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PluginCustomer » History » Revision 4

Revision 3 (Eric Davis, 2009-03-24 19:52) → Revision 4/5 (Stephen Herr, 2010-03-18 18:19)

h1. Customer Plugin 

 This is a plugin for Redmine that can be used to track basic customer information for each project.    It was created so I could track which project belonged to which customer. 

 h2. Features 

 For this first release, I implemented the most basic features. 

 * Store Customer data 
 * Associate a Customer for each project 
 * Permissions to control user access to data 

 h2. Screenshot 

 !customer-screenshot_thumb.png!:/attachments/download/558 

 h2. Getting the plugin 

 A copy of the released version can be downloaded from "Little Stream Software":https://projects.littlestreamsoftware.com/projects/redmine-customers/files.    A development copy can be downloaded from "GitHub":http://github.com/edavis10/redmine-customer-plugin/tree/master 

 h2. Install 

 1. Follow the Redmine plugin installation steps at: [[Plugins]] Make sure the plugin is installed to @vendor/plugins/customer_plugin@ 
 2. Setup the database using the migrations. @rake db:migrate_plugins@    or @rake db:migrat_plugins RAILS_ENV=production@ if you are still configuring and testing and have not set up the final environment. 
 3. Login to your Redmine install as an Administrator 
 4. Setup the permissions for your roles 
 5. Add the "Customer module" to the enabled modules for your project 
 6. The link to the plugin should appear on that project's navigation as Customer 

 h2. Usage 

 # Use the "New" link to create a Customer. 
 # Once you have created a customer, use the "Assign" link to assign a customer to a Project. 
 # Continue doing steps 1 and 2 until you have assigned customers to all your projects you need. 

 h2. Upgrade 

 h3. Zip file 

 # Download the latest zip file from https://projects.littlestreamsoftware.com/projects/redmine-customers/files 
 # Unzip the file to your Redmine into vendor/plugins 
 # Restart your Redmine 

 h3. Git 

 # Open a shell to your Redmine's vendor/plugins/customer_plugin folder 
 # Update your git copy with `git pull` 
 # Restart your Redmine 

 h2. License 

 This plugin is licensed under the GNU GPL v2.    See LICENSE.txt and GPL.txt for details. 

 If you would like to report a bug or request a new feature the bug tracker is located at    https://projects.littlestreamsoftware.com 

 h2. News 

 "0.1.0 Release announcement":http://theadmin.org/articles/2008/5/22/redmine-customer-plugin (2008-05-22) 
 "0.2.0 Release announcement":http://theadmin.org/articles/2009/3/24/customer-plugin-v0-2-0-released (2009-03-24)