END USER TRAINING PageCenter Web Access End Users Functions

Transcription

1 END USER TRAINING PageCenter Web Access End Users Functions Course Material for PageCenter Web Access (Dec. 2005) 1

2 This document was last updated based upon fix level: PageCenter Web Access Subject to License/Trade Secret Levi, Ray & Shoup, Inc. ( LRS ) has prepared this software documentation for use only by LRS personnel and its licensees. The information contained herein is the property of LRS, contains LRS trade secrets, and is licensed to you. Unless you are an employee of LRS or a licensee, you are not authorized to use this software documentation. All warranties, if any, concerning the software are set forth in a license agreement with your company. This document creates no warranties pertaining to the software. This document is not shipped automatically on the distributed documentation CD or on in hardcopy form, but it is distributed via LRS EOM Marketing. Trademarks VPS, LRS, and PageCenter, are trademarks of Levi, Ray & Shoup, Inc. All other brand and product names are trademarks of their respective holders. Copyright 2005 Levi, Ray & Shoup, Inc West Monroe Street Springfield, IL Phone: Fax: Course Material for PageCenter Web Access (Dec. 2005)

3 USING THIS COURSE MATERIAL... 4 LOGIN TO PAGECENTER... 8 MAILBOX LIST... 9 APPLICATION LIST PAGESET SELECTION BROWSE (LINE DATA) FIND TEXT...13 HOST PRINT...14 LOCAL (WINDOWS) PRINT (LINE DATA)...15 SAVE TO FILE (LINE DATA)...16 RANGE BROWSE (LINE DATA ONLY)...17 ZOOM IN/OUT...18 ANNOTATION (NOTES)...19 NAVIGATION OPENING UP MULTIPLE WINDOWS FIND TO LOCATE AN ITEM IN A LIST (PAGESETS, ETC.) HISTORY RESTORING VAULTED DOCUMENTS NOTIFICATION WHEN RESTORE IS COMPLETE (OPTIONAL) INDEXES Access a Pageset via an Index INDEX VALUES...28 INDEX HISTORY (GENERATIONS)...29 INDEX PAGES...30 CONFIRMING NOTICES HELP PREFERENCES (GENERAL TAB) PREFERENCES (BROWSE TAB)...34 PREFERENCES (BROWSE TAB, PLUG-IN SETTINGS)...35 PREFERENCES (COLUMNS TAB)...36 BROWSE AFP BROWSE/PRINT OTHER FILE TYPES INDEX Course Material for PageCenter Web Access (Dec. 2005) 3

4 USING THIS COURSE MATERIAL Introduction This course material is designed as a training and reference guide for using a web browser to access PageCenter Web Access. PageCenter is a report management system, which allows for the viewing, printing, indexing, short-term and long-term archiving and retrieval of printed output. Documents can be imported into the PageCenter system by directing them to a PageCenter printer in VPS. The system provides full control over document retention periods and storage. Documents are stored in a database defined using VSAM datasets. Long-term storage may be defined on disk or tape, and can be interactively restored. Navigation PageCenter Web Access menu options required to get to the page displayed is noted in boldface below each screen image illustration. 4 Course Material for PageCenter Web Access (Dec. 2005)

5 Graphic Conventions TERMINOLOGY Definitions of PageCenter Terminology PROCEDURE Information about a PageCenter procedure NOTE OR TIP Helpful information on a particular topic CONCEPTS Reports are processed as groups of pages, or pagesets, that need unique treatment for archiving, viewing and printing. View Line Reports View AFP Reports View binary objects (PDF, doc, xls, etc.) PageCenter, Pageset & Security Admin Bundle admin & management Web Access (Web Browser) Course Material for PageCenter Web Access (Dec. 2005) 5

6 Level 0 Archive (Online) Disk VSAM LRS/MVS SERVER PageCenter Administration/Security JES SPOOL Tape Tape Level 1 Vault (long term storage) Disk Level 2 Vault (consolidation of older L1 Vault) PageCenter Clients for: VTAM CICS TSO BATCH CLIENT Archive Import Search View Print Document Access z/os LAN SYSOUT SYSOUT Printer-1 Printer-n VPS LRS/Net PageCenter Web Access LRS/Web Connect web server on IBM z/os or Microsoft IIS or UNIX Internet/ Intranet PageCenter Web Access User (via a web browser) 6 Course Material for PageCenter Web Access (Dec. 2005)

7 First Sign-on: Setting up Optional Plug-ins Initial page for new users- Information on Plugin OPTIONAL WEB BROWSER PLUG-INS LOCAL (WINDOWS) PRINTING Allows you to print pages from a pageset to a Windows defined printer, with the proper page breaks, without web page headers/footers (versus how a browser print function would work). AFP VIEWING AND LOCAL PRINTING Allows you to view and print (to a local Windows printer) pages of an AFP document. TERMINOLOGY Web A program that is downloaded and installed into a special Browser directory used by the web browser for plug-ins. This program Plug-in can then be called by a web page to perform functions that are beyond the capability of standard web browser languages. AFP Advanced Function Presentation- Electronic forms. Course Material for PageCenter Web Access (Dec. 2005) 7

8 LOGIN TO PAGECENTER PageCenter Web Access login screen LOGIN Enter your (z/os host) user ID and password, and click the Login button to advance to the next screen. If there are any error messages, they will be displayed at the bottom of the page (you may have to scroll down). After a period of inactivity (default is 30 minutes) PageCenter will time out your session. You will get an error message the next time you try and select a function. Simply click on the LOGOFF icon button to login again, if you wish. NAVIGATION TIP You can logoff and return the logon page from any page in this window by clicking on Logoff in the top tool bar menu (once your logged on). 8 Course Material for PageCenter Web Access (Dec. 2005)

9 MAILBOX LIST Main PageCenter Web Access screen MAILBOX LIST TERMINOLOGY Notice A notice for a pageset is your link to select it for browsing (viewing). Mailbox A collection of notices (links) for pagesets to be viewed by a given user, or a group of users. Method of online bundling; a place for reports applicable to one person, work group or the entire organization. NAVIGATION TIP- TOP TOOL BAR MENU AVAILABLE ON MOST PAGES. You can return the mailbox list from any page in this window by clicking on Mailbox List in the top tool bar menu. You can logoff from any page by clicking on the Logoff. Course Material for PageCenter Web Access (Dec. 2005) 9

10 APPLICATION LIST Click a mailbox to view available applications APPLICATION LIST TERMINOLOGY Application A logical grouping that pagesets are assigned to. Provides a method of organizing the view of the pageset user notices in mailboxes. 10 Course Material for PageCenter Web Access (Dec. 2005)

11 PAGESET SELECTION Mailbox List Application List PAGESET SELECTION Click on the pageset name to browse the current generation of the report (to list previous generations, click on History). Click on the circle button next to the pageset to select it for use with the History, Index, Confirm, Host Print, Local Print, or Delete options on the second toolbar menu. More on these options to follow. TERMINOLOGY PageCenter Notice A notice for a pageset is your link to select it for browsing (viewing). Pageset A report, or group of pages. Archived pagesets can be viewed or printed. Vaulted pagesets must be restored before they can be viewed or printed. Course Material for PageCenter Web Access (Dec. 2005) 11

12 BROWSE (LINE DATA) Click the pageset name (with preference option: browse in new window ON) only tool bar shown here Notice the differences in the navigation options on the top tool bar. Click pageset name (with preference option: browse in new window OFF) DELIVERY OF PAGES FROM THE HOST Only the page being viewed is sent from the host. Skipping from the first to the last page will not deliver all the pages in between. REPORT NAVIGATION The report is presented one page at a time (see Range Browse for more). Use the scroll bars at the bottom and to the right to scroll within a page. Use the Top, Page Up, Page Down & Bottom to go to another page. You can type over the page number and click on the Go button to go directly to a specific page number. You can either have the browse open up within the existing browser window, or for the browse to open up in a new window, without the browser s tool bar (the PageCenter favorites N/A on tool bar). 12 Course Material for PageCenter Web Access (Dec. 2005)

13 Find text You can either enter the find value and click on Go, or for more options you can click on Advanced to get the screen below. Pageset browse Find FIND TEXT The search takes place on the host, only the first page is set to the workstation for viewing. After the first find is issued, a Find Next button will be displayed on the tool bar. Course Material for PageCenter Web Access (Dec. 2005) 13

14 Host Print Click the Print button to select from printer list and print pageset HOST PRINT Print to a host (JES- computer room or VPS- remote) printer: Click on the button behind the Printer Code field to display a printer list that you can chose from. Security may be used to tailor the host printers included on a user s list. If the Print Exit is enabled and the name has been filled in when you selected a printer, then you may want to specify a recipient for distribution information on a separator page. Click on the button behind the Recipient field to display a list of recipients that you can chose from. Scroll down to override any of the JES attributes, if desired. Click the Print button (PageCenter print security authority for this application is checked on the host). 14 Course Material for PageCenter Web Access (Dec. 2005)

15 Local (Windows) Print (Line Data) Pageset Notice List or History Generation List or Browse Local Print Print Preferences Local Print / Save to File options USING THE OPTIONAL BROWSER PLUG-IN FOR LOCAL PRINTING The optional browser plug-in provides page breaks at the same locations as they were originally. This is a unique feature of PageCenter Web Access. These print options are only available if the plug-in feature is enabled for the user and they have downloaded and installed the plug-in. Landscape is better for most reports- see preferences to set as default. Course Material for PageCenter Web Access (Dec. 2005) 15

16 Save to File (Line Data) Pageset Notice List or History Generation List or Browse Save to File Save ) USING THE SAME OPTIONAL BROWSER PLUG-IN AS LOCAL PRINTING Save to file option is only available if the plug-in feature is enabled for the user and they have downloaded and installed the plug-in. The format will text regardless of the file type extension used (default is.txt) for line data (BMP is another option for APF browse). The text file can be used by other Windows applications like word processors, spreadsheets (columns defined via its import wizard), attached to an , etc.). 16 Course Material for PageCenter Web Access (Dec. 2005)

17 Range Browse (Line Data only) (Print/Save-to-File preview) Browse a pageset Range Browse Browse a pageset Range Browse specify pages & Retrieve (above) Course Material for PageCenter Web Access (Dec. 2005) 17

18 Zoom In/Out Click Zoom In (or Zoom Out) button to view a report ZOOM IN/OUT The Zoom In and Zoom Out buttons displayed in the PageCenter application window can be used to increase or decrease the character size within the pageset window.. ZOOM BUTTONS You can click on the button to zoom out (see more, smaller characters) one level, and button to zoom in (see less, larger characters) one level. Clicking on one of the bars on the scale in between will take you directly to that zoom level. The current zoom level is indicated by the taller bar. 18 Course Material for PageCenter Web Access (Dec. 2005)

19 Annotation (Notes) Display all notes (Bookmark) or create a page note To view all existing notes for a report (pageset generation), click on Notes on the browse tool bar. NOTES LIST To create a page note for the page being viewed, click on Notes on the tool bar and then click on New. Two main types of notes: Gen (Pageset generation or report notes; these are added via History page listing generations). (Notes on SYSOUTs are also available, but not often used.) Page (Notes for a particular page), (Notes on page 1 can also be used in place of notes for the generation; easier). Since the link for a page number (PageRef) will browse that page and popup a window displaying the note, it can also function as a bookmark. When you create or update a note, you can determine who can view or change the note. The levels of access are: Public View only (anyone can view, but not update the note) Public Update (anyone can view or update the note) Private (only you can view the note) NOTES (TOOL BAR OPTION) Available on the History page to view/create pageset Generation notes. Available in browse to view all types of notes in the pageset, for the current page on down, or to create a page note for the page being viewed. Course Material for PageCenter Web Access (Dec. 2005) 19

20 Annotation (Notes) Display a Page Note To view existing notes for a page click on page notes icon PAGE NOTES To create a page note for the page being viewed, click on Notes on the tool bar and then click on New. When you create or update a note, you can determine who can view or change the note. The levels of access are: Public View only (anyone can view, but not update the note) Public Update (anyone can view or update the note) Private (only you can view the note) PAGE NOTES ICON (PAGE NOTES EXIST FOR THIS PAGE) This icon will only appear if there are notes for this page. If the note(s) are only someone else s private notes, you will see a message saying there are no notes for your id. 20 Course Material for PageCenter Web Access (Dec. 2005)

21 NAVIGATION Menu in the initial window (where you originally signed on) Favorites drop-down list NAVIGATION IN THE INITIAL WINDOW Top black tool bar (common options across all pages in the initial window) Logoff - Logs you off and returns to the sign-on page Mailbox List - Returns you to the list of mailboxes that you have access to. Mailbox Home - Uses the mailbox, and optionally an application specified in the General Settings Section of Preferences. If in the preferences you have just the mailbox specified, it will take you to the list of applications for that mailbox. If you have specified a mailbox and an application it will take you to the list of pageset notices for that mailbox/application. Note that there is also an option in preferences to take you directly to your home mailbox at sign-on. Middle maroon tool bar (options unique to the page you are on) Return (on most pages) -Takes you back up one level. Bottom white tool bar (options unique to the page you are on) Favorites (on many pages) - Select a mailbox, mailbox/application or mailbox/application/pageset from the drop-down list. Add available on the application list, pageset notice list, history and browse (in the initial window). Menu in a new window (opened manually via New Window) Menu in a new window (opened automatically for browse with preference option: browse in new window ON) NAVIGATION IN A NEW WINDOW If you logoff or close the Initial window, these additional new windows will be still open, but are no longer able to function. Navigation options: Favorites, New Window, Return and Logoff do not apply to the browse in new window. Course Material for PageCenter Web Access (Dec. 2005) 21

22 OPENING UP MULTIPLE WINDOWS Available on most pages in the initial window New Window MULTIPLE WINDOWS The PageCenter Web Access client allows you to view multiple documents at once. (Top) Tool Bar Menu option- Opens up another duplicate window. Each can be navigated separately and will remain open until closed. Preference option- Temporarily opens up a new window for the duration of the browse of that pageset. 22 Course Material for PageCenter Web Access (Dec. 2005)

23 FIND TO LOCATE AN ITEM IN A LIST (PAGESETS, ETC.) Mailbox List Application List FIND PAGESET Scrolls the list down to the entry (or prefix) specified. This is available on other pages that list items as well (mailbox, applications, etc.) Course Material for PageCenter Web Access (Dec. 2005) 23

24 HISTORY Mailbox List Application List Pageset Notice List mark a pageset notice & History HISTORY Lists all the generations of a pageset which are still available (in order from newest to oldest). LOCATION. Archive Archived pagesets, available for viewing or printing Vault-1/2 Vaulted pagesets, restore before viewing or printing. (BROWSE) DOUBLE CLICK ON A GENERATION S DATE/TIME Opens a browse window for the generation (needs to be in archive location). OR check box in front of a generation and press one of the following buttons for the desired action: REFRESH Updates the contents of the display (useful after a restore request). DATASETS List the individual SYSOUT datasets associated with this pageset (usually one). NOTES (if enabled) Display/create pagesets GENeration notes (also displayed in browse). RESTORE (restricted by security) Requests a restore of a vaulted generation back to the archive (see next page). HOST/LOCAL PRINT (restricted by security) Prints the selected generation to a printer (needs to be in archive location). DELETE (restricted by security) From this history screen this will actually delete the generation for everyone. HOLD/RELEASE (restricted by security) The generation will not be deleted or vaulted when marked Hold. 24 Course Material for PageCenter Web Access (Dec. 2005)

25 RESTORING VAULTED DOCUMENTS Mailbox List Application List Pageset Notice List mark a pageset notice & History RESTORING VAULTED DOCUMENTS Archived pagesets are available for viewing or printing. Vaulted pagesets need to be restored before they can be viewed or printed. Click the Restore button to submit a request to restore the generation from the vault back to the archive. You can try you browse or print function in a few moments to see if the restore is complete, or on the history screen you can press Refresh to check on its location status (also see Notification on the next page). Course Material for PageCenter Web Access (Dec. 2005) 25

26 NOTIFICATION WHEN RESTORE IS COMPLETE (OPTIONAL) Mailbox List Application List Pageset Notice List mark a pageset notice & History NOTIFICATION WHEN RESTORE IS COMPLETE SEND - If you check this box an will be sent when the restore is complete to the address associated the TO: user/group listed below. INCLUDE DOCUMENT LINK- If you check this box the to include a link (when you click on the link, you will first stop at the logon page and enter your user id & password, then your report will be displayed. You can continue and view other reports, that you have access to, as well. TO: ADDRESS- Your user id will be filled in by default (and the address in your user record setup by a PageCenter administrator will be used), or You can use the User List or Group List link to select from a list of PageCenter users or groups, or Enter in a full address (must be in single quotes: JDoe@lrs.com ) TO: NAME: Automatically filled in if a user/group was specified in the address field, leave as is. If address was specified, then fill in a name for the . EXPAND: Only applies if a group was used. If checked all the addresses from the users in the group will be used, if not, then the single address for the group is used. 26 Course Material for PageCenter Web Access (Dec. 2005)

27 INDEXES Access a Pageset via an Index Mailbox List Application List Pageset notice list mark a pageset notice & Indexes (skipped, not displayed, if there is only one index for this pageset) INDEX Select a pageset and click the index button to display a list of indexes and associated keys (skipped, not displayed, if there is only one index for this pageset). Double click on an index. Course Material for PageCenter Web Access (Dec. 2005) 27

28 Index Values Mark a pageset notice & Index (select index name) INDEX Use the FIND button to locate a key value or use the scroll arrows to scroll the list to key values desired. Double-click on the set of key values desired to browse the current generation for this pageset at the first page where those values occur. If this is a cross document index and the current generation does not contain these values, the you will get a message (see history) History- To view a selection list of all generations that contain the selected set of values from this pagesets and others (if it is a cross document index), mark (to the left) the row of index values and then click on History. 28 Course Material for PageCenter Web Access (Dec. 2005)

29 Index History (Generations) Mark a pageset notice & Index (select index name) mark set of index values & History INDEX BROWSE (by left clicking on generation) Browse the page containing the first occurrence of the index value. PAGES Lists the individual pages that contain the selected set of index key values (see next page). NOTES Display/create pagesets GENeration notes (also displayed in browse). RESTORE If you get a message that a generation is in the vault, you can mark the generation and click on Restore (try to access it again later). Course Material for PageCenter Web Access (Dec. 2005) 29

30 Index Pages Mark a pageset notice & Index (select index name) mark set of index values & History mark a generation & click Pages INDEX Lists the pages that contain these index key values. 30 Course Material for PageCenter Web Access (Dec. 2005)

31 CONFIRMING NOTICES Mailbox list Application list Pageset Notice List mark a pageset notice & Confirm CONFIRM In a group mailbox, confirm may be used for indicating review/approval among users but does not affect the ability of others to view or print the archived document. In an individual s mailbox, the Confirm feature can be used to mark which pagesets you have already be reviewed. The System Administrator determines Confirm authority for group mailboxes. Once marked confirmed, the status can not be change back to unconfirmed. An unconfirmed pageset notice will have New (vs. Confirmed ) in the Status column. A mailbox can be setup to automatically confirm notices if desired. Course Material for PageCenter Web Access (Dec. 2005) 31

32 HELP Click in the HELP button HELP Help can be selected at any point from the upper left tool bar/menu. It will open a separate browser window. You can then select topics to navigate through help. You can close the window and/or switch to the original window at any point. 32 Course Material for PageCenter Web Access (Dec. 2005)

33 PREFERENCES (GENERAL TAB) Preferences (General Tab) GENERAL TAB Table Item Count Home Mailbox Home Application Use Home Mailbox/ Application After Login The number of items in list (mailbox, applications, pagesets, etc.) will be displayed upon at a time. A lower setting, like 14, might eliminate the need for browser window scrolling. Specify a mailbox, or mailbox & application, as a quick way of drilling down to their favorite location via the Home Mailbox link on their tool bar (also see Favorites on the Web Access tool bar). A value of * can be used in the Home Mailbox field to use your user-id. Automatically opens the specified mailbox (and application) at login time. Especially useful if you only have one mailbox (and application). Course Material for PageCenter Web Access (Dec. 2005) 33

34 Preferences (Browse tab) Preferences Browse tab BROWSE TAB Browse in New Window Greenbar Count Greenbar Color Pageset Text Find Selection When you browse a report, will it be viewed in the same browser window, or should a new window* be opened for the duration of the browse of the report? *The Favorites option N/A. For line data (text) documents, how many lines should be grouped together when alternating between white & the green bar color. If you select 0 all lines will be displayed with the same white background (no green bar). You can select which color will be used for green bar line grouping. Set your default for the (line data- text browse) FIND command. You can also set these options via the FIND option on the Browse tool bar (and select the Save Settings option). 34 Course Material for PageCenter Web Access (Dec. 2005)

35 Preferences (Browse tab, plug-in settings) Preferences Browse tab & scroll down BROWSER TAB (AFP & PRINT PLUG-IN OPTIONS) AFP and Print Plugin Settings Printer Orientation Install Plug-in Display Current Version If you are not allowed to use one or both of these plug-ins then you will not see the corresponding Plug-in Section in your profile. Options for plug-ins, if permitted, otherwise you will not see these sections. Since most host reports are laid out best for landscape, you might want to change the default orientation to landscape (for local print). These links can be used to initially install the plug-ins needed, or later to update the plug-in (you will be prompted that there is a newer version available when you go to use them). These plug-ins will only work on a Windows workstation. Under Internet Explorer you can reply OPEN or RUN (under Netscape, SAVE and run saved file). Respond with affirmative responses to prompts. Either of these links will display the version installed and available for both plug-ins. Click the UPDATE or CANCEL button when done. Course Material for PageCenter Web Access (Dec. 2005) 35

36 Preferences (Columns Tab) Select System Settings USER PROFILE (CONTINUED) Column Preferences These are the options to display or suppress columns on the various pages that list entries. Click the UPDATE or CANCEL button when done. 36 Course Material for PageCenter Web Access (Dec. 2005)

37 BROWSE AFP Double Click the pageset name to browse (with preference option: browse in new window set OFF) AFP BROWSE Documents are viewed and printed with their original electronic form. Requires that Web Access administrator enable the use of the AFP plugin. The user will need to install the AFP plugin (prompted at first logon). FUNCTIONS AVAILABLE SIMILAR TO LINE DATA BROWSE, EXCEPTIONS: Additional options Copy (to clipboard) as Bitmap and Copy as Text. Save to File has the format choices of bitmap, text (the variable data, not overlay text) or AFP (AFP is for debugging purposes). Some minor options differences on Find and Local Print (scaling & positioning options, and an option to print all pages for a index value). Clear Cache (The AFP, electronic form, resources are cached at the workstation so only the text data has to be sent after the first page is viewed the first time). Rotate left/right: Sometimes the form is not aligned upright (due to design for production printing). You can rotate it upright for viewing. The previous screen shots are for line data, but the functions are close (other than what is noted above). Course Material for PageCenter Web Access (Dec. 2005) 37

38 BROWSE/PRINT OTHER FILE TYPES Mailbox List Application List BROWSE/PRINT OTHER FILE TYPES (ALSO REFERRED TO AS BINARY OBJECTS OR BYTE ORIENTED OBJECTS) The required software (not supplied by LRS) must be available on the workstation to open the type of file selected. For example: Adobe Reader from Adobe must be installed to select and open a PDF file. Viewing and printing functionality will be provided by these products. Unlike text and AFP reports in PageCenter, the entire file is delivered to the workstation. A method for delivery of one page at a time, as needed, for PDF files is planned for the future. A NOTE TO PAGECENTER ADMINISTRATORS The proper technique must be used to insure the unaltered delivery of binary objects, and identification of the file type, into PageCenter. For more information request the Tech Tip from your marketing representative: PageCenter Byte-Oriented Objects. 38 Course Material for PageCenter Web Access (Dec. 2005)

39 INDEX annotation, 19 application, 10 archive, 24 binary objects, 38 browse, 17 AFP, 37 line data, 12 other file types, 38 browser configuration, 17 byte oriented objects, 38 confirm, 31 confirming mailbox notices, 31 delete, 24 find pageset, 23 text, 13 graphic conventions, 5 help, 32 history, 24 hold/release, 24 index, 27, 28, 29, 30 local print, 14, 15 login, 8 mailbox, 9 multiple windows, 22 navigation, 9, 12, 17 notes, 19, 24, 29 notice, 9, 11 other files types, 38 PageCenter, definition, 4 pageset, 5, 11 PDF, 38 plugin, 7, 15, 16, 37 print host, 14 local (Windows), 15 report navigation, 12, 17 restore, 24, 29 restoring vaulted documents, 25 save to file, 16 sign-on, 8 using this course material, 4 vault, 24 Windows print, 15 zoom, 18 Course Material for PageCenter Web Access (Dec. 2005) 39