pub:quickstart
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+ | ====== Quick Start Guide for iDocs ====== | ||
+ | {{wiki: | ||
+ | ---- | ||
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+ | ===== Introduction ===== | ||
+ | inFORM Decisions has provided this Quick Start Guide to present the step by step procedure, for iSeries electronic document composition, | ||
+ | |||
+ | This Quick Start Guide will describe the standard merge and print operations with designer, iMap and iDocs print merge, and thus a simple overview of the setting up of a form applications. | ||
+ | |||
+ | The set up of a form application with design, mapping and merging is typically the very first step to implementing electronic document output and management. | ||
+ | |||
+ | There are three primary steps to setting up a Form Application (which could also be referred to as a Form " | ||
+ | 1. Designing the form | ||
+ | 2. Mapping the spool data to the form | ||
+ | 3. Integrating the Form into iDocs on the iSeries/ | ||
+ | |||
+ | Lets begin. | ||
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+ | |||
+ | ===== Forms Design - Step 1 ===== | ||
+ | |||
+ | From iDocs version 4.0 and above, users can draw or compose a form overlay with most Windows compliant forms design softwares. | ||
+ | |||
+ | With inFORM’s Designer, the user is given a choice of tools to design a form, with labels, boxes, lines, etc. | ||
+ | |||
+ | {{pub: | ||
+ | |||
+ | To add new text to your form, select the Text button on the “docked” toolbar and click on the form where you want the desired text to appear. Type in the text and edit the font by right clicking on the text. Once the Text button has been selected, a selection of various fonts and font sizes becomes visible and available to the user. | ||
+ | |||
+ | To add a new line to your form, select the Line button on the “docked” toolbar and click on the form where you want the desired line to appear. Click and drag on the handles at the end of the line to adjust the length and orientation of the lines. Hold the shift key while dragging the handles change the line orientation in increments of 45 degrees. By pressing the shift key, the user can draw a perfectly straight vertical, horizontal and diagonal line. | ||
+ | |||
+ | To add an Oval object to your form, select the Oval object button on the “docked” toolbar and click on the form where you want the desired object to appear. To create variations of an oval or circle, click the left button of your mouse at the time of selection. To add a new Rectangle object to your form, select the Rectangle object button on the “docked” toolbar and click on the form where you want the desired object to appear. To create variations of a square or rectangle, hold down the left button of your mouse at the time of selection. | ||
+ | |||
+ | Use the Graphic tool to pull in graphics from your network, such as; logos, signatures (for iChecks users) or any other desired graphic to be imported into the form overlay. You can copy, import, or scan graphics into this object. One example of how this is useful, is when you want the same graphic (such as a company logo) to appear in every copy of the document. To add a new Graphic object to your form, select the Graphic object button on the “docked” toolbar and click on the form where you want the desired object to appear. Then, when the graphic definition window pops up, select the desired file from your PC or network. | ||
+ | |||
+ | Then, when the graphic definition window pops up, select the desired file from your PC or network. | ||
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+ | {{pub: | ||
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+ | Once you have finished designing your form overlay, as shown above, save it with an appropriate name. For example, ACMEINV to indicate an overlay for the Invoices of ACME company. Any name that directly relates to the application i.e. invoice, statement, check, etc. can be used. | ||
+ | |||
+ | **Automatically convert existing scanned documents (" | ||
+ | |||
+ | One of the unique features of inFORM' | ||
+ | |||
+ | From the menu, click on File and choose Scan Form from the list. A window pops up for you to select the source of the image. | ||
+ | |||
+ | {{pub: | ||
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+ | Click on the Select files tab, and select the file from the folder in which it is stored, click the Add File button to add the path to the Files and click OK to continue. | ||
+ | |||
+ | In the example below, the “Sample.tif “ file is selected. | ||
+ | |||
+ | The Scan Form window will reappear. | ||
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+ | {{pub: | ||
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+ | |||
+ | ===== Map Spool Data - Step 2 ===== | ||
+ | |||
+ | iMap - inFORM' | ||
+ | |||
+ | Once the form overlay is designed, send the file to the iDocs print driver to transfer the form into the graphical mapping environment – iMap. | ||
+ | |||
+ | To do this, select File, then Print from the Designer’s pull-down menu. Choose the iDocs Driver from the list of printer drivers available, and click ok. | ||
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+ | {{pub: | ||
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+ | After selecting the iDocs Driver, this will spawn the iMap graphical mapping environment window. | ||
+ | |||
+ | **Mapping Spool file data to the form overlay using iMap** | ||
+ | |||
+ | We now need to specify where we want our data (data from an iSeries spooled file) to appear on the form overlay. | ||
+ | |||
+ | (See “Configure Data Map” in the iDocs User’s Guide for the green screen coordinate mapping option). | ||
+ | |||
+ | After iMap utility starts up, you will note the user-friendly split screen display interface allows you to view the spool file and the form overlay side-by-side. | ||
+ | |||
+ | Choose option Download Spool File from the File menu to download the spool file that you would like mapped to the form you have designed, or click on the DOWN ARROW. Once the spool file is downloaded it displays on the right side of the screen. | ||
+ | |||
+ | {{split_screen.jpg|}} | ||
+ | |||
+ | **Mapping Fields: | ||
+ | |||
+ | **Changing fonts: | ||
+ | |||
+ | There are various functions and features that can be applied to the mapped text, which is discussed in the iDocs Users Guide. | ||
+ | |||
+ | **Upload map file and designed form to the iSeries** | ||
+ | |||
+ | Now, it‘s time to transfer the map file and the form overlay that we have just created, to the iSeries. To do this, choose option Upload Form Map from the File menu of iMap, or click on the Up Arrow. | ||
+ | |||
+ | You will be presented with a sign-on window for the iSeries. Enter the IP address of the iSeries, and your iSeries user ID and Password, and click Connect. | ||
+ | |||
+ | You will then be prompted to enter an application name or to select from a list of previously defined form application projects. This is the name under which all the work you have, and will do, to this Forms Application Project will be named as on the PC and on the iSeries host. Example; invoice, check, stmt, etc… | ||
+ | |||
+ | iMap gives the user the flexibility of just uploading the Data map or just the Form overlay or both. This can be used to print just the data without the form overlay (report formatting for example) or print just the form overlay without the data. | ||
+ | |||
+ | For this walkthrough exercise, select both the Upload Map & Upload Form boxes. Specify a name for the map file and a name for the form overlay, if you want the name different. Remember, these are the names by which the files will be saved and recognized on the iSeries. | ||
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+ | {{upload_form.jpg|}} | ||
+ | |||
+ | |||
+ | Additional discussion of certain iMap tasks can be found [[imap | here ]]. | ||
+ | |||
+ | ===== Finalize Form Application in iDocs - Step 3 ===== | ||
+ | |||
+ | At this point, the form overlay and the map files have been uploaded to the iSeries, and the PC based graphical work (project) has been saved on the PC. Next a Form Application has to be created on the iSeries. | ||
+ | |||
+ | Log in to the iSeries and add the FMG library to your library list by typing on the command line ADDLIBLE FMG pressing Enter. | ||
+ | |||
+ | Next display the iDocs main menu by typing GO IDOCS on the command line and pressing Enter to display the screen as shown below: | ||
+ | |||
+ | **iDocs Main Menu** | ||
+ | |||
+ | < | ||
+ | |||
+ | IDOCS iDocs Menu 4.02 | ||
+ | |||
+ | eDocument Management | ||
+ | 1. Work with Form Applications | ||
+ | 2. Work with Check Applications | ||
+ | 3. Work with Form Set Applications | ||
+ | 4. Work with Engines | ||
+ | 5. iDocs Utilities | ||
+ | 6. Work with Security | ||
+ | |||
+ | eDocument Delivery | ||
+ | 10. iFax iSeries Native FAX GO FCMENU | ||
+ | 11. iMail iSeries Native email GO EMAIL | ||
+ | 12. iView PDF Document Center | ||
+ | |||
+ | ePayment | ||
+ | 20. Positive Pay - iSeries Native Check Security | ||
+ | 21. iACH - ACH Electronic Payment | ||
+ | Bottom | ||
+ | Selection | ||
+ | |||
+ | F1=Help | ||
+ | </ | ||
+ | |||
+ | |||
+ | Choose Option 1 to **Work with Forms** and press **Enter** to display the screen on the next page | ||
+ | |||
+ | **Selecting Form Application (project) to work with** | ||
+ | |||
+ | < | ||
+ | |||
+ | iDocs Form Suite | ||
+ | 3: | ||
+ | | ||
+ | 1=Edit | ||
+ | 7=Rename | ||
+ | 4=Smart Routing | ||
+ | | ||
+ | | ||
+ | | ||
+ | | ||
+ | | ||
+ | | ||
+ | | ||
+ | | ||
+ | 1 | ||
+ | AMERICOLD | ||
+ | BISHARA | ||
+ | CALLFRON | ||
+ | CDA Form created | ||
+ | CHESAPEAKE | ||
+ | CITYPO | ||
+ | More... | ||
+ | 3=Exit | ||
+ | |||
+ | |||
+ | </ | ||
+ | |||
+ | |||
+ | The new or existing form application will be appear on the list, which is in alphabetical order. Enter the literal ‘1’ to select the form application that was uploaded and press enter, to display the Form Application Maintenance screen as shown in the next page. | ||
+ | |||
+ | |||
+ | **Define a Form Application** | ||
+ | |||
+ | |||
+ | < | ||
+ | |||
+ | | ||
+ | 23: | ||
+ | |||
+ | Form Application. . . . . . ACMEINV | ||
+ | Form Size . . . . . . . . . 2 | ||
+ | Collate(Y/ | ||
+ | Orient (P)ortrait or (L)andscape. P Pages per Overlay (1-9) . . . . . 1 | ||
+ | Front Map File. : | ||
+ | X adjustment value. . . . . . . . | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | Front Side Back Side | ||
+ | Overlay | ||
+ | F4=List | ||
+ | |||
+ | ACMEINV | ||
+ | |||
+ | | ||
+ | |||
+ | F1=Help | ||
+ | F9=Advanced Functions | ||
+ | </ | ||
+ | When viewing your form application, | ||
+ | |||
+ | Beneath the Overlay heading, you can press F4 to prompt for a list of form overlay files. | ||
+ | |||
+ | Leave the Backside section blank, unless you have a duplex printer and require some static information (Terms and Conditions for example) printed on the back. In this walkthrough we do not. | ||
+ | |||
+ | Leave the Form Prompt with *STD and Destination Out Queue line blank. | ||
+ | |||
+ | When completed, your screen should look like the one above. | ||
+ | |||
+ | **Print your defined electronic form application** | ||
+ | |||
+ | Use the manual operation to print your electronic form application for now, but note that the “Engine” may be the operational method to automate the document output/ | ||
+ | |||
+ | **Manually Merge and output your Form Application** | ||
+ | |||
+ | Select Option 15 from the Work with Form Applications Menu to Merge with Spool file and press the enter key. | ||
+ | |||
+ | |||
+ | < | ||
+ | 5/ | ||
+ | | ||
+ | | ||
+ | 1=Edit | ||
+ | 7=Rename | ||
+ | | ||
+ | | ||
+ | | ||
+ | CGC151 | ||
+ | CGC152B | ||
+ | CGC152D | ||
+ | CGC152I | ||
+ | CGC152M | ||
+ | W22005QTR | ||
+ | 15 ACMEINV | ||
+ | AMERICOLD | ||
+ | BISHARA | ||
+ | CALLFRON | ||
+ | CDA Form created | ||
+ | CHESAPEAKE | ||
+ | CITYPO | ||
+ | More... | ||
+ | | ||
+ | | ||
+ | </ | ||
+ | |||
+ | |||
+ | The ‘Work with Spooled Files’ screen will then appear as shown below. | ||
+ | |||
+ | |||
+ | < | ||
+ | | ||
+ | 23: | ||
+ | User: *CURRENT | ||
+ | |||
+ | 1=Merge/ | ||
+ | 8=Hold | ||
+ | | ||
+ | Opt File | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | QSYSPRT | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | FMGLASER | ||
+ | | ||
+ | F3=Exit | ||
+ | |||
+ | </ | ||
+ | |||
+ | |||
+ | Select the same spool file that was used for the mapping operation above and press the Enter key. | ||
+ | |||
+ | |||
+ | Another pop menu appears, as shown below, to prompt for Output Queue Options. | ||
+ | |||
+ | |||
+ | < | ||
+ | |||
+ | | ||
+ | | ||
+ | |||
+ | Outq: __HPWORKPTR__ | ||
+ | Start Page.: | ||
+ | End Page...: | ||
+ | Copies.....: | ||
+ | Font: | ||
+ | SplfName...: | ||
+ | |||
+ | F8=Change Font | ||
+ | | ||
+ | |||
+ | </ | ||
+ | |||
+ | Fill in the information as it appears below, only if you wish to change default values: | ||
+ | |||
+ | * Type the name of your Laser Printer Queue – name of laser printer outq | ||
+ | * Start Page 1 – user can select the starting page to print | ||
+ | * End Page 1–user can select the ending page to print (to define the range) | ||
+ | * Copies | ||
+ | * Font – can define a default font for the overlay data (usually leave blank) | ||
+ | * Splfname – user can define a new name for the merged job (default is FMGLASER) | ||
+ | |||
+ | Press the Enter key to continue the process. Your document(s) will now print to the designated laser printer. | ||
+ | |||
+ | ---- | ||
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