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ScreenSteps Documentation » ScreenSteps Workgroup » Exporting an Author-Specific Connection File

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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Last Updated

May 10, 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: Specifying the Database Host (for ODBC Connections)
  • Next: Overview

Exporting an Author-Specific Connection File

In order to connect to a ScreenSteps Workgroup library an author must have access to a connection file. This lesson will show you how to export a connection file that contains a specific author's credentials. This saves them the hassle of entering their login and password information when connecting to the workgroup library the first time.

If you want to create a connection file that can be sent out to any author please see this lesson.

Note:

  1. If you are using Microsoft SQL Server you must create an ODBC connection on each computer running OS X and ScreenSteps Desktop.
  2. If you are using Microsoft SQL Server you must create an ODBC connection on eac computer running Windows and ScreenSteps Desktop OR add a Database Host.

Locate Author

Locate_author_display

From the Authors tab locate the author you would like to export a connection file for.

Right-Click on Author

Right-click_on_author_display

Right-click on the author and select Export Author-Specific Connect File from the contextual menu.

Alternatively you can click on the Export Author Connection File button.

Save File

Save_file_display

The Result

The_result_display

A connection file has now been created that you can send out to the author.

  • Prev: Specifying the Database Host (for ODBC Connections)
  • Next: Overview

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