Step 1: Identify the Library Location

The first step in creating a login Profile is to identify the server URL where the content Library is installed.

The URL must contain the virtual directory that points to web service (asmx files) and web configuration files. This allows the Developer to communicate between the local document cache and the server-side database.

Note: The Library location is not case-sensitive.

When you enter the Library URL, the Developer determines whether the Library is configured for Standard or Windows authentication and prompts for the appropriate login credentials.

Step 2: Enter Login Credentials

Your administrator will predefine each author on the server based on whether the server is configured for Windows or Standard user authentication. When you create a login Profile that connects to the server, you must enter the same login credentials that the administrator defined on the server. You will receive an error message if your login credentials do not match those defined on the server.

• If the server is configured for Windows authentication, the Use my current Windows login account option is automatically selected and your Windows user name and password are used. However, you can use a different login account if your administrator used different values when adding your account on the server. Please note that if you enter a different user name, you must include the domain or machine name as the prefix to the user name separated by a backslash (domain name\user name).
   
• If the server is configured for Standard authentication, the Use a different login account option is automatically selected and you are prompted to enter the same user name and password that the administrator created for you on the server. Your administrator should provide you with these credentials before you create a login Profile.

Mark the Save my password as part of this profile option if you do not want the Developer to prompt you for your password each time you log in using the profile.

Step 3: Name the Login Profile and Login

The next step is to name the login Profile. You will use this name if you have multiple Profiles that you can use to switch between content Library servers. Also, if you create multiple profiles, you can configure one as the default that is automatically used every time you launch the Developer. The name of the active Profile appears in the title bar of the Developer.

Step 4: Choose a Data Storage Location

As you use the Developer to create, view, and edit documents that are stored centrally on the server, a copy of each document is downloaded and stored locally on your computer. In this step, you can either accept the default data storage location or choose a different folder on your computer. Click Browse if you want to change the default folder or click Next to accept the default folder. The folder that you select must be empty.

Note: You must choose a folder on your local computer. Network drives are not permitted.

Step 5: Complete the Login Profile

The last step to complete a new profile is to confirm your entries and choose to log in with the new Profile or return to the Profile Editor.

To add a login Profile:

1. On the Tools menu, choose  Profiles.
    
2. Click Add to start the Profile Wizard.
    
3. Click Next to display the Library Location page.
    
4. Type the URL to the server and virtual directory that contains the content Library that you want to access using this login Profile (for example, http://server/virtual directory). Your administrator will provide you with this information.
    
5. Click Next to display the Credentials page.
    
   The Developer automatically detects whether the server was installed using Standard or Windows authentication and disables the login credential options that are not valid. For example, if Windows authentication was installed, the Use a Different Login Account option is disabled. If Standard authentication was installed, you must enter a valid user name and password. Your administrator will provide you with this information.
    
6. Enter your login credentials and click Next to display the Profile Name page.
    
7. Type a name for the login Profile. Consider using the name of the server (Library) to identify a profile when you will have multiple Profiles that connect to different servers.
    
8. Click Make this my default profile to configure this profile as the default that is used when you launch the Developer, if desired.
    
9. Click Next to display the Data Storage Location page. Click Browse to change the data storage location, if desired.
    
10. Click Next to complete the Profile Wizard.
     
    The last page in the Profile Wizard displays a summary of the Library location, login credentials, profile name choices, and data storage location choices you have made. Before you complete the wizard, you can also choose to start the Developer automatically and log in using the default profile or return to the Profile Editor and continue to add or edit profiles.
     
11. Choose an option and click Finish.