NetResults Tracker Help
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 (e.g. to add your company logo or other branding or add some instructions) and can set your own color preferences. 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.

Topics Covered In This Section

Customizing the Login Page - how to get to the Login Page Settings.
Login Page Settings - describes the available options.
Password Settings - explains options related to passwords.
Self Registration - an introduction to self registration.
Enabling Self Registration - how to configure self registration.
IP Address Restrictions - how to limit access to Tracker by IP address.

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 link
  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

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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 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)
Custom HTML (Bottom of Page)
Enter your own HTML code to customize the area above or 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. If you wish to display an image on the Login Page, you could upload the image as a global file attachment.

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Password Settings

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.

Force Reset Password
To force the user to reset their Tracker password after a certain number of days, mark the check box and enter in the number of days in the provided field. When this feature is enabled, your users will be prompted to reset their password every time the specified number of days has expired. To disable this feature, uncheck the box. This option cannot be applied to password of the "Admin" user of the workgroup.

Allowed Bad Password Attempts
This allows you limit how many times a user can attempt to login.  If the user attempts to login with a bad password for more than the number of times allowed, the user's account is locked for a specified duration. To use this feature, enter the number of attempts allowed and number of minutes the account will be locked when the number of attempts is exceeded. This option cannot be applied to password of the "Admin" user of the workgroup. Entering "0" for the number of minutes will lock the account indefinitely once the number of bad password attempts has been exceeded.

To unlock an account, the locked user must wait until the specified duration has expired until they can attempt to login again. A workgroup Administrator can also edit the user's profile to unlock the account. Only a user who is a member of the Admins user group can unlock a user account when "0" is entered for the number of minutes.

Notify Account Lock Information to
When an account is locked after the exceeding the allowed number of attempts, an automatic email notification regarding the locked account can be sent to user, as well as a user group or groups. Select the <Login User> for a notification to be sent to the user. Select the user group or groups, for a notification to be sent to the members of the group. To select multiple recipients, press the CTRL key on your keyboard and click on the desired choices. Select <None> to disable this feature.

Password Content
In creating or changing a password for a user account, various minimum requirements for the password can be enabled. To disable these requirements, uncheck the box for each requirement. This option cannot be applied to password of the "Admin" user of the workgroup.

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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 Accounts section.

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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 link
  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 link
  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 Accounts 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) or Custom HTML (Bottom of Page) field to customize the area above or 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>. If you wish to display an image on the Self Registration form, you can upload the file as a global file attachment.

  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 Accounts section.

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IP Address Restrictions

Access to Tracker can be limited by IP address of the user attempting to access the workgroup. When this feature is enabled, a user will only be able to access the Login Page and other Tracker pages if the user's IP address matches one of the IP addresses or IP Address ranges configured in the Allowed IP Addresses field. If the user's IP Address does not match a configured address or range, they will see an "Access Denied" message that can be customized with any desired wording and HTML code. This option only applies to the Login Page and other Tracker pages excluding the Submit Page for Unregistered Users and Knowledge Base pages as these features have their own sections for configuring IP Address restrictions. IP Address restrictions configured in this section take effect immediately after clicking OK to save the changes.

To enable IP Address restrictions:

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Login Options link
  4. Set the Enable IP Address Restriction option to "Yes"
  5. Click on the Add button to add an IP address or range of addresses.

    For Type select "Single computer" to add a single IP Address or "Range of computers" to add a range of IP Addresses. For IP Address, enter the IP address, then click OK. For IP Address Range, enter the first IP Address in the range, then enter the last IP Address in the range and click OK. At least one IP Address or range must be entered when the this feature is enabled. The IP Address of the login user (the user making these changes) should also be added to the list as a single computer or within a range.

  6. Enter any desired text or HTML into the Access Denied Message to customize what a user will see if they are denied access to the workgroup because their IP Address is not configured in the Allowed IP Addresses list. The variable "<ip_address>" can be used within this field such that it will be replaced with the actual IP address that was rejected when the Access Denied Message is displayed. Do not use the tags <HTML>, </HTML>, <BODY>, </BODY> or any other header tags in this field. When this feature is enabled, the Access Denied Message cannot be empty.
  7. Click OK to save the changes

To edit an IP address/range in the Allowed IP Addresses list:

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Login Options link
  4. Click on the IP address/range you wish to modify and click on the Edit button. Make any desired changes, then click OK.
  5. Click OK to save the changes

To remove an IP address/range in the Allowed IP Addresses list:

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the Login Options link
  4. Click on the IP address/range you wish to remove and click on the Remove button
  5. Click OK to save the changes

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