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ScreenSteps Documentation » ScreenSteps Workgroup » Connect to Your Workgroup Library

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

Mar 11, 2011

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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Connect to Your Workgroup Library

This lesson will show you how authors can connect to a ScreenSteps Workgroup library.

To complete this part of the process you will need to have already done the following:

  1. Exported a connection file from the ScreenSteps Workgroup Administrator application
  2. Installed ScreenSteps Desktop for your authors. If you have already been using a non-Workgroup version of ScreenSteps then you don't need to re-download it. If you need to download ScreenSteps Desktop clients then you can get the installers here: Download ScreenSteps Desktop

Open the Library

Open_the_library_display

From the File menu, select Open Workgroup Library...

Select File

Select_file_display

A dialog will appear that looks like this. In order to connect you must select a connection file. The connection file contains the information necessary to connect to the database.

Click on the Select File button.

Choose Connection File

Choose_connection_file_display

Enter Credentials

Enter_credentials_display

If the connection file was exported with the author's credentials then the Login and Password fields will be filled in automatically. If not, then fill the fields in and click Connect.

The Result

The_result_display

You will now be connected to the workgroup library.

Note: If you have permission to access more than one Workgroup Library then you will be given the option of choosing which Library you would like to open.

Reopening Library

Reopening_library_display

If you need to open the library again later you can do so from the File > Open Recent menu. The name of the library appears in the menu. Just select it to reopen the library.

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