Information Needed for the Setup Wizard

The following information is needed to complete all steps of the Project Setup Wizard. If the information is not currently available, you can skip the corresponding step and configure the feature later from the administration pages within FootPrints.

If configuring Email

• Email server name—For example, email.widget.com
• ID of support email account—For example, support. This is an email account you create on your email server for the exclusive use of FootPrints to process incoming email (e.g., support@myserver.com). All email sent to this account is processed by FootPrints and registered as new Issues within the system or as updates to existing issues.

Important

Do not use your own email address for this account.

• Password of support email account
• Whether the support email account uses the IMAP or POP messaging protocol

If configuring an LDAP/Address Book

• LDAP Server Name—For example, machinedomain.internetdomain.com
• LDAP Server Port—For example, 389. An additional option for users beside the standard LDAP port (389) is the Global Catalog port for Active Directory (3268). This enables LDAP to access additional users from trusted domains using a set of common LDAP attributes. The typical scenario in which this would be used is when a large organization has a number of offices that each maintains an Active Directory for its local users. Using the standard port, you might be able to retrieve only a local office's users. Using the Global Catalog port, you can often retrieve everyone, assuming the search base is set correctly.
• LDAP Search Base for Directory Entries—For example, cn=Recipients,ou=widget.com,o=chicagoOffice
• Last Name of Any Person Known to be in the Directory—For example, Smith
• Distinguished Name—Similar to the Search base, but including the LDAP/AD Administrator ID For example, cn=Administrator,cn=Recipients,ou=widget.com,o=chicagoOffice
• Password—Password of the LDAP/ID Administrator specified above.

NOTE

The last two are sometimes optional, although it is dependent on the setup of the LDAP server.

If configuring a Customer Survey

• Project name—The tracking project(s) to be associated with the Customer Survey project.  The Customer Survey project uses the Address Book of the tracking project.
• FootPrints Database—The database FootPrints is using might have a limit for field names. Included in these characters are some additional hidden characters placed by FootPrints. If you are unable to create a question you desire for a survey as a result of this limit, you may type in a shorter field name, but then create a longer display value using the Language of Project and Address Book Fields feature. After completing the Project Setup Wizard, access this feature by selecting Administration | Project | Fields | Language of Project and Address Book Fields from the FootPrints Toolbar.