Click on the link that describes your system:

Cloud Service Customer (Tracker is installed on NetResults' servers)
On-Premises Customer (Tracker is installed on your own servers)

Cloud Service Customer (Tracker is installed on NetResults' servers)

Backups
Backups of your system are made on a regular basis as part of your service.

Tracker's Hierarchy
Tracker's security and access are based on a project hierarchy. To get familiar with your setup:

1. Login as Admin and click on the Admin icon.
2. Click on the Projects link.
3. A pulldown at the top contains a list of all the projects in your system. Select a project, then the page will be updated to display its properties.

The Forms section shows which forms are in use in the project. Each form shows whether a workflow process is being used. "Empty" indicates a workflow is not being used with that form. The Visible to User Groups property shows which user groups can access the project. The actions a user can perform in a project are based on their user group membership and the privileges enabled for the group(s).

Managing Users and Groups
This KB article has links for adding/editing/deleting users.

Reports
There are different kinds of reports:

• Queries: These are "list" type reports that are available on the Home or Search pages. You can set criteria and run a query on the fly on the Search Page. Or, queries can be saved.
• Charts: These are graphs or tables that are available on the Home or Metrics pages.
• History: You can search within the record history. For example, you can find all records that have a key word(s) in the comment field, all records modified by a particular user, or all records where an attachment was added.

Reports for Groups
As the Admin, you might be tasked with creating reports for a group (e.g. a suite of reports for managers or executive team). You are able to create reports for any group without being a member. Or, you can enable privileges for a user group such that members are allowed to create and modify reports for the group.

A handy trick you should know: you can copy a query using the following steps. For example, you have a query set up for a particular group and you need the same one for another group. Or, you have a query set up and want to create a very similar query.

1. Login as Admin and click on the Search icon.
2. Select the query you want to copy in the Saved Queries pulldown at the top.
3. Click on the Add button to the right of the pulldown.
4. Enter a name and select the type of query. Select a user group, if applicable. Then, click Next.
5. The criteria from the query you selected will be available. Make any desired changes, then click Add to save the new query.

1. Login as Admin and click on the Metrics icon.
2. Select the chart you want to copy in the Saved Charts pulldown.
3. Click on the Add button to the right of the pulldown.
4. Enter a name and select the type of chart. Select a user group, if applicable. Then, click Next.
5. The criteria from the chart you selected will be available. Make any desired changes, then click Add to save the new chart.

Your system may have pulldown fields that are involved in a dependency chain such that when you make a selection in one pulldown, it affects the options available in one or more other pulldown fields. To check whether this is configured in your system:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Pulldown Dependencies link in the upper right. For an explanation, review the Pulldown Dependencies List Help section.

Tune-Up
If your company has had Tracker for years, it may be a good time to tune up your system with the help of a NetResults engineer. They can help you take advantage of newer features that haven't been enabled yet.

On-Premises Customer (Tracker is installed on your own servers)

Architecture
The Tracker software is installed on a web server. The backend database can be Access (runtime included with Tracker), MySQL, SQL Server or Oracle. The database server can be remote. End users only need a supported browser to access Tracker.

Interfaces

Workgroup Management System (WMS)
The Tracker software installs the Workgroup Management System. A workgroup is an area with its own database and web pages (e.g. when you login to Tracker and add or process records or run reports, that is a workgroup). When a workgroup is created, you can select many parameters including what database type is used (Access, MySQL, SQL Server or Oracle), what languages it supports (via the character set option) and where the web pages should be located. Each workgroup is intended to be an area independent of other workgroups (e.g. a workgroup has its own database and features can be enabled/disabled within each workgroup). To see how many workgroups are in use in your installation, login to WMS. The Home Page lists the workgroups. The WMS Help Guide provides detailed information about adding and maintaining workgroups.

User Management System (UMS)
This interface is for managing user accounts. If you only have 1 workgroup, you can manage users from the workgroup itself instead of using UMS. The UMS Help Guide contains detailed steps for adding and editing users as well as other user related operations.

Backups
Regular backups of your system are critical. This Knowledge Base article explains how to backup your Tracker installation.

Tracker's Hierarchy
Tracker's security and access are based on a project hierarchy. To get familiar with your setup:

1. Login as Admin and click on the Admin icon.
2. Click on the Projects link.
3. A pulldown at the top contains a list of all the projects in your system. Select a project, then the page will be updated to display its properties.

The Forms section shows which forms are in use in the project. Each form shows whether a workflow process is being used. "Empty" indicates a workflow is not being used with that form. The Visible to User Groups property shows which user groups can access the project. The actions a user can perform in a project are based on their user group membership and the privileges enabled for the group(s).

Reports
There are different kinds of reports:

• Queries: These are "list" type reports that are available on the Home or Search pages. You can set criteria and run a query on the fly on the Search Page. Or, queries can be saved.
• Charts: These are graphs or tables that are available on the Home or Metrics pages.
• History: You can search within the record history. For example, you can find all records that have a key word(s) in the comment field, all records modified by a particular user, or all records where an attachment was added.

Reports for Groups
As the Admin, you might be tasked with creating reports for a group (e.g. a suite of reports for managers or executive team). You are able to create reports for any group without being a member. Or, you can enable privileges for a user group such that members are allowed to create and modify reports for the group.

A handy trick you should know: you can copy a query using the following steps. For example, you have a query set up for a particular group and you need the same one for another group. Or, you have a query set up and want to create a very similar query.

1. Login as Admin and click on the Search icon.
2. Select the query you want to copy in the Saved Queries pulldown at the top.
3. Click on the Add button to the right of the pulldown.
4. Enter a name and select the type of query. Select a user group, if applicable. Then, click Next.
5. The criteria from the query you selected will be available. Make any desired changes, then click Add to save the new query.

1. Login as Admin and click on the Metrics icon.
2. Select the chart you want to copy in the Saved Charts pulldown.
3. Click on the Add button to the right of the pulldown.
4. Enter a name and select the type of chart. Select a user group, if applicable. Then, click Next.
5. The criteria from the chart you selected will be available. Make any desired changes, then click Add to save the new chart.

Your system may have pulldown fields that are involved in a dependency chain such that when you make a selection in one pulldown, it affects the options available in one or more other pulldown fields. To check whether this is configured in your system:

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Pulldown Dependencies link in the upper right. For an explanation, review the Pulldown Dependencies List Help section.

Tune-Up
If your company has had Tracker for years, it may be a good time to tune up your system with the help of a NetResults engineer. They can help you take advantage of newer features that haven't been enabled yet.