NetResults Tracker
Customizing the Login Page

The Login Page

Tracker requires that all users first log into the system via a Login page. This page presents the user with a form with a User ID and password field. You can customize the top and bottom of this page with custom HTML and can set your own color scheme. This allows you to visually integrate Tracker with your company's Intranet look and feel or to provide users with information or an instructional message before logging in.

Customizing the Login Page

To customize the Login Page:

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Login Options button
  4. Customize the Login Page properties as desired. A detailed description of each can be found in the Login Page Settings sections.
  5. Click OK to save the changes

Login Page Settings

Header Text
Enter text to be displayed at the top of the Login box (e.g. the header text in the Login Page Sample is "Tracker Login").

Instruction Text
Enter text to be displayed as instructions above the User ID and Password fields (e.g. the instruction text in the Login Page Sample is "Please enter your User ID"). Up to 255 characters can be entered for the Instruction Text. Only the first 25 characters of the instruction text will be displayed in the preview.

Enable Remember Password
Enabling the Remember Password feature will display an option called "Remember Password" on the Login Page or in the user's Preferences page. Checking the box for this option will set a user's browser to remember their password. When Remember Password is enabled for a user, the password field is automatically filled in when the user browses to the Login Page.

Enable Reset Password
Selecting "Yes" for this option will allow users to reset their password if it has been forgotten without intervention by a Tracker Administrator using the Forgot Your Password? link on the Tracker Login Page. When enabling this feature, please advise your users that they will need to set up a security question and answer in the Preferences section in order to be able to reset their password at a later time. This option cannot be used to reset the password for the "Admin" user in the workgroup.

Enable Self-Registration
Selecting Yes for this option allows you to use the Self-Registration feature. Self registration allows end users to create their own Tracker user account without assistance from an Admin user by clicking on the New User? Register Here link on the Tracker Login Page. Information about use of this feature can be found in the Self Registration section.

Custom HTML (Top of Page)
Enter your own HTML code to customize the area above the Login box. Note that all file references must be fully qualified; relative paths will not work. Please do not enter any header tags into this area. Some examples of header tags are <HTML>, </HTML>, <BODY>, </BODY>. The custom HTML will not be displayed in the preview window.

Custom HTML (Bottom of Page) Enter your own HTML code to customize the area below the Login box. Note that all file references must be fully qualified; relative paths will not work. Please do not enter any header tags into this area. Some examples of header tags are <HTML>, </HTML>, <BODY>, </BODY>. The custom HTML will not be displayed in the preview window.

Self Registration

Self Registration is a feature which allows your end users to create their own Tracker user account. This is useful in environments where there is a large number of end users and it is not known which of those end users will need a user account.

When activating this feature, the Tracker Administrator selects the default license type to be applied to all new user accounts created by this feature. Users can self-register provided that there are sufficient licenses available to create the new user accounts. When the license limit is reached, users will be prompted that they cannot self-register and should contact their Tracker Administrator.

To self register, a user browses to the Tracker Login Page and clicks on the "New User? Register Here" link. The user will be required to provide some information to create a user account. After the user account has been created, the user is directed back to the Login Page to enter the User ID and password of their new account. This new account is added to the User Administration section.

Enabling Self Registration

The following steps are required to enable the Self Registration feature:

Enable the Self Registration feature in the Login Options section

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Login Options button
  4. Set the option Enable Self Registration to "Yes"
  5. Click OK to save the change

Set Options for Self Registered Accounts
You can make selections for the license type, user type, and user group of self-registered user accounts as well as provide instructions for end users and add custom HTML to be displayed at the top and bottom of the Self Registration form filled out by your end users.

To set the options related to the Self Registration form:

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Login Options button
  4. Make selections for the options available:

    • When selecting a User License Type, you must have the corresponding license key entered into the License Manager. In addition, you should ensure that you have not reached the maximum number of user accounts allowed for the license type selected as this will prevent users from being able to self-register. For a current snapshot of the total user accounts configured in your installation, please check the User Management System Home Page. Definitions of the license types are available in User Administration section.
    • Select a User Group to which the self registered user accounts will be added as members. Adding self registered users to a particular user group will grant them all of the privileges enabled for the user group selected.

      If you selected Static or Floating as the User License Type:

      • You can select a Standard or Restricted user group for this field
      • If you select a user group other than "Users" for this field, the self registered accounts will also be added to the Users group by default

      If you selected Restricted as the User License Type:

      • You can only select a Restricted user group for this field
      • If you select a user group other than "RestrictedUsers" for this field, the self registered accounts will also be added to the RestrictedUsers group by default.

    • Enter text into the Header Text field to be displayed at the top of the Self Registration form.

    • Enter information into the Instruction HTML field to guide the end users about how to use the Self Registration form. The following text is entered by default:

      "<B>Note: </B> Enter user details and click Register to access the workgroup.<BR> User ID, Password, Last Name or First Name and Email are required fields."

    • Enter your own HTML code into the Custom HTML (Top of Page) field to customize the area above the Self Registration form. Note that all file references must be fully qualified, relative paths will not work. Please do not enter any header tags into this area. Some examples of header tags are <HTML>, </HTML>, <BODY>, </BODY>.
    • Enter your own HTML code into the Custom HTML (Bottom of Page) field to customize the area below the Self Registration form. Note that all file references must be fully qualified, relative paths will not work. Please do not enter any header tags into this area. Some examples of header tags are <HTML>, </HTML>, <BODY>, </BODY>.

  5. Click OK to save your selections

Self Registration by End Users
To self-register, an end user should use the steps listed in the Self Registration section of the User Help Guide.

Administer Self-Registered Accounts
After a user has self-registered, the new account will be displayed in the User Administration section.