Title: Creating a New Journal

Naming the Journal Directory

To create a new journal, first type a name for the directory. This directory will be created within the server/ directory. The name you choose must be a valid directory name on your operating system. We recommend that you not use any spaces or punctuation characters.

Choosing the Default Language

At this point, you can also choose a default language for your Journal. The language that you select will determine the names of default labels and sections. You can change your journal's default language later.

Once you have chosen a name and default language, click the Next button to go to the Journal Setup page:

This page lets you quickly create a journal to start working in. From here you can connect to LDAP or Active Directory and create starting user accounts. If you are creating a new journal while running an existing journal, you can carry over the usernames and passwords from your existing journal.

The first thing this page reports is the directory in which the new Journal will be created. On a default Windows implementation, it might look like this:

Setting a Description

Next, you can type a brief description for your Journal.

Choosing a Default Project Template

Next you can choose what template you would like to use (by default) for creating new projects.

A description of each template appears underneath the selected template.

Selecting a User Directory

Next you can choose and configure a User Directory, which is where the list of users is drawn from and maintained.

The first time you create a journal, Traction will default to its built-in (Journal) based User Directory:

If you have already set up a journal, the User Directory listed will default to the one used in your current journal.

If you would like to configure LDAP, Active Directory, or another external User Directory, or you would like to learn more about the available User Directory options, please follow the instructions in the section Choosing and Configuring a User Directory before continuing.

Select the user directory that you would like to use. You can change user directories later, and even migrate between user directories, e.g. from the built-in Journal directory to Active Directory, from Active Directory to LDAP, or from either of those to the Journal.

Choosing an Attachment Store

Next, choose whether to enable WebDAV for attachments (to learn more about WebDAV in Traction, see the section What is WebDAV Used for in TeamPage).

Note: WebDAV access is provided by default Where You ll Find WebDAV in TeamPage regardless of whether it is enabled for attachments.

If you would like to turn on WebDAV for attachments, select WebDAV attachment store.

Adding User Accounts

Note: If the User Directory you selected is configured to be the exclusive source of users, the people section will not appear, and you can skip to the next step.

This section lets you quickly create users.

To create a user, choose a username and password, then click the +) button.

When you click the +) button, the account will be added to the list on the right and selected.

You can click the (- button to remove the selected user.

Repeat this process for as many users as you like.

You can change usernames and passwords later, but you should make sure to include one username for yourself with a password that you won't forget; you will need it when you first login to Traction.

Select an Initial Server Administrator

Note that one user must be designated as the initial server administrator. This is the user you will need to log in as to first access the Server Setup pages in your configured journal.

Creating the Journal

When you are ready to create your journal, click the Next button at the bottom of the page.

This will initiate a restart and initial index creation.

When the restart has completed, you will see the following message, and the Next button will become enabled.

When you click the Next button, you will be brought to your live journal for the first time.

Depending on the user directory you created, you may get a login screen or a Front Page. If you are using NTLM and Active Directory, you should already be logged in using your Windows login account.

You can now proceed to the section First Login Configuring Permissions via ACL which will explain how to complete the initial setup by defining permissions.

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Article: Doc50 (permalink)
Date: March 22, 2008; 3:52:16 PM EDT
Author Name: Documentation Importer
Author ID: importer