REPORTS 7 Admin Guide

262 Pages·2016·3.59 MB·English

Robot REPORTS 7
Administrator Guide
COPYRIGHT INFORMATION
Copyright © HelpSystems, LLC. All rights reserved.
Robot is a division of HelpSystems.
www.helpsystems.com/robot
U.S.: [phone]
Outside the U.S.: [phone]
Robot Technical Support email: [email protected]
OPAL, OPerator Assistance Language, Robot ALERT, Robot AUTOTUNE, Robot CLIENT, Robot CONSOLE, Robot CORRAL, Robot CPA,
EASY VIEW, Robot LPAR, Robot MONITOR, Robot NETWORK, Robot Browser Interface, Robot REPLAY, Robot REPORTS. Robot SAVE,
Robot SCHEDULE, Robot SCHEDULE Enterprise, Robot SECURITY, Robot SPACE, Robot TRANSFORM, Robot TRAPPER, and Robot
UPS are trademarks or registered trademarks of HelpSystems, LLC in the United States and other countries.
IBM, AS/400, OS/400, System i, System i5, i5/OS, Power Systems, iSeries, AIX, and PowerLinux are trademarks or registered trademarks of
International Business Machines Corporation in the United States and/or other countries.
Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other
countries.
All other product and company names are trademarks of their respective holders. For third-party conditions and disclaimers, see the Release
Notes in the product directory.
Contents
 Introduction Robot REPORTS: The Total Solution For Report Output .......................10
How Robot REPORTS Works ..................................................................14
 Getting Around Overview ..................................................................................................18
Standard Panel Features and Function Keys ............................................20
Robot REPORTS Navigator .....................................................................21
Option Menus ...........................................................................................22
Finder Panels ............................................................................................23
Add/Copy/Delete Window .......................................................................24
 Report Sets Report Sets ...............................................................................................27
Robot GUIDE for Automated Report Setup .............................................32
Changing Robot GUIDE Defaults .........................................................33
Creating and Maintaining Report Sets .....................................................35
Maintain Report Sets Display ................................................................36
Report Set Search Options ....................................................................37
Accessing the Report Set Panel .............................................................38
Report Set Detail ...................................................................................39
Report Processing Codes .......................................................................40
Report Distribution ................................................................................41
Report Archiving ...................................................................................42
Accessing the Report Set Text Panel .....................................................45
Report Set Text ......................................................................................46
Accessing the Maintain Report Name Panel .........................................47
Report Names ........................................................................................47
Maintaining Report Names ..................................................................48
Accessing the Report Name Panel ........................................................49
Report Name Detail Display ....................................................................50
Selecting an OPAL Processing Type ........................................................51
Identifying Which Spooled Files to Process ............................................52
Comparison Information—Spool File Attributes .....................................54
Comparison Information—Report Title Search .......................................55
Accessing the Report Bursting Instructions Panel ...................................56
Bursting Instructions ................................................................................56
Report Bursting Instructions .................................................................57
Report Bursting Instructions Display ....................................................58
Defi ning Report Bursting Instructions .................................................59
Example —Defi ning Report Bursting Instructions ..............................60
Accessing the Report Distribution Display ...........................................63
Report Distribution ...................................................................................63
Maintain Report Distributions Display .................................................64
Maintain Report Distributions Options .................................................66
Report Distribution Search Options ......................................................67
Accessing Distribution Options .............................................................68
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Contents
 Report Sets Overview of Output Options ....................................................................69
Report Distribution Output Options—View, Both, Print, and Microfi che
(cont.)
70
Report Distribution Output Options—Client, PDF, HTML, and
Transform .................................................................................................71
Output Code—View .................................................................................72
Output Code—Both ..................................................................................73
Output Code—Print; Bundle Code Yes ....................................................74
Output Code—Print; Bundle Code No .....................................................75
Output Code—Microfi che ........................................................................76
Output Code—Client ................................................................................77
Output Code—PDF and HTML (Robot CLIENT)...................................80
Output Code—PDF and HTML (Robot ALERT) ....................................81
Output Code—Transform (Robot TRANSFORM) ..................................83
Report Distribution Overrides ..................................................................84
Report Distribution Overrides—Exception Distribution Options ............86
Distribution of Reports to Special Printer Devices ..................................87
Creating Laser Commands to Fax Reports Using FAX*STAR ...............87
Sending a Single Report by Fax ..............................................................88
Accessing the Report Banner Page Options .............................................90
Banner Page Entry ....................................................................................90
Banner Page Instructions ..........................................................................91
Banner Page Output ..................................................................................92
Accessing the Link to Robot SCHEDULE ..............................................94
Scheduling ROBOT Jobs ......................................................................94
Scheduling Robot REPORTS Set Processing on Robot SCHEDULE ..95
Confi rming that Robot SCHEDULE is using Robot REPORTS for
Distribution ...............................................................................................96
Accessing the Report Set Copy Display ................................................97
Report Set Copy .......................................................................................97
Report Set Copy Display ..........................................................................98
 Advanced Advanced Report Sets ............................................................................101
Report Sets Accessing Advanced Report Options .....................................................103
Report Print File Overrides ....................................................................104
Accessing the Maintain Report Indexes Panel .......................................105
Report Indexes ........................................................................................105
Maintain Report Indexes Display ........................................................106
Report Index Detail .............................................................................107
Accessing the Maintain Report Views Panel .......................................108
Report Views ..........................................................................................108
Maintain Report Views Display ..........................................................109
Report View Search Options ...............................................................110
Report View Detail ..............................................................................111
Display Report Using View .................................................................112
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Contents
 Advanced Tips for Transferring Reports to Clients ..............................................113
Report Sets View OPAL ..........................................................................................113
OPAL Code Entry for Report Views ...................................................115
(cont.)
OPAL Code Entry for Changing a Report into a Spreadsheet .............116
OPAL Code Entry to Highlight Report Views.....................................117
Edit Profi les for Object Authority .......................................................118
Report View Security ..........................................................................118
Accessing the Maintain Report Segments Panel .................................119
Report Segments .....................................................................................119
Using OPAL Report Segments ............................................................120
Maintain Report Segments Display .....................................................121
Report Segment Search Options ..........................................................122
Report Segment Detail Display ...........................................................123
Edit Profi les for Object Authority ..........................................................125
Report Distribution .................................................................................126
Accessing the Report Distribution Display .........................................126
Accessing the Report Banner Page Options ........................................127
Banner Page Entry ...............................................................................127
Resegmenting a Report .......................................................................128
Resegmenting a Report .......................................................................128
Scan/Replace OPAL Values .................................................................131
Scan/Replace OPAL Values — Column Shift ..................................133
 Report Set Report Set Objects ..................................................................................136
Objects Laser Commands ....................................................................................137
Accessing the Maintain Laser Command Names Panel ......................137
Maintain Laser Command Names .......................................................138
Laser Command Name ........................................................................139
Laser Command Entry .........................................................................140
Maintaining Exception Distribution Objects ..........................................141
Exception Distribution Maintenance ...................................................142
Exception OPAL Detail .......................................................................143
Scan/Replace OPAL Values .................................................................144
OPAL Tables ...........................................................................................145
Maintain OPAL Tables ........................................................................145
OPAL Table Detail ...............................................................................146
OPAL Table Elements .........................................................................147
Report Programs Changed Listing ......................................................148
 Recipient and
Recipient and Distribution Lists .............................................................149
Distribution Overview .............................................................................................151
Lists Recipient Lists ........................................................................................152
Accessing the Maintain Recipients Display ........................................152
The Maintain Recipients Display ........................................................153
The Recipient Detail Display ..............................................................155
Recipient Bundling Options — Printing Information .........................156
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Contents
 Recipient and Recipient Bundling Options — Packet Index .....................................157
Distribution Packet Index Output ............................................................................158
Recipient Bundling Options—Stop Reports .......................................159
Lists (cont.)
Recipient Reports Panel ......................................................................160
Using the Recipient Reports Panel ......................................................161
Displaying Reports For a Recipient—REPDSPREC Command ........162
Copying Another Recipient’s Distribution—REPCPYDST Command ....
163
Delete a Recipient—REPDLTREC Command....................................163
Maintain Recipient on Distribution Lists ............................................164
Distribution Lists ....................................................................................164
Maintain Distribution Lists Panel ........................................................165
Distribution List Detail Display ..........................................................167
Maintain Distribution List Recipients Display ....................................168
 Report History
Complete Report History ........................................................................171
Accessing Report History ....................................................................172
Report Processing History Display .....................................................173
Report Processing History Display — Additional Information .......174
Report Processing History Display—Search Options ......................175
Report Processing History Display — Options Menu .....................176
Report Processing History Detail .....................................................177
Report Archive History .......................................................................178
Report Archive Status ..........................................................................180
Restoring A Report From Archive ......................................................181
Report Archive Options .......................................................................183
Report Access History ............................................................................184
Report Access History — Search Options ..........................................186
Report Access History Detail ..............................................................187
Delete Report Processing and Access History .......................................188
 Report Control
Report Control ........................................................................................193
Report Archiving ....................................................................................195
REPMVTODSK Command ...................................................................197
Short-Term and Long-Term Archive Operations....................................197
Report Bundling .....................................................................................197
Operations Checklist ..............................................................................198
Tape Management Checklist ..................................................................200
Accessing Report Control ......................................................................201
Starting and Stopping Output Queue Monitoring Manually ..................202
Maintaining the Output Queue List .....................................................203
Restarting Output Queue Monitoring Manually—REPSTRQMON ...204
Run Users Jobs—REPRUNSET .........................................................205
Process Spool Files—REPPRCSET ...................................................206
Report Archiving—REPARCHIVE ....................................................207
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Contents
Report Control—Report Archiving ........................................................207
Report Archiving with Robot SAVE—REPARCSAVE ......................208
Report Bundling ....................................................................................209
Report Bundling by Recipient .............................................................210
Report Bundling by Command ............................................................211
 Administrative Holding a Report Set ..............................................................................212
Administrative Reports ...........................................................................215
Reports
Accessing Administrative Reports ......................................................216
Setup Information Reports ..................................................................217
Report History Selection .....................................................................218
Archive Reports Selection ...................................................................219
 System Setup
and Security System Setup and Security .....................................................................222
System Setup ..........................................................................................223
Accessing System Setup ......................................................................224
System Setup Without Robot SAVE—Short-term Storage .............225
System Setup Without Robot SAVE—Long-term Storage .............226
System Setup Without Robot SAVE—Other Options ......................227
System Setup—Other Defaults ...........................................................228
System Setup—Robot CLIENT Email Options ..................................230
System Setup—Robot ALERT Email Options ....................................231
System Setup with Robot SAVE .........................................................234
Setting Up Robot SAVE for Archiving ...............................................235
Archiving to Optical ............................................................................237
Accessing HFS Volume Group Maintenance ......................................238
Maintain Volume Groups Display .......................................................239
Volume Group Detail ...........................................................................240
Volumes within a Volume Group Display ...........................................241
Accessing Robot REPORTS Security .................................................243
System Security ......................................................................................243
Maintain Secured Objects Display ......................................................244
Secured Objects Table .........................................................................245
Report Segment and View Security —Record Level ..........................246
Report Segment and View Security .....................................................247
Robot REPORTS Security—Object Level ..........................................248
 Appendix
Getting the Printed Output You Want ..................................................250
The Eff ect of Processing Method on Print File Overrides ..................250
Changing Page Size Attributes ............................................................252
REP530—Display Indexed Documents ..............................................253
 Index
Index .......................................................................................................255
Page 7
Notes:
Page 8
Introduction
Page 9
Introduction
 Robot REPORTS: No other area is more costly or labor intensive in operating the IBM®
eServer™ iSeries™ than managing report output. Which means there is no
The Total Solution
other area where the payback in automating these duties is greater.
for Report Output
Report management includes many tasks—running and printing reports,
bursting and sorting the resulting stacks of paper, and delivering the
reports to the recipients. After reviewing their reports, recipients have to
store them. When they need to look up historical information, they have to
fi nd and retrieve reports again and again.
Robot REPORTS is designed to be a total solution to a specifi c problem—
the high cost of report management.
 Report Viewing Robot REPORTS provides elegant report viewing features that will make
report users want to throw out paper reports and switch to report viewing.
There’s no need for special equipment. Robot REPORTS’ viewing works
on any workstation.
Authorized users can reformat their reports by eliminating, moving, or
copying report columns. They can save their new viewing defi nition into
report views. Security can be put on report views so that access to certain
columns can be restricted to authorized users.
Page headings and columns can be frozen during windowing and scrolling
just like Lotus™ or Excel™ spreadsheets. Scan functions make it easy
to fi nd action items fast. Report information that exceeds management
control thresholds can be highlighted in one of 26 designer colors.
You can format report views to Portable Document Format (PDF), which
can be viewed and printed by any computer that has the free Adobe
Acrobat Reader installed. You also can format report views into HyperText
Markup Language (HTML) for use on the Internet.
In addition, Robot REPORTS allows you to create Report Notes. Notes
allow you to add information to a report that is useful to yourself and
others. You can set up each note to be viewed by you only, everyone who
receives the report, or you can create a list of recipients.
These features will have users moving toward a paperless offi ce quickly.
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