Before working with the client for the first time, you have to establish a connection to ELO.

Create profile

For new installations, no connection is available. To connect to an ELO repository, you first have to create a profile. Profiles are managed in the configuration.

1. Click Create profile.

The Create new profile dialog box opens.

2. Enter the name of the repository in the Profile name field.

3. Enter the Indexserver URL. It must follow this syntax: https://<host>:<port>/ix-<repository name>/ix

If an operational Indexserver is found with the correct URL, the message Server available appears below the URL.

4. Click OK to create the profile.

Information: You will see your profile in the Profile management area. Click Configuration > Administration. The Configuration chapter explains how to manage your profiles.

Logon

Your profile is now available. Connect to ELO via the Logon dialog box.

5. Enter your ELO user name in the User field.

6. Enter your ELO password in the Password field.

Optional: If the Show logon options option is enabled, the logon options are displayed.

Optional: If the Log on with the Windows user option is enabled, the Windows user and Windows password are entered automatically. SSO (single sign-on) logon has to be set up in Windows first.

Optional: If the Save password option is enabled, you are logged in automatically the next time you start the ELO Desktop Client. You can save the password for each profile. To see what passwords have been saved, go to the Administration category under Profile management and click the key icon. You can also remove passwords here.

In the Repository area, you will see the name of the connected ELO repository. A checkmark next to the profile name indicates that the repository is available.

7. To connect to the ELO repository, click Connect.

Optional: The first time you log on to the repository, the Functional roles dialog box opens provided that your user account is assigned to a group.

Information: Functional roles allow you to use different sets of rights and permissions for different tasks. Groups can be defined as functional roles in the ELO Administration Console.

In this dialog box, you can choose which functional roles you want to enable. You can save your selection. The dialog box then no longer appears the next time you log on.

The Enable roles function in the User menu allows you to change the roles.

A connection has been established with the ELO repository. The ELO Desktop Client tile navigation opens.