| Anonymous Access
allows you to set up common Web pages for entering data
and querying data (outside the application). This allows
external users to use the system without logging in.
The administrator sets up an external Web page (entry
page and/or query page) where anybody can enter (entry
page) or retrieve (query page) information in the system.
The pages are completely configurable and can be as simple
(or complex) as the administrator sees fit.
Users simply fill out the forms to enter or query information
into the system.
Scenarios:
- A company releases their software to 25000 beta testers,
and would like to collect defects from there users.
This solution will also allow users that log defects
the ability to follow-up on the status of the defect.
- A company would like to create a knowledge base allowing
users of their software to query regular questions/issues
within their system.
Fast IssueTrack now provides the functionality required
to meet these requirements. This functionality is currently
named Anonymous Access because the users
of this functionality do not need to log into Fast IssueTrack
(ie. The users are anonymous).
For security reasons, by default, this functionality
is completely disabled. It is only enabled through the
Admin Menu page by clicking the Advanced:
Anonymous Functionality link.
The Web pages for data entry or data querying are templates
that artemplate completely customizable allowing you to
blend them in completely within your Web site. In order
to perform your customization, you will need to be familiar
with HTML. HTML examples are available on each of the
Admin Menu configuration pages within the application.
Instructions for each type of interfaces are below. Alcea
Technologies can also provide customization services for
$120 per hour with most customization being completed
within two hours.
Tutorial 1: Enabling Anonymous
Issue Entry
1. Enable the feature.
As an administrator, navigate to the Admin Menu
page and click the Advanced: Anonymous
Access link and the Anonymous Entry
link.
Select the Anonymous Issue Entry check
box.
Enter a Web page that you would like to direct users
to after submitting a issue. This can be a web page saying
"Thanks for the defect" or it may futher instructions,.
You may need to precede it with "http://"
You may select mandatory fields that a user must select
in order to submit a issue. This ensures that a user provides
you with the information that you require to reproduce
a defect.
2. Create your Issue Entry Page:
At the bottom of the Administer Anonymous Functionality
page, you will see a link to the Sample Anonymous
Issue Entry page. This can be used as a template
on which to create your own issue entry Web page. You
can get access to the source of this page using one of
two methods:
1) On some Web browsers, you can right-click on the link,
and choose Save Target As, to save the
source of the template locally.
2) You can click on the link, and then choose View
Source to view the source of the page (and then
go on to save the source code for this page).
You will now customize the contents of this page. Because
this is a fully customizable template, you are fully responsible
for populating drop down lists with whatever values you
might choose. This will allow you to initially dropdown
fields blank or partially/completely enter data in text
fields. Use hidden fields to set defaults (such as who
the defect will be assigned to).
Be sure to include instructions to improve the quality
of defects raised by users.
Place the template on your Web site, in a place in which
your users will be able to locate and complete appropriately.
Ensure that the form action directs the form input to
Fast IssueTrack, and that a post-submission page is also
available that Fast IssueTrack can then direct users to.
Test the submission page to ensure it is behaving as you
expect, and that the data collected is complete so that
you can use the information to reproduce and correct defects
reported.
Tutorial 2: Enabling Anonymous
Issue Querying
This functionality is extremely effective for any of
the following situations:
1) You would like users/clients to be able to query issues
entered by themselves and/or others, to reduce duplicates
entered
2) You would like to provide a knowledge base of common
questions / problems and the associated solutions.
3) User lists are constantly changing and you would like
to simply track all issues by email address.
1. Enable the feature.
As an administrator, enter the "Admin Menu ->
Advanced: Anonymous Access -> Anonymous Query"
menu
Enable Anonymous Issue Query by selecting the appropriate
checkbox.
Select the query restriction:
"By email address only" will force users to
enter a full email address (presumably their own email
address) to limit the issues returned as having been entered
by the email address provided.
"All anonymous issues" will only return issues
returned by anonmous users (in which the id of the person
who entered the defect is an email address).
"All issues" no restriction on who entered the
issue will be applied to the set of issues returned.
Also restrict by project:
Select the project(s) that you wish to limit the return
set to. You might create a "public" or "knowledge
base" project, and select this project as the only
project to allow external anonymous users to view.
Fields to be displayed in result set:
This is identical to the "Customize columns"
functionality available to regular Fast IssueTrack users.
This will limit the fields presented to an anonymous user
when a list of issues is returned.
Fields to be displayed in issue details:
This allows you to select which fields are available for
public viewing by anonymous viewers.
2. Create your Issue Query Page:
Refer to the instructions under "Create Your Issue
Entry Page" in order to create a issue querying page.
Again, you will have to format this page to meet your
needs, including the ACTION input in the FORM template.
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