Completing the Mingle configuration wizard

This section follows on after you've setup 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.

Please be aware that the database needed to be setup prior to install Mingle. If you need further help on this, please refer here.

If you have the database ready, select the checkbox. Then the Get Started having setup database button will be enabled to allow you to proceed with the installation.

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.

Starting with Mingle 3.0 MySQL will no longer be supported. All existing MySQL users will need to migrate their data to Postgres or Oracle before upgrading to Mingle 3.0. See here for help migrating to Postgres or Oracle.

From the Database droplist select PostgreSQL or Oracle. 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 or Oracle, 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.

Setting up Mingle: Step 1 - Connect Mingle to your database

Click the Test connection and continue button. Mingle checks the database credentials you entered, and if correct, Mingle will display 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 or Oracle database server is running.

Step 2 – Set up the database

Click the Set up database button.

When Mingle finishes setting up the database, then the Configure the SMTP connection page will be displayed.

If you are upgrading or re-installing Mingle, the wizard may skip this step.

Step 3 - Configure the SMTP connection

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.

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. Then Mingle will display 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. Then Mingle will display the Import project templates page.

Step 6 - Import project templates

Project templates allow you to quickly create new projects.

Click the Import templates and continue button. Then Mingle will display the Register your license page.

Step 7 - Register Mingle License

Mingle licenses

Registering your license

After completing Mingle installation Mingle administrators can register their Mingle instance by accessing the 'Register Mingle' option from the all projects page.

Anonymous access and Mingle licenses

In order to enable anonymous user access on projects within a Mingle instance the Mingle license for that instance must have anonymous access enabled. Without an anonymous access license anonymous access projects will not be configurable and will be inaccessible to all anonymous users.

To enable anonymous access on a appropriately licensed instance see project settings.

Numbers for full and light users

Each Mingle license indicates the maximum number of active full and light users that can be created on that instance. If the active number of full or light users exceeds the maximum allowed the instance will be incorrectly licensed.

In some scenarios administrators are prevented from exceeding the maximum user allowance. In these scenarios a warning banner will be shown to indicate that no more users can be activated until the license has been updated or the active user count decreased.

Beginning with Mingle 2.3 any available full user seats can be used to activate full or light users. This means that even if you have not specifically purchased a light user seat you will be able to use a full user seat to register a light user.

Incorrectly licensed Mingle instances and resolving any licensing issues

Mingle instances that are incorrectly licensed will have limited functionality. There are number of scenarios that cause a Mingle instance to be incorrectly licensed and the impact of having an incorrectly registered Mingle instance depends on how the license is invalidated.

No license - all users will be set as light users, no new users or new projects can be created, any anonymous access projects will be inaccessible to anonymous users. This may only be resolved by registering a valid license.
Expired license - all users will be set as light users, no new users or new projects can be created, any anonymous access projects will be inaccessible to anonymous users. This may only be resolved by registering a valid license.
Too many full users - all users will be set as light users, no new users or new projects can be created. This may be resolved by registering a valid license or deactivating the excess full users.
Too many light users - all users will be set as light users, no new users or new projects can be created. This may be resolved by registering a valid license or deactivating the excess light users.

Also see...

User roles

Step 8 - View Current project page

Mingle displays the Current projects page.

Now that you're up and running in Mingle, you'll need to setup your first project. See Customizing projects to get started!