NetResults Tracker Help

The Tracker Administration section is the interface for performing customization and maintenance. In order to access the Administration section for a workgroup, you must be logged in as a user with the Admin privilege. The Admin group always has this privilege and the Admin user is always a member of this group.

The initial Admin user password is "Admin". When you first log in to the system after installation, you can do so using this User ID and password. It is recommended that you change this password before adding other users to the system.

The Admin icon linked directly to the Tracker Administration section is included in the Tracker Button Bar for all members of user groups that have the Admin privilege enabled.

When clicking on the Admin icon for the first time, Tracker will check to see if there is a newer version available. If a newer version is available, you will see a note at the top of the Administration section.

Note: Many administrative functions can make large changes to the Tracker database. To prevent confusion to users (things may change suddenly as a result of an administrative task), it is recommended that you make administrative changes when no one is using the system. In addition, it is important to make regular backups of your workgroup database and attachments. If you are using SQL Server or Oracle as the database type for your workgroup, a simple file copy or a simple file backup to tape is not sufficient for backing up SQL Server or Oracle database files because they are not standard files. More information on backing up Tracker workgroups can be found in the Database Administration section of the Workgroup Management System Help Guide

The following options are available in the Administration section:

Add, edit, remove and set up projects, including configuring the forms, workflows, state managers, visibility and incoming email settings for each project.

Adding, editing and removing forms from the workgroup can be done in this section. In addition, you can set which fields are available on each form

Adding, editing, and removing global fields can be done in this section. The settings in this area also contain options such as, on which forms and pages and to which user groups should a field be made visible, the order of the fields on each page, and whether a field is required as well as settings for the style of fields, dependent pulldowns, auto fill and field help features. The option menu items for each pulldown field are defined in this section. You can also select a default value for the Add page and set up dependencies between pulldowns.

Add, edit, remove, and set up workflows, including configuring the list of states, transitions, fields that are presented during the Task operation, forms, alerts and email rules for each workflow.

Email Configuration
Allows you to set up the email server and define global properties for the outgoing and incoming mail features.

Knowledge Base
Settings for creating and customizing a searchable Knowledge Base are contained in this section. Use of this option requires a license key.

User Accounts
In this section you can add, edit, and remove user accounts. You can also set up user groups and their respective privileges as well as import user accounts into the workgroup.

User Sessions
You can use this section to see how many sessions are currently active in the workgroup. You have the option to end any of the sessions (e.g. to perform maintenance on the workgroup).

General Preferences
Set options for workgroup-wide parameters (e.g. enable features such as Alerts, Discussion, etc.)

User Preferences
Set default preferences applied to any new user accounts added to this workgroup.

Color Preferences
Allows you to customize the colors of items displayed throughout the Tracker pages.

Login Options
Configure options for the Login and Self Registration pages such as self registration and remember password features and text displayed in the header or as instructions as well as custom HTML that can be used to add information, links or your logo to integrate the Login and Self Registration pages with your web site.

Send Email
Allows you to send an email to a user or user group in this workgroup. Also used for troubleshooting email issues.

This section contains an option to delete test records from this workgroup. It also contains other utilities used to diagnose and repair Tracker as directed by NetResults Technical Support.

Global File Attachments
In this section you can add, edit, and delete global file attachments. You can also view record attachments.

Submit Page Options
This section contains settings used to customize the Submit via Web for Unregistered Users feature for the workgroup. Use of this option requires a license key.

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