether to accept the issue, and for deciding 
how to map the data in the issue to data in the importing project.</p>
+
+<h4>Setting up: Exporter</h4>
+
+  <p>Enabled issue exporting by defining one or more hosts to which issues can 
be exported. On the Issue tracker page, click on <b>Configuration Options</b> 
and select the <b>Add/edit hosts to export issues to</b> link. This will take 
you to the<b> Edit export host list</b> page. Enter the hosts to which you want 
issues to be exported in the fields provided. Hosts should be in URL form, for 
example <em>https://secureproject.mydomain.net/</em>. Once you have entered the 
desired host(s), click the <b>Submit</b> button. If you wish to remove a host, 
simply clear the field and click the submit button again.</p>  
+   
+<p>Once a host is defined, all users with the <b>Project Issue Tracking - 
Configure</b> permission will see an <b>Export This Issue</b> button when 
viewing an issue.</p>
+   
+<h4>Setting up: Importer</h4>
+   
+  <p>The importing host must be running SourceCast version 2.0 or greater with 
at least one project created (to import into), and a user account which will be 
used to authorize the import. Although it's not necessary to do so for 
import/export to function, the rules which the importer uses to reconcile 
incoming data with it's own data can be configured by clicking on 
<b>Configuration Options</b> and selecting the <b>Edit issue import 
configuration rules</b> link.
+   
+<h4>Performing an export</h4>
+
+<p>Once both the importing and exporting sides are appropriately configured, 
you can perform the export function following these steps:</p>
+
+<ol>
+    <li>While viewing the issue you wish to export, click the <b>Export this 
issue ...</b> button.</li>
+   <li>Enter the username and password for the importing user and select any 
data fields for suppression.</li>
+   <li>Click the <b>Export Issue</b> button.</li>
+</ol>
+<p>If the export was successful, after a moment the issue will be updated with 
a link to the issue at its imported location.</p>   
+   <div class="courtesylinks">
+    <p><a href="#toc">Top</a> | <a href="/nonav/servlets/HelpTOC">Help 
index</a></p>
+   </div>
+  </div>
+ </body>
+</html>
+
+
+

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+<!--#include virtual="/doctype.html" -->
+<html>
+<head>
+<link href="/css/ooo.css" rel="stylesheet" type="text/css">
+
+<TITLE>Managing project mailing lists</TITLE>
+
+<!--#include virtual="/google-analytics.js" --> 
+<!--#include virtual="/scripts/entourage.js" -->
+</head>
+<body>
+<!--#include virtual="/pl/brand.html" -->
+  <div id="topbara">
+    <!--#include virtual="/pl/topnav.html" -->
+    <div id="breadcrumbsa"><a href="/">home</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/">pl</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/">Archive</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/">trans</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/">docs</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/orig/">orig</a></div>
+  </div>
+  <div id="clear"></div>
+  
+  
+  <div id="content">
+    
+    
+    
+<SPAN CLASS="Header">Managing project mailing lists</SPAN> 
+<P>  
+<SPAN CLASS="PlainText"><B>Project help for project owner administration: 
Index</B>
+<P>
+<UL>
+<DL>
+<DT><A HREF="ProjectOwnerAdmin.html">Project owner administration</A>
+<DD><A HREF="ProjectOwnerEdit.html">Editing and maintaining the Project Home 
page</A>
+<DD><A HREF="ProjectOwnerNews.html">Managing project site news</A>
+<DD><A HREF="ProjectOwnerFiles.html">Managing project files</A>
+<DD><A HREF="ProjectOwnerMembers.html">Adding project members and approving 
roles</A>
+<DD><B>You are here: Configuring and managing project mailing lists
+  <UL>
+  <LI><A HREF="#aboutlists">About default project mailing lists</A>
+  <LI><A HREF="#addlists">Adding and deleting mailing lists</A>
+  <LI><A HREF="#mailadmin">Mailing list administration and policies</A>
+  <LI><A HREF="#editsubscribers">Editing subscribers and moderators</A>
+    </UL></B>
+<dd><a href="ProjectOwnerDocuments.html">Managing project documentation</a>
+<DD><A HREF="ProjectOwnerSource.html">Managing project source code</A>
+<DD><A HREF="ProjectOwnerIssues.html">Tracking project issues</A>
+<DT><A HREF="/servlets/HelpTOC">Back to the main Help index</A>
+</DL>
+</UL>
+
+<P>
+<HR NOSHADE SIZE=1>
+<A NAME="aboutlists"></A><SPAN CLASS="InputHeader">About default project 
mailing lists</SPAN>
+<P>
+All project mailing lists are created with <A HREF="http://anzu.tigris.org/"; 
TARGET="_new">anzu</A>, an open source mail alias and list management extension 
of qmail simple mail transfer protocol (smtp). Anzu supports multiple domains, 
enabling each project to define and manage its own unique set of mailing lists 
for the project domain.
+
+<P>
+If you created your project as a standard development project, your project 
begins its life with five built-in, pre-configured mailing lists:
+
+<BLOCKQUOTE>
+    <DL>
+  <DT><B>[email protected]</B> <DD>The main list for developers to 
discuss specific project development issues and requirements for version 
control in the project.
+<P>
+  <DT><B>[email protected]</B> <DD>Automated notifications of file 
version control changes and discussion of those changes.
+<P>
+    <DT><B>[email protected]</B> <DD>Announcements of new 
releases and other major project events.
+<P>
+  <DT><B>issues@[email protected]</B> <DD>Automated notifications and 
discussions of the project's reported issues (defects, enhancements, features, 
tasks, and patches) and changes made to issues, such as reassignment, comments, 
or resolution.
+<P>
+    <DT><B>[email protected]</B> <DD>A more general discussion list 
for the project's end users.
+    </DL>
+    </BLOCKQUOTE> 
+<P>
+Discussion-only projects are set up with one discussion mailing list initially.
+<P>
+You can access your project's existing mailing lists in two different ways:
+<UL>
+<LI>Clicking the <I>Mailing Lists</I> link in the Project Resources tool bar 
displays your project's <B>Mailing Lists</B> page. An edit link appears for 
each mailing list that opens a <B>Mailing List Edit</B> screen for that 
particular list.
+<P>
+<LI>In the <B>Project Edit</B> page (reached by clicking the <I>Admin</I> link 
in the Project Resources tool bar), links at the bottom of the page lead to a 
<B>Mailing List Edit</B> screen for each list.
+</UL>
+<P>
+For an explanation of fields and options on the <B>Mailing List Edit</B> page, 
see <A HREF="#mailadmin">Mailing list administration and policies</A> below.
+<P>
+<HR NOSHADE SIZE=1>
+<A NAME="addlists"></A><SPAN CLASS="InputHeader">Adding and deleting mailing 
lists</SPAN>
+<P>
+Your project's growth and progression may warrant adding mailing lists at some 
point ... or perhaps deleting lists. The default mailing lists created along 
with your project are "top-level" lists. Should traffic relating to a 
particular module or component becomes too high for one or more of these lists, 
you can splinter that discussion off into its own arena by create a separate 
new mailing list.
+<P>
+Add a new mailing list by going to the <B>Project Edit</B> page and clicking 
the "new" link in the bottom Mailing Lists section. This action leads you to 
the <B>Add New Mailing List</B> page to set up and configure your newest list. 
See the following section about list administration and policies for more 
information about the fields and settings in this screen.
+<P>
+To delete a mailing list, click the mailing list link in the <B>Project 
Edit</B> page to open <B>Edit Mailing List</B> page. Click the <I>Delete 
Mailing List</I> link just above the buttons on this screen. Another page 
displays asking for delete confirmation before the action is completed.
+
+<P>
+<HR NOSHADE SIZE=1>
+<SPAN CLASS="InputHeader"><A NAME="mailadmin">Mailing list administration and 
policies</A></SPAN>
+  
+<P>
+As the project owner you can choose to modify your project's default mailing 
list settings, add new lists, delete unnecessary lists, add and remove 
subscribers, designate moderators, and set other mailing list parameters.
+<P>
+Both the <B>Add Mailing List</B> and <B>Edit Mailing List</B> page settings 
include:
+<UL>
+<LI>a list description text field,
+<LI>a prefix to appear on the subject line of all messages,
+<LI>an automatically generated trailer with subscribe/unsubscribe instructions 
which can be toggled on or off.
+</UL>
+<P>The "List Type" options refer to how you want to set the mailing list 
policies for handling subscriptions and posting.
+<UL>
+<LI>If your project is under proprietary licensing, your mailing lists are 
restricted to project members only and the list archives are also private by 
default. Only users who are members of your private project have the necessary 
permissions to view these mailing lists and the associated archives. 
+<P>
+<LI>If your project is under open source licensing, you can select among 
several different combination of these policies, depending upon the purpose of 
the list. 
+</UL>
+<P>
+  <DL>
+  <DT><B>Posting policy</B>
+  <DD>This determines how the list handles posts from non-subscribers and 
subscribers. For open source projects, mailing lists can be configured to 
handle message posts at three different levels:
+<P>
+    <UL>
+    <LI>"<B>Discuss</B>" allows subscribers to post, and moderates posts 
(requires approval) from non-subscribers.
+    <P>
+    <LI>"<B>Moderated</B>" moderates <I>all</I> posts.
+    <P>
+    <LI>"<B>Unmoderated</B>" allows anyone to post messages without moderation.
+    </UL>
+  <P>
+  <DT><B>Subscription moderation</B>
+  <DD>This determines whether subscription to the list is "open" or 
"-private." Anyone can subscribe to open lists. Marking a list as "private" has 
two implications:
+<P>
+    <UL>
+    <LI>Subscribers must be approved by the list moderator.
+    <P>
+    <LI>List archives are not publicly viewable. Users who do not have 
permission to see the archives do not see links to subscribe to these lists 
either.
+    </UL>
+<P>
+By default, subscriptions to proprietary project mailing lists are on an 
approval basis because these lists are always private. This means that even 
members of a private project must be approved by a list moderator to subscribe 
to project mailing lists.
+  </DL>
+<P>
+
+<HR NOSHADE SIZE=1>
+<SPAN CLASS="InputHeader"><A NAME="editsubscribers">Editing subscribers and 
moderators</A></SPAN>
+
+<P>
+You can add and remove mailing list subscribers, designate list moderators, 
and suppress certain users from posting messages using the links in the 
"Members" section of the <B>Edit Mailing List</B> page: <I>Edit 
Subscribers</I>, <I>Edit Digest Subscribers</I>, <I>Edit Moderators</I>, 
<I>Edit Allowed Posters</I>.
+<P>
+These links display an edit screen where you can designate users by email 
address for the desired action. You may also imposed list filters in this 
screen. <!-- parameters for filters? -->
+<P>
+Even for those mailing lists you have designated as unmoderated, you always 
have control over who may post messages to any of your project mailing lists as 
the project owner. If someone abuses list privileges or fails to comply with 
mailing list etiquette on an unmoderated list, you must be able to disallow 
further postings from this person. For moderated lists, your designated 
moderator has the permissions to edit list subscribers.
+<P>
+
+<!--
+  <P>Other pre-set mailing list features include:
+<ul>
+<li>Indexing 
+<li>Archiving 
+<li>List digest setup
+*** <li>No archive guards, enabling any user to retrieve archived list 
messages in the case of open mailing lists.
+*** <li>Public          = true (the list will respond to admin commands like
+                        subscribe)
+
+*** <li>request_address = true (makes life easier for people who are used to 
majordomo)
+*** <li>Remote administration, allowing list moderators to subscribe people to 
the list via e-mail  (other useful things***)
+</ul>
+
+  <p>Discussion lists include two addition features when the posting policy is 
set for either "announce" or "automated-notification":
+
+<ul>
+***<li>Message "extras" are disallowed, stripping messages of certain mime 
types.
+***<li>Posted message size restrictions requiring messages to be a minimum of 
2 bytes and a maximum of 400 kb. This restriction is not applied to the other 
types of mailing lists by default but can be set up through domain level 
administration.
+</ul>
+-->
+
+
+<HR NOSHADE SIZE=1>
+<A HREF="Help.html">Back to main Help index</A></P></SPAN>
+
+</SPAN>
+
+
+  </div>
+<!--#include virtual="/footer.html" -->
+</body>
+</html>

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+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
+"http://www.w3.org/TR/2000/REC-xhtml1-20000126/DTD/xhtml1-strict.dtd";>
+
+<html xmlns="http://www.w3.org/1999/xhtml";>
+ <head>
+<style type="text/css">
+/* <![CDATA[ */ @import "/branding/css/tigris.css"; /* ]]> */
+</style>
+  <script src="/branding/scripts/sc.js" type="text/javascript"></script>
+  <link rel="stylesheet" type="text/css" href="/branding/css/print.css" 
media="print" />
+
+  <title>Managing project mailing lists</title>
+ </head>
+
+ <body class="docs" onLoad="self.focus()">
+  <div class="docs" id="projectownermailinglists">
+   <h2>Managing project mailing lists</h2>
+
+   <div id="toc">
+    <ul>
+     <li><strong><a href="/nonav/servlets/HelpTOC">Help index</a></strong></li>
+    </ul>
+
+    <ul>
+     <li>
+      <a href="/nonav/docs/ProjectOwnerAdmin.html">Project owner 
administration</a> 
+
+      <ul>
+       <li><a href="/nonav/docs/ProjectOwnerEdit.html">Editing and maintaining 
the Project Home page</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerNews.html">Managing project site 
news</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerMembers.html">Adding project 
members and approving roles</a></li>
+
+       <li>
+        Configuring and managing project mailing lists 
+
+        <ul>
+         <li><a href="#aboutlists">About default project mailing lists</a></li>
+
+         <li><a href="#addlists">Adding and deleting mailing lists</a></li>
+
+         <li><a href="#archivedel">Deleting archived mail items</a></li>
+
+         <li><a href="#mailadmin">Mailing list administration and 
policies</a></li>
+
+         <li><a href="#editsubscribers">Editing subscribers and 
moderators</a></li>
+        </ul>
+       </li>
+
+       <li><a href="/nonav/docs/ProjectOwnerDocuments.html">Managing project 
documentation</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerSource.html">Managing project 
source code</a></li>
+
+       <li><a href="/nonav/docs/ProjectOwnerIssues.html">Tracking project 
issues</a></li>
+       <li><a href="/nonav/docs/ProjectOwnerCustomStyle.html">Managing custom 
HTML styling</a></li>
+         </ul>
+     </li>
+    </ul>
+   </div>
+
+   <h3><a id="aboutlists" name="aboutlists">About default project mailing 
lists</a></h3>
+
+   <p>All project mailing lists are created with <a 
href="http://anzu.tigris.org/";>Anzu</a>, an open source mail alias and list 
management extension of qmail simple mail transfer protocol (smtp). Anzu 
supports multiple domains, enabling each project to define and manage its own 
unique set of mailing lists for the project domain.</p>
+
+   <p>If you created your project as a standard development project, your 
project begins its life with five built-in, pre-configured mailing lists:</p>
+
+   <dl>
+    <dt>[email protected]</dt>
+
+    <dd>The main list for developers to discuss specific project development 
issues and requirements for version control in the project.</dd>
+
+    <dt>[email protected]</dt>
+
+    <dd>Automated notifications of file version control changes and discussion 
of those changes.</dd>
+
+    <dt>[email protected]</dt>
+
+    <dd>Announcements of new releases and other major project events.</dd>
+
+    <dt>issues@[email protected]</dt>
+
+    <dd>Automated notifications and discussions of the project's reported 
issues (defects, enhancements, features, tasks, and patches) and changes made 
to issues, such as reassignment, comments, or resolution.</dd>
+
+    <dt>[email protected]</dt>
+
+    <dd>A more general discussion list for the project's end users.</dd>
+   </dl>
+
+   <p>Discussion-only projects are set up with one discussion mailing list 
initially.</p>
+
+   <p>You can access your project's existing mailing lists in two different 
ways:</p>
+
+   <ul>
+    <li>Clicking the <i>Mailing Lists</i> link in the Project Resources tool 
bar displays your project's <b>Mailing Lists</b> page. An edit link appears for 
each mailing list that opens a <b>Mailing List Edit</b> screen for that 
particular list.</li>
+
+    <li>In the <b>Project Edit</b> page (reached by clicking the <i>Admin</i> 
link in the Project Resources tool bar), links at the bottom of the page lead 
to a <b>Mailing List Edit</b> screen for each list.</li>
+   </ul>
+
+   <p>For an explanation of fields and options on the <b>Mailing List Edit</b> 
page, see <a href="#mailadmin">Mailing list administration and policies</a> 
below.</p>
+
+   <h3><a id="addlists" name="addlists">Adding and deleting mailing 
lists</a></h3>
+
+   <p>Your project's growth and progression may warrant adding mailing lists 
at some point ... or perhaps deleting lists. The default mailing lists created 
along with your project are "top-level" lists. Should traffic relating to a 
particular module or component becomes too high for one or more of these lists, 
you can splinter that discussion off into its own arena by create a separate 
new mailing list.</p>
+
+   <p>Add a new mailing list by going to the <b>Project Edit</b> page and 
clicking the "new" link in the bottom Mailing Lists section. This action leads 
you to the <b>Add New Mailing List</b> page to set up and configure your newest 
list. See the following section about list administration and policies for more 
information about the fields and settings in this screen.</p>
+
+   <p>To delete a mailing list, click the mailing list link in the <b>Project 
Edit</b> page to open <b>Edit Mailing List</b> page. Click the <i>Delete 
Mailing List</i> link just above the buttons on this screen. Another page 
displays asking for delete confirmation before the action is completed.</p>
+
+   <h3><a id="archivedel" name="archivedel"></a>Deleting archived mail 
items</h3>
+
+   <p>Periodically, you may find a need to delete obsoleted archived messages 
from a mail list. To do this, navigate to the archive of the mail list in which 
the item appears. Select the time period and then find the item you want to 
delete. Click the <i>Delete</i> link. You will need to verify the delete on the 
next screen by selecting either the yes or no radio button and clicking on the 
<em>Submit Query</em> button.</p>
+
+   <h3><a id="mailadmin" name="mailadmin">Mailing list administration and 
policies</a></h3>
+
+   <p>As the project owner you can choose to modify your project's default 
mailing list settings, add new lists, delete unnecessary lists, add and remove 
subscribers, designate moderators, and set other mailing list parameters.</p>
+
+   <p>Both the <b>Add Mailing List</b> and <b>Edit Mailing List</b> page 
settings include:</p>
+
+   <ul>
+    <li>a list description text field,</li>
+
+    <li>a prefix to appear on the subject line of all messages,</li>
+
+    <li>an automatically generated trailer with subscribe/unsubscribe 
instructions which can be toggled on or off.</li>
+   </ul>
+  <dl> 
+    <dt>List Type</dt>
+    <dd>These options refer to how you want to set the mailing list policies 
for 
+      handling subscriptions and posting.</dd>
+    <dd> 
+      <ul>
+        <li><b>Private checkbox:</b> If your project is private, your mailing 
+          lists are restricted to project members only and the list archives 
are 
+          also private by default. Only users who are members of your private 
+          project have the necessary permissions to view these mailing lists 
and 
+          the associated archives.</li>
+        <li>If your project is public, you can select among several different 
+          combination of these policies, depending upon the purpose of the 
list.</li>
+      </ul>
+    </dd>
+    <dt>Posting policy</dt>
+    <dd>These options determine how the list handles posts from 
non-subscribers 
+      and subscribers. For open source projects, mailing lists can be 
configured 
+      to handle message posts at three different levels: </dd>
+    <dd> 
+      <ul>
+        <li>"<b>Discuss</b>" allows subscribers to post, and moderates posts 
(requires 
+          approval) from non-subscribers.</li>
+        <li>"<b>Moderated</b>" moderates <i>all</i> posts.</li>
+        <li>"<b>Unmoderated</b>" allows anyone to post messages without 
moderation.</li>
+      </ul>
+    </dd>
+    <dt>Subscription moderation</dt>
+    <dd> This determines whether subscription to the list is "open" or 
"private." 
+      Anyone can subscribe to open lists. Marking a list as "private" has two 
+      implications: 
+      <ul>
+        <li>Subscribers must be approved by the list moderator.</li>
+        <li>List archives are not publicly viewable. Users who do not have 
permission 
+          to see the archives do not see links to subscribe to these lists 
either.</li>
+      </ul>
+      <p>By default, subscriptions to the mailing lists in a private project 
are 
+        on an approval basis because these lists are always private. This 
means 
+        that even members of a private project must be approved by a list 
moderator 
+        to subscribe to project mailing lists.</p>
+    </dd>
+  </dl>
+
+   <h3><a id="editsubscribers" name="editsubscribers">Editing subscribers and 
moderators</a></h3>
+
+   <p>You can add and remove mailing list subscribers, designate list 
moderators, and suppress certain users from posting messages using the links in 
the "Members" section of the <b>Edit Mailing List</b> page: <i>Edit 
Subscribers</i>, <i>Edit Digest Subscribers</i>, <i>Edit Moderators</i>, 
<i>Edit Allowed Posters</i>.</p>
+
+   <p>These links display an edit screen where you can designate users by 
email address for the desired action. You may also alter the Private component; 
on to allow only project members to see the contents of the maillist archive, 
off to allow anyone who can see the project access to the archive.</p>
+
+   <p>For those mailing lists designated as unmoderated, you always have 
control over who may post messages to any of your project mailing lists as the 
project owner. If someone abuses list privileges or fails to comply with 
mailing list etiquette on an unmoderated list, you must be able to disallow 
further postings from this person. For moderated lists, your designated 
moderator has the permissions to edit list subscribers.</p>
+
+   <p><!--
+                  <P>Other pre-set mailing list features include:
+                 <ul>
+                 <li>Indexing 
+                 <li>Archiving 
+                 <li>List digest setup
+                 *** <li>No archive guards, enabling any user to retrieve 
archived list messages in the case of open mailing lists.
+                 *** <li>Public          = true (the list will respond to 
admin commands like
+                                         subscribe)
+
+                 *** <li>request_address = true (makes life easier for people 
who are used to majordomo)
+                 *** <li>Remote administration, allowing list moderators to 
subscribe people to the list via e-mail  (other useful things***)
+                 </ul>
+
+                  <p>Discussion lists include two addition features when the 
posting policy is set for either "announce" or "automated-notification":
+
+                 <ul>
+                 ***<li>Message "extras" are disallowed, stripping messages of 
certain mime types.
+                 ***<li>Posted message size restrictions requiring messages to 
be a minimum of 2 bytes and a maximum of 400 kb. This restriction is not 
applied to the other types of mailing lists by default but can be set up 
through domain level administration.
+                 </ul>
+                 -->
+   </p>
+
+   <div class="courtesylinks">
+    <p><a href="#toc">Top</a> | <a href="/nonav/servlets/HelpTOC">Help 
index</a></p>
+   </div>
+  </div>
+ </body>
+</html>
+
+

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+<!--#include virtual="/doctype.html" -->
+<html>
+<head>
+<link href="/css/ooo.css" rel="stylesheet" type="text/css">
+
+
+<title>Managing Project Members</title>
+
+
+<!--#include virtual="/google-analytics.js" --> 
+<!--#include virtual="/scripts/entourage.js" -->
+</head>
+<body>
+<!--#include virtual="/pl/brand.html" -->
+  <div id="topbara">
+    <!--#include virtual="/pl/topnav.html" -->
+    <div id="breadcrumbsa"><a href="/">home</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/">pl</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/">Archive</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/">trans</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/">docs</a>&nbsp;&raquo;&nbsp;<a 
href="/pl/Archive/trans/docs/orig/">orig</a></div>
+  </div>
+  <div id="clear"></div>
+  
+  
+  <div id="content">
+    
+    
+    
+
+<title>Managing project members and their roles</title>
+<p>
+<span class=header>Add project members and assigning roles</span>
+<p><span class="PlainText"><b>Project Owner Administration: Index</b>
+<ul>
+<dl>
+<dt><a href="ProjectOwnerAdmin.html">Project Owner Administration</a>
+    <dd><a href="ProjectOwnerNews.html">Managing project site news</a>  
+  <dd><a href="ProjectOwnerFiles.html">Managing project files and documents</a>
+  <dd><b>You are here: Adding project members and assigning roles
+    <ul>
+    <li><a href="#viewingmembers">Viewing project members</a>
+    <li><a href="#invitingmembers">Inviting new members</a>
+    <li><a href="#addingmembers">Adding new members</a>
+    <li><a href="#memberroles">Member roles</a>
+    <li><a href="#memberrequests">Member requests</a>
+    <li><a href="#membertasks">Member issues and tasks</a>
+    </ul></b>
+  <dd><a href="ProjectOwnerMailingLists.html">Managing project mailing 
lists</a></dd>
+  <dd><a href="ProjectOwnerDocumentation.html">Managing project 
documentation</a>
+  <dd><a href="ProjectOwnerSource.html">Managing project source code with CVS 
version control</a>
+  <dd><a href="ProjectOwnerIssues.html">Tracking and managing project 
issues</a>
+</dl>
+</ul>
+<a href="/servlets/HelpTOC">Back to main Help index</a>
+<p>
+
+<hr noshade size=1>
+<span class="InputHeader">Project members and their roles</span>
+
+<p>A project can succeed or fail depending on the character of the community 
formed by its members. This is true regardless if the project is open- or 
closed-source. It is the members who contribute their effort and time (for 
whatever compensation) to realize the project's ideas and goals. Accordingly, 
because the project members are so important to the eventual success of the 
project, it is important that the project owner or whomever she designates to 
be Project Admin, clearly establish the rules and guidelines determining member 
participation, including their roles, and articulate what they can expect from 
the project. 
+<p>
+
+<hr noshade size=1>
+<a name="viewingmembers"></a><span class="InputHeader">Viewing project 
members</span>
+<p>Project members are often added at the time the project is created. 
However, you can invite and add new members at any time by going to your 
Project Home page and clicking on the <i>Members</i> link in the "Project 
Resources" tool bar. The following discussion first goes through the procedure 
of inviting someone to be a member of your project, then looks at how to add a 
new member.
+<p>
+
+<hr noshade size=1>
+<a name="invitingmembers"></a><span class="InputHeader">Inviting new 
members</span></p>
+Once in the "Members" page, clicking on the "Invite New Members" link on the 
top right allows you to send an invitation to a prospective member. Click on 
the link, and a new page opens with fields allowing you to specify the e-mail 
address or addresses of the persons you wish to invite, and an invitation 
message. There are two parts to this message. The first, which you compose 
here, should be in plain text only (HTML is <i>not</i> supported), and should 
be a greeting and welcoming message. You can, depending on your needs, 
stipulate here what role you would prefer the invitee to take. There is time 
later, both for the invitee and for you, as project owner, to change the 
member's role. 
+<p>The second part of the invitation message comprises the project description 
which you composed at the time the project was created. If you added several 
e-mail addresses in the "People to Invite" field, each will receive the same 
message, so the welcoming message should be inclusive enough to accommodate the 
interests of the several people you've invited.
+
+<p>You can invite anyone to be a member of your project. They need not, at the 
time of invitation, already be registered users. However, those you invite who 
are not registered users are prompted to register on the site as part of 
viewing your project information.
+<p>
+
+<hr noshade size=1>
+<a name="addingmembers"></a><span class="InputHeader">Adding new members</span>
+<p>Users you have approved for project membership (whether by your invitation 
or their request), are listed by user name on the <b>Project Members</b> page 
along with boxes indicating their role or roles (project members may hold more 
than one role). As project owner, you can change those roles by checking the 
box by the role name and then clicking on "Revoke Checked Roles" button. 
+
+<p>If you wish to add a registered user (without inviting her beforehand), 
click on the "Add New Member" button. This takes you to the <b>Add Members</b> 
page, where all registered user groups and users are listed with empty boxes to 
the left of their usernames. User groups also include a brief description of 
the group; individual registered users are listed by both user name and real 
name. Each user name links to the user's profile, so you can learn something 
about that user before adding the user by checking the "Add" box.
+<p>You can add as many users to your project as you wish. Because every member 
in a project must have a role, when you add someone to your project you must, 
at the same time, specify her role. Accordingly, at the bottom of the <b>Add 
Members</b> page there is a box listing all available roles. Once you have 
selected the user(s) you want and the appropriate role(s), click on the 
<b><i>Grant Roles</i></b> button. Those users will be added to your project 
with the roles you have stipulated. For more information about member roles, 
see the help information on <a href="ProjectRoles.html">project roles</a>.
+<p>
+
+<hr noshade size=1>
+<a name="memberroles"></a><span class="InputHeader">Member roles</span>
+<p>Members have roles; these roles are usually specified when the member is 
invited, or when you add a member. However, as project owner, you can later 
change the role given to a member by clicking on the member's underlined name 
and changing the role already assigned to her. If you wish to revoke a role, 
check the box adjacent to the stipulated role and then "Revoke Member Roles."
+<p>You can also change your own role in the project. First, click on the 
underlined "Request New Project Role" link on the upper right. Doing so takes 
you to the "Membership Request" page, where you can see your current role and 
choose a new role. After you have chosen, click "Submit Request."
+<p>
+
+<hr noshade size=1>
+<a name="memberrequests"></a><span class="InputHeader">Member requests</span>
+<p>A member might request a new role at any time. As project owner, you can 
approve, reject, or defer the request. To do any of these, check the 
appropriate box under the "Requests Pending Approval" and "Edit Roles" 
headings. The change is effective immediately.
+<p>
+
+<hr noshade size=1>
+<a name="membertasks"></a><span class="InputHeader">Member issues and 
tasks</span>
+<p>This site's issue tracking tool enables you to manage and assign tasks to 
your project members. An "issue" in broad terms basically refers to project 
activities to be done.  As the project owner, you may assign issues to members, 
or you can give other members the ability to assign issues by virtue of their 
role or expertise. To learn more about issue tracking and administration, see 
the <a href="ProjectIssues.html">project issues</a> help information.
+
+<hr noshade size=1>
+<a href="ProjectOwnerAdmin.html">Back to Project Owner Administration 
help</a><br>
+<a href="/servlets/HelpTOC">Back to main Help index</a></p>
+</span>
+</tr>
+</table>
+
+  </div>
+<!--#include virtual="/footer.html" -->
+</body>
+</html>

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+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
+"http://www.w3.org/TR/2000/REC-xhtml1-20000126/DTD/xhtml1-strict.dtd";>
+
+<html xmlns="http://www.w3.org/1999/xhtml";>
+ <head>
+<style type="text/css">
+/* <![CDATA[ */ @import "/branding/css/tigris.css"; /* ]]> */
+</style>
+  <script src="/branding/scripts/tigris.js" type="text/javascript"></script>
+  <link rel="stylesheet" type="text/css" href="/branding/css/print.css" 
media="print" />
+
+  <title>Add project members and assigning roles</title>
+ </head>
+
+ <body class="docs" onload="self.focus()">
+  <div class="docs" id="projectownermembers">
+   <h2>Add project members and assigning roles</h2>
+
+   <div id="toc">
+    <ul>
+     <li><strong><a href="/nonav/servlets/HelpTOC">Help index</a></strong></li>
+    </ul>
+
+    <ul>
+      <li> <a href="/nonav/scdocs/ProjectOwnerAdmin.html">Project owner 
administration</a> 
+        <ul>
+          <li><a href="/nonav/scdocs/ProjectOwnerEdit.html">Editing and 
maintaining 
+            the Project Home page</a></li>
+          <li><a href="/nonav/scdocs/ProjectOwnerNews.html">Managing project 
site 
+            announcements</a></li>
+          <li>Adding project members and approving roles 
+             <ul>
+              <li><a href="#viewingmembers">Viewing project members</a></li>
+              <li><a href="#invitingmembers">Inviting new members</a></li>
+              <li><a href="#addingmembers">Adding new members</a></li>
+              <li><a href="#memberroles">Member roles</a></li>
+              <li><a href="#addroles">Adding new roles</a></li>
+              <li><a href="#memberrequests">Member requests</a></li>
+              <li><a href="#membertasks">Member issues and tasks</a></li>
+            </ul>
+          </li>
+          <li><a href="/nonav/scdocs/ProjectOwnerMailingLists.html">Managing 
project 
+            mailing lists</a></li>
+          <li><a href="/nonav/scdocs/ProjectOwnerDocuments.html">Managing 
project 
+            documentation</a></li>
+          <li><a href="/nonav/scdocs/ProjectOwnerSource.html">Managing project 
source 
+            code</a></li>
+          <li><a href="/nonav/scdocs/ProjectOwnerIssues.html">Tracking and 
managing 
+            project issues</a></li>
+          <li><a href="/nonav/scdocs/ProjectOwnerCustomStyle.html">Managing 
custom 
+            HTML styling</a></li>
+        </ul>
+      </li>
+    </ul>
+   </div>
+   <h3>Project members and their roles</h3>
+
+   <p>A project can succeed or fail depending on the character of the 
community formed by its members. This is true regardless if the project is 
open- or closed-source. It is the members who contribute their effort and time 
(for whatever compensation) to realize the project's ideas and goals. 
Accordingly, because the project members are so important to the eventual 
success of the project, it is important that the project owner or whomever she 
designates to be Project Admin, clearly establish the rules and guidelines 
determining member participation, including their roles, and articulate what 
they can expect from the project.</p>
+
+   <h3><a id="viewingmembers" name="viewingmembers">Viewing project 
members</a></h3>
+
+   <p>Project members are often added at the time the project is created. 
However, you can invite and add new members at any time by going to your 
Project Home page and clicking on the <i>Membership</i> link. The following 
discussion first goes through the procedure of inviting someone to be a member 
of your project, then looks at how to add a new member.</p>
+
+   <h3><a id="invitingmembers" name="invitingmembers">Inviting new 
members</a></h3>
+
+   <p>Once in the "Membership" page, clicking on the "Invite New Members" link 
allows you to send an invitation to a prospective member. Click on the link, 
and a new page opens with fields allowing you to specify the e-mail address or 
addresses of the persons you wish to invite, and an invitation message. There 
are two parts to this message. The first, which you compose here, should be in 
plain text only (HTML is <i>not</i> supported), and should be a greeting and 
welcoming message. You can, depending on your needs, stipulate here what role 
you would prefer the invitee to take. There is time later, both for the invitee 
and for you, as project owner, to change the member's role.</p>
+
+   <p>The second part of the invitation message comprises the project 
description which you composed at the time the project was created. If you 
added several e-mail addresses in the "People to Invite" field, each will 
receive the same message, so the welcoming message should be inclusive enough 
to accommodate the interests of the several people you've invited.</p>
+
+   <p>You can invite anyone to be a member of your project. They need not, at 
the time of invitation, already be registered users. However, those you invite 
who are not registered users are prompted to register on the site as part of 
viewing your project information.</p>
+
+   <h3><a id="addingmembers" name="addingmembers">Adding new members</a></h3>
+
+   <p>Users you have approved for project membership (whether by your 
invitation or their request), are listed by user name on the <b>Project 
Membership</b> page along with boxes indicating their role or roles (project 
members may hold more than one role). As project owner, you can change those 
roles by checking the box by the role name and then clicking on "Revoke Checked 
Roles" button.</p>
+
+   <p>If you wish to add a registered user (without inviting her beforehand), 
click on the "Add New Member" button. This takes you to the <b>Add Members</b> 
page, where all registered user groups and users are listed with empty boxes to 
the left of their usernames. User groups also include a brief description of 
the group; individual registered users are listed by both user name and real 
name. Each user name links to the user's profile, so you can learn something 
about that user before adding the user by checking the "Add" box.</p>
+
+   <p>You can add as many users to your project as you wish. Because every 
member in a project must have a role, when you add someone to your project you 
must, at the same time, specify her role. Accordingly, on the <b>Add 
Members</b> page there is a box listing all available roles. Once you have 
selected the user(s) you want and the appropriate role(s), click on the 
<b><i>Grant Roles</i></b> button. Those users will be added to your project 
with the roles you have stipulated. For more information about member roles, 
see the help information on <a href="/nonav/docs/ProjectRoles.html">project 
roles</a>.</p>
+
+   <h3><a id="memberroles" name="memberroles">Member roles</a></h3>
+
+   <p>Project member roles are specified when the member is invited, or added 
by the Project owner. If you wish to revoke a role, check the box adjacent to 
the stipulated role and then "Revoke Member Roles." As project owner, you can 
change the role given to a member by clicking on the <b>Add new member/role</b> 
link on the <strong>Membership</strong> page. This link takes you to the <b>Add 
new member/role</b> page.</p>
+   
+   To grant a new role to project members, select the member you wish to grant 
the new role by selecting the "Add" check box next to his or her user name. You 
can select multiple users to grant role, or use the "Mass add" text box to 
enter several user names at once. Next, select the roles you wish to grant from 
the <b>Grant these roles to all designated users</b> box and click the <b>Grant 
roles</b> button. If you wish to return to the <b>Membership</b> page 
immediately after granting roles, select the <b>Done granting roles</b> check 
box before clicking <b>Grant roles</b>.
+
+   <p>If no existing role fits the needs of your project, as the Project Owner 
you can create roles specific to your project. To learn how to create project 
roles see <a href="#addroles">Adding project roles</a></p>
+
+   <p>You can also change your own role in the project. First, click on the 
underlined "Request New Project Role" link. Doing so takes you to the 
"Membership Request" page, where you can see your current role and choose a new 
role. After you have chosen, click "Submit Request."</p>
+
+   <h3><a id="addroles" name="addroles">Adding project roles</a></h3>
+
+   <p>You have the option to create custom roles and assign the appropriate 
permissions to them to meet the needs of your project. You should take some 
time to plan the scope of any new role you create before beginning the creation 
process. Project roles enable associated user actions within your project 
only.</p>
+
+   <ol>
+    <li>Enter the project for which you wish to add new roles and click the 
<b>Edit project</b> link.</li>
+
+    <li>Click the <b>Edit project-specific roles</b> link to access the 
<b>Roles</b> page.</li>
+
+    <li>Click the <b>Add new role</b> link.</li>
+
+    <li>Enter a name and a description of the role. The role name can be up to 
99 characters in length and cannot include a period (.).</li>
+
+    <li>Select the level of functionality required for this role. Each 
functional item controls the level of access for the role. The following 
options can be selected by click on the check box next to the item: 
+
+     <ul>
+      <li><b>Requestable</b>: makes the role requestable by users on the site. 
If this item is not selected, the role must be assigned by an administrator or 
a project owner.</li>
+      
+      <li><b>Ownership role</b>: grants users with this role "ownership" of 
functions within the project. Owners receive administrative email pertaining to 
the function of which they have ownership.</li>
+      
+      
+      <li><b>Grant role on subproject creation</b>: grants the role to users 
who create new subprojects.</li>
+
+      <li><b>Block recursion into private projects</b>: item when checked 
prevents a user with this role in a project from having the same role in 
subprojects. For example, when selected a user with the Project Owner role in 
the "Games" project cannot have the Project Owner role in the "Dominos" 
subproject.</li>
+
+     </ul>
+    </li>
+
+    <li>To assign permissions to the role you can either clone an existing 
role by selecting a role from the drop down menu or you can assign specific 
permissions to the role. To assign specific permissions, click the check box 
under the <b>Add</b> field by the name of the permission you desire.</li>
+
+    <li>
+     <p>Click the <b>Create role</b> button. Use this feature with extreme 
caution! Assigning permissions to roles may have security implications.</p>
+    </li>
+   </ol>
+
+   <p>Some permissions you associate with roles require the assignment of 
resources. Assigning resources allows you to limit the areas of the project 
that can be affected by persons with the permission. Those permission for which 
you can assign resources have a drop down box in the resource column in the 
Project permissions table. Use this box to determine which project resources to 
allocate the role's new permissions.</p>
+
+   <p>Selecting ".*" applies the selected permissions for this role 
universally to all project resources available to this role, including both web 
content and source code.</p>
+
+   <p>Choosing the "/www/.*" option within this list limits the selected 
permission for this role specifically to web pages. This means the scope of 
this permission does not pertain to any source code level access, but only to 
web page content. For example, assigning the "Version Control - Commit" 
permission to a role and designating "/www/.*" as the resource results in users 
with this role only being able to check out and commit web page content, not 
project source code.</p>
+
+   <p>After you have selected the permissions to add and determined the site 
resources to apply these to, click the <b>Create role</b> button.</p>
+
+   <h3><a id="memberrequests" name="memberrequests">Member requests</a></h3>
+
+   <p>A member might request a new role at any time. As project owner, you can 
approve, reject, or defer the request. To do any of these, check the 
appropriate box under the "Requests Pending Approval" and "Edit Roles" 
headings. The change is effective immediately.</p>
+
+   <h3><a id="membertasks" name="membertasks">Member issues and tasks</a></h3>
+
+   <p>This site's issue tracking tool enables you to manage and assign tasks 
to your project members. An "issue" in broad terms basically refers to project 
activities to be done. As the project owner, you may assign issues to members, 
or you can give other members the ability to assign issues by virtue of their 
role or expertise. To learn more about issue tracking and administration, see 
the <a href="/nonav/docs/ProjectIssues.html">issue tracking</a> help 
information.</p>
+
+   <div class="courtesylinks">
+    <p><a href="#toc">Top</a> | <a href="/nonav/servlets/HelpTOC">Help 
index</a></p>
+   </div>
+  </div>
+ </body>
+</html>
+
+


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