NetResults ProblemTracker
Adding a Workgroup

If you are adding a workgroup using Oracle as your database type, please perform the procedure outlined in the Using Oracle 8i (or later) Database Help section. Once you have completed these steps, return to this section and follow the procedure listed below.

Click on the Add button on the Button Bar to add a new workgroup. You will be prompted to fill in the following fields in order to create the new workgroup:

The following fields are Internationalization settings. Please consider the following information when making your selection for these fields. Once you have added records to your ProblemTracker database, you will not be able to change the character set selection. When making your selection, also consider what languages and browsers you will need to support in the future:

  1. Character Set
    ISO-8859-1, Windows-1252, and UTF-8 are the character sets that are supported by ProblemTracker.

    • Windows-1252 supports Western European languages including French, Spanish, Portuguese, Italian, Dutch, German, Danish, Swedish, Norwegian, Finnish, Icelandic, Irish, Scottish and English. Windows-1252 supports additional European characters such as the Euro sign, tilde, caron, per mille. The image below displays a set of characters supported by the Windows-1252 character set that are not supported by the ISO-8859-1 character set.

    • ISO-8859-1 supports the same Western European languages mentioned above for Windows-1252. This character set is a subset of Windows-1252. ISO-8859-1 is a standard single-byte character set. The image below displays the set of characters supported by ISO-8859-1.

    • UTF-8 supports virtually all available languages. For example, Western European languages mentioned above for Windows-1252 and other languages including Czech, Hungarian, Polish, Romanian, Russian, Arabic, Greek, Hebrew, Chinese, Japanese, Korean and others. Internet Explorer 5.0 (or newer) or Netscape 6.2 (or newer) is required for use with this character set. UTF-8 is an ASCII compatible encoding method for Unicode (ISO 10646).

    When selecting the character set for your workgroup, you should also consider the users that will be accessing the workgroup. Each user account has a set of profile information that is displayed within each workgroup. Each user account has a character set, which is based on the characters used in the user account's profile information. The User Character Set must be compatible with the workgroup character set. For example, a user account with UTF-8 characters in its profile can only be given access to a workgroup with UTF-8 configured as the workgroup character set.

    Some basic guidelines related to user / workgroup character set compatibility:

    • If a user account contains only ASCII characters (supported by ISO-8859-1 character set), this user account can be given access to any workgroup because all character sets support ASCII characters.
    • If a user account contains non-ASCII characters supported by the Windows-1252 character set, this user account can be given access to any workgroup that is configured with the Windows-1252 or UTF-8 character set.
    • As mentioned above, if a user account contains non-ASCII characters only supported by the UTF-8 character set, this user account can only be given access to a workgroup configured with the UTF-8 character set.

    To view a user's character set, use the Edit a User operation in the License Administration section.

  2. Email Header Encoding
    Email headers must contain only US-ASCII characters. Headers that contain non US-ASCII characters must be encoded so that they contain only US-ASCII characters. This process involves using either "B"(BASE64) or "Q"(Quoted-Printable) to encode certain characters. The "Q" encoding is recommended for use when most of the characters to be encoded are in the ASCII character set; otherwise, the "B" encoding should be used. If you select "Auto", ProblemTracker will automatically select an encoding option.

  3. Add Multipart Email
    This option determines whether the emails generated by ProblemTracker will contain text or text and HTML within the messages. Selecting "Yes" for this option will allow the emails to contain both text and HTML. For example, if you selected UTF-8 as the character set for a workgroup, email generated by ProblemTracker may also contain UTF-8 characters. If your email client cannot display UTF-8 characters, selecting "Yes" for the Email Add HTML Part option might help. With this option enabled, ProblemTracker will send email with both text and HTML format. If your email client can display HTML format, UTF-8 email can be displayed correctly.

  4. Time Zone
    This option determines which time zone will be used for the workgroup data. The time zone selected will be used in the date-time fields in each of the following areas of ProblemTracker: Records, Record History, Saved Queries, Default User Preferences. For a list of available time zones in your operating system, please refer to one of the following sections:
    Windows 2000 and Windows XP Time Zones
    Windows NT 4.0 Time Zones

  5. Adjustment for Daylight Saving Time
    This option determines whether the workgroup date is adjusted to observe daylight saving time. If you have selected a time zone that observes daylight saving time, it is recommended that you check the box to enable ProblemTracker to make the appropriate adjustments.

Once you have entered the relevant information to create the new workgroup, click the Continue button.

If you selected SQL Server or Oracle as the database type, you will be prompted to provide additional information about the database:

Click on the Continue button to proceed with creating the workgroup.

A Component Check will be done to validate the information entered for the new workgroup. If the Component Check is successful, a confirmation of the database information will be shown. If the Component Check is unsuccessful, details about the components that failed will be listed. If you wish to save the settings you entered above to be displayed as the default settings whenever adding future new workgroups, check the box labeled "Save as default settings". You can click on the Back button to make any modifications to the database information. Otherwise, click on the Create Workgroup button as the final step to create the workgroup.

If you selected SQL Server or Oracle as the database type, click on the Initialize Tables button that appears after the workgroup has been created.

To login to your new workgroup, go back to the Workgroup Management System Home Page, find the name of the workgroup you added, then click on the key icon to the left of the workgroup name. A separate window will be launched with the Login page for your workgroup.