Adding Users Manually

When you add a user manually, you have full control over the login name and password associated with the user. You can also remotely install the client software onto their computer.

To add a user manually open the administrator program (Start | Programs | Softalk Share Server | Softalk Share Server Administrator) and press the New User button. The New User wizard is displayed.

The first page of the New User wizard lets you choose how to add the user. You may either create the user manually, in which case, you will specify the user’s name and login credentials, or you may create the user from the Active Directory. If you choose to create the user manually, the next page shown lets you specify a name and email address for the user.

Enter a name and email address (optional) for the user and press Next.

In the next page, enter an account name for the user. This information is what Outlook uses in order to gain access to the Softalk Share Server. The administrator suggests a suitable account name based on the name you entered in the previous page, but you may change the account name and password to your own choice.

If, in the fisrt page of the New User wizard, you elected to create the user from the Active Directory, the next page shown lets you choose the Active Directory user that you wish to add.

Press the Browse… button. The Select User dialog box is displayed.

Enter the name, or part of the name of the person you wish to add and press the Check Names button. Provided a match for the user can be found in the Active Directory, the Select User dialog box will display the found user, underlined, in the input field. You may only specify one user in this field. Press OK to confirm the user to add.

Regardless of whether you chose to add the user manually, or from the Active Directory, the next page lets you choose whether or not to remotely install the client software for the user.

The client software comprises the store provider DLL files that Outlook requires in order to communicate with Softalk Share Server. The client software may be installed in one of several ways. It can either be installed manually on the client computer, by running Client Setup, or it can be installed using the Remote Client Setup wizard, or it can be installed from the New User wizard. The advantage of installing the client setup from the New User wizard is that, if you are authenticating using Softalk Share Server credentials, it is possible to install the client software immediately, without the remote user having to re-login into Windows.

If you choose to install the client software, the next page lets you choose the computer that you wish to install to.

Select the relevant computer from the drop down list and press Next. The next page lets you choose whether or not to install the client software immediately, or whether to install the software such that installation will complete when the user next logs into Windows.

You may only install now if you are authenticating using Softalk Share Server credentials. The reason for this is because the action of installing remotely to a computer which must authenticate with the Softalk Share Server in order to complete configuration, would require the remote computer to be trusted for delegation, which is considered to be a security risk. For this reason, if the user will be authenticating using Active Directory, you must either install the software manually on the remote computer, or you may install it remotely, ready for installation completion at next login. As such, if the user will be authenticating using the Active Directory, this page will not be shown.

If you select to install the client software now by selecting the Install now radio button, then, in the next page, you must select the user from the drop down list and enter the user’s Windows password, in order to gain sufficient access to their Windows profile on their computer.

If you chose to install the client software the next time the remote user logs into Windows, then you will be prompted to select the appropriate user to install for, from the list of user accounts already on the selected target computer.

Irrespective of whether you chose to install the client software now or at next login, the next page lets you decide how to configure the Softalk Share Server store for the user.

For more information about which configuration to choose, see Store Configurations”.

If you select Primary store, then the next page gives you the option to migrate your data from your existing primary store, which could either be a Personal Folders store or an Exchange store.

Pressing the Finish button will complete the addition if the user and will install the client software, if that is what you chose to do.