Forums

Forums visibility is disabled by default. To make it visible, please see: Configuring Forums visibility

Use discussion forums to communicate with other team members, consultants, customers and stakeholders. All discussions are captured and later you can search stored communications. You can watch threads and subscribe to forums to be informed when new messages are posted. You can set access controls on each discussion forum. You can assign Inboxes to be polled on a periodic basis for e-mails that you wish to copy to a forum.

Figure: A Project's Forums.

Figure: Topics in a Discussion Forum.

Configuring Forums visibility

The Forums visibility can be configured in codeBeamer installation directory/general.xml (default settings):

<showForum enabled="false" />

Attributes:

• enabled - if true, Forums displays on Project Admin page Tabs in the top menu section and can be checked

Messages

Posting Messages

Posting Messages with Attachments

Editing Messages

Deleting Messages

Posting Messages to the Project Summary Site

Searching in Forums

Administering Forums

A Project administrator or a user with sufficient permissions can create or delete forums and set permissions. The administrator can customize forum names, types and permissions. You can subscribe to forums for automatic e-mail notifications on new posts.

Figure: Customizing Forums.

Deleting a Forum

To delete a forum:

1. Click on the Forums tab,
2. Click on the Customize tool-tip link of a forum,
3. Click on General,
4. Click on Delete.

Adding Forums

To add a new forum to your project:

1. Click on the Forums tab,
2. Click on Add New Forum link,
3. Fill in the form,
4. Click on Add.

Changing Forum Name, Type and Description

To change the forum name, type and description

1. Click on the Forums tab,
2. Click the Customize tool-tip link,
3. Click on General,
4. Edit name or description,
5. Click on Save.

Access Permissions

To edit forum access permissions:

1. Click on the Forums tab,
2. Click the Customize tool-tip link,
3. Click the Permissions tab,
4. Select each roles' permissions,
5. Click on Save.

Figure: Forum Access Permissions.

Notifications

To edit notification subscriptions:

1. Click on the Forums tab,
2. Click the Customize link,
3. Click on Notification,
4. Select the accounts,
5. Click on Save.

Importing Emails into Forums

Importing Emails to Forums