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:

• Name
  A brief name to identify the workgroup. Example: productX

• Description
  A description of the workgroup.

• Location
  The path where the workgroup files will be located. We recommend you maintain this directory to be within your installation directory. By default, the installation directory is "C:\Inetpub\wwwroot\ProblemTracker". WMS will create a directory similar to the workgroup name under this location. Example: If the workgroup name is productX, and the location is "C:\Inetpub\wwwroot\ProblemTracker", then WMS will create the following directory "C:\Inetpub\wwwroot\ProblemTracker\productX" and create workgroup files under this directory.

• Template
  Select whether you would like to use the Code Development template or the Web Development template for this new workgroup. Click here for more information on the Code Development template. Click here for more information on the Web Development template.

• Database Type
  Select the database type for this workgroup from the pulldown menu options. Access, SQL Server, and Oracle database types are supported.

• Web Site
  Select the web site where the workgroup should be installed.

• Host Name or IP Address
  Select the radio button to specify either Host Name or IP Address for the workgroup. This information will be used to configure the URL for this workgroup.

• Port Number
  If applicable, enter that port number associated with the web site you selected above. This information will be used to configure the URL for this workgroup.

• Comment
  This field can be used to add any information to describe the new workgroup.

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).

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:

• Database Name
  By default, this will display the name selected as the workgroup name. You can change this in the space provided.

• Location (Server)
  Enter the name of the machine where SQL Server or Oracle is located.

• User Name
  Enter the user name to be used to connect to SQL Server. It will be "sa" by default. You will not be prompted for user name if you have chosen Oracle.

• Password
  Enter the password for the user name specified above to connect to SQL Server. If you are using the login "sa", this will be blank by default. You may need to check with your system administrator if the password has been changed. You will not be prompted for the password if you have chosen Oracle.

• Physical Path
  This option is only used when SQL Server is selected as the database type. Enter the location of the database files within SQL Server. You can click on the "Get Data" button to connect to the SQL Server and automatically get the physical path. If the "Get Data" operation is not successful, check with your system administrator since the path depends on what was chosen during the SQL Server installation, and enter the appropriate path. If the path you entered is not in sync. with the SQL Server installation path, you might get an error while creating the workgroup.

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.