If you start singing the praises of multiple identities to your psychotherapist, you’ll definitely get her to sit up and take notice—and probably not in a good way. But make the same comments among a group of Microsoft Office power users and, if you get any response at all, it will come in the form of a knowing nod or an agreeing grunt. When Microsoft refers to multiple identities it’s talking about an Entourage feature that lets several members of a family, school, or work circle use the same program on the same Mac—but maintain independent calendars, email accounts, mailing list info, rules, messages, preferences, signatures, to do lists, address books, and so on.
You’ll find reference to these identities throughout the Office 2008 suite. For example, the currently selected Entourage identity is the source of names for the AutoText feature in Word, as described on Setting up an AutoText entry. (That’s also why you can’t edit or switch identities while Word, Excel, or PowerPoint are open. They depend on the currently active Entourage identity for some of this information.)
To some extent Mac OS X makes the identities feature obsolete. After all, it’s typical now for everyone who shares a Mac OS X machine to sign in with a name and password—and therefore each person’s mail, calendar, and other information is already separate. Still, there’s nothing to stop you from using Identities on Macs configured with but one user account (because it’s just you and a spouse, say, with no secrets from each other), or when you want to create different identities for yourself (a Work and a Home collection of email, for example). For more detail on handling multiple users and identities, see the box below.
UP TO SPEED: Identities vs. Multiple Users in Mac OS X
Identities are for convenience, not security—that is, they’re not guarded by passwords. Anyone sitting in front of your Mac can switch among your Entourage identities at will, read your email, modify or delete your contacts, calendar items, or even delete your identity altogether.
To protect your data with a password, you should set up individual accounts for each person who uses your Mac, instead of using Entourage identities. At its core, Mac OS X is a multiuser operating system, and each account holder has his own desktop, Documents folder, programs, bookmarks, music and picture collections, and more—all of which can be protected from other people who use the same machine. You set up user accounts in the → System Preferences → Accounts panel. See the Mac OS X Help menu for more details.
If you’ve already set up identities in Entourage before you’ve created Mac OS X user accounts, more work is involved to move one of those identities into your newly created user account. Each identity that you’ve created is represented by its own folder in the Home → Documents → Microsoft User Data → Office 2008 Identities folder of whoever first set up Mac OS X.
To straighten out your folder setup, you can move the identities to other Mac OS X users. First, log in as the Mac OS X user who has the Entourage identities you want to move. Find the appropriate identity folders within your Office 2008 Identities folder, and then drag (or copy) them to your Home → Public folder.
Next, log in from your new account. Then navigate to your Public folder and copy the appropriate identity folders to this new account. The next time each of these Mac OS X users opens Entourage, the copied identity will be in place, revealing only that person’s email, calendar, and so on.
When you first set up Entourage, you get a single identity. (Of course, you can have multiple email accounts within that identity.) To create a new identity, proceed like so:
Quit all Microsoft Office programs except Entourage. In Entourage, choose Entourage → Switch Identity (Option-⌘-Q).
(Just be careful not to hit Shift -⌘-Q, which logs you off your Mac!)
Entourage asks you if you really want to switch identities.
Click Switch.
The identity management window opens (Figure 11-33). In this window, you can create, rename, or delete a selected identity (or quit Entourage). Be careful before you delete an identity. Once an identity’s gone, you can’t retrieve any of its information.
If you turn on “Show this list when opening Entourage,” Entourage gives you a tidy list of identities each time you start up the program, making it easy to specify which identity to use for that session.
Figure 11-33. Any identities that you create in Entourage show up in this window. Use the three buttons along the right-hand side to create a new one, change a name, or delete an identity you’ve outgrown. When you delete an identity you delete all of its Entourage data: messages, calendar, address book, and so on.
The small New Identity window pops up.
Type a name for your new identity.
Choose a descriptive name for the new identity.
Follow the Entourage Setup Assistant.
Once you’ve chosen a name for your new identity, Entourage asks you if you want it to be your default email program. Your reply here actually changes a system-wide setting in Mac OS X, so this choice will apply to all your Entourage identities.
POWER USERS’ CLINIC: Take Your Entourage on the Road
If it’s time for a trip and you have to leave your main computer at home, consider packing your Entourage identity along with you. Locate your identity in your Home → Documents → Microsoft User Data → Office 2008 Identities folder and copy it to the same folder on your laptop, where you can fire up Entourage and experience the comfort of your entire Entourage world—email, calendar, and address book, To Do list—just as you left it at home.
If you’re traveling without portfolio—or without laptop—just copy the identity to a USB flash drive. When you reach your destination, transfer it to another Mac running Office 2008 and enjoy your familiar Entourage surroundings no matter how far from home you find yourself. When it’s time to head home copy your identity back to the USB drive for the journey.
While you’re enjoying this home-away-from-computer-home lifestyle, you’ll be able to receive all your email without a problem. Depending on your SMTP, or outgoing, email server you may or may not be able to send mail without making some adjustments to your account setup. If you use .Mac or Gmail for sending mail, you won’t have any problem. And, as all savvy travelers know, there’s always Web mail.
When you find yourself safe and sound back home once again, transfer the identity one more time back to your main computer, where it replaces the old version of itself in the Office 2008 Identities folder and continues handling your email, calendar, and contacts without you ever having experienced an anxiety-filled day of separation from your Entourage life.
After you choose Yes or No, Entourage walks you through the Entourage Setup Assistant to create your new identity—a process identical to what you did when you first set up Entourage (see Setting Up Entourage). When you’re done, Entourage opens its main window, displaying that familiar “Welcome to Entourage 2008” mail message in your new Inbox.
UP TO SPEED: A Quick Filter Find
Entourage’s Search is a simple tool to use, but for even quicker searches use the Quick Filter. Located in the upper right of the Entourage window, this straightforward find function lets you rapidly search, for example, the email folder you’re currently working in (see Figure 11-34). If you don’t see it, choose View → Show Quick Filter (or Calendar → Show Quick Filter if you’re in the calendar view).
To use it, first set your search criteria in the pop-up menu (or menus). Then type what you’re looking for in the search box. As you type, Entourage filters the list of items, narrowing it down further the more you type. The email Quick Filter lets you search by Subject, From, To, Category is, or Project is. Look through messages related to a specific project or category, or ask the second pop-up menu to search for matches that either contain or begin with the letters you’ve typed. This is a handy tool, especially if you can’t remember if the message came from Mr. Brashear or Mr. Shear.
Other Entourage views (Notes, Tasks, Address Book, and Calendar) have a Quick Filter in the same place, with various pop-up menus that let you tailor your search for those kinds of items.
Figure 11-34. Anytime you want to find something in one of Entourage’s list views, resist the temptation to just start scrolling through the list. Instead, type a few letters of what you’re looking for in the Quick Filter and let Entourage swiftly sift a few likely suspects from your prodigious stockpile of information.
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