Switch from internal authentication to LDAP?

The easiest way to change authentication options is to re-run the installer again. There is no need to uninstall, just run the installer over the existing installation. From there, you can choose "LDAP Authentication" when asked and provide your LDAP credentials.

Reset my password?

Sorry, you will have to ask your Collaborator system administrator about this one.

Upgrade to a new version of the Collaborator server?

1) Back up first!

2) Note your Support and Upgrades date by going to Admin>Licensing . In the Current Licensing box, take note of the date next to the Upgrades Expire On: field. Make sure the version you want to upgrade to was released before this date. You can find this information by looking at the dates next to the version numbers in our Version History.

3) Run the new version installer over your existing installation and choose Existing Configurations when prompted.

Note: Be sure to fully read the Server Upgrades section.

Change administrative control (especially in LDAP)?

Administrative Access can be given to individual users by an existing administrator. Just have an administrator go to Admin>Users and edit the account you would like to give administrative control to. On the Editing page, set the Is Administrator field to Yes. Administrative Access allows a user to access to all reviews, reports, and also edit any review.

The Special Administrator Account is a privileged account that is always allowed to login regardless of how many licenses are in use. With Internal Authentication, the special administrator account is always "admin". This cannot be changed.

With LDAP, there is one user assigned as the "System Administrator". If you would like to change this assignment, go to the ROOT.xml configuration file at $INSTALLDIR/tomcat/conf/Catalina/localhost/ROOT.xml. Near the bottom of that file is a line:

<Parameter description="The name of the Collaborator system administrator who is always allowed to log in". name="system-administrator" override="false" value="admin"/>

Change the value to the login name you would like to set the account to:

<Parameter description="The name of the Collaborator system administrator who is always allowed to log in". name="system-administrator" override="false" value="XXXXXXXXXXXX"/>

where XXXXXXXXXXXX is the login name of the System Administrator. Then stop and restart the service.

How do I view metrics and reports?

Collaborator provides built-in reports that allow you to view detailed metrics by reviews, defects, and users. To view these reports, you must have access to reports by enabling the Reports Access setting in the Admin menu. Once you have access, you may view built-in reports by clicking the Reports button that will appear at the top right menu of the Collaborator screen.

Collect data from each review participant?

Participant Custom Fields allow administrators to collect data. To learn about enabling and utilizing this feature, please view our blog post here.

Find metrics for non-text documents?

Additional metrics for binary files, such as images and PDFs, can be viewed in v6.0 and newer. To view these metrics for a single review, visit the Reports section (provided you have access) and view a Review Detail Report. Our blog post here includes a helpful view of the new metrics to look for.

Many of our customers use our custom reporting features to obtain reports tailored to their needs. Learn how to create custom SQL reports here or learn about our database schema here.

Define groups of users?

You can either set up user groups manually or by syncing them automatically to externally defined groups.

To set up user groups manually, view our owner's manual here.

To learn how to sync, view the Group page here.

We have also provided some examples of how to use groups that may help you in deciding how to fully utilize this feature here.