Configuring ProFile on several networked computers

ProFile can store your option settings (program preferences) in one of two locations, either in the default settings folder, or in an option package in a folder that you specify.

When you save options to the settings folder, they apply only to that workstation. To share settings across the network for all users, create a ProFile options package starting on one computer.

Creating an options package

1. Select Options and then Options Administration.

The Options Administration dialogue window will display.

2. Choose one of the options that'll determine how ProFile will store and load your configuration settings:
   • Select 1 to store all your options configuration locally (this is the default).
   • Select 2 to store your configuration in an options package and load that package each time you start ProFile.
   • Select 3 to choose up to three store configurations across different options packages, and pick which package to use each time you start ProFile. This works well when multiple users share a machine and want to customize ProFile for their own needs.
   • Select 4 to choose up to four locations to save your configuration options. This helps if a computer can’t access the network or if you want a second set of options saved locally that others on the network can’t use. ProFile will attempt to load each option package in order and move to the next if it can’t load one.

3. Selecting or deselecting Include preparer and discounter name with Option packages controls whether to have ProFile handle the identification options separately on each computer. You can save these as user-specific settings or in an options package available for sharing. Under Options -> Environment, the identification options are: preparer name, email, preparer initials, partner initials, discounter, or trustee information. In the EFILE options, EDI transmitter fields are also included. Select this feature when you want to use the same identification at all workstations in the company.
4. Select Prompt to save changes if you want ProFile to remind you when you exit the program to save configuration changes into the options package you were using during the session.
5. Select Allow Multiple Option Package Groups to enable alternate locations to store your options packages. This will enable the fourth option at the top.
6. Select Browse to search your hard drive or the network for the Settings folder where you will store your option packages. When ProFile creates your new options package, it creates a new folder inside the folder you select here.

Note: If you don't want to use the default Settings folder, you'll need to create a new folder. For example, you may want to create a shared settings folder on a network server. Highlight the folder that'll store your options package(s) and then select OK.

7. Select New and enter the name of an options package. ProFile creates a folder by this name inside your option package's directory.
8. Highlight your new options package and select Save. ProFile stores all the current ProFile configuration from the Windows registry of the workstation into the selected options package.
9. If you have multiple option packages with a different configuration in each, highlight a package and select Load to use the settings in that package.

Sharing settings from an options package

To share the settings from an options package with other computers on the network, you will need to use Options Administration on each computer to load the options package from the shared folder. You'll only need to do this once.

1. Select Options Administration from the Options dropdown menu.
2. Navigate to your Options Package folder.
3. Highlight the name of the options package, and then select Load.

Modifying an existing options package

1. Load the existing options package.
2. Make the configuration changes, as desired.
3. Return to the Options administration window, and then select Save.

ProFile prompts you to save your latest changes when you exit the program. If you don't, ProFile reloads the older options package the next time you start the program.