Tracker 4 Installation

From SymbiantWiki

Contents 1 Requirements 2 Set-up 3 Configuration 3.1 Register 3.2 Database 3.3 Email 3.4 Scheduler 3.5 Active Directory 3.6 File Paths 4 Enabling Active Directory Support

Requirements

• Microsoft Windows 2000 Professional and Server (SP 2 recommended)
  • -or- Microsoft Windows XP Professional
  • -or- Microsoft Windows Server 2003
• .NET framework 2.0
• SQL Server 2000 or later

To install Symbiant Tracker you must have full administration privileges for both the Windows (Internet) Server and SQL Server.

IMPORTANT: Installing Tracker 4 will remove existing versions of Tracker. You should ensure that you have made a note of the database connection details and other configuration details before installing Tracker 4. If you are upgrading a pre version 4 copy of Tracker, you MUST ensure you have safely backed up your database and your uploaded documents folder (if in use) before continuing. If you have uploaded documents ensure that you point the Configuration Utility to the uploaded files folder before updating the database otherwise file associations will be lost. If you do not follow these steps and a problem occurs during the upgrade you will not be able to retrieve any of your data, Symbiant accepts no responsibility for loss of data.

Set-up

Download the latest Tracker build. Extract the zip file to a temporary folder. Please be sure to read any associated read me files.

Double click the Setup.exe file to launch a set-up wizard that will guide you through the installation process.

When the installation is complete, the installer will launch the Symbiant Tracker Configuration utility. This application will allow you to construct the required database components, set-up your email requirements and specify a location to store uploaded documents.

You should complete each of the screens of this configuration utility following the installation, however you can launch this utility at any time from the Start menu (All Programs > Symbiant > Tracker 4 > Configuration Utility) should you wish to modify any settings in the future.

Before you begin using Tracker please read the Symbiant Tracker User Guide. If you are planning on connecting to an Active Directory service, please be sure to read the Enabling Active Directory guide before configuring Tracker.

You can begin the Tracker application by navigating to the installation directory via any modern web browser (Internet Explorer 5.5 or later recommended).

Configuration

Before you can begin using Tracker you must configure the system. Once Tracker has been installed a Configuration Utility will appear.

Register

If this is the first time you have installed Tracker you will need to active the application. Simply drag and drop the tracker.key file supplied by Symbiant over the tab to register your copy of Tracker. If you do not yet have a key file, please contact Tracker support. They will be able to email you either an evaluation license or a full license if you have already purchased the package. This done an alert will inform you that you have successfully registered (or provide further instructions) and the register tab will disappear.

Database

The database must be installed on a Microsoft SQL Server 2000 or later database. Simply enter the required configuration details and click [Create].

Database Server

Server	The SQL Server where the Tracker database should be installed.
Port	If the SQL Server uses a different port to the standard for security reasons, enter that otherwise leave port blank.
Root User ID	The administrator user for the database, this user should have full sa privileges.
Password	The password for the administrator user.

Click the [Test] button to check that the details entered are valid and can be used to create the database.

Tracker Database

Name	The name for the new Tracker database, i.e. SymbiantTracker
Username	The name of the login user to connect to the database, i.e. symtrackusr
Password	The password for the login user, i.e. s9m7rack3r

The password must be a strong and secure password otherwise SQL Server will reject it and you will be forced to enter a stronger password. Strong passwords include both letters and numbers.

Click [Create] and the Configuration Utility will create the Tracker 4 database.

Email

Here you must enter the mail server settings and credentials if required.

SMTP Server	The name of the SMTP mail server to connect to.
Port	Generally the mail server port is 25, if this is different for your server enter the correct value in port.
Username	If your SMTP server requires login credentials, check the Credentials box and enter the username to login and send emails.
Password	The password for the SMTP user.

To check that the email settings have been entered correctly, you can enter an email address and click the [Test] button. This will send an email to the specified address, if the email arrives then the SMTP configurations are correct.

Scheduler

The Scheduler configures when the email reminders are triggered. Email reminders are sent when an action has not been updated by its action by date. Reminders can be sent a defined number of days before the action is due via the main Tracker interface. Here, we configure the days the reminder task will be run and at what time.

This screen is already per-configured to run the email reminder every weekday at 8:30 in the morning. This is based on the servers date and time. Note that just because this is set to run every weekday doesn't mean that emails will be sent every day, emails are only sent when action due dates are approaching or have been passed.

Active Directory

If you have an Active Directory enabled license and wish to connect to an Active Directory to allow accounts to be created from the directory and network logins, the Active Directory configuration allows entry of the required connection details. See the Enabling Active Directory Support section below for important Active Directory configuration details.

To connect to an Active Directory via Tracker an LDAP or GC connection string is required and any username or password required to authenticate the connection. You can click [Test] to check if the details entered are correct and a connection can be established. Please read the Enabling Active Directory user guide for more details on configuring an Active Directory for Tracker, there are some important account and server changes that must be implemented.

File Paths

The final configuration area that requires attention is the File Paths. These allow the files that are routinely exported, saved or uploaded into Tracker to have their storage paths located.

It is important to ensure that all paths entered here are to valid folders that have both read and write privileges available for internet users of the Tracker application.

File Uploads	Check this to allow users to upload files to Tracker, enter the path to where the files are stored or click the [...] button to browse for the folder.
File Types	The permitted file types are the files that are allowed to be uploaded to Tracker, these should be restricted to secure files only, i.e. do not permit executables or potentially harmful files to be uploaded. Separate each type of file that can be uploaded with a semi-colon (;).
Export Path	The export path is the location where all XML and CSV files are exported to when exporting reports or exporting archives before they are deleted or for backup purposes. Enter the directory or click the [...] button to browse for the folder. Note, this directory may become very full over time, the system does not link to any files in here except straight after they are created, so it can be periodically cleared.
Custom Reports	This is where the custom report files are stored that are saved by users. Enter the directory or click the [...] button to browse for the folder.

That completes all the required configuration settings. Click [OK] to save the setting and begin using Tracker.

If you are also a Symbiant Risk Suite user and wish to track issues migrated from Risk Suite to Tracker, check the [Show extended Risk Suite options] to provide additional functionality specific to Risk Suite users.

Enabling Active Directory Support

The latest version of Tracker includes the ability to connect to Active Directory retrieve users and implement a single sign in (login) environment.

Configuring Tracker to work with Active Directory is very simple. First you will need to contact Symbiant and request that your Tracker license has Active Directory support activated. If Symbiant have not already agreed to do this for you, you should contact support or your Symbiant sales representative.

Once you have obtained your new license key file, copy this to the bin directory of your Tracker installation folder.

Next connect to Tracker and log-in as normal, if this is a new installation, use username “admin”, password “abcxyz”. Click on Accounts and change the username of the default Administrator user to the full login name of the Active Directory user you want to be the default administrator in Tracker, the login name is usually Domain\sAMAccountName (i.e. Symbiant\Administrator). If you are unsure what the login name is, contact your Active Directory administrator. Make sure you save these changes and log-out of Tracker.

Note: If you already have other user accounts in Tracker you will need to change each of their usernames to match the Active Directory login name of the corresponding user..

On the server (computer) where Tracker is installed, open the Symbiant Tracker Configuration Utility (this will normally be located at Start > All Programs > Symbiant > Tracker 4 > Configuration Utility). Locate and activate the Active Directory tab. Here you should enter the LDAP or GC string used to retrieve the user accounts from your Active Directory and any username and password that is required. Generally an LDAP connection is used for connecting to a single domain server, GC is used to connect to the global catalogue (or forest). Again, if you do not know what to enter here contact your Active Directory administrator (please do not contact Symbiant and ask what to enter here as it is unique to your network and we cannot help you with this). Click OK to save the configuration changes.

Finally you must de-activate anonymous access to the Tracker virtual directory in Internet Information Services. To do this open your Internet Information Server (IIS) Manager. Expand the web sites and locate the SymbiantTracker virtual directory and display its properties. Locate and activate the Directory Security tab and click the Edit button under Authentication and access control. Un-check the Enable anonymous access check box. Then under Authenticated access, check Integrated Windows authentication and un-check the remaining check boxes. Click OK on all the dialogues to save these changes.

You should now be able to access Tracker without logging in assuming you are logged onto the network and are registered with an account in Tracker. Once in Tracker, click Accounts (assuming you have Administrator privileges) and locate other users from the Active Directory to grant access to.

For more information on Active Directory and connecting to it, please see:

• Microsoft's central resource on Active Directory
• A useful Wikipedia article on LDAP
• An Active Directory exploring utility from Microsoft, can be useful for refining your connection strings