To move a workgroup, click on the Move button on the Button Bar. Select a workgroup from the pulldown menu, select one of the following move operations described below, then click on the Continue button.

If you have manually applied any custom security to your workgroups (such as file system permissions or IIS application settings), you will need to re-apply these changes to this workgroup after it using one of the move operations described below.

Move Workgroups within the same Web Server machine

This operation should be used if you want to change the physical location of the workgroup within the web server machine where the workgroup is currently located:

1. Login to the Workgroup Management System
2. Click on the Move icon
3. Select a workgroup from the pulldown menu, select the option Move Workgroups within the same web server machine, then click on the Continue button
4. The workgroup name, location, and web site will be displayed in the Current Configuration section.
5. Enter the path of the new location into the Location field and / or select a different Web Site in the New Configuration section.
6. Enter the Host Name or IP Address and the Port Number that corresponds to the web site where this workgroup will be located.
7. Enter a History Comment to describe the change you are making.
8. Click on the Continue button to proceed.
9. A confirmation page will be displayed. Click the Back button to make any necessary changes to the location and / or web site. Otherwise, click on the Move Workgroup button, then click on the OK button to complete the move operation.

This option allows you to move the database to another machine while still keeping the workgroup's web pages in the same location. This operation cannot be performed for Access databases.

Click on the link below that corresponds to the database type you are using:

SQL Server
Oracle

SQL Server

1. Login to the Workgroup Management System
2. Click on the Move icon
3. Select a workgroup from the pulldown menu, select the option Move Database from one machine to another, then click on the Continue button
4. The workgroup name, database type, database name, and database location will be displayed in the Current Configuration section.
5. Enter new values for any of the following fields in the New Configuration section:
   • Location (Server)
     Enter the name of the new SQL Server machine where the data will be located after the move

   • Use SQL Native Client Provider
     When enabling this option by checking the box, Tracker will use SQL Native Client Provider to connect to SQL Server. By default this property is unchecked so that Tracker will use SQL OLE DB Provider to connect. This property is optional and can be used if you want to take advantage of SQL Server features such as database mirroring. If you are not using SQL Server 2005 or newer, please *do not* enable this property. Use of this feature is only recommended in cases where you have an expert SQL Server administrator with detailed knowledge of SQL Server client configuration. Enabling this property may require you to download and install the SQL Native Client on the web server.

   • Fail Over Location (Server)
     This property will only be displayed when Use SQL Native Client Provider is enabled. Specify the name of the "mirror" server that should be used in the event that the principal server fails. This property is optional and can be used if you want to take advantage of SQL Server features such as database mirroring. If you are not using SQL Server 2005 or newer, please *do not* enter a value for this property. Use of this feature is only recommended in cases where you have an expert SQL Server administrator with detailed knowledge of SQL Server client configuration. Even if you are using SQL Server 2005 or newer, please leave this property blank if you are not using database mirroring or are not familiar with database mirroring.

   • Database User Name
     Enter the User Name of the login that should be used by this workgroup to connect to the database. "NRTracker" is listed by default. The login does not need to already exist on SQL Server. You can enter the User Name for a new login to be created on SQL Server for use with this workgroup.

   • Database User Password
     Enter the password for the Database User Name specified above to connect to SQL Server. If the Database User Name does not exist already on SQL Server, enter a new password to be used when creating the new login.

   • Create Database User
     Check the box for this option if you would like to create a new login on SQL Server for use with this workgroup. Do not check the box for this option if the login specified in Database User Name already exists on the new SQL Server.

   • Confirm Database User Password
     This field will only be displayed if the box for the option Create Database user is checked. Confirm the password entered in the Database User Password field above.

   • Database Name
     By default, this will display the name selected as the workgroup name. You can change this in the space provided if desired. The database does not need to already exist on the new SQL Server. You can enter the Database Name for a new SQL Server database to be created for use with this workgroup.

   • Create Database
     This option will only be displayed when SQL Server is selected as the Database Type.

     Check the box for this option if you would like to create a new database on the new SQL Server for use with this workgroup. Do not check the box for this option if the database specified in the Database Name field already exists on the new SQL Server installation.

   • DBA User Name
     This field will only be displayed when the boxes for either Create Database User or Create Database are checked.

     Enter the User Name of a login for a database administrator on the new SQL Server. "sa" is entered into this field by default.

   • DBA User Password
     Enter the password for the login specified in the DBA User Name field.

   • History Comment
     You must enter information into this field to proceed.

6. Click on the Continue button to proceed with moving the workgroup. A confirmation page will be displayed with the following:
   • New Database Name
     Shows the Database Name as it was entered on the previous page.
   • Physical Path
     The location of the database files within the new SQL Server will be configured with the default path. You can enter a different path if desired. If the path you entered is not synchronized with the SQL Server installation path, you might get an error while creating the workgroup.
   • Max Size
     The maximum size of the database. "UNLIMITED" will be set by default.
   • File Growth
     The percentage by which the database file should grow automatically. "10%" will be set by default.
7. Click on the Continue button.
8. A confirmation page will be displayed. Click the Back button to make any necessary changes to the location and / or web site. Otherwise, click on the Move Workgroup button, then click on the OK button to complete the move operation.
9. After the workgroup files have been moved, the database needs to be moved into the new machine using the import / export tool for SQL Server using the procedure in the following Knowledge Base article:

   http://kb.nrtracker.com/Item.asp?id=335

Oracle

1. Perform the steps in the Using Oracle Database section first to prepare the new server for the move.
2. Login to the Workgroup Management System
3. Click on the Move icon
4. Select a workgroup from the pulldown menu, select the option Move Database from one machine to another, then click on the Continue button
5. The workgroup name, database type, database name, and database location will be displayed in the Current Configuration section.
6. Enter new values for any of the following fields in the New Configuration section:
   • Location (Server)
     Enter the name of the new Oracle machine where the data will be located after the move

   • Database User Name
     Enter the User Name of the user that should be used by this workgroup to connect to the database. "NRTracker" is listed by default. The user does not need to already exist on your Oracle server. You can enter the User Name for a new user to be created for use with this workgroup.

   • Database User Password
     Enter the password for the Database User Name specified above to connect to Oracle. If the Database User Name does not exist already on Oracle, enter a new password to be used when creating the new user.

   • Database Name
     By default, this will display the name selected as the workgroup name. You can change this in the space provided if desired. Before proceeding with connecting to Oracle, you should have alredy created a database on the new Oracle server for this workgroup. If you have not already done so, create the database using the procedure outlined in the Using Oracle Database Help section. Then, return to this section to proceed with moving the workgroup.

   • Create Database User
     Check the box for this option if you would like to create a new user on your Oracle server for use with this workgroup. Do not check the box for this option if the user specified in Database User Name already exists on the new Oracle server.

   • Confirm Database User Password
     This field will only be displayed if the box for the option Create Database user is checked. Confirm the password entered in the Database User Password field above.

   • DBA User Name
     This field will only be displayed when the box for Create Database User is checked.

     Enter the User Name for a database administrator on the new Oracle server. "system" is entered into this field by default.

   • DBA User Password
     Enter the password for the user specified in the DBA User Name field.

   • History Comment
     You must enter information into this field to proceed.

7. Click on the Continue button to proceed with moving the workgroup. If the box for the option Create Database User was not checked, a confirmation page will be displayed. Skip to the step that starts with "A confirmation page will be displayed". If the box for the option Create Database User was checked, a page with the following fields will displayed:
   • Database User Name
     Shows the Database User Name as it was entered on the previous page.

   • Default Tablespace Name
     Select which tablespace in the database should be associated with the new user. Existing tablespaces for this workgroup will be available for selection or you can select "<Create new tablespace>". If you are unsure which tablespace to select, it is recommended that you either select the "<Create new tablespace>" option or select the USERS tablespace.

     When selecting "<Create new tablespace>", the options below will be displayed:

     New Tablespace Name
     Enter a name for the new tablespace. The name entered by default will match the name of the Database User to be created.

     Data File Name
     Enter the path where the database file (*.dbf) should be located.

     Size
     The initial size of the database. "50 MB" is set by default. The value entered must be at least 50 MB.

     Auto Extend
     This option determines whether the database should be allowed to grow as needed. "Yes" is set by default.

8. A confirmation page will be displayed. Click the Back button to make any necessary changes to the location and / or web site. Otherwise, click on the Move Workgroup button, then click on the OK button to complete the move operation.
9. After the workgroup files have been moved, the database needs to be moved into the new machine using the import / export tool for Oracle using the procedure in the following Knowledge Base article:

   http://kb.nrtracker.com/Item.asp?id=335

This option allows you to move all of the workgroups and settings in your ptadmin database to another machine. For example, if you need to move your entire Tracker to a new machine, you can move your Workgroup Management System information to the new machine without having to re-enter information. However, this option is generally used as part of the procedure for moving your installation (not as a stand alone step). Please click on one of the links below to see the Knowledge Base article that provides the steps for moving your installation based on the database type you are using:

Access: http://kb.nrtracker.com/Item.asp?id=298
SQL Server or Oracle: http://kb.nrtracker.com/Item.asp?id=330

Complete the following steps before selecting the option to move / populate workgroup based on the ptadmin database:

1. Install Tracker on the new server machine. When prompted during the installation, do not choose to install the evaluation workgroup called pteval.
2. Copy your ptadmin database from your old server to the new server. The ptadmin database can be found in your installation directory. By default, the path is C:\Inetpub\wwwroot\NetResultsTracker\ptadmin\Database\ptadmin.mdb, where C:\Inetpub\wwwroot\NetResultsTracker is the installation directory.
3. Copy your user management database from your old server to the new server. The user management database (ptcommon.mdb) can be found in your installation directory. By default, this is located at C:\Inetpub\wwwroot\NetResultsTracker\ptcommon\Database\ptcommon.mdb, where C:\Inetpub\wwwroot\NetResultsTracker is the installation directory.
4. Login to the Workgroup Management System
5. Click on the Move icon on the Button Bar. Select a workgroup from the pulldown menu, select the option Move / populate workgroup based on the Workgroup Management System database, then click on the Continue button.
6. Existing properties of the selected workgroup will be displayed in the Current Configuration section. You have an option to change the workgroup location, virtual web site, host name or IP address and the port number for this workgroup on the new server. If you don't need to change anything accept the default values. Click on the Continue button.
7. New properties for this workgroup will be displayed in the New Configuration section. Click on the Move Workgroup button to complete the process.
8. Copy the Attachments folder from the old server to the new server for this workgroup. The Attachments folder can be found in the installation directory. By default, the path is C:\Inetpub\wwwroot\NetResultsTracker\workgroup\Attachments where workgroup is pteval, ptdev, etc.

   Important Note:
   For workgroups with an Access database, you will need to complete one more additional step:

   • Copy the workgroup database file bugtrack.mdb from the old server to the new server. The workgroup database can be found in your installation directory. By default, the path is C:\Inetpub\wwwroot\NetResultsTracker\workgroup\Database\bugtrack.mdb where workgroup is pteval, ptdev, etc. You can also find the database location by viewing the workgroup information on the old server.
9. Repeat the above steps for each of the workgroup that you wish to move to the new server.