To modify the ProblemTracker general preferences, press the "General Preferences" button located on the ProblemTracker Administrator home page. You can modify the following preferences:

General Options

• Display Order Button on Button Bar
  The order button displays the order form in a separate browser window. If you wish to remove this button from the button bar, select "No".

• Remove Records from Database on "Delete" Operation
  This option determines whether a delete operation merely marks a record and associated records as deleted or executes a true delete and removes these records from the database. The default setting for this option is "No".

• Restrict Task operation to Current Assignee
  This option prevents users from tasking records where they are not listed as the current assignee.

• Enable Session Locking with Administrator Level Override
  A record edit locking feature is activated when the "Yes" radio button is clicked. Users who begin editing, deleting or task operations on a record will lock access to that record until moving to another operation. Record locks can be overridden by users with Administrator level privileges. When an override occurs, the Administrator is notified and asked to confirm the override. The user who's lock has been released, will receive a notification message that their operation was overridden and could not be completed. The default setting for this is "No" (i.e. Session Record Locking is disabled).

• Banner Background Color
  You can choose from several colors for the ProblemTracker Title Area.

• User Name Format for Reports and Email Messages
  This option determines what will be displayed to identify a user in the Reported By and Assigned To fields in the Home, View, Query, History, and Email Notification Messages. The selection in this option will also affect the sorting of reports that use the Reported By or Assigned To fields in the layout.
  • When User ID is selected, the information entered in the User ID field of the user's profile will be displayed and used for sorting in the reports.
  • When Full Name is selected, the information entered in the First and Last Name of the user's profile will be displayed. The name will be sorted alphabetically by first name in the reports.
  • When First Name is selected, the information entered in the First Name field of the user's profile is displayed and used for sorting in the reports.
  • When Last Name is selected, the information entered in the Last Name field of the user's profile is displayed and used for sorting in the reports.

• Database Type
  This value must be selected when the workgroup is created through the Workgroup Management System. For information on selecting a database type, please review the section Adding a Workgroup.

• Enable Alerts
  Selecting Yes for this option allows you to use the Alerts feature. The Alerts feature allows you to configure ProblemTracker to send an alert message when a record's state has not changed within a certain period of time. This option will not be displayed unless you are using ProblemTracker Enterprise Edition and you have entered a valid Alerts license key in the License Manager (or you are using a trial version).

• Enable Discussion
  Selecting Yes for this option allows you to use the Discussion feature. Discussion allows various threads to be initiated within each record for users and groups to view and post messages. This option will not be displayed unless you are using ProblemTracker Enterprise Edition and you have entered a valid Discussion license key in the License Manager (or you are using a trial version).

Record Visibility Options

• Enable Record Visibility
  Enables record visibility control (record-level security). Record Visibility allows a ProblemTracker administrator to set up an environment where access to records is restricted on a user group basis. Disabling record visibility can have the benefit of faster performance since enforcing record visibility restrictions requires more complex database queries.

• Limit Record Visibility Selection To A User's Own Groups
  For those users with the ability to edit the visibility of a record, this option selects whether they should only be able to select from user groups that they are a member of (Yes), or whether they should be able to pick any user group (No).

• By Default Include Group "Users" For Record Visibility On Add Operation
  When a record is added, it is automatically made visible to the user groups that the user reporting the record is a member of. This option selects whether the "Users" group should be included in this list of user groups (Yes) or not (No). If you intend to actually use the ability to limit visibility of records, you should select the value No (since all users are a member of the "Users" group, including this group means that all users can view any record).

Source Code Control Options

• Enable Source Code Control Integration
  Setting this option to Yes allows your database to interact with the Source Code Control system specified in the next 3 options.

• Source Code Control Product
  Microsoft Visual Source Safe is the only product that can be used for Source Code Control Integration at this time.

• Path to srcsafe.ini
  Specify the path to the srcsafe.ini file that is present on the server machine where ProblemTracker is installed.

• Path to ss.exe
  Specify the path to the ss.exe file that is present on the server machine where ProblemTracker is installed.

Multinationalization Options

• Available Languages
  The available languages and corresponding character set for the database will be displayed. This list is based on the workgroup settings in the Workgroup Management System.