Configuring Personal Options

You can configure Personal Options using the Configuration program, or you can set options within Optim™. In either case, you will use the Personal Options dialog.

Using the Configuration Program to Configure Personal Options

You can use the Configuration program to configure Personal Options when you first install and configure Optim.

  1. Open the Configuration program.
  2. In the main window, select Configure Options from the Tasks menu.
  3. Specify an Optim Directory and click Proceed.
  4. Click Skip on the Initialize Security/Change Security Administrator, Enable/Disable the Optim Server Feature, and Enable/Disable the Archive ODBC Feature dialogs to open the Specify Product Configuration File dialog.
  5. Select Create New File or Use Existing File, verify the name of the Configuration File, and click Proceed.
  6. On the Modify Product Options dialog, click Proceed to open the Modify Personal Options dialog.
  7. Click the Personal Options button to open the Personal Options dialog.
  8. Specify the necessary details on each tab in Personal Options.
  9. Choose one of the following:
    • To close the Personal Options dialog without saving your changes, click Cancel.
    • To save your changes and continue using the Personal Options dialog, click Apply.
    • To save your changes and close the Personal Options dialog, click OK to return to the Modify Personal Options dialog.
  10. Click Proceed to complete the process.

Configuring Personal Options within Optim

You can configure Personal Options within Optim after you have installed and configured Optim.

  1. In the main window, select Personal from the Options menu.
  2. On the Personal Options dialog, provide the necessary information on each tab.
  3. Choose one of the following:
    • To close the Personal Options dialog without saving your changes, click Cancel.
    • To save your changes and continue using the Personal Options dialog, click Apply.
    • To save your changes and close the Personal Options dialog, click OK.


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