Click on the link below that corresponds to the version of Tracker you are currently using:

Versions 5.0. and newer
Versions 4.0 - 4.1.1
Versions 3.0 - 3.6.1

Upgrading and Moving Versions 5.0 - 5.5.4 to the latest version
Click on the link below that corresponds to the database type you are using:

Access
SQL Server or Oracle

Version 5.x Access databases

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
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 and ensure you have your Version 6 license keys before you attempt to install. You can download the latest version and request your Version 6 license keys from the Support Downloads page.
6. Ensure that the new server fulfills the System Requirements for the latest version.

   If the new server is using Windows Server 2003 SP2, there is a known issue when using Tracker with SP2 where user sessions do not timeout correctly. Please review this Knowledge Base article for more information.

   There is a known issue with using Tracker with Java 6. Java 6 cannot be used with Tracker. If the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5.0 instead. To download JRE 5.0, browse to: http://www.netresultstracker.com/support/downloads/index.html#general.

7. Install the latest version. To do this, login to the web server as Administrator and then run (double click from Windows Explorer) the installation setup program. When prompted about whether to install the Evaluation Workgroup (pteval), select "No". 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.
8. After the installation setup program is complete, login to WMS on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
9. Check to see whether a workgroup called pteval is present. If "pteval" is present,
   1. Click on the Delete icon to the left of the pteval workgroup. A confirmation page will be displayed. Check the box for the option called "Also delete workgroup database", then click on the Delete Workgroup button to proceed. Click OK to confirm. Click OK when it is finished.
   2. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
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 (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.

11. Click on the Home icon
12. Click on the Workgroup Database Tools icon to the left of the new workgroup
13. Select the option "Delete Tables" and click Continue
14. A confirmation page will be displayed. Click on the Delete Tables button to proceed. Click OK to confirm. Click OK when it is finished.
15. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
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 the old server, login to WMS on the old server. The Database folder will be located one level below the path listed for the workgroup in the Location column on the WMS Home Page.

    To find the Database folder on the new server, click on the Home icon in WMS on the new server, click on the View icon to the left of the new workgroup. The Database folder will be located one level below the path listed for "Location" 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. The Attachments folder will be located one level below the path listed for the workgroup in the Location column on the WMS Home Page in WMS on the old server.

    The Attachments folder will be located one level below the path listed for "Location" 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 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. If you are using the Local SMTP Mail server for Tracker to send email notifications, configure the local SMTP Mail Server.
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 ProblemTracker 5 -> Repair-Uninstall
    2. When prompted, select "Remove", then select "Components and databases". You have now removed Tracker from the old machine.

Version 5.x SQL Server or Oracle databases
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
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 and ensure you have your Version 6 license keys before you attempt to install. You can download the latest version and request your Version 6 license keys from the Support Downloads page.
6. Ensure that the new server fulfills the System Requirements for the latest version.

   If the new server is using Windows Server 2003 SP2, there is a known issue when using Tracker with SP2 where user sessions do not timeout correctly. Please review this Knowledge Base article for more information.

   There is a known issue with using Tracker with Java 6. Java 6 cannot be used with Tracker. If the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5.0 instead. To download JRE 5.0, browse to: http://www.netresultstracker.com/support/downloads/index.html#general.

7. Install the latest version. To do this, login to the web server as Administrator and then run (double click from Windows Explorer) the installation setup program. When prompted about whether to install the Evaluation Workgroup (pteval), select "No". 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.
8. After the installation setup program is complete, login to WMS on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
9. Check to see whether a workgroup called pteval is present. If "pteval" is present,
   1. Click on the Delete icon to the left of the pteval workgroup. A confirmation page will be displayed. Check the box for the option called "Also delete workgroup database", then click on the Delete Workgroup button to proceed. Click OK to confirm. Click OK when it is finished.
   2. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
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 5.x installation (by default this was "PROBLEMTRACKER" for both Database User Name and Database User Password, but you may have changed it). Click Continue to proceed. Additional settings for the database type you selected will be displayed. Change any desired settings, then click Continue to proceed.

    A confirmation page will be displayed. Click on the Create Workgroup button to proceed. DO NOT click on the Initialize Tables button that is displayed after the workgroup has been created.

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 the old server, login to WMS on the old server. The Attachments folder will be located one level below the path listed for the workgroup in the Location column on the WMS Home Page.

    To find the Attachments folder on the new server, click on the Home icon in WMS on the new server, click on the View icon to the left of the new workgroup. The Attachments folder will be located one level below the path listed for "Location" 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 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. If you are using the Local SMTP Mail server for Tracker to send email notifications, configure the local SMTP Mail Server.
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 ProblemTracker 5 -> 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.

Upgrading and Moving Versions 4.0 - 4.1.1 to the latest version
Click on the link below that corresponds to the database type you are using:

Access
SQL Server or Oracle

Version 4.x Access Databases

1. Login to the Workgroup Management System on the old machine and block each of your workgroups while you backup the data and perform the steps below.
2. Make a backup copy of each of your database and attachments folder and keep them in a safe place. If you do not know how to backup your database(s), please refer to the Database Administration Help section.
3. Download the latest version and ensure you have your Version 6 license keys before you attempt to install. You can download the latest version and request your Version 6 license keys from the Support Downloads page.
4. Ensure that the new server fulfills the System Requirements for the latest version.

   If the new server is using Windows Server 2003 SP2, there is a known issue when using Tracker with SP2 where user sessions do not timeout correctly. Please review this Knowledge Base article for more information.

   There is a known issue with using Tracker with Java 6. Java 6 cannot be used with Tracker. If the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5.0 instead. To download JRE 5.0, browse to: http://www.netresultstracker.com/support/downloads/index.html#general.

5. Install the latest version. To do this, login to the web server machine as Administrator and then run (double-click from Windows Explorer) installation setup program. When prompted whether to install the evaluation workgroup (pteval), select NO. 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. Enter your license key(s) information by going to Start -> Programs -> NetResults Tracker -> License Manager.
6. After running the installation setup program, login to the Workgroup Management System on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
7. Check to see whether a workgroup called pteval is present on the WMS Home Page. If it is present, click on the delete icon to the left of the pteval workgroup. A confirmation page will be displayed, check the option called "Also delete workgroup database", then click on the Delete Workgroup button. Click OK to confirm the delete operation. Click OK when it is complete.
8. Click on the Add button to create a new workgroup to match a workgroups in your Version 4.x installation on the old machine. The name of this new workgroup, the database type (Access) and the character set MUST match the information entered for the workgroup on the old machine. To see this information for the old workgroup, log into WMS on the old machine, then click on the View icon to the left of the workgroup. For details on other settings used when adding a new workgroup, please refer to the Add Workgroup help section. After making selections, click on the Continue button to proceed.

   A confirmation page will be displayed. Click on the Create Workgroup button to finish adding the new workgroup.

9. On the WMS Home page, click on the Workgroup Database Tools icon next to the new workgroup you created
10. Select the option "Delete Tables", then click on the Continue button
11. A confirmation page will be displayed, click on the Delete Tables button to proceed, then click OK to confirm the operation. Click the Continue button to delete the associations, then click OK when complete.
12. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
13. Repeat the above steps to create a new workgroup on the new machine to replace each workgroup on the old machine.
14. After creating a new workgroup to replace each workgroup on the old machine, copy the following files from the old machine to the new machine for each workgroup:
    1. Contents of the Attachments folder for each workgroup - by default, this can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Attachments. Copy the contents of this folder to the appropriate location for this workgroup on the new machine. Repeat this step for each workgroup displayed on the WMS Home Page.
    2. Copy the database file (bugtrack.mdb) for each workgroup from the old machine to the new machine. By default, the bugtrack.mdb file can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Database\bugtrack.mdb. Select Yes to replace the existing file on the machine. Repeat this step for each workgroup.
15. Click on the Home icon in WMS.
16. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
17. Select the option called "Upgrade Data Only", then click Continue
18. A confirmation page will be displayed. Click on the "Upgrade Database" button to proceed. Use the information in the Upgrade a Workgroup from Version 4.x Help section to make selections while upgrading your data. Click OK when the database has been upgraded.
19. Click on the Home icon in WMS
20. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
21. Select the option called "Upgrade Users Only", then click Continue A list of users will be displayed. If the "Action" column contains any "Resolve" buttons, you need to resolve some user conflicts before the users can be upgraded. Use the information in the Upgrade a Workgroup from Version 4.x help section to resolve the conflicts. If the "Action" column does not contain any "Resolve" buttons, proceed to the next step.
22. After all conflicts have been resolved, click on the Upgrade Users button. When the users have been upgraded, a confirmation page will be displayed.
23. On the WMS Home Page, click on the key icon to the left of a workgroup to login to the workgroup to verify the move and upgrade was successful.
24. Repeat the above steps to upgrade the data and users for each workgroup displayed on the WMS Home Page.
25. Please uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old machine. To uninstall on the old machine:
    1. On the old machine, go to Start -> Programs -> NetResults ProblemTracker 4 -> Repair-Uninstall ProblemTracker
    2. Click Next
    3. Select the option "Remove", then click Next
    4. Select the option for the items you want uninstalled. "Databases" refers to the WMS database. Click Next.
    You have uninstalled Tracker from the old machine.

Version 4.x SQL Server or Oracle Databases
If you are using SQL Server or Oracle as the database type for any workgroup, this procedure assumes that the SQL Server or Oracle databases will remain on the same machine where they currently reside. If you also need to move the SQL Server or Oracle installation to another machine, please DO NOT use this procedure. Contact NetResults Technical Support for the appropriate steps.

1. Login to the Workgroup Management System on the old machine
2. Click on the View icon for one of your workgroups. Take note of the Template, Database User Name and Character Set. Repeat this step for each of your workgroups.
3. Block each of your workgroups while you backup the data and perform the steps below. To block a workgroup, click on Admin, select the option "Block/Unblock Workgroups" and click Continue. Select a workgroup and click on the Block button. Repeat this step for each of your workgroups.
4. Make a backup copy of each of your database and attachments folder and keep them in a safe place. If you do not know how to backup your database(s), please refer to the Database Administration Help section.
5. Download the latest version and ensure you have your Version 6 license keys before you attempt to install. You can download the latest version and request your Version 6 license keys from the Support Downloads page.
6. Ensure that the new server fulfills the System Requirements for the latest version.

   If the new server is using Windows Server 2003 SP2, there is a known issue when using Tracker with SP2 where user sessions do not timeout correctly. Please review this Knowledge Base article for more information.

   There is a known issue with using Tracker with Java 6. Java 6 cannot be used with Tracker. If the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5.0 instead. To download JRE 5.0, browse to: http://www.netresultstracker.com/support/downloads/index.html#general.

7. Install the latest version. To do this, login to the web server machine as Administrator and then run (double-click from Windows Explorer) installation setup program. When prompted whether to install the evaluation workgroup (pteval), select No. 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. Enter your license key(s) information by going to Start -> Programs -> NetResults Tracker -> License Manager.
8. After running the installation setup program, login to the Workgroup Management System on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
9. Check to see whether a workgroup called pteval is present. If "pteval" is present,
   1. Click on the Delete icon to the left of the pteval workgroup. A confirmation page will be displayed. Check the box for the option called "Also delete workgroup database", then click on the Delete Workgroup button to proceed. Click OK to confirm. Click OK when it is finished.
   2. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
10. If you are using Oracle as the database type, perform the steps in the Using Oracle Database Help section to create one test database for each Version 4 database you are upgrading.
11. Click on the Add button to create a new workgroup to match a workgroups in your Version 4.x installation on the old machine. Select a name for this workgroup that is different than your original workgroup (you are setting up a test workgroup so you can ensure the move / upgrade is successful before upgrading your production data). The database type and the character set MUST match the information entered for the workgroup on the old machine. For details on other settings used when adding a new workgroup, please refer to the Add Workgroup help section. After making selections, click on the Continue button to proceed.

    If you selected Oracle as the database type, a confirmation page will be displayed. Click on the Create Workgroup button to finish adding the new workgroup. Repeat this step to create a new workgroup on the new machine to replace each workgroup on the old machine.

    If you selected SQL Server as the database type, enter a new name for the database (different than the name of the database used by the workgroup on the old machine), then enter the information needed to connect to SQL Server. For Database User Name and Database User Password, be sure to enter the credentials for the SQL login you noted when checking the workgroup information in WMS on the 4.x installation (by default this was "PROBLEMTRACKER" for both Database User Name and Database Password, but you may have changed it). Click on the Continue button to proceed. A confirmation page will be displayed. Click on the Create Workgroup button to finish adding the new workgroup. After the workgroup is created, DO NOT click on the Initialize Tables button. Repeat this step to create a test workgroup on the new machine for each workgroup on the old machine.

12. After creating a test workgroup for each workgroup on the old machine, copy the following files from the old machine to the new machine for each workgroup:
    • Contents of the Attachments folder for each workgroup - by default, this can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Attachments. Copy the contents of this folder to the appropriate location for this workgroup on the new machine. Repeat this step for each workgroup displayed on the WMS Home Page.
    • If you are using Oracle as the database type, use Oracle's native tools to import the data from the Version 4.x database to the test database you created, then proceed to the next numbered step to upgrade the data and users in the test workgroup.

      For SQL Server workgroups, use SQL Data Transformation Services to import the data from your Version 4 database into the test database. To do this,

      1. Launch SQL Data Transformation Services (Import and Export Data) utility, then click Next.
      2. Select Microsoft OLE DB Provider for SQL Server for "Source".
      3. Select the option "Use SQL Authentication" with "PROBLEMTRACKER" as the username and password.
      4. In the Database pull down, select the database that you wish to export from (your Version 4.x database), then click Next.
      5. Select Microsoft OLE DB Provider for SQL Server for "Destination".
      6. Select the option "Use SQL Authentication" with "PROBLEMTRACKER" as the username and password.
      7. In the Database pull down, select the database that you wish to export to (the test database created in the steps above), then click Next.
      8. Select the option "Copy tables from source database", then click next.
      9. Select all tables, then click next.
      10. Check the box labeled "Run immediately", then click next.
      11. Click on the Finish button to complete the export. Click OK after the export is successful.
      12. Repeat the above lettered steps for each Version 4.x SQL Server database that needs to be moved to a test workgroup
13. Click on the Home icon in WMS.
14. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
15. Select the option called "Upgrade Data Only", then click Continue
16. A confirmation page will be displayed. Click on the "Upgrade Database" button to proceed. Use the information in the Upgrade a Workgroup from Version 4.x to 5.x Help section to make selections while upgrading your data. Click OK when the database has been upgraded.
17. Click on the Home icon in WMS
18. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
19. Select the option called "Upgrade Users Only", then click Continue A list of users will be displayed. If the "Action" column contains any "Resolve" buttons, you need to resolve some user conflicts before the users can be upgraded. Use the information in the Upgrade a Workgroup from Version 4.x to 5.x Help section to resolve the conflicts. If the "Action" column does not contain any "Resolve" buttons, proceed to the next numbered step.
20. After all conflicts have been resolved, click on the Upgrade Users button. When the users have been upgraded, a confirmation page will be displayed.
21. On the WMS Home Page, click on the key icon to the left of a workgroup to login to the workgroup to verify the move and upgrade was successful.
22. Repeat the above steps to upgrade the data and users for each workgroup displayed on the WMS Home Page.
23. To remove the test workgroups and set up the production workgroups, click on the Add button to add a new workgroup. This workgroup will be used to move and upgrade your Version 4 installation. After performing these steps you will no longer be able to use Version 4.x on your old machine. Please review Adding a Workgroup section in the WMS Help Guide for information on choosing the correct character set for your needs.

    Select SQL Server or Oracle as the database type. Please enter the name of this new workgroup so it matches the name of the SQL Server or Oracle database you are upgrading (this new workgroup will be connected to the Version 4.x SQL or Oracle database you are upgrading). Click on the Continue button to proceed.

    Enter the database name (be sure to pick the name that corresponds to your Version 4.x SQL Server or Oracle database), location, username (PROBLEMTRACKER, by default), password (also PROBLEMTRACKER, by default), and physical path (SQL Server only) that correspond to your SQL Server or Oracle installation. Click on the Continue button to proceed.

    A confirmation page will be displayed. For SQL Server users, this confirmation page will include a warning that states that a database with the name you entered already exists. This is expected. You can safely proceed without overwriting your SQL data.

    Click on the Create Workgroup button to complete the process of adding a new workgroup. After the workgroup is created, DO NOT click on the Initialize Tables button.

24. Copy the following files from the old machine to the new machine for each workgroup:
    • Contents of the Attachments folder for each workgroup - by default, this can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Attachments. Copy the contents of this folder to the appropriate location for this workgroup on the new machine.
25. Repeat the above steps for each workgroup you are upgrading from your Version 4 installation.
26. Click on the Home icon in WMS.
27. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
28. Select the option called "Upgrade Data Only", then click Continue
29. A confirmation page will be displayed. Click on the "Upgrade Database" button to proceed. Use the information in the Upgrade a Workgroup from Version 4.x to 5.x Help section to make selections while upgrading your data. Click OK when the database has been upgraded.
30. Click on the Home icon in WMS
31. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
32. Select the option called "Upgrade Users Only", then click Continue
33. A list of users will be displayed. If the "Action" column contains any "Resolve" buttons, you need to resolve some user conflicts before the users can be upgraded. Use the information in the Upgrade a Workgroup from Version 4.x to 5.x help section to resolve the conflicts. If the "Action" column does not contain any "Resolve" buttons, proceed to the next numbered step.
34. After all conflicts have been resolved, click on the Upgrade Users button.
35. When the users have been upgraded, a confirmation page will be displayed.
36. On the WMS Home Page, click on the key icon to the left of a workgroup to login to the workgroup to verify the move and upgrade was successful.
37. Repeat the above steps to upgrade the data and users for each non-test workgroup displayed on the WMS Home Page.
38. Click on the WMS Home icon.
39. Click on the Delete icon to the left of a test workgroup. A confirmation page will be displayed. Check the box for the option "Also delete workgroup database", wait one full minute then click on the Delete Workgroup button to proceed. Repeat this step to delete each test workgroup you created.
40. Please uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old machine. This is especially critical for SQL Server or Oracle users as the live database will still be accessible using the old settings until you uninstall. To uninstall on the old machine:
    1. On the old machine, go to Start -> Programs -> NetResults ProblemTracker 4 -> Repair-Uninstall ProblemTracker
    2. Click Next
    3. Select the option "Remove", then click Next
    4. Select the option "Components Only (leave databases)". Do not select "components and databases" as this will remove your SQL Server or Oracle databases as well. Click Next.
    You have uninstalled Tracker from the old machine.

Upgrading and Moving Versions 3.0 - 3.6.1 to the latest version
Click on the link below that corresponds to the database type you are using:

Access
SQL Server

Version 3.0 - 3.6.1 Access databases

1. Make a backup copy of each of your database and attachments folder and keep them in a safe place. If you do not know how to backup your database(s), please refer to the Database Administration Help section.
2. Download the latest version and ensure you have your Version 6 license keys before you attempt to install. You can download the latest version and request your Version 6 license keys from the Support Downloads page.
3. Ensure that the new server fulfills the System Requirements for the latest version.

   If the new server is using Windows Server 2003 SP2, there is a known issue when using Tracker with SP2 where user sessions do not timeout correctly. Please review this Knowledge Base article for more information.

   There is a known issue with using Tracker with Java 6. Java 6 cannot be used with Tracker. If the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5.0 instead. To download JRE 5.0, browse to: http://www.netresultstracker.com/support/downloads/index.html#general.

4. Install the latest version. To do this, login to the web server machine as Administrator and then run (double-click from Windows Explorer) installation setup program. When prompted whether to install the evaluation workgroup (pteval), select No. 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. Enter your license key(s) information by going to Start -> Programs -> NetResults Tracker -> License Manager.
5. After running the installation setup program, login to the Workgroup Management System on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System.
6. Click on the Add button to add a new workgroup. Please review Adding a Workgroup section in the WMS Help Guide for information on choosing the correct character set for your needs. Select Access as the database type. Click on the Continue button to proceed.

   A confirmation page will be displayed. Click on the Create Workgroup button to complete the process of adding a new workgroup.

7. On the WMS Home page, click on the Workgroup Database Tools icon next to the new workgroup you created.
8. Select the option "Delete Tables", then click on the Continue button. A confirmation page will be displayed, click on the Delete Tables button to proceed, then click OK to confirm the operation. Click the Continue button to delete the associations, then click OK when complete.
9. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
10. Repeat the above steps to create a new workgroup on the new machine to replace each workgroup on the old machine.
11. Copy the following files from the old machine to the new machine for each workgroup:
    • Contents of the Attachments folder for each workgroup - by default, this can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Attachments. Copy the contents of this folder to the appropriate location for this workgroup on the new machine. Repeat this step for each workgroup displayed on the WMS Home Page.
    • Copy the database file (bugtrack.mdb) for each workgroup from the old machine to the new machine. By default, the bugtrack.mdb file can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Database\bugtrack.mdb. Select Yes to replace the existing file on the machine. Repeat this step for each workgroup.
12. Click on the Home icon in WMS.
13. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
14. Select the option called "Upgrade Data Only", then click Continue. A confirmation page will be displayed. Click on the "Upgrade Database" button to proceed. Use the information in the Upgrade a Workgroup from Version 3.x Help Section to make selections about upgrading your data. Click OK when the database has been upgraded.
15. Click on the Home icon in WMS
16. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
17. Select the option called "Upgrade Users Only", then click Continue. A list of users will be displayed. If the "Action" column contains any "Resolve" buttons, you need to resolve some user conflicts before the users can be upgraded. Use the information in the Upgrade a Workgroup from Version 3.x help section to resolve the conflicts (scroll to the section that mentions the "upgrade users" operation). If the "Action" column does not contain any "Resolve" buttons, proceed to the next step.
18. After all conflicts have been resolved, click on the Upgrade Users button. When the users have been upgraded, a confirmation page will be displayed.
19. On the WMS Home Page, click on the key icon to the left of a workgroup to login to the workgroup to verify the move and upgrade was successful.
20. Repeat the above steps to upgrade the data and users for each workgroup displayed on the WMS Home Page.
21. Please uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old machine. To uninstall on the old machine:
    1. On the old machine, go to Start -> Programs -> NetResults ProblemTracker 3 -> Repair-Uninstall ProblemTracker
    2. Click Next
    3. Select the option "Remove", then click Next
    4. Select the option "Components and databases". Click Next.
    You have uninstalled Tracker from the old machine.

1. Make a backup copy of each of your database and attachments folder and keep them in a safe place. If you do not know how to backup your database(s), please refer to the Database Administration Help section.
2. Download the latest version and ensure you have your Version 6 license keys before you attempt to install. You can download the latest version and request your Version 6 license keys from the Support Downloads page.
3. Ensure that the new server fulfills the System Requirements for the latest version.

   If the new server is using Windows Server 2003 SP2, there is a known issue when using Tracker with SP2 where user sessions do not timeout correctly. Please review this Knowledge Base article for more information.

   There is a known issue with using Tracker with Java 6. Java 6 cannot be used with Tracker. If the new server has Java 6 installed, you will need to uninstall Java 6 and install Java 5.0 instead. To download JRE 5.0, browse to: http://www.netresultstracker.com/support/downloads/index.html#general.

4. Install the latest version. To do this, login to the web server machine as Administrator and then run (double-click from Windows Explorer) installation setup program. When prompted whether to install the evaluation workgroup (pteval), select No. 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. Enter your license key(s) information by going to Start -> Programs -> NetResults Tracker -> License Manager.
5. After running the installation setup program, login to the Workgroup Management System on the new machine by going to Start -> Programs -> NetResults Tracker -> Workgroup Management System
6. Check to see whether a workgroup called pteval is present. If "pteval" is present,
   1. Click on the Delete icon to the left of the pteval workgroup. A confirmation page will be displayed. Check the box for the option called "Also delete workgroup database", then click on the Delete Workgroup button to proceed. Click OK to confirm. Click OK when it is finished.
   2. Login into the User Management System (UMS) and delete each of the template users listed. Click on the Delete icon next to the template user to remove the user.
7. Click on the Add button to add a new workgroup. This workgroup will be used to test the move and upgrade so that it does not affect the Version 3 installation on your old machine. Please review Adding a Workgroup section in the WMS Help Guide for information on choosing the correct character set for your needs. Select SQL Server as the database type. Please enter a different name of this new workgroup so it does not conflict with the name of the SQL Server database you are upgrading (you will set up a copy of this database to test the move / upgrade before your upgrade the production data). Click on the Continue button to proceed.

   Enter the database name (be sure to pick a name that does not conflict with any of your existing SQL Server databases) and the rest of the information to connect to SQL Server. Be sure to enter "PROBLEMTRACKER" as both the Database User Name and Database User Password so that it corresponds to the SQL login your Version 3.x database was using. Click on the Continue button to proceed.

   A confirmation page will be displayed. Click on the Create Workgroup button to complete the process of adding a new workgroup. After the workgroup is created, DO NOT click on the Initialize Tables button.

8. Copy the following files from the old machine to the new machine for each workgroup:
   • Contents of the Attachments folder for each workgroup - by default, this can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Attachments. Copy the contents of this folder to the appropriate location for this workgroup on the new machine.
9. Repeat the above steps to create a test workgroup for each workgroup you are upgrading / moving from your Version 3 installation.
10. Using SQL Data Transformation Services, import the data from your Version 3 database into the test database you created above.
    1. Launch SQL Data Transformation Services (Import and Export Data) utility, then click Next.
    2. Select Microsoft OLE DB Provider for SQL Server for "Source".
    3. Select the option "Use SQL Authentication" with "PROBLEMTRACKER" as the username and password.
    4. In the Database pull down, select the database that you wish to export from (your Version 3.x database), then click Next.
    5. Select Microsoft OLE DB Provider for SQL Server for "Destination".
    6. Select the option "Use SQL Authentication" with "PROBLEMTRACKER" as the username and password.
    7. In the Database pull down, select the database that you wish to export to (the test database created in steps 5 - 8), then click Next.
    8. Select the option "Copy tables from source database", then click next.
    9. Select all tables, then click next.
    10. Check the box labeled "Run immediately", then click next.
    11. Click on the Finish button to complete the export. Click OK after the export is successful.
    12. Repeat the above steps to import the data for each Version 3.x SQL Server database that needs to be moved to a test workgroup
11. Click on the Home icon in WMS.
12. Click on the Workgroup Database Tools icon to the left of one of the test workgroups.
13. Select the option called "Upgrade Data Only", then click Continue. A confirmation page will be displayed. Click on the "Upgrade Database" button to proceed. Use the information in the Upgrade a Workgroup from Version 3.x Help Section to make selections about upgrading your data. Click OK when the database has been upgraded.
14. Click on the Home icon in WMS
15. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
16. Select the option called "Upgrade Users Only", then click Continue. A list of users will be displayed. If the "Action" column contains any "Resolve" buttons, you need to resolve some user conflicts before the users can be upgraded. Use the information in the Upgrade a Workgroup from Version 3.x help section to resolve the conflicts (scroll to the section that mentions the "upgrade users" operation). If the "Action" column does not contain any "Resolve" buttons, proceed to the next step.
17. After all conflicts have been resolved, click on the Upgrade Users button. When the users have been upgraded, a confirmation page will be displayed.
18. On the WMS Home Page, click on the key icon to the left of a workgroup to login to the workgroup to verify the move and upgrade was successful.
19. Repeat the above steps to upgrade the data and users for each workgroup displayed on the WMS Home Page.
20. To remove the test workgroups and set up the production workgroups, click on the Add button to add a new workgroup. This workgroup will be used to move and upgrade your Version 3 installation. After performing these steps you will no longer be able to user Version 3.x on your old machine. Please review Adding a Workgroup section in the WMS Help Guide for information on choosing the correct character set for your needs. Select SQL Server as the database type. Please enter the name of this new workgroup so it matches the name of the SQL Server database you are upgrading (this new workgroup will be connected to the Version 3.x SQL database you are upgrading). Click on the Continue button to proceed.

    Enter the database name (be sure to pick the name that corresponds to your Version 3.x SQL Server database), location, username (PROBLEMTRACKER by default), password (PROBLEMTRACKER by default), and physical path that correspond to your SQL Server installation. Click on the Continue button to proceed.

    A confirmation page will be displayed with a warning that states that a database with the name you entered already exists. This is expected. You can safely proceed without overwriting your SQL data. Click on the Create Workgroup button to complete the process of adding a new workgroup. After the workgroup is created, DO NOT click on the Initialize Tables button.

21. Copy the following files from the old machine to the new machine for each workgroup:
    • Contents of the Attachments folder for each workgroup - by default, this can be found at C:\Inetpub\wwwroot\ProblemTracker\workgroup\Attachments. Copy the contents of this folder to the appropriate location for this workgroup on the new machine.
22. Repeat the above steps to create a new workgroup for each workgroup you are upgrading from your Version 3 installation.
23. Click on the Home icon in WMS.
24. Click on the Workgroup Database Tools icon to the left of one of the test workgroups.
25. Select the option called "Upgrade Data Only", then click Continue. A confirmation page will be displayed. Click on the "Upgrade Database" button to proceed. Use the information in the Upgrade a Workgroup from Version 3.x Help Section to make selections about upgrading your data. Click OK when the database has been upgraded.
26. Click on the Home icon in WMS
27. Click on the Workgroup Database Tools icon to the left of one of the workgroups.
28. Select the option called "Upgrade Users Only", then click Continue. A list of users will be displayed. If the "Action" column contains any "Resolve" buttons, you need to resolve some user conflicts before the users can be upgraded. Use the information in the Upgrade a Workgroup from Version 3.x help section to resolve the conflicts (scroll to the section that mentions the "upgrade users" operation). If the "Action" column does not contain any "Resolve" buttons, proceed to the next step.
29. After all conflicts have been resolved, click on the Upgrade Users button. When the users have been upgraded, a confirmation page will be displayed.
30. On the WMS Home Page, click on the key icon to the left of a workgroup to login to the workgroup to verify the move and upgrade was successful.
31. Repeat the above steps to upgrade the data and users for each non-test workgroup displayed on the WMS Home Page.
32. Click on the WMS Home icon. Click on the Delete icon to the left of a test workgroup you created earlier. A confirmation page will be displayed.
33. Check the box for the option "Also delete workgroup database", wait one full minute then click on the Delete Workgroup button to proceed.
34. Repeat the above steps to delete each test workgroup you created.
35. Please uninstall Tracker from the old machine so that users will not attempt to login to the data using the settings on the old machine. This is especially critical for SQL Server users as the live database will still be accessible using the old settings until you uninstall. To uninstall on the old machine:
    1. On the old machine, go to Start -> Programs -> NetResults ProblemTracker 3 -> Repair-Uninstall ProblemTracker
    2. Click Next
    3. Select the option "Remove", then click Next
    4. Select the option "Components Only (leave databases)". Do not select "components and databases" as this will remove your SQL Server databases as well. Click Next.
    You have uninstalled Tracker from the old machine.