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ScreenSteps Documentation » ScreenSteps Workgroup » Create a Workgroup Database

Topics

  • ScreenSteps Workgroup Overview 2
    • Introduction to ScreenSteps Workgroup
    • How ScreenSteps Workgroup Concurrent Licenses Work
  • Setting Up ScreenSteps Workgroup On Your Network 8
    • What You Need to Install ScreenSteps Workgroup
    • Choose a Database and Install the Admin Tool
    • Create a Workgroup Database
    • Create a Workgroup Library
    • Create a User Group for your Library
    • Create Authors and Add Them to Your Group
    • Export a Connection File
    • Making PDF, Word and HTML Templates Available to Everyone
  • Using ScreenSteps Desktop With a Workgroup Library 5
    • Connect to Your Workgroup Library
    • How to Check Out a Lesson for Editing
    • How to Check Out a Manual for Editing
    • Checking Out a Lesson or Manual When Another Author has it Checked Out
    • Refreshing the Lessons and Manuals to see Additions Made by Other Authors
  • Reference Lessons 3
    • Connecting to an Existing Workgroup Database
    • Specifying the Database Host (for ODBC Connections)
    • Exporting an Author-Specific Connection File
  • Prerequisites for Using PostgreSQL 6
    • Overview
    • Installing PostgreSQL on Windows
    • Installing PostgreSQL on OS X
    • Opening the pgAdmin Tool
    • Creating a Login Account for ScreenSteps Workgroup
    • Configuring PostgreSQL to Accept Connections From Computers on Your Network
  • Prerequisites For Using Microsoft SQL Server 5
    • Overview
    • Creating a SQL Server Database
    • Adding a SQL Server User
    • Creating ODBC Connections on Windows
    • Creating ODBC Connections on OS X

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  • Contact us
  • Retrieve a lost license key

Last Updated

May 09, 2012

Download Manual PDF

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

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  • Prev: Choose a Database and Install the Admin Tool
  • Next: Create a Workgroup Library

Create a Workgroup Database

This lesson will show you how to set up a new ScreenSteps Workgroup library.

To get started you need to download and install ScreenSteps Workgroup Administrator.

Create a New Library

Create_a_new_library_display

When you launch ScreenSteps Workgroup Administrator for the first time on a computer you will see this screen. To create a new library click on the Create a New Library button.

Configure

Configure_display

1) Fill in your registration information.

2) Select the database type, host and provide the credentials for a user that can create a database.

3) Select the network folder(s) where all of the library resources will be stored. These folders must be accessible to all of the authors who will use ScreenSteps Desktop. Note that you provide separate paths for Windows and Mac computers.

If you are using a symbolic linked folder on OS X then make sure that the path to the symbolic linked folder is entered and not the folder the symbolic link folder points to.

4) Click Create Database.

SQL Server Note

Sql_server_note_display

If you are working with SQL Server then you need to enter the DSN name of an ODBC connection that you have created on the computer.

The Result

The_result_display

If you connected to a SQL Server database then the screensteps_workgroup database that you created will have been populated with all of the necessary tables. For other databases the screensteps_workgroup database was created for you.

The Libraries tab is now visible and you can begin creating libraries, groups and authors.

  • Prev: Choose a Database and Install the Admin Tool
  • Next: Create a Workgroup Library

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