Profile Manager
Find out how to access and use the Profile Manager window in Connexion client.
Purpose of the Profile Manager window
- Create a new user profile (use if you catalog for different libraries and need different options and customizations for each).
- Base a new profile on:
- Client default settings
- Settings you created in another profile
Note: Most users do not need multiple user profiles. You are not required to create or select or use the Profile function to use the client.
- Change the default user profile.
- Delete a profile.
- Set an option for a prompt to require selection of a user profile upon client startup.
Note: The default user profile is in a folder named MyProfile in the following location and contains the following files:- X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Profiles\MyProfile\, where X is the letter of your hard drive
- When you install the client, the default MyProfile folder contains:
- Custom.Keymap.xml
- Options.xml
- Other files are added to MyProfile when you use the corresponding functions/settings:
- TextStrings.xml
- AppExclusions.Keymap.xml
- UserLogonInfo.xml
- When you install the client, the default MyProfile folder contains:
- X:\Documents and Settings\[user name]\Application Data\OCLC\Connex\Profiles\MyProfile\, where X is the letter of your hard drive
Access the Profile Manager window
- Navigate to Tools > Profiles or press <Alt><T><P>.
- To create a new profile:
- Click the Use system default settings button.
Or
Select a profile in the Profile Name list, and then click the Copy settings for profile highlighted above button. - Enter a distinctive name for the new profile.
- Click Create.
- Click the Use system default settings button.
- Select the new profile name and click Set as Default. When asked, click Yes to confirm switching the default to the new profile.
Note: Using the new profile, set or change options, create local files, download records, etc. The results of these activities will be available only when you use this profile. - To delete a profile, select it and click Delete.
- Click OK.
See more about how to create and use multiple profiles for cataloging.
Profile Manager window: Features and buttons
Feature | How to use | ||||||
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Profile Name list | View a list of all profiles. Default: MyProfile Note: For most users, this profile is the only one you need. |
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Prompt for profile choice on application startup check box | Select or clear the option to require selection of a user profile from a list of all profiles each time you open the client. | ||||||
Create a New Profile area | |||||||
Selection buttons for basis of new profile | You select a profile to copy as a basis for the new profile:
Select the new profile as the default and then you can change the settings to complete the new profile. |
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Name field | Enter a distinctive name for the new profile. This name appears in the Profile Name list. Note: The Create button does not become available until you enter a name. |
Button name | Click the button to... |
---|---|
Set as Default | Sets the selected user profile as the default. |
Delete | Delete the selected profile. Unavailable for the default. |
Close | Close the window. |
Create | Creates a new profile. Available only after you type a name for a new profile. |