Completing the Mingle configuration wizard
This section follows on after you've set up a database, and then downloaded and installed Mingle.
Now you're ready to open a web browser and complete the Mingle configuration wizard.
If you want Mingle to be able to send email, you will need to know the details of an existing SMTP (outbound email) server. If you don't have these details, please contact your organization's email server administrator.
Getting started...
The Welcome to Mingle page should open in your browser automatically at this stage.
Click the Get Started button. Mingle displays the Connect Mingle to your database page.
Step 1 - Connecting to a database
If you have not installed a database you will need to do this before completing this step. If you have already configured a database for Mingle (e.g. if you're upgrading or re-installing) the wizard may skip this step.
- From the Database droplist select PostgreSQL, Oracle or MySQL. When a database is selected the default options for that database will be displayed. You may update the defaults. Some specifics about your database will also need to be entered.
- In the Database host or Machine name field type the name or the address of your database server. By default this is set up to run on the installation server i.e. localhost.
- In the Database port or Listener port field, if you want to run Mingle on a port other than the default set up for PostgreSQL, Oracle or MySQL, update the port number.
- In the Database name or Database instance name field use the default name or update this with the name of the database you created for use with Mingle.
- In the Database username or Username field use the default username or update this with the name of the user you created for use with Mingle.
- In the Database password or Password field, if you have set up a password, enter it here.
When using Mingle with an Oracle database a password is required.
Testing database connection...
Click the Test connection and continue >> button. Mingle checks the database credentials you entered, and if correct displays the Set up the database page.
If the connection test failed, check to ensure you entered the correct username, password, and database name. Also ensure that the PostgreSQL, Oracle or MySQL database server is running.
Step 2 - Set up the database
Click the Set up database >> button.
Mingle finishes setting up the database and displays the Configure the SMTP connection page.
If you are upgrading or re-installing Mingle, the wizard may skip this step.
Configure the SMTP connection
The SMTP connection settings can be edited by a Mingle administrator at any time by clicking on the Configure email settings link from the All projects page
Complete details for the SMTP (outbound email) server. For details of the values to enter here, please contact your organization's email server administrator.
- Type or update the SMTP server address.
- Type or update the SMTP server port number. Typical ports are 25 and 587.
- Type or update the SMTP domain.
- If your organization's SMTP server requires a user name and password, type them here.
- If your organization's SMTP server requires TLS encryption, be sure to tick the TLS checkbox.
- Type (or update) the Mingle address for your installation of Mingle. This is the address through which users access Mingle via their web browser (it is not the database host and port configured in Step 1). Mingle uses this address value when embedding links in system and history emails. If this address is not configured correctly, the URLs in emails from Mingle will not work.
- Type the email Sender address from which you want Mingle to send emails (this will also become the Reply To address).
- Type the Sender name from whom you want Mingle to send emails.
Click the Continue >> button.
Mingle displays the Reviewing the ThoughtWorks End User License Agreement page.
Step 4 - Review the ThoughtWorks End User License Agreement
Read through the license terms, select the Accept license as above checkbox.
Click the Continue having accepted the license >> button.
Mingle displays the Set up the first user account page.
Step 5 - Set up the first user account
Complete all of your details on this page, ensuring that you follow each of the instructions next to the field names
Click the Set up this account >> button.
Step 6 - Import project templates
Mingle displays the Import project templates page. Project templates allow you to quickly create new projects.
Click the Import templates to finish >> button.
Step 7 - View Current project page
Mingle displays the Current projects page.
Now that you're up and running in Mingle, you'll need to set up your first project. See Customizing projects to get started!