Please NOTE: NetResults no longer supports Windows Server 2003 as Microsoft has discontinued support (including security fixes for that operating system). Windows 2003 cannot be used for the new server; use a newer version of Windows Server that is supported by System Requirements (option #1 on this page) for the latest version of Tracker.

The steps below can be used to move and upgrade Tracker, but they are written up in a general way to serve a wide range of environments. You can contact Technical Support to get a detailed move and upgrade procedure written specifically for your environment by sending an email to Technical Support that includes the following information:

• Version of Tracker installed on the current server. This can be found by logging into Tracker and checking the version listed in the upper right corner under "Powered by NetResults Tracker".
• Operating system installed on the server where Tracker is currently installed (e.g. Windows Server 2008, Windows Server 2008 R2, etc.)
• Database Type (Access, MySQL, SQL Server or Oracle). If MySQL, SQL Server or Oracle, please specify the full version (e.g. MySQL 5.6, SQL Server 2008, SQL Server 2014, Oracle 11g, etc.).
• Operating system installed on the new server (e.g. Windows Server 2008, Windows Server 2012 R2, etc.)
• If MySQL, SQL Server or Oracle is the database type:
  
  • Will the same MySQL, SQL Server or Oracle server be used after the move & upgrade? If not, specify the full version to be used after the move & upgrade (e.g. MySQL 5.7, SQL Server 2008, SQL Server 2012, Oracle 11g, etc.).
  • Will the new database server be installed on the same server as Tracker?
• Is the new server where Tracker will be installed a virtual server?

Access Database with Tracker Version 6.0.0 or newer
MySQL Database with Tracker Version 7.1.0 or newer
SQL Server or Oracle Database with Tracker Version 6.0.0 or newer

Access Database with Tracker Versions 6.0.0 or newer

1. Login to the Workgroup Management System (WMS) on the old server and block each workgroup while you backup the data and perform the steps below. Review the Blocking and Unblocking Workgroups Help section for details about how to block your workgroups.

2. Click on the Home icon in WMS on the old server, then click on the View icon to the left of a workgroup you wish to upgrade and move to the new machine
3. Take note of the template type and character set for the workgroup as you will need it in a later step
4. Make a backup copy of the Database and Attachments folders for each workgroup and keep them in a safe place. Review this article for information on backing up your workgroups.
5. Download the latest version. You can download the latest version from the Support Downloads page.

   If you are using Version 6.0.0 or newer, you already have the appropriate license keys to use the latest version. Check the Tracker License Manager for the license key information that you will need to enter on the new server. You can reach the License Manager by going to Start -> Programs -> NetResults Tracker -> License Manager on the machine where Tracker Version 6.0.0 or newer is installed.

6. Ensure that the new server fulfills the System Requirements (option #1 on this page) for the latest version.

   Tracker requires the use of Java 5. If the new server has a newer version of Java installed, you will need to also install Java 5.0. Newer versions of Java can be installed alongside Java 5. To download JRE 5.0, browse to: https://support.nrtracker.com/support/downloads.

7. Prior to installing Tracker, review the Preparations (option #2 on this page) required to set up the web and database servers.
8. If you are using a virtual machine, please take a snapshot now.
9. Install the latest version of Tracker. To do this, right click on the installation setup program and select "Run as Administrator". Enter the corresponding password, if prompted. If you choose locations other than the defaults for installing the Tracker files, take note of these locations as you will need them in later steps.
10. Login to WMS on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
11. Click on the Add icon to create a new workgroup to match a workgroup on the old server. Enter a name, description and location for the new workgroup. You must select the template type, database type (Access), character set and time zone to match the workgroup on the old server. For the rest of the settings, refer to the Adding a Workgroup Help section.

    Click Continue to proceed. A confirmation page will be displayed. Click on the Create Workgroup button.

12. Click on the Home icon
13. Click on the Workgroup Database Tools icon to the left of the new workgroup
14. Select the option "Delete Tables" and click Continue
15. A confirmation page will be displayed. Click on the Delete Tables button to proceed. Click OK to confirm. Click OK when it is finished.
16. Using Windows Explorer, copy the bugtrack.mdb (database) file from the workgroup's Database folder on the old server and paste it into the Database folder for the workgroup on the new server. To find the Database folder on either the old server or the new server, login to WMS on the old server and click on the View icon to the left of the workgroup. The Database folder will be located one level below the path listed for the workgroup in the "Location" field in the "General" section.

    When pasting the bugtrack.mdb file into the Database folder for the new workgroup, select "Yes" to overwrite the existing file.

17. Copy the contents of the Attachments folder for the workgroup on the old server and paste them into the Attachments folder for the workgroup on the new server. To find the Attachments folder on either the old server or the new server, login to WMS and click on the View icon to the left of the workgroup. The Attachments folder will be located one level below the path listed for the workgroup in the "Location" field in the "General" section.
18. Go back to WMS on the new server
19. Click on the Workgroup Database Tools icon to the left of the workgroup
20. Select the option "Upgrade Data Only" and click Continue
21. A confirmation page will be displayed. Click on the Upgrade Data button and click OK to confirm. Click OK when it is finished.
22. Click on the Home icon
23. Again, click on the Workgroup Database Tools icon to the left of the workgroup
24. Select the option "Upgrade Users Only" and click Continue
25. A list of users will be displayed. If there are any conflicts, a "Resolve" button will be displayed in the "Action" column. To resolve a conflict, click on the Resolve button, select the user profile information you wish to keep for the user account, then click Update. Repeat this step for each conflict.

    Once all conflicts have been resolved, click Upgrade Users to proceed. Click OK to confirm. Click OK when it is finished.

26. Login as Admin to verify the workgroup has been moved and upgraded successfully
27. Repeat the above steps for each workgroup that needs to be upgraded and moved from the old server
28. If you are using the Alerts feature, create the Alerts Scheduled Task.
    If you are using the Submit via Email feature, create the Submit via Email Scheduled Task.
29. A Local SMTP Mail server is required for Tracker to send email notifications, configure it using the Setting up the local SMTP Mail Server KB article.
30. Uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old server. To uninstall on the old server:
    1. Go to Start -> Programs -> NetResults Tracker -> Repair-Uninstall
    2. When prompted, select "Remove", then select "Components and databases". You have now removed Tracker from the old machine.

Upgrading and Moving MySQL Database with Tracker Version 7.1.0 or newer
This procedure assumes that the MySQL databases will remain on the same server where they are currently located. If you also need to move the MySQL installation to another server, please DO NOT use this procedure. Contact NetResults Technical Support for the appropriate steps.

1. Login to the Workgroup Management System (WMS) on the old server and block each workgroup while you backup the data and perform the steps below. Details on blocking the workgroups can be found in the Blocking and Unblocking Workgroups Help section.
2. Click on the Home icon in WMS on the old server, then click on the View icon to the left of a workgroup you wish to upgrade and move to the new machine
3. Take note of the Template, Database User Name and Character Set for the workgroup as you will need it in a later step
4. Make a backup copy of the Database and Attachments folders for each workgroup and keep them in a safe place. Review this article for information on backing up your workgroups.
5. Download the latest version. You can download the latest version from the Support Downloads page. If you are using Version 6.0.0 or newer, you already have the Version 6 license keys you need to use the latest version. Go to the Tracker License Manager and take note of the license key information as you will need to enter this into the new server during the installation. The Tracker License Manager can be found by going to Start -> Programs -> NetResults Tracker -> License Manager on the old server.

   Tracker requires the use of Java 5. If the new server has a newer version of Java installed, you will need to also install Java 5.0. Newer versions of Java can be installed alongside Java 5. To download JRE 5.0, browse to: http://support.nrtracker.com/support/downloads.

6. Prior to installing Tracker, review the Preparations (option #2 on this page) required for the software components needed on the web server or database server
7. If you are using a virtual machine, please take a snapshot now.
8. Install the latest version. To do this, right click on the installation setup program and select "Run as Administrator". Enter the corresponding credentials, if prompted. If you choose locations other than the defaults for installing the Tracker files, take note of these locations as you will need them in later steps.
9. Login to WMS on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
10. Click on the Add icon to create a new workgroup to match a workgroup on the old server. Enter a name, description and location for the new workgroup. You must select the template type, database type (MySQL), character set and time zone to match the workgroup on the old server. For the rest of the settings, refer to the Adding a Workgroup Help section.

    Click Continue to proceed. Enter the information needed to connect to MySQL. For Database User Name and Database User Password, be sure to enter the credentials for the same MySQL login as noted when viewing the workgroup in WMS on the old server. Be sure to connect to the existing database that was in use on the old server (enter the exact name in "Database Name" and don't select the option "Create New Database"). Click Continue to proceed.

    A confirmation page will be displayed. Click on the Create Workgroup button to proceed. Click OK to confirm. DO NOT click on the Initialize Tables button that is displayed after the workgroup has been created as doing so will overwrite your existing database.

11. Click on the Home icon
12. Using Windows Explorer, copy the contents of the Attachments folder for the workgroup on the old server and paste them into the Attachments folder for the workgroup on the new server. To find the Attachments folder on either the old server or the new server, login to WMS and click on the View icon to the left of the workgroup. The Attachments folder will be located one level below the path listed for the workgroup in the "Location" field in the "General" section.
13. Go back to WMS on the new server and click on the Home icon
14. Click on the Workgroup Database Tools icon to the left of the workgroup
15. Select the option "Upgrade Data Only" and click Continue
16. A confirmation page will be displayed. Click on the Upgrade Data button and click OK to confirm. Click OK when it is finished.
17. Click on the Home icon
18. Again, click on the Workgroup Database Tools icon to the left of the workgroup
19. Select the option "Upgrade Users Only" and click Continue
20. A list of users will be displayed. If there are any conflicts, a "Resolve" button will be displayed in the "Action" column. To resolve a conflict, click on the Resolve button, select the user profile information you wish to keep for the user account, then click Update. Repeat this step for each conflict.

    Once all conflicts have been resolved, click Upgrade Users to proceed. Click OK to confirm. Click OK when it is finished.

21. Login as Admin to verify the workgroup has been moved and upgraded successfully
22. Repeat the above steps for each workgroup that needs to be upgraded and moved from the old server
23. If you are using the Alerts feature, create the Alerts Scheduled Task.
    If you are using the Submit via Email feature, create the Submit via Email Scheduled Task.
24. A local SMTP Mail server is required for Tracker to send email notifications. Configure it using the Setting up the Local SMTP Mail Server Knowledge Base article.
25. Uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old server. To uninstall on the old server:
    1. Go to Start -> Programs -> NetResults Tracker -> Repair-Uninstall
    2. When prompted, select "Remove", then select "Components and databases". "Databases" refers to the WMS databases (not the MySQL databases). You have now removed Tracker from the old machine.

Upgrading and Moving SQL Server or Oracle Database with Tracker Versions 6.0.0 or newer
This procedure assumes that the SQL Server or Oracle databases will remain on the same server where they are currently located. If you also need to move the SQL Server or Oracle installation to another server, please DO NOT use this procedure. Contact NetResults Technical Support for the appropriate steps.

1. Login to the Workgroup Management System (WMS) on the old server and block each workgroup while you backup the data and perform the steps below. Details on blocking the workgroups can be found in the Blocking and Unblocking Workgroups Help section.
2. Click on the Home icon in WMS on the old server, then click on the View icon to the left of a workgroup you wish to upgrade and move to the new machine
3. Take note of the Template, Database User Name and Character Set for the workgroup as you will need it in a later step
4. Make a backup copy of the Database and Attachments folders for each workgroup and keep them in a safe place. Review this article for information on backing up your workgroups.
5. Download the latest version. You can download the latest version from the Support Downloads page. If you are using Version 6.0.0 or newer, you already have the Version 6 license keys you need to use the latest version. Go to the Tracker License Manager and take note of the license key information as you will need to enter this into the new server during the installation. The Tracker License Manager can be found by going to Start -> Programs -> NetResults Tracker -> License Manager on the old server.

   Tracker requires the use of Java 5. If the new server has a newer version of Java installed, you will need to also install Java 5.0. Newer versions of Java can be installed alongside Java 5. To download JRE 5.0, browse to: https://support.nrtracker.com/support/downloads.

6. Prior to installing Tracker, review the Preparations (option #2 on this page) required for the software components needed on the web server or database server
7. If you are using a virtual machine, please take a snapshot now.
8. Install the latest version. To do this, right click on the installation setup program and select "Run as Administrator". Enter the corresponding credentials, if prompted. If you choose locations other than the defaults for installing the Tracker files, take note of these locations as you will need them in later steps.
9. Login to WMS on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
10. Click on the Add icon to create a new workgroup to match a workgroup on the old server. Enter a name, description and location for the new workgroup. You must select the template type, database type (SQL Server or Oracle), character set and time zone to match the workgroup on the old server. For the rest of the settings, refer to the Adding a Workgroup Help section.

    Click Continue to proceed. Enter the information needed to connect to SQL Server or Oracle. For Database User Name and Database User Password, be sure to enter the credentials for the same SQL login as noted when viewing the workgroup in WMS on the old server (If you were using Version 6.0.0 or 6.0.1 on the old server, by default this was "NRTracker" for both Database User Name and Database User Password, but you may have changed it. Don't check the box for the option "Create Database User"). Be sure to connect to the existing database that was in use on the old server (enter the exact name in "Database Name" and don't select the option "Create New Database"). Click Continue to proceed.

    A confirmation page will be displayed. Click on the Create Workgroup button to proceed. Click OK to confirm. DO NOT click on the Initialize Tables button that is displayed after the workgroup has been created as doing so will overwrite your existing database.

11. Click on the Home icon
12. Using Windows Explorer, copy the contents of the Attachments folder for the workgroup on the old server and paste them into the Attachments folder for the workgroup on the new server. To find the Attachments folder on either the old server or the new server, login to WMS and click on the View icon to the left of the workgroup. The Attachments folder will be located one level below the path listed for the workgroup in the "Location" field in the "General" section.
13. Go back to WMS on the new server and click on the Home icon
14. Click on the Workgroup Database Tools icon to the left of the workgroup
15. Select the option "Upgrade Data Only" and click Continue
16. A confirmation page will be displayed. Click on the Upgrade Data button and click OK to confirm. Click OK when it is finished.
17. Click on the Home icon
18. Again, click on the Workgroup Database Tools icon to the left of the workgroup
19. Select the option "Upgrade Users Only" and click Continue
20. A list of users will be displayed. If there are any conflicts, a "Resolve" button will be displayed in the "Action" column. To resolve a conflict, click on the Resolve button, select the user profile information you wish to keep for the user account, then click Update. Repeat this step for each conflict.

    Once all conflicts have been resolved, click Upgrade Users to proceed. Click OK to confirm. Click OK when it is finished.

21. Login as Admin to verify the workgroup has been moved and upgraded successfully
22. Repeat the above steps for each workgroup that needs to be upgraded and moved from the old server
23. If you are using the Alerts feature, create the Alerts Scheduled Task.
    If you are using the Submit via Email feature, create the Submit via Email Scheduled Task.
24. A local SMTP Mail server is required for Tracker to send email notifications. Configure it using the Setting up the Local SMTP Mail Server Knowledge Base article.
25. Uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old server. To uninstall on the old server:
    1. Go to Start -> Programs -> NetResults Tracker -> Repair-Uninstall
    2. When prompted, select "Remove", then select "Components and databases". "Databases" refers to the WMS databases (not the SQL Server or Oracle databases). You have now removed Tracker from the old machine.