pub:iview8fe
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pub:iview8fe [2014/03/25 15:53] – [Sign] davis | pub:iview8fe [2018/10/16 17:38] – [Import Documents via data lookup from an external file] kkramer | ||
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====== iView 8 Front End Use ====== | ====== iView 8 Front End Use ====== | ||
+ | ===== Log-In Screen ===== | ||
+ | {{: | ||
- | < | + | **Log-In Window:** |
+ | * Log-In credentials are set by the administrator | ||
+ | * Credential can be: | ||
+ | |||
+ | |1| All active IBMi Profiles | | ||
+ | |2| Individually assigned users | | ||
+ | ===== Screen Areas ===== | ||
+ | {{: | ||
+ | ===== Archive Screens ===== | ||
+ | {{: | ||
+ | {{: | ||
+ | {{: | ||
- | ===== iView Front End Setup ===== | + | ===== Import Documents via data lookup from an external file ===== |
+ | In Archive Configuration, | ||
- | This is the third option | + | Define |
+ | {{: | ||
- | The license key file is uploaded through a dialog at the top. The Zend Server ID that is licensed | + | Then, in the Import Document screen, enter the searchable value in Index field and either click ‘Search in Metadata File’ which it will search from iView metadata file, or ‘Search |
+ | {{: | ||
+ | {{: | ||
+ | {{: | ||
+ | Then Click Submit to import file into the iView archive | ||
- | * **iView Schema**: The name of the iView library, not infrequently IVIEW. | + | ====== Signing Documents Using Signature Capture |
- | * **iView Archive Root**: The root directory of the document store. Usually /iview/. Use leading and trailing slashes. | + | |
- | * **iView Script URL**: The script directory relative to document root. Usually /iview/. Use leading and trailing slashes. | + | |
- | * **Database**: | + | |
- | * **DB User Name**: Name of a user to connect to the DB2 database. | + | |
- | * **DB User Password**: User's password. | + | |
- | * **IBM i5 Server IP:Port**: Use format 999.999.999.999: | + | |
- | * **iView Admin Profile**: *ANYONE or user profile. This profile can configure the archives and administer archive permissions. | + | |
- | * **iMail Library**: library containing iMail, or blank if not present. | + | |
- | * **Jobqueue library/ | + | |
- | * **Log file library/ | + | |
- | * **Maximum upload file size** ( bytes ): Used to set upload_max_filesize. Specify in bytes. | + | |
- | * **Different File Access Profile**: *NONE or profile. If specified iView will adopt the authority of the profile before trying access the document store. | + | |
- | * **Number Of Row Per Page**: In search results the number of documents per page. | + | |
- | * **Show Spool File Attributes** In Searching: If *YES will allow you to search on the external spool file attributes of spool files archived through the engine. Otherwise specify *NO. | + | |
- | * **Required For Search**: Globally enables this feature, which is then configured in the Archive Configuration. | + | |
- | * Default Search **Case Sensitivity**: | + | |
- | + | ||
- | + | ||
- | ===== Archive Configuration ===== | + | |
- | + | ||
- | This is option 4 from the entrance page. | + | |
- | + | ||
- | Select an archive to configure from the pull down list and let the definition load. | + | |
- | + | ||
- | * **Search Results Setup**: | + | |
- | + | ||
- | * **Related Document Setup: | + | |
- | + | ||
- | < | + | |
- | table1: | + | |
- | table2: | + | |
- | </ | + | |
- | + | ||
- | + | ||
- | ===== User Manager ===== | + | |
- | + | ||
- | This is option 6 from the entrance page. | + | |
- | + | ||
- | You must configure access to an archive before anyone, including the administrator, | + | |
- | + | ||
- | ==== iView User Authentication ==== | + | |
- | + | ||
- | iView uses the browser, and thus the Apache webserver, to authenticate. | + | |
- | + | ||
- | Typically, we setup iView to authenticate against the IBM i user profile. This is accomplished by adding the following stanza to the Zend Server Apache configuration file: / | + | |
- | + | ||
- | < | + | |
- | & | + | |
- | | + | |
- | | + | |
- | | + | |
- | | + | |
- | | + | |
- | & | + | |
- | </ | + | |
- | + | ||
- | All this mechanism does is authenticate to the browser a particular user name. | + | |
- | + | ||
- | Please remember that password authentication alone is not adequate protection for a web application accessible from the general internet. | + | |
- | + | ||
- | + | ||
- | ==== User Manager Profiles ==== | + | |
- | + | ||
- | The iView user manager matches the user name authenticated to the browser to a set of permissions. The user profile in iView is not per se connected to any profile object on any system. It is a user name that the browser authenticates. | + | |
- | + | ||
- | In practice on an IBM i system, using the above Apache configuration with user names that exist on the IBM i allows web users to authenticate using their greenscreen user profile and password. | + | |
- | + | ||
- | ==== Work with Profiles ==== | + | |
- | + | ||
- | To create a profile, you may select a profile from the IBM i profile list (which may not be complete, depending on the access your current authenticated profile has to IBM i *USRPRF objects), or may type any name. You may optionally type a description, | + | |
- | + | ||
- | ==== Work with Groups ==== | + | |
- | + | ||
- | You may create a user group by typing the name and clicking the < | + | |
- | + | ||
- | Once the group and a user exists, you may add the user to the group by selecting the user from the pull downlist for the group and clicking < | + | |
- | + | ||
- | {{: | + | |
- | + | ||
- | A user can be removed from a group by mousing over the user name and clicking on the ' | + | |
- | + | ||
- | You can delete a group by mousing over the group name and clicking on the ' | + | |
- | + | ||
- | ===== Work with Access ===== | + | |
- | + | ||
- | The access section allows you to control access by users and groups to an archive. | + | |
- | + | ||
- | To add access, select the user or group from the pull down list and click < | + | |
- | To remove a user or group from access, mouse over the user/group name and click the ' | + | |
- | + | ||
- | {{: | + | |
- | + | ||
- | Once a user/group has access to an archive, you may change the access to be read (r) or read/write (rw). Read/write access allows the user/group to delete single documents from the archive from the search results screen. | + | |
- | + | ||
- | ===== Archive Maintenance ===== | + | |
- | + | ||
- | Select an archive to perform archive maintenance. The specific maintenance to traverse the archive annotation file and purge records that have no existing associated archived document. | + | |
- | + | ||
- | ===== Content Manager ===== | + | |
- | + | ||
- | This feature provides configuration to iView that allows it to attempt to instruct the browser how to handle the archived document. | + | |
- | + | ||
- | * **File Extension**: | + | |
- | * **Content Type**: Specify the **internet media type**. See [[http:// | + | |
- | * **Disposition**: | + | |
- | + | ||
- | ===== Searching for and Displaying Archived Documents ===== | + | |
- | + | ||
- | ==== Search ==== | + | |
- | + | ||
- | To search for an archived document, take: | + | |
- | + | ||
- | Option 1: | + | |
- | + | ||
- | Then **select the archive** from the list of archives to which you have read access. | + | |
- | + | ||
- | At the search screen, **specify search criteria** for the define meta data fields and/or the external spool file attributes. | + | |
- | + | ||
- | You may use a **wildcard** * (asterisk).{{: | + | |
- | + | ||
- | Whether or not the search is **case sensitive** by default depends on the global setting in iView setup. You may toggle that setting using the Case Sensitive Search checkbox at the top left. | + | |
- | + | ||
- | If you wish to see the results in a particular order then select a sort sequence. You can select multiple sort fields. | + | |
- | + | ||
- | ==== Results ==== | + | |
- | + | ||
- | In the results listing, clicking on the file name should open the archived document in a separate browser tab. This behavior may vary per browser. | + | |
- | + | ||
- | Use the related documents link to execute the search just performed across all the archives defined as related to the current archive in the archive setup. If this has not been setup then the related document search should be empty. | + | |
- | + | ||
- | Use the email link to originate an email, with this document as an attachment, from the IBM i via iMail. The iMail library must be provided in iView Setup. iMail is a module of [[http:// | + | |
- | ===== Signing Documents Using Signature Capture ===== | + | |
==== Setup ==== | ==== Setup ==== | ||
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* **Change the storage format**: from ***PDF** to ***PDFSIG** | * **Change the storage format**: from ***PDF** to ***PDFSIG** | ||
- | * **Specify meta data field**(s) used to search for documents to sign ( **SIGTAG** ). | + | * **Specify meta data field**(s) used to search for documents to sign in the archive definition {{: |
* **Setup printing**. Specify one outqueue by entering it {{: | * **Setup printing**. Specify one outqueue by entering it {{: | ||
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* **Navigate to the document**: Use the main page option 2, then search for the document. ( The search field(s) are the meta data fields with the **SIGTAG** switch set to Y ). The document should open in the signature capture app. | * **Navigate to the document**: Use the main page option 2, then search for the document. ( The search field(s) are the meta data fields with the **SIGTAG** switch set to Y ). The document should open in the signature capture app. | ||
* **Click on the ' | * **Click on the ' | ||
- | * Click the **sign** | + | * Click {{: |
- | * **Sign the document** with your mouse, stylus or finger. | + | * **Sign the document** with your mouse, stylus or finger. |
- | * Click **save** | + | * Click {{: |
* **Optionally print** the signed document by clicking {{: | * **Optionally print** the signed document by clicking {{: | ||
* **Optionally email** by clicking the {{: | * **Optionally email** by clicking the {{: | ||
* Click {{: | * Click {{: | ||
+ | |||
+ | ==== Archive Structure ==== | ||
+ | |||
+ | Documents in pending signature status can not be searched for in the regular archive, and vice versa. Clicking {{: | ||
+ | |||
pub/iview8fe.txt · Last modified: 2022/06/25 17:02 by 127.0.0.1