====== Installation ====== [[[start | Up to Main Menu ]]][ [[softwareoverview | Prior Topic - Software Overview ]]] ===== Media ===== iDocs is available via **web download** from inFORM Decisions’ web site [[http://www.informdecisions.com|www.informdecisions.com]]. The [[http://www.informdecisions.com/customers.asp|web download]] and update procedure is recommended as the most efficient method to receive the latest and greatest version from inFORM. ===== Environment ===== iDocs 4.02 requires **V5R2**.
iDocs 5.00 requires **V5R4**. Access to the iSeries IFS shared folders will be necessary. inFORM software products may be used with virtually any laser printer with HP compatibility. Specifically, check with your laser printer manufacturer’s documentation to see if the printer is **HP PCL 5e compatible**. Since inFORM products are taking advantage of the ASCII print capability of the iSeries, there is no need to be concerned with expensive EBCDIC converters, emulators and alike. Network (ethernet) laser printer connections are fine. Your inFORM Sales Rep should review your print environment with you prior to installation. ===== Installation Instructions ===== ==== Upgrading From Older Releases ==== If you are upgrading from a release of iDocs prior to version 4.0 you will need to obtain updated registration codes for iDOCS and iCHECKS. Additionally, if you are upgrading from a release of iMail prior to IMAIL 3.00 an updated registration code is also required. Contact inFORM Decisions for these codes, which will be based on you iSeries serial number. Your serial number may retrieved by issuing the command below: **DSPSYSVAL QSRLNBR** ==== Installation From The Web ==== Connect to our web site at http://www.informdecisions.com and locate the link customers only. You will be prompted for a user number and password. Please contact inFORM Decisions for the your current customer number and password. Select the link Software Downloads and Updates, and on the proceeding page select iDocs (iCHECKS included). Lastly, select the ‘Download Software’ button associated with the iDocs Suite. Save the file to your Windows Desktop. Create the library on your i5/iSeries called IDOCSSETUP: **CRTLIB IDOCSSETUP** Unpack the downloaded archive IDOCSSAVF.ZIP (**the name varies**) to a directory on your C: drive called C:\IDOCS. From the window’s screen select start, run and type ‘COMMAND’ in the run window. Change to the IDOCS subdirectory: **CD C:\IDOCS** The archive contains a .SAVF file, the i5 savlib file. **This file may be named variously depending on the release.** It is referred to in this article as idocssavf.savf or the savefile IDOCSSAVF. Upload this file to your System i server. Issue the following command to ensure that the IBM i FTP server is currently running: **STRTCPSVR *FTP** PC file name: c:\idocs\idocssavf.savf
i5/OS savefile name: idocssetup/idocssavf First - create the savefile on the IBM i: **CRTSAVF IDOCSSETUP/IDOCSSAVF** Second - upload the pc file into the i5 savefile: 
C:\IDOCS> ftp
ftp> open system name or ip address
ftp> (user) qsecofr
ftp> (password) password
ftp> binary
ftp> quote site namefmt 1
ftp> cd /qsys.lib/idocssetup.lib/
ftp> put c:\idocs\idocssavf.savf idocssavf.savf
ftp> quit
Log on your System i server as QSECOFR. If upgrading: * End all engines. * Use **WRKOBJLCK OBJ(FMG) OBJTYPE(*LIB)** to view object locks on FMG. End all jobs and remove FMG from all user library lists. If you have an existing library FMGOLD, you must rename or delete it. The iDocs file upgrade routine (COPYDATA) presumes that the prior iDocs version be in a library named FMGOLD: * **WRKLIB FMG*** to view iDocs libraries. * Use **RNMOBJ OBJ(FMGOLD) OBJTYPE(*LIB) NEWOBJ(FMGOLD1)** to rename FMGOLD to something else, OR * Use **DLTLIB LIB(FMGOLD)** to delete FMGOLD. Rename your __current__ production version of iDocs: **RNMOBJ OBJ(FMG) OBJTYPE(*LIB) NEWOBJ(FMGOLD)** ==== Restore Instructions for Specific Releases ==== === iDocs Release 5.00 (Obsolete, see 5.02/5.03/5.04 below)=== Restore the new version:\\ **RSTLIB SAVLIB(FMG) DEV(*SAVF) SAVF(IDOCSSETUP/IDOCSSAVF) MBROPT(*ALL) ALWOBJDIF(*ALL) FRCOBJCVN(*YES)** Two objects will not restore from the save file. This is normal and is no concern. 
                     Objects Not Restored To Library FMG                 

   Object      Object               Owner
   Name        Type      Attribute  Name                                  

   FXRSHIFT    *PGM      RPGLE      QSECOFR 
   QZHBCGI     *SRVPGM   CPPLE      QSECOFR                               

Restored 2063 objects from FMG to FMG, 2 not restored, 0 excluded
**Installing Fix Packs** - Starting with iDocs 5.0, inFORM Decisions releases cumulative fix packages. These may be found on the ftp server ftp.informdecisions.com, in the directory /iDocs. The packages are named similarly to **iDocs5.00-CumulativePatches-2009.03.11-1501.zip** The above example being the cumulative patch file built on March 11th, 2009 at 3:01pm. * Unpack the downloaded PTF500.ZIP (the name varies) to a directory on your C: drive called C:\IDOCS. * To install do the following: 
CRTSAVF QGPL/PTF500
* Upload to library QGPL using binary FTP 
C:\IDOCS> ftp
ftp> open system name or ip address
ftp> (user) qsecofr
ftp> (password) password
ftp> binary
ftp> quote site namefmt 1
ftp> cd /qsys.lib/qgpl.lib/
ftp> put c:\idocs\ptf500.savf ptf500.savf
ftp> quit
* then follow the insructions in the readme.txt file included with the ptf file download. The restore instructions differ per version. Make certain that the iDocs library (FMG) is the first library in the library list that contains copies of the iDocs files, i.e. make certain that there are not older versions or copies of iDocs above the main iDocs library in the library list. Use **DSPLIBL** to confirm. * The iDocs ptf installer, UPDATE, uses QShell, an IBM licensed program product. If this product is not installed on your iSeries, the "//Command STRQSH in library *LIBL not found//" error will occur. To install QShell: 1. Locate the operating system installation CD's from IBM.\\ 2. Put the first possible CD that contains QShell in the CD drive -- that's not the first CD but one of the later ones. There is no way to determine which CD contains QShell other than to call IBM support.\\ 3. Log on as QSECOFR and install licensed program product 5722SS1 option 30 QShell.\\ 4. Re-apply the latest cumulative PTF package so that PTF's for QShell are installed. A re-IPL should not be required.\\ \\ Alternately, you can install the objects in to a separate library, such as FMGUPD, and run with this library at the top of the library list until you are confident that all is well. The UPDATE program checks an object about to be updated and if it exists moves it to the archive library, deleting any object of the same name and type existing in the archive library. It then moves the new object from the installation library to the production library. At the end of the procedure the installation library (PTF500 in the above example) is empty save for the UPDATE command and program objects. === iDocs Release 5.02/5.03/5.04 === Restore the new version:\\ **RSTLIB SAVLIB(FMGLOAD) DEV(*SAVF) SAVF(IDOCSSETUP/IDOCSLOAD) MBROPT(*ALL) ALWOBJDIF(*ALL) FRCOBJCVN(*YES) RSTLIB(FMG)** There are no service packs to install at this time. See the specific release notes below: ===== Completing the Install Process ===== If upgrading from older release: * Please refer to the information above regarding the FMGOLD library. * Put the new library in the library list: **ADDLIBLE LIB(FMG) POSITION(*FIRST)** * Copy user definitions from the old library to the new if an upgrade: type **COPYDATA** and press **F4**; Specify the source and destination libraries. Normally **FMGOLD** and **FMG** Note: If COPYDATA command is not promptable enter CALL FMG/COPYDATA instead \\ **If you have created any user output queues or files in your iDocs library you will have to save them and manually restore to the new iDocs library. The COPYDATA procedure will NOT copy user created objects.** \\ If this is a new installation: * Create the folder "FORMFMG”: **CRTFLR FLR(FORMFMG) AUT(*ALL)** * Check the system directory using the **WRKDIRE** command and give all user profiles that will work with iDocs or run the engines a directory entry. **ADDDIRE USRID(USERPROFILE LCLSYSTM) USRD('UserProfile description') USER(USERPROFILE)** You may now delete the IDOCSSETUP library and the savefile it contains. You should now run the [[start#ipdf | iPDF]] setup program if you purchased iPDF PCL to PDF converter. At this time if you run with iPDF non-standard configuration review your /ipdf/ipdf.cfg file and note the iPDF run settings. Then, with FMG at the top of the library list (and logged on as QSECOFR): **IPDFSETUP LIBRARY(FMG)** Note that IPDFSETUP will delete and recreate the /ipdf directory including the iPDF configuration file ipdf.cfg. You can then edit the new iPDF configuration file (/ipdf/ipdf.cfg) and set the run parameters to match your prior version. If you purchased [[start#iMail | iMail ]] it will also need to be configured. COPYDATA should copy the iMail configuration settings into the new library but the settings should be reviewed after upgrade. iMail note: Prior to using *XLS to send a database in Excel format, the command IMAILIFS needs to first be issued to install the Java dependencies used to create the Excel file form the DB2 database. The syntax for the command is: \\ \\ IMAILIFS LIB([YourSourceLibrary]) \\ \\ The basic installation / upgrade is complete. If you run other products of inFORM Decisions please consult the documentation for those products. The installation library (PTF500 in this example) may be deleted at the completion of the procedure. ===== Notes & Issues with Specific Releases ===== ==== 5.02 ==== This release changed the way overlay names are stored in the tables. The filenames are now stored with an extension, matching the actual extension in the filesystem. If the overlays fail to convert during COPYDATA you can use these two sql commands through the STRSQL command interpreter to fix the issue: '' UPDATE FMG/FRMTMULD SET MDEXT = 'MAC' WHERE MDDOC <> ' ' \\ UPDATE FMG/FRMTMULD SET MDBEXT = 'MAC' WHERE MDBDOC <> ' ' \\ '' ==== 5.02/5.03/5.04 ==== There are no ptf's required for these releases. One of the 'features' of iDocs 5.02/5.03/5.04 was that Global offset and form application x/y positioning adjustments now are functional. In previous releases these offsets where ignored. Unfortunately, since they are now functional, any value specified will now impact the current mapping alignment. Do an F15 on the form or check application screen to determine if there is a global adjustment value specified. Examine the individual form and check applications for x/y adjustments. Test all forms for proper alignment ==== 6.00 ==== For iDocs 6 and later, set the data area **DSLIB** to the name of the library as installed on your disk. If iDocs is installed in library IDOCS600: **CHGDTAARA DTAARA(IDOCS600/DSLIB) VALUE(IDOCS600)** If Smart Routing is being used, run these commands to copy data from an older release: 
CLRPFM IDOCS6/FRMEDBEX to clear data in new smart routing file
CALL FMR1207 PARM('WFB' 'IDOCS6') to copy data from old file FRMDBEX and FRMDBEXO to new file FRMEDBEX

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