NetResults Tracker

Update the hostname used in the link included in email notifications.

Email notifications can have a link to login to Tracker and view the related record. The link is based on what's set for the Hostname, Port Number and SSL settings in the Workgroup Management System. For example, an IP address is currently listed in the link and you want to use something like "ourcompany.nrtracker.com" instead. To change it, you would replace the IP address in the Hostname property with "ourcompany.nrtracker.com".

To update these settings:

1. Login to the Workgroup Management System.
2. Click on the Edit icon to the left of the workgroup.
3. Make changes to the Hostname, Port Number and SSL settings.
4. Enter a History Comment and click on the Update Workgroup button.

What you'll need to know if you have a server failure.

The main components of your Tracker installation are:

• Web Server - this is the server where the Tracker software is installed
• Database Server - A separate database server is not is use if you are using Access. For SQL Server or Oracle, it may be located on the same server as your web server or it may be remote.

To recover from a server failure, you'll need:

• backup copies of the databases for the Workgroup Management System & User Management System
• backup copies of the workgroup databases and their corresponding file attachments

This Knowledge Base article explains where to find these items.

Depending on the specifics of your situation, one of the following articles might be needed to set up your installation on a different server.

• Move a Tracker Installation with Access databases
• Move a Tracker Installation with SQL Server or Oracle databases

Need Help?

Not sure what procedure to use to recover your installation? Contact NetResults Technical Support for assistance.

Let NetResults Host Tracker For You

Want to break free of maintaining your installation? Migrate to the cloud service and let NetResults do the work for you. We have plans that will preserve your existing investment in Tracker licenses. Our Sales department can provide more information.

Choose date and time and other options applied to notifications sent to unregistered users.

The date and time options are applied to date information in the email content sent to these users.

User Groups determines which pieces of the email content will be included.

There's also an option to select whether these users will be notified when adding a request and/or actions performed later in the workflow.

This Knowledge Base Article explains how to configure these options.

You can choose to hide specific pulldown option menu items so they do not appear on external pages.

Perhaps you're working on a new product and only want that option to appear inside of Tracker and not on public facing pages (Submit Page, Knowledge Base). This can be done using the Value is Public option available for a pulldown menu item.

To hide a pulldown option menu item from external pages:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Click on the Edit button to the left of the option you want to hide.
5. UNcheck the box for the option Value is Public.
6. Click OK to save the change.

Find out the requirements for accessing the Workgroup Management System (WMS).

When you attempt to login to WMS, you might be prompted with a pop-up requesting credentials.

You should enter the credentials for a Windows user that is local to the server where Tracker is installed and has Administrator rights. The optimal user is the local "Administrator" account. A user with Domain Admin rights is not sufficient. This is a Windows requirement (not a Tracker requirement) because operations available in WMS make changes to the registry, file permissions and IIS settings. You may still be able to login as a user that does not meet the criteria above, but you may get errors like permission denied when trying to use WMS operations.

More information about logging into WMS is available in this Knowledge Base article.