WPM Web Server v3.2 Users' Guide

Transcription

1 WPM Web Server v3.2 Users' Guide The First edition June, 2013 (C) Copyright Ricoh Production Print Solutions Japan Company,Ltd. 1999, All rights reserved.

2 Index 1Welcome to the WPM Web WPM Product Overview Advantages of Web-Compliant Electronic Form System WPM Product Components...4 2Setup Environment Browser and JRE Setting Proxy When Using the Local Connection Using the Proxy server Printing or Exporting to File Setting the Printer Driver Using WPMREG.EXE Use WPM Start WPM Logging In Changing the Password Switching the Systems Version Information Main Window and Icons Main Window Menu Bar Toolbar Edit Bar Setting Window Style Changing Pages Changing the Viewing Size View Setting Changing the Window Layout Selecting the View Window Saving the Settings Setting the Print Style Setting the Paper Defining a Paper Setting the Header and Footer Setting the Option Setting Others Selecting a Printer Viewing a Form Viewing a Form Sorting the Form List Printing a Form Viewing a Form Information Search within Forms Use Cell Exporting to File Edit Functions Placing a Marker Imprinting a Stamp

3 3.6.3Adding a Comment Moving and Deleting a Marker, a Stamp, or a Comment Specifying Color Folder Functions Refreshing the Folder My Folder Download Functions From the Folder List, select the folder, and do either of the following: From the Form List, select the form, and do either of the following: Operation Procedure Add Security Info Download a font table Abbreviation of Form Name Viewing Security Information Controlling the Status of Forms Checking Status in the Form List Searching a Form by Status Searching Unread Form Changing Status of a Form Verifying Status Close WPM Troubleshooting Cannot print the overlay with the color displayed Some characters of the header or footer are missing Message "Resource is temporarily unavailable." Notes Memory usage and Memory setting of WPM client Operation spanning two days Java Plug-ins supported Notes when you use JRE Notes when you use JRE Notes when you use JRE Notes on Printing Behavior of Printer Driver when Changing the Printer to Print Paper Definition of OS & WPM Cannot display number of print pages correctly Form selection at printing Font size of Comment at printing Cell Definition / Specifications and Restrictions Consideration for Closing WPM Backward compatibility of settings files Trademarks

4 1 Welcome to the WPM Web 1.1 WPM Product Overview Advantages of Web-Compliant Electronic Form System WPM is a Web-compliant electronic form system. Different from the traditional one, an electronic form system offers excellent advantages as follows: Cut-down unnecessary cost - No cost is necessary for paper, printing, sorting, delivery, and storage sites. Reduce wasting time - Eliminates time for printing, delivery, viewing, searching, and re-entrying data. Eliminate unnecessary space - No space is necessary for printing, delivery, and storing forms. In addition, WPM is available if client has IE. Neither distributed server nor software for only client is required WPM Product Components WPM Web for AIX or WPM Web for Windows has the several components. Major components offering the function shown in the following table: Component Name WPM Web Server (AIX or Windows) WPM AFP Emulator for Web or for AIX (AFP Emulator) Features of WPM Web Server WPM Web Server Function Manages the forms generated by AFP Emulator. Receives the print data from host to generate a form for WPM Web Server WPM Web Server provides HTML pages with Java applet on the request of client. By manipulating the Java applet page on Web Browser, an user receives information from WPM Web Server and views the form lists. And an user can view, search, print the form selected from the list. Besides, data transmission between WPM Web Server and WPM Browser is encrypted with SSL for full security. 1 These features are usually available for customers unconsciously. WPM Browser WPM Browser is a screen program seen through PC. It consists of Java screen and views the form on the screen receiving the data from WPM Web Server. WPM Browser needs to be connected online to center. WPM Browser is available by selecting URL specified by Web Browser and passing log-in authentication. *1 For SSL connection (HTTPS connection), Tivoli Access Manager is required separately. Only HTTP connection is supported between Tivoli Access Manager and WPM Web Server. 4

5 Features of WPM AFP Emulator WPM AFP Emulator is a virtual printer system that emulates the past outputs from center on AIX server or Windows server, offering a highly reliable operation and security. In addition, you have only to change the traditional output address as well as to minimize the effects on the existing operation. You have never to change the application. Followings are the features summarized: Minimize the effects on the existing operation - Current application needs not be changed for migration to WPM. A package (option) for sorting / controlling electronic forms is also provided. Minimize the migration process- If being already AFP environment, no migration process is necessary. Extensive migration tool for the third-party printer will provide smooth migration. Efficiency of operation- Form resources(ex. overlay)are unified for an electronic forms printer or a center printer. For output, either a virtual printer (WPM) or an actual printer can be seamlessly selected. Improvement of operational reliability and security- Thorough receiving management (Intelligent receiving) system is provided. Compatibility to paper forms is also provided. 5

6 2 Setup Environment 2.1 Browser and JRE Before you use the WPM (Workstation PrintManager) Web, you must set up the operating environment. Make sure that you have the following operating environment: Microsoft Internet Explorer(TM) V7.0, V8.0 or V9.0 Java Runtime Environment (JRE) 5.0 Update 14 or later, JRE 6 Update 10 or later, or JRE7 Update 15 or later 1 If the above programs are not installed, install them now Setting Proxy To connect to the WPM Web server from a WPM client, set the Proxy server used by the Java applet. On the Start Menu, click the Settings and then Control Panel. On the Control Panel window, double-click the icon for the Java plug-in. The following screen appears When Using the Local Connection If you can connect to the WPM Web server without going through a Proxy server--for instance, if the WPM Web server is inside your Intranet--uncheck Use browser settings. Then you can get highspeed access to the server Using the Proxy server To get access to the WPM Web server through a Proxy server that is already specified for the browser, check Use browser settings. To get access to the WPM Web server through a Proxy server that is not specified for the browser, or by using autoscript, uncheck Use browser settings. Then set the proxy settings in the Java Plug-in dialog box. *1 Please contact with your system administrator which JRE version should be installed. *2 Note: At present, only the Java plug-in offered by Oracle Corporation is supported. You can download this plug-in from the web site of Oracle Corporation. 6

7 2.3 Printing or Exporting to File Before you print a form displayed by using the WPM Web server, export it to a file, create My Folder, or copy text from a text box to the clipboard (for a cut and paste), you must authorize the Java applet program to get access to the local environment. 1 This authorizes only the Java applet supplied by the WPM Web server; it does so by modifying the policy file of the Java Plug-in Setting the Printer Driver While a form is being printed, the size of the file spooled in the printer spool may become large depending on the setting of the printer driver. Before you perform a print operation, change the setting of the printer driver as follows on the operating system (OS) you are using. 2 To set the format of the print data to RAW instead of EMF, do the following: 1. Click the right mouse button on the printer icon. A pop-up menu appears. 2. Select Properties. The Printer Properties window appears. 3. If the following Advanced tab page does not appear, select the General tab. 4. Select the Print Processor button on the following tab page. 5. The Print Processor window appears. Select RAW in the Default Datatype. *1 In general, for security, the Java applet cannot read or print local data on the client PC. *2 If this setting is not acceptable for the target printer, create another printer object for the WPM Web, using the same printer driver. Set up and use this printer. 7

8 6. Select Printing Preferences on the pop-up menu of the printer icon. (Click the right mouse button on the printer icon. A pop-up menu appears.) 7. Select the Advanced button on the Layout tab. 8. Set Advanced Printing Features: to Disabled as follows. 1 *1 By setting to Disable, you cannot use some options like 1) Page order 2) booklet printing, 3) page per sheet. 8

9 Reference NT-EMF Format (Document Defaults) This is an intermediate data format used by most Windows NT applications. It is also called the Metafile format. Advantages: The control returns to the application quickly. An intermediate data format is independent of the type of printer used. Disadvantages: The data size of the spooled data may become large enough to degrade performance. RAW Format The data format is similar to the format of the language the printer driver supports. Advantages: The data size of the spooled data is acceptable. The stress to the print server can be reduced. Disadvantages: It takes a while until the control returns to the application. 9

10 2.4 Using WPMREG.EXE This program helps you to set up a Java environment. To install and run this program, follow these instructions: 1. Click the Download button, shown below, and save the file in a temporary directory Unzip the files by executing the downloaded program. Specify the target directory to store the unzipped files. 3. Run the "WPMREGEN.EXE" in the subdirectory named "wpmreg" under the target directory specified in the previous step. 4. To authorize access to the Java applet, select Run If everything finishes correctly, exit from the "WPMREGEN.EXE" program. *1 The button in the PDF file does not work. Use the button in the HTML file which appears when PC is connected to the WPM Web server. *2 The address of the WPM Web server should have been set by your system administrator. If it has not been set, "localhost" is specified for the address. Ask the system administrator for the address of the server, and input that address; then select Run to execute the program. 10

11 3 Use WPM How to use WPM is explained in these topics below: Start WPM Main Window and Icons Setting Window Style Setting the Print Style Viewing a Form Edit Functions Folder Functions Download Functions Controlling the Status of Forms Close WPM 3.1 Start WPM Logging In Changing the Password Switching the Systems Version Information Logging In The following Log-in dialog box appears just after the WPM Web is invoked, or when you select Operation and Login on the menu bar because you have to login again for some reason. 1 To log-in to the WPM Web server, enter your User ID and Password in the dialog box 2, and either select OK or press the Enter key. The log-in process begins Changing the Password To change your password (because it has expired, or for some other reason) 3, do the following: 1. On the menu bar, select Operation and Change Password. The following dialog box *1 If you operate your PC past midnight, or if you are logged out because of a communication failure, you will need to log-in again. *2 The password is case-sensitive; therefore you need to enter your password carefully. *3 If the expiration period of the password set on the WPM Web server has ended, a message prompting you to change your password appears when you log-in to the WPM Web server. 11

12 appears. 2. Enter the current and the new password on the dialog box 1, and either select OK or press the Enter key. To cancel the operation, select Cancel. You can use up to eight characters - uppercase and lowercase alphanumeric, and also the following five symbols: _ # $ %. After you change your password, you cannot reuse the old one until you have changed your password five more times. A confirmation dialog box appears. 3. Enter your new password again to verify it, and either select Update or press the Enter key to validate the change. To cancel the operation, select Cancel Switching the Systems You can switch the systems for multiple system without changing URL in the browser. To switch the systems, do either of the following: On the menu bar, select Operation and Switch Systems. Select on the toolbar. The following dialog box appears. *1 If you prefer not to use a password, you can leave these fields blank. For security, however, it is recommended that you set a password. 12

13 From the list, select the system to be switched, click Select. If the status is connected, the screen of the selected system appears immediately. If the status is disconnected, the Log-in dialog box appears. When you enter the user ID and password, the screen of the selected system appears. 1 Note This function is used to log-in to multiple systems. However, you cannot use this function if the system does not use proxy function. In this case, menu is appears but the system cannot be selected Version Information To display the version of WPM that you are using, select Operation and Version on the menu bar. The following pop-up window appears. *1 You log-in only the specified system. Therefore, the connection to the other systems you already loggedin are kept. 13

14 3.2 Main Window and Icons Main Window The following is an example of the WPM Web main window. The system date, the latest date of the form, and the system name are shown in the title bar. 1 2 To change the window size, do one of the following: Place the pointer on the frame of the window, press and hold the left mouse button and drag the pointer. Double-click the title bar of the window. The window size toggles between the maximum size and the restored size. Click Maximize or Restore on the right of the title bar. The window size toggles between the maximum size and the restored size. To change the frame size within the main window, place the pointer on the frame boundary, press and hold the left mouse button, and drag the pointer. To save the window layout information (such as the position and size of the main window, and the position of the frame boundaries), select Operation on the menu bar and then select Save Settings from the pull down menu. The next time the WPM Web is invoked, the main window will be displayed with the same layout. *1 The system date and the latest date of the form are referred to as the default date when you make My Folder. *2 The "latest date" shows the date of the latest form in all forms managed by the system. 14

15 Folder List The Folder contains only forms that match the search conditions from all or part of the forms managed by the WPM Web server. By selecting one folder from the tree structure shown below, the forms that match the search conditions defined in the folder will be listed in the Form List frame. It enables you to access the form you want quickly. These following seven folders are supported. General Folder (light blue): This folder is created by the system administrator for each system. My Folder (orange): This folder is created for each user for a personal use. This folder is created from a General Folder, by specifying search conditions. Dummy Folder (gray): This folder is created as a root folder to display General Folders hierarchically. 1 This is created by the system administrator. When you select this folder, forms are not listed in the View Window. Search Folder (white): This folder is as same as General Folders. When you select this folder, forms are not listed in the View Window. This is created by the system administrator. Search Result Folder : This folder is created as the result of Search by Status or Search with form Information. This is created for each user. This folder is not saved. Search Status Folder (light blue): This folder is created when the search condition of Search by Status is registered. This folder is created for each user for a personal use. When you click the right mouse button on the selected folder, a pop-up menu appears. By selecting a function on that menu, you can search forms from the folder or sub-folders. *1 This folder can be used to create hierarchically structures for Search within Forms or Search with Cell Definition with Includes Sub-Folders option. 15

16 Form List When selecting a folder from the Folder List, the Form List shows a list of the forms that match the search conditions defined in the folder. The number of forms that can be listed in a single display is specified by the system administrator; if a folder contains more than that number of forms, you can see the next page of the list by moving the slider bar. The list consists of the following columns: No, Form Title, Pages, Date, and Time. To change the width of a column, drag its boundary with the mouse. You can sort the forms by title or by date and time, using Sort the Form List. To select plural forms in the Form List, do one of the following: To select forms at random, press and hold the Ctrl key, and click each form you want with the left mouse button. To select forms consecutively, click the first form, press and hold the Shift key, and then click the last form you want to select. To select all the forms, press the Ctrl key and the A key. After selecting forms by this method, you can perform any function on all of them as a group, by either of two methods: On the menu bar, click Form List. A pull-down menu appears; choose the function you want. Or, On any forms in the Form List frame, click the right mouse button. On the pop-up menu that appears, click the function you want. Search Results List The results of Search within Forms or Search with Cell Definition are displayed in this Search Results list. This list appears at the same position as the Form List when you select the Search Results tab. The page numbers containing the cases that match the search conditions and the number of the matched cases in that page are displayed on the list. A maximum of 100 lines of items can be listed on one list. If the number of lines exceeds 100, you can see the next list by using the slider. The content of the list differs with the method used for the search, as follows. Matched Page List This list contains a page number for each match to the conditions specified in a Search within Forms or a Search with Cell Definition (not Matched Records List), and the number of matches on each page listed. See the figure below. To display a page of the form in the 16

17 View Window frame, select the list entry for that page, and either double-click it with the left mouse button or press the Enter key. The character strings and numbers that match the search conditions are displayed in red. 1 By clicking icons ( ) in the Matched Page List or icons ( ) on the tool bar, the focus on this list moves and the page of the form, which is indicated on the line in this list, is displayed in the view window. :Move to the next search result. :Move to the previous search result. By using the following menu items, you can get the same result. [Form List] [View Search Results(M)] [Next Search Results] : Move to the next search result [Form List] [View Search Results(M)] [Previous Search Results(B)] : Move to the previous search result Matched Records List If you do a Search with Cell Definition (Matched Records List), only the records that match the search conditions are listed 2 from the records defined in the Cell Definition 3. By Selecting Form List and Search with Cell Definition from the menu bar, or by using a pop-up menu that appears when clicking right mouse button on an item in the Search Results list, you can do the following operations: Print: print all of the items on the Matched Record List (entirely listed items) Export to File: save a file in CSV format Export and Run Application: save a file temporarily, and display it by starting the application that corresponds to the *.CSV file. 4 *1 For a Search with Cell Definition, only the Items are displayed in red. *2 You can select any items in Lines of Details displayed as search results by selecting the items on the Search with Cell Definition window. *3 For a Cell Definition, multiple cells that make up Lines of Details are treated as one record. *4 This file is saved in the directory, "\WPMWEB_LOCAL_DATA", on the disk drive containing the user home directory, and named "Nayose.csv". The former file will be overwritten and replaced with the new one, when Export and Run Application is performed. 17

18 View Window In this View Window frame, the contents of the forms selected in the Form List or Search Results list are displayed as a window style. The images (including overlays, image data, and graphics) in the form displayed look almost the same as a printout from a hostattached printer, except for the font style. 1 You can open a maximum of 6 windows in the View Window frame. 2 To focus on a hidden window, select List View Windows or Dialog menu from the Window menu on the menu bar. To change the window size, do one of the following: Place the pointer on the frame of the window, press and hold the left moue button and drag the pointer. Double-click the title bar of the window. The window size toggles between the maximum size and the restored size. Click the Maximize or the Restore button on the right of the title bar. The window size toggles between the maximum size and the restored size. If the title bar of the viewing window becomes hidden when you change the window size by dragging the window frame or changing the layout, rearrange the windows in the View Window frame by selecting Window and Cascade View Windows from the menu bar. *1 The font is displayed in one of the fonts on the PC. *2 You may be unable to open 6 windows, because of memory restrictions. (Refer to Memory usage and Memory setting of WPM client.) 18

19 The following items are displayed on the title bar of the viewing window: The page number of the current viewing page and the total number of pages of the form Viewing size Title of the form To move the page area currently displayed in the viewing window, do one the following: Use the scroll bar. Press the arrow keys. Drag the pointer with the left mouse button. Press the Page Up or Page Down key. To view other pages or to change the viewing size, do one of the following: Select a menu on the menu bar. Select the icon on the toolbar. Click the right mouse button and select a menu from the pop-up menu that appears. To edit the forms with markers and stamps, click the respective icon on the Edit Bar Menu Bar The Menu Bar is a set of hierarchical menus of the various functions of the WPM Web. To perform a function, select one of the items on the menu bar. A pull-down menu appears. Select one of the functions listed there, by doing either of the following: Click the left mouse button on the function. Use the shortcut key (Alt key + Alphanumeric key). The structure of the menu bar is as follows: *1 A form can be edited only by a user with an edit authority. 19

20 First Layer Second Layer Third Layer Operation Folder List Form List Login Change Password Switch Systems Get Font Table Print Style Select Printer(A) Save Settings Version Exit Refresh Search within Forms Search with Cell Definition (K) Download My Folder Print Search with Form Information Searching by Status (V) View (H) Sort Print Information Search within Forms Search with Cell Definition (K) Download Export to Text File Export to CSV File Verify Status Move to Unread Form (J) Change Status(X) 20 Selected Folder Only Includes Sub-Folders (A) Selected Folder Only Includes Sub-Folders (A) Create (N) Edit Delete Save as (R) Print Form List Print All Forms Selected Folder Only Includes Sub-Folders (A) Sort by Title Sort by Date New (S) Narrow down Export to CSV File Export & Run Application Print Print with Conditions(L) Next (N) Previous (B) Already-read (V) Unread Printed (L) Unprinted (Q) Approved (Y) Unapproved (Z)

21 First Layer Second Layer Third Layer View Window Window Administrator Menu Print Searched Page View Search Results(M) Change Page Viewing Size (H) Refresh Print Information Export to Text File Export to CSV File Search within Forms Search with Cell Definition (K) Cell Definition View Setting(Z) Close (X) Layout List View Windows Dialog Close All View Windows Cascade View Windows Environment Settings Folder Settings Group Settings User Settings Font Registration Font Settings Change All Next Search Results Previous Search Results (B) Specify Page Previous Page (B) Next Page First Page Last Page Maximum Large Medium Small Minimum Fit Page Fit Width Fit Height Print Print Current Page View Screen Option Convert Overlay Color Standard Vertical Layout Horizontal Layout Full-Screen(A) 21

22 Note: The Administrator Menu can be used only by the user with an administrator authority Toolbar Some frequently used functions of the WPM Web are registered on the toolbar. The following list shows the icon on the toolbar together with their functions: ICON View a form Print a form Function View a form information Search within a form information Search within forms Search with cell definition Specify the page number First Page Previous Page Next Page Last Page Zoom in Zoom out Cell definition Switch systems Next unread form Previous unread form Move to the next search result Move to the previous search result Viewing a form, Printing a form, Viewing a form information, Search within forms or Search with cell definition are performed to a form selected in the Form List. Search within a form information is performed to a folder selected in the Folder List including its sub folders. Other functions assigned to each icon are performed to a form displayed on the top of the View Window. Note: The icon for Switch Systems is displayed only if this function has been set by the system administrator. 22

23 3.2.4 Edit Bar Various functions used for editing the forms on the View Window are registered on the Edit Bar. All functions except for [Select] can be used only by a user with edit authority. [Select] can be used only by a user with export authority. The following list shows the icons on the Edit Bar, and the functions: ICON Exit from Edit mode Select Marker Stamp Comment Erase Move Color Function 3.3 Setting Window Style How to configure the window style for the form is described in this chapter. Changing Pages Changing the Viewing Size View Setting Changing the Window Layout Selecting the View Window Saving the Settings Changing Pages To change the page displayed on the View Window to another page, do one of the following: Specifying the Page Number To jump to another page from the current page you are viewing by specifying the Page Number, select a window of the form you want to view, and make it the foreground window in the View Window frame. Then do one the following: On the menu bar, select View Window, Change Page, and Previous Page. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Change Page and Specify Page. The following dialog box appears. 23

24 Enter the page number you want to view, and select OK. To cancel the operation, select Cancel. Previous Page To view the previous page of the current page you are viewing, do one of the following: On the menu bar, select View Window, Change Page, and Previous Page. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Change Page and Previous Page. Next Page To view the next page of the current page you are viewing, do one of the following: On the menu bar, select View Window, Change Page, and Next Page. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Change Page and Next Page. First Page To view the first page of the current form, do either of the following: On the menu bar, select View Window, Change Page, and First Page. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Change Page and First Page. Last Page To view the last page of the current form, do either of the following: On the menu bar, select View Window, Change Page, and Last Page. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Change Page and Last Page. 24

25 3.3.2 Changing the Viewing Size To change the size of the contents of a form you are viewing on the View Window, select a window of the form whose viewing size you want to change, and make it the foreground window in the View Window frame. Then do one of the following: On the menu bar, select View Window, Viewing Size, and one of the following: Maximum, Large, Medium, Small, Minimum, Fit Page, Fit Width or Fit Height. Click the right mouse button. On the pop-up menu that appears, select Viewing Size, and one of the following: Maximum, Large, Medium, Small, Minimum, Fit Page, Fit Width or Fit Height. Click on the toolbar. The font becomes larger by one point. 1 Click on the toolbar. The font becomes smaller by one point. 2 To make the most recently used viewing size the default, choose Saving the Settings. This viewing size will be used as a default viewing size the next time you view a form View Setting Converting the Overlay Color Only if the overlay color is stored as black 4, you can change the overlay color of the form that you are viewing on the View window. On the menu bar, select View Window and Convert Overlay Color. On the screen that appears, specify the color you want. The default is light blue (R:192, G192, B255). Please note that the form is printed using the black color, instead of color specified here. For more information, see Cannot print the overlay with the color displayed. If the form created by the WPM Driver contains several overlay colors including black, you should specify black for this overlay color. View Screen Option You can display 6 forms at the same time. You can set the action to display 7th form. View warning message *1 The font size does not change if already set to maximum font size. *2 The font size does not change if already set to minimum font size. *3 If you specify Maximum as the Viewing Size, you may be unable to open multiple windows in the View Window frame because of memory restrictions. (Refer to Memory usage and Memory setting of WPM client ) *4 When WPM AFP Emulator receives a form from the host system, you can specify the overlay color of the form by Setting the Overlay Color in its profile definition. 25

26 Close the bottom screen before viewing(auto) You can save and use this setting next time by Saving the Setting Changing the Window Layout You can change the layout of the Folder List, Form List, and View Window in the Main Window. There are three options: Standard, Horizontal, and Vertical. Choose the one that is best for the forms most frequently used. To change the layout, select Window, Layout, and one of the following on the menu bar: Standard Horizontal Vertical Full-Screen If a viewing window in the View Window frame disappears after you change the layout, you can re-align the windows in the View Window frame by selecting Window and Cascade View Windows on the menu bar. To save the layout information changes and make the new settings the default, choose Saving the Settings. Then, the next time you start the WPM Web, you can use the same layout. 26

27 A standard layout 27

28 A vertical layout 28

29 A horizontal layout A Full-Screen layout There are two types of screen in the Full-Screen layout. One is the Form List screen. Another is the Form View Screen. And, there is a special bar window list bar to change screen just below the tool bar. You can change the screen and form, or close the form window. In the Full-Screen layout, Print a form, View a form information, Search within forms, and Search with cell definition icon on the toolbar work for the viewed form. In the Standard layout those icons work for the selected form in the Form list. 29

30 [Form List Screen] 30

31 [Form View Screen] Selecting the View Window To display a viewing window of a form in the View Window frame as the foreground window when multiple viewing windows are displayed, do one of the following: Place the pointer on the window in the background, and select it by clicking the left mouse button. On the menu bar, select Window, List View Windows, and one of the forms from the list. 1 On the menu bar, select Window and Dialog. The following Select View Window dialog box appears. *1 According to the size of the Main Window, the title of the forms may not be displayed correctly on the menu bar. In this case, use the Select View Window dialog box instead. 31

32 Select the title of the form you want to display in the foreground, and do either of the following: Select OK, or press the Enter key. Double-click the title of the form listed in the dialog box Saving the Settings When you select Save Settings, the following settings are saved. They will be reproduced the next time the WPM Web is invoked. To save the settings, select Operation and Save Settings on the menu bar. The following items are saved: The position and the size of the Main Window The positions of the borders of each frame : Folder List, Form List, and View Window The Folder currently selected 1 The sort information of the Form List The width of the header on the Form List The viewing size of the form on the View Window The setting of the Window Layout The directory path and the filename for Exporting to File. The setting of the View Screen Option The setting of Converting the Overlay Color Select the menu. The dialog box appears. Click Yes, the file that contains these information is saved in the client PC Setting the Print Style You can specify the default print settings in this dialog box. These settings are saved as a *1 If My Folder, Search Status Folder or Search Result Folder is selected, the current folder is not saved. *2 To save the settings, Java applet should be accessible to the local computer. About the settings, refer to Printing or Exporting to File. *3 The directory is "\WPMWEB_LOCAL_DATA\<USER_ID>\<SYSTEM_ID>" on the disk drive containing the user home directory. The filename is "USER_APPLET.TMP". On the default system (when the System ID is not specified), "@@@@@@@@" is used as part of <SYSTEM_ID>. However, if it is erased for some reason, the saved setting information also disappears, and the default settings are used. 32

33 local file in the client PC 1 and are used as the default value in printing. 2 To set the print style, select Operation and Print Style on the menu bar. The following dialog box appears. Choose the settings on each tab page. To restore the default values, select Use Default Values. Select Save to save the settings in the client PC as a local file Setting the Paper On the Paper tab page, you can specify settings for page layout and paper. *1 To save the settings, Java applet should be accessible to the local computer. About the settings, refer to Printing or Exporting to File. *2 If any different settings are specified on the Print dialog box in printing, its settings are used except for Paper Size and Orientation. The settings of the Print Style are used for Paper Size and Orientation. *3 The directory is "\WPMWEB_LOCAL_DATA\<USER_ID>\<SYSTEM_ID>" on the disk drive containing the user home directory. The filename is "USER_PRINT.TMP." On the default system (when the System ID is not specified), "@@@@@@@@" is used as part of <SYSTEM_ID>. 33

34 Auto Selection By specifying [Auto Selection], the printer can select the paper size fitting for the form automatically. 1 When you print a Matched Records List or print the form list, however, the paper specified in Paper Size is used even if you have specified [Auto Selection]. Auto to A4/B4 By specifying [Auto to A4/B4], the printer can automatically select the paper size A4 or B4 with following condition. Page is printed to fit in both the width and the height of A4 or B4. [A4] A4, Letter or smaller than A4 [B4] Other papers When you print a Matched Records List or print the form list, however, the paper specified in Paper Size is used even if you have specified [Auto to A4/B4]. [Automatic Selection] and [Auto to A4/B4] cannot be used at the same time. Paper Definition If the paper size is defined in the form file itself with [:FORMSIZE], the paper size is selected automatically. *1 Not all printers can use this function. Check your printer's capabilities before running a job. 34

35 When this option is enable, the following forms cannot print. :FORMSIZE is not defined in the form. There are no paper definition which is specified in :FORMSIZE [Paper Definition], [Auto Selection], or [Auto to A4/B4] cannot be specified with another at the same time. Please specify one of them. Fix Definition By pushing this button, Paper Definition window appears in order to define the paper definition. Please refer to Defining a Paper for more detail. Paper Type / Paper Size Select the paper size to print. To print on a standard size paper, select one of the size in the Paper Type field. To print on a nonstandard size paper, select one from the User Custom in the Paper Type field and specify the real paper size (Width and Height) in the Paper Size field. (Paper Size can be specified only when User Custom is selected as the Paper Type.) The standard size papers are: A4, B4, A3, B5, A5, Letter, Legal, Ledger, and Postcard. The nonstandard size papers are: User Custom(1), User Custom(2), and User Custom(3). The range you can specify as the Paper Size is from 100mm to 508mm. The default value of Paper Type is A4. The default size of the User Custom Paper Size is same as A4 paper. And, new paper size can be defined by Paper definition. Please refer to Defining a Paper" for more detail. When you use User Custom size or defined paper size, you sometimes are requested to set the same paper definition in the setting of Printer Driver. If Suppress is specified in Suppress Page Setup Dialog at Printing, the paper size specified here applies. Orientation Select the orientation across the paper. In the Orientation field, you can specify either Portrait or Landscape. The default value is Portrait. Paper definition name This field shows the Paper definition name of selected paper type, and it is associated with the ID specified with FORMSIZE in form file(*.w01). If the selected paper type does not have Paper definition name, this field is blank. This field cannot be modified in this window. You can change paper definition name by changing paper definition. Please refer to Defining a Paper for more detail. 35

36 Automatic Adjustment You can print a form adjusting the actual size of the form (the paper size when the form was received) into other size reflecting the paper size to print, the unprintable areas, and the margins (enlarge or scale-down). You can select one of the following in the Automatic Adjustment field. The default value is No Adjustment. No Adjustment: Print the form as is. (Print in the actual size of the form.) Fit in Width 1 : Print the form adjusting to fit in the width of the paper selected. Fit in Height 2 : Print the form adjusting to fit in the height of the paper selected. Fit in both Width and Height: Print the form adjusting to fit in both the width and the height of the paper selected. When you print a Matched Records List or print the form list, however, No Adjustment is used if you have specified other option. Margins You can set the Top, Bottom, Left, and Right margins at values from 5.0 mm (the default) to 99.9 mm. When the form is printed, the contents are adjusted to fit within those margins on whatever paper size you have selected. Margins you set here are used only if you have specified Suppress in Suppress Page Setup Dialog at Printing. Also, if Automatic Adjustment is set to No adjustment, all margins are set at 0 mm. Offset Adjustment You can set Offset values for a form, using X and Y coordinates X from left to right, Y from top to bottom. Such settings control the position at which printing starts on the paper. The range of each coordinate is from to mm. You can make such settings only if Automatic Adjustment is set to No Adjustment. Because margins are usually set when a form is designed, you will seldom need to adjust them. However, if a form does not fit on a page without automatic adjustment, you may need to specify a negative value. Make these settings carefully. Otherwise the printing may run off the side or bottom of the paper Defining a Paper You can define paper in this dialog box. Paper definition is to save the settings as names in advance, that are frequently used such as paper size, orientation, and margins. You can define them in the dialog box described below. You can open this box with "Modify Definition" button on Paper tab page of "Print Style". *1 The printing may run off the bottom of the paper. *2 The printing may run off the side of the paper. 36

37 Please refer to Setting the Paper for settings for paper size, orientation, margins, and offset adjustment. Paper Definition List You can see a list of paper already defined at the top of the page. This list shows Name, Paper Size (Width and Height) and Orientation. Paper definition shown as "(Standard)" in Name field is defined as standard for WPM. You can change 0rientation, Automatic Adjustment, and Offset Adjustment for the standard paper definition. Paper Size (mm) You can specify the Paper size in the range from mm to mm. Name You can specify the name for paper definition, 40 characters at the maximum with no comma. 37

38 The name defined in this field will be listed in pull-down menu of Paper Type on Paper tab in Print Style. You cannot edit the name of paper definition of "(standard)" as name. Paper Definition Name You can set an ID specified for FORMSIZE in form file (*.W01) in this field. When you enable "Paper Definition" on "Paper" tab of "Print Style" window, paper definition that you specified ID for FORMSIZE is automatically selected to print. You cannot set the ID in this field if it is specified for another paper definition. You can enter only the maximum of 8 narrow alphanumeric characters. Button Operation You can define the new paper setting as shown. In this case, paper definition New name is "Copy " and is the same as being displayed when you click the button. This new setting is shown at the bottom line of Paper Definition List. You can update the definition that is currently selected in paper definition list, into Update the setting as shown. When you click the "Set" button, this update is fixed. You can delete the definition that is currently selected in paper definition list. You Delete cannot delete the paper definition shown as "(Standard)" in Name field. Setting You can fix the modified definition and return to the previous window. Cancel You can cancel all the modified definition and return to the previous window. Note: You should save "Print Style" to enable paper definition specified in this dialog box. When you modify paper definition, make sure to click "Set" button of "Print Style" tab page to save. If you click "Cancel" button, the modified paper definition isn't reflected Setting the Header and Footer On the Header/Footer tab page, you can set various items to be printed as headers or footers with the contents of the form. 38

39 A header or footer is printed at the left, right, or center of a form. You can specify the following for each header or footer: None : Print nothing Form Name : Title of the form, displayed on the Form List as Form Title Filename of Form : PC filename stored on the WPM Web server, including the path name Date and Time : When the form was printed, obtained from the PC clock Page Number Optional Character String You can enter a maximum of 100 characters for the Optional Character String at a total of six locations for the header and footer. The default value for the header and footer is None Setting the Option On the Option tab page, you can specify the options for printing. 39

40 Handling Colored Overlay If the forms contain colored overlays and page segments (images), you must specify Color Printing or Black and White Printing to print them. You must set this to match the printer you are using. If you select Color Printing and print the form on a color printer, the colored overlays and page segments are printed in the colors shown on the screen. If you select Black and White Printing and print the form on a color or monochrome printer, the colored overlays and page segments are printed in black and white. If you select Color Printing and print the form on a monochrome printer, the colored overlays and page segments are printed in grayscale. The default is Black and White Printing. Processing Page Segments A faint image of the net might be printed in the rectangle area containing all the images (page segment) in a form. To avoid this, specify Paste Images Directly at printing. 40

41 Note This is recognized as a Java plug-in problem. Usually in printing, once all images are developing on the graphic screen, they are put on the graphics to be printed, to improve system performance. To avoid printing an unwanted image, paste images directly to the graphics to be printed. This method makes the printing slow. Printing a Marker, a Stamp, or a Comment The Edit function adds a marker, a stamp, and a comment. You can specify whether to print them on the printout. To have them left off the printout, select not Print. The default is Print. Printing Overlay You can specify whether to print a overlay contained in a form. If you select not Print, the overlay is not printed. You can use this option to print texts only on the paper an overlay is pre-printed. The default is Print. Scaling the print size of Matched Records List The Matched Records List is a result when you perform Search with Cell Definition specifying Matched Records List to the Search Results Format field. The Automatic Adjustment becomes ineffective since the width of each line differs by the number of characters on each line. Consequently, you should adjust the scaling size as needed when you print the Matched Records List. Print Direction for Matched Records List and Form List You can specify the print orientation which is used when the Matched Records List or Form List is printed. Default is portrait Setting Others On the Others tab page, you can set the other settings for printing. 41

42 Printing Multiple Forms If you select multiple forms on the Form List for printing, you must specify whether a Print dialog box is to be displayed for every form. If you select Process each form with pause, the Print dialog box appears each time a form is about to be printed. This enables you to change the print specifications for each form except for Copies, Color, and Duplex. The specifications of WPM default printer selected on Select Printer are used for those. If you select Process multiple forms without pause, the Print dialog box appears only for the first form. All forms are printed with the specifications on the dialog. You can select All only for Print range on the dialog. The default value is Process each form with pause. Printing Search Results (Pages) If you select multiple pages on the Search Results list (a list of the page that match the search conditions), you must specify whether a Print dialog box is to be displayed for every page. If you select Process each form with pause, the Print dialog box appears each time a page is about to be printed. This enables you to change the print specifications for each form except for Copies, Color, and Duplex. The specifications of WPM default printer selected 42

43 on Select Printer are used for those. If you select Process multiple forms without pause, the Print dialog box appears only for the first page. All forms are printed with the specifications on the dialog. If you specify Print range on the dialog, it is ignored and all pages are printed. The default value is Process each form with pause. Suppress Page Setup Dialog at Printing If the Page Setup dialog box is displayed when a form is about to be printed, you can use it to specify the paper size, the orientation, and the margins for your pages. 1 If you specify Suppress, the Page Setup dialog box is skipped, and the forms are printed with the default settings specified in the Setting the Paper. 23 You can specify Suppress both for Ordinary Print (forms or matched pages), and for printing the Matched Records and Form List. The default value is Suppress (check box is on) for both types of printing. Order for Printing When you select multiple forms on the Form List for printing, you can select the order of the forms to be printed. Not selected Print in the same order as in the Form List. Sort by Date: Descending order Print by date, newest first. Sort by Date: Ascending order Print by date, oldest first. Sort by Title: Descending order Print alphabetically by title, in descending order. Sort by Title: Ascending order Print alphabetically by title, in ascending order. The default is Not selected Selecting a Printer You can select a printer for WPM in this dialog box. Without changing the default printer for OS, you can specify the printer that WPM uses. The setting in this dialog box is stored while WPM client is being activated. If you will not use default printer for OS to print, you should select the printer each time you run the WPM client. To select the printer, click "Operation" and "Select Printer" on the menu bar. The following dialog appears. *1 If you change the settings on Print dialog at printing, its settings are used for printing except for Paper sizes and Orientation. The settings in Page Setup dialog become effective. *2 If you print multiple forms with different paper sizes or orientations at the same time, some of the forms may not be printed correctly. *3 If Suppress is selected, Paper sizes on Print Style is used. Some printers may print with incorrect paper sizes in this case. If you have it, do not select Suppress and specify paper sizes on Page Setup dialog. 43

44 You can specify the default printer for WPM and its properties on this dialog. Change default printer You can change the default printer for WPM at Name. If you change it, you may need to change properties as changing Name not affect any to properties setting. Setting of Property You can change printer properties by pushing Properties button. The specified Copies, Color, and Duplex in the dialog will be used as the default value while WPM client is being activated. For Paper sizes and Orientation, the value on Print Style is used. You should specify other properties and print range at printing. 3.5 Viewing a Form Viewing a Form To display the contents of a form, select a form you want to view on the Form List, or select a page you want to view on the Search Results List (list of pages that match the search conditions), and do one of the following: Double-click the left mouse button on a form or a page. On the menu bar, select Form List and View. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select View. 44

45 The contents of the selected form or page are displayed in the View Window frame as a window style. You can open a maximum of 6 windows in the View Window frame. 1 Displaying the Latest Contents To display the latest contents of the form, reflecting other users' updates by the Edit Functions, do one of the following: On the menu bar, select View Window and Refresh. Click the right mouse button on the View Window. On the pop-up menu that appears, select Refresh. Aligning View Windows To align multiple windows in the View Window frame in cascade style for example, after using Changing the Window Layout - go to the menu bar and select Window and Cascade View Windows. Closing the View Window To close the window in the View Window frame, select the window you want to close, and do one of the following: Click the Close button on the right of the title bar of the window. On the menu bar, select View Window and Close. Click the right mouse button on the window. On the pop-up menu that appears, select Close. On the menu bar, select Window and Close All View Windows to close all of the opened windows Sorting the Form List You can sort the forms listed on the Form List for easier viewing: By the Title of the forms (ascending/descending order) By the Date when the forms were received from the host system (newest/oldest) 2 To sort the forms listed on the Form List, do either of the following: On the menu bar, select either Form List, Sort, and Sort by Title, or Form List, Sort, and Sort by Date. Click the right mouse button on the Form List. On the pop-up menu that appears, select either Sort and Sort by Title, or Sort and Sort by Date. The sorting order switches between ascending and descending order each time you perform the sort function. 3 *1 The amount of memory available for the Java applet in the client environment is subject to restrictions. As a result, if multiple forms are displayed at a large Viewing Size, an attempt to open a new window may fail and evoke an error message. In this case, retry opening a new window after closing some other window, or change the Viewing Size of other View Window to a smaller size. *2 Forms with the same date are sorted by time of day. *3 You can change the order from descending to ascending by sorting twice. For example, when you simply select Sort by Title again after you select Sort by Title, the sorting order changes from descending order 45

46 You can save the current sorting order by using Saving the Settings. The forms will be listed in the same sorting order the next time the WPM Web is invoked Printing a Form A user with print authority can print the forms and the search results. 1 Printing a Form You can print a form that is selected on the Form List or displayed in the View Window frame. You can specify the range of the pages to print. Note However, you cannot print a form in the Folder defined as Unprintable. To print from the Form List, select the form or multiple forms you want to print, and do one of the following: On the menu bar, select Form List and Print. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Print. The print process starts for the selected form or forms. To print from the View Window, select a window of the form you want to print, and make it the foreground window in the View Window frame. Then do either of the following: On the menu bar, select View Window and Print. Click the right mouse button. On the pop-up menu that appears, select Print. To print a current displayed page: On the menu bar, select View Window and Print Current Page. Click the right mouse button. On the pop-up menu that appears, select Print Current Page. The print process starts for the form displayed on the foreground window in the View Window frame. Printing a Matched Page After you do a search with Search Within Forms or Search with Cell Definition, and get a Search Results list, you can print specific pages of forms on that list. (This does not apply to a Matched Records List.) Select the page or pages you want to print 2, and do either of the following: On the menu bar, select Form List and Print Searched Page. Click the right mouse button. On the pop-up menu that appears, select Print. Printing the Matched Records List You can print the search results listed on the Search Results list that match the search to ascending order. *1 Unless you have print authority, you cannot select any menus related to the print function. Authority is given by the System Administrator to each user. *2 You can select multiple pages. To select all the pages listed on the Search Results list, press the Ctrl key and the A key. 46

47 conditions obtained by Search with Cell Definition. (Matched Records List) 1 To print the search results, do either of the following: On the menu bar, select Form List, Search with Cell Definition, and Print. Click the right mouse button. On the pop-up menu that appears, select Print. To print the search results with search conditions, do either of the following: On the menu bar, select Form List, Search with Cell Definition, and Print with Condition. Click the right mouse button. On the pop-up menu that appears, select Print with Condition. On the first page, the search conditions are printed. The Matched Records List is Printed from the second page. If there are the data in red color in the Matched Records List, they are not permitted to print. In such case, the data is masked by '*' when it is printed. No form name nor file name is printed even if printing header/footer is specified. Printing a Form List You can print a form list that is selected on the Folder List. To print from the Folder List, select the folder you want to print, and do one of the following: On the menu bar, select Folder List and Print Form List. Click the right mouse button. On the pop-up menu that appears, select Print Form List. Printing All Forms You can print all forms those in a folder. To print from the Folder List, select the folder you want to print, and do one of the following: On the menu bar, select Folder List and Print All Forms. Click the right mouse button. On the pop-up menu that appears, select Print All Forms. When all forms are printed, the form list is printed at first. The 'X' in No. Column in the form list is printed for the forms which are not permitted to print. And, they are not printed. Setting the Print Properties If you don't check Suppress to the Page Setup Dialog field in Setting Others, the following Page Setup dialog box appears (refer to Suppress Page Setup Dialog at Printing ). 2 *1 All of the lines in the Search Results list are printed regardless of the lines selected on the list. *2 This dialog does not appear if you check Suppress to the Page Setup Dialog field. In this case, the values set up in the Setting the Print Style will be used. 47

48 To set the print properties, do the following: 1. In this dialog box, specify the Paper (paper size and tray), the Orientation (Portrait or Landscape), and the Margins (Left, Right, Top, and Bottom). You can use different settings from the ones you set in Setting the Print Style. 2. Select OK; the following Print dialog box appears. 48

49 3. In this dialog box, specify the Printer, the Print range 1, and the Number of copies. 2 Changing printer does not affect any to printer properties. If you change the printer, you should check the properties and change it if required. When multiple forms are selected for printing on the Form List, and "Process multiple forms without pause" is specified in the Printing Multiple Forms field, this Print dialog box appears only for the first form and does not appear for the following forms. The values specified in this dialog box is used for all forms and only 'All' is valid for Print range. 4. Select OK to start printing the forms. They will be printed in accordance with the settings of the Automatic Adjustment in the Setting the Paper. While the job is being printed, the following dialog box appears. You can cancel printing by clicking Abort. If the system administrator has set an interval time for a pause between printing pages ("sleep time") 3 the printing may pause between printing pages. The progress on the above shows all pages even print range is specified. This is a java limitation. The above dialog boxes - (Page Setup, and Print) - appear every time a form is being printed; thus you can change the print properties for each form. To suppress the second and the following Print dialog boxes, specify "Process multiple forms without pause" in the Printing Multiple Forms field in Setting Others. Then the dialog appears once for the first form and all forms are printed with its settings Viewing a Form Information Detailed information about a form is displayed in the Form Information window. 4 The *1 The Print range is not selectable when the result is just one page or Process multiple forms without pause is selected for searching result of multiple forms. *2 If Print to file is selected, the output is prm format. A dialog for setting file name appears twice for each form due to java limitation. The file name specified on 2nd dialog is used. *3 This setting specifies how many pages the printer is to print before pausing, and how long each pause is to last. For instance, if the setting is "Wait 30 seconds after 5 pages," the printer pauses for 30 seconds after page 5, and so on. *4 The User Information tab page appears only to users with administrator authority. The control information 49

50 following information is listed on the three tab pages: Form Name : Title of the form Filename : PC filename stored on the WPM Web server, including the path name 1 Creation Date : The date when the WPM AFP Emulator for Web received the form Update Date : The latest date when the form was edited using the Edit Functions Number of Pages Record Length Number of Comments Number of Stamps Number of Markers Font Information : Base font, Used font, and Style 2 User Information : The control information defined for the form on the host system You can display the form information from either of the Form List or the View Window. To display the form information from the Form List, select a form or multiple forms you want to view, and do one of the following: On the menu bar, select Form List and Information. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Information. If you have selected multiple forms, you can scroll their information by using Previous or defined in the User Information Page of the form on the host system is displayed on this tab page. The Security Information tab page appears only to users with download authority. For more information, refer to Download Functions. *1 The filenames are displayed only to users with administrator authority. *2 The fonts used in the form are listed. The fonts listed here are the font resources marked as public resources on the host system. 50

51 Next. To display the form information from the View Window, select a window of the form you want to view, and make it the foreground window in the View Window frame. Then do either of the following: On the menu bar, select View Window and Information. Click the right mouse button. On the pop-up menu that appears, select Information Search within Forms You can specify the following items to be searched on the Search within Forms dialog box: Character strings (up to 40 characters, up to 64 AND 1 /OR search conditions, casesensitive or not) Numbers (up to 15 effective digits) 23 (Equal, More than, Less than, Between) Others (search pages which has Comments, Stamps, and/or Markers) You can search within a form from one of the Folder List, the Form List, or the View Window. For detail, refer to Searching. You can search various types of data. For detail, refer to Searching data. Character Strings Numbers Others Result of Search To see the results, open the View Window from the Search Results list. The first page that has a match for the search conditions is displayed in the View Window frame. All the other pages that have matches are listed in the Search Results list. To see other results, select other pages from the Search Results list. On the View Window, any string of characters or numbers that matches the search conditions is shown in red. If the search reaches the time-out limit set by the system administrator, a message, "The time-out was occurred" is issued, and the only results found by that time are displayed. *1 In an AND search, a match is considered to be found only when all the specified search strings are found in one record, that is, one text block sent from the host saved in internal format. Data of the following kind is separated into other records (other blocks) even though it may appear as one line on the host: Mixed double-byte and single-byte characters. Example : DDDDsssDDDDD is separated into DDDD, sss, and DDDDD. The print position of one or more characters in one record is specified by field mapping in the Page Definition. The print position of one or more static characters is specified in the Overlay or the Page Definition. The print position is adjusted by use of the Balance keyword in the Overlay. In addition, when multiple cells are defined in one record by Cell Definition, the record is separated into blocks with cell units. *2 Because a number entered as a double-byte character is treated as a character string, you cannot do a numeric search for such numbers. *3 You can specify up to 20 digits. If over 15 digits is specified, it is rounded and causes a rounding error. 51

52 Searching You can search within a form from one of the Folder List, the Form List, or the View Window. From the Folder List To search from the Folder List,select the folder you want to search, and do either of the following: On the menu bar, select one of the following: Folder List, Search within Forms, and Selected Folder Only, or Folder List, Search within Forms, and Includes Sub- Folders. 1 Click the right mouse button. On the pop-up menu that appears, select either of the following: Search within Forms and Selected Folder Only, or Search within Forms and Includes Sub-Folders. From the Folder List, you can search all of the forms either within the selected folder only, or within the selected folder and its sub-folders. 2 In this case, you cannot specify the page range to be searched, and consequently all the pages will be searched. From the Form List To search form the Form List, select the form or multiple forms you want to search, and do one of the following: On the menu bar, select Form List and Search within Forms. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Search within Forms. From the Form List, you can search single or multiple forms. If you select only a single form, you can specify the page range to be searched. If you select multiple forms, you cannot specify the page range, and consequently all the pages will be searched. You can select a maximum of 256 forms on the Form List. From the View Window To search from the View Window, select a window of the form you want to search, and make it the foreground window in the View Window frame. Then do either of the following: On the menu bar, select View Window and Search within Forms. Click the right mouse button. On the pop-up menu that appears, select Search within Forms. From the View Window, you can search only the form you have selected. You can specify the page range to be searched. Searching data How to search data in the forms is described in this topic. *1 Selected Folder Only cannot be specified for the dummy folder (a gray folder in which the form list is not displayed). *2 Be very careful when you search with Includes Sub-Folders. The search may take a long time if there are a huge number of forms to be searched. 52

53 Searching character strings To search for a character string, enter a string in the Search string field. You can enter up to 64 AND/OR conditions, each in a separate line containing up to 40 characters. To add new line, press the ALT key and the ENTER key. To remove all the search conditions already set, select Clear Conditions. After you set all the conditions, select Search to start the search. Searching Numbers To search for a string of numbers, enter number containing up to the effective 15 digits 1 for *1 You can specify up to 20 digits. If over 15 digits is specified, it is rounded and causes a rounding error. 53

54 Start and End; then select one of the following: start <=X<=end start < X<=end start <=X< end start < X< end start >=X or X>=end start > X or X>=end start >=X or X> end start > X or X> end X= start X!=start NOT means to deny all conditions specified by the expression. Check the NOT if you need. To remove all the search conditions already set, select Clear Conditions. After you set all the conditions, select Search to start the search. Other Searching Select the item to search from a Comment, Marker, and Stamp. Select Search to start the search. Searching with Form Information Settings for Search Conditions To specify search conditions with form information, display the "Search with Form Information" window by doing either of the followings: After selecting the target folder: Click the right mouse button. 54

55 on the pop-up menu that appears, - select "Search with Form Information" and "Selected Folder Only", or - select "Search with Form Information" and "Includes Sub-Folders". On the menu bar, - select "Folder List" and "Search with Form Information" and "Selected Folder Only", or - select "Folder List" and "Search with Form Information" and "Includes Sub- Folders". On the Toolbar, select "Includes Sub-Folders"). (If you select the folder on Toolbar, you should select Each setting items are described below. Form Title: For character strings shown as "Form Title" in form list, you can specify them when you want to list a form including those (partially matched) specified in this field. Each line of character strings is one item. To add new line in this entry field, press the ALT key and the ENTER key. You can enter a maximum of 8 AND/OR conditions of character strings. Form Number: You can search whether to match the form number specified in ":FORMNO." tag on user information page with the character strings specified in this field, You can specify a maximum of 8 character strings, not case-sensitive. 55

56 Date: To search a form by date, specify the date in YYYYMMDD format. The date you can target is either of "Form Date", "Delivery Date", "Creation Date". You should enter the condition value for all the fields of year, month, and day. The period also needs to be clearly specified. To specify the conditions, make sure to specify them with no blank. Form Classification: You can specify the form classification for searching. The form of classification you checked can be searched. If you check form classification for multiple cells, then you can specify OR search condition. Start Search: After specifying the necessary conditions for search, select "Search" to start search. The search results are listed in a special folder, Form Information Search Results. This is a temporary folder and not be saved. Refer to "Search Results Format". If you searched before, the previous conditions is displayed. Select "Clear" to clear it. Search Results Format The search results are listed in "Search Results with Form Information folder that is temporarily created. 56

57 You can use the following function in "Search Results with Form Information" folder. 1. Print All 2. Form List Print 3. Search within Form 4. Search with Cell Definition (Only when all the cell definition is matched.) 5. Download Use Cell This chapter shows how to use cell. Defining a Cell Search with Cell Definition Defining a Cell The user with authorization to define cells 1 can create a Cell Definition File used for searching with cell definition. By defining cells in a form that is in table format, you can search for data within the form by specifying a search condition for each cell. A cell is a rectangular area within a form that uses the same overlay throughout the pages. Enclosing an area with a rectangle means that you specified the enclosed data items. By specifying one or more search conditions corresponding to the attributes of each cell (character string, number, or date data type), you can search all the records that have cells matching the search conditions. (A record is a block consisting of multiple cells; each line in a table is a record.) Then you can print those records, or export those to a file as a comma-delimited format (CSV file). The information defined as a cell is stored in a Cell Definition File. This file is referred by the WPM AFP Emulator for Web when it receives a form from the host system and stores the form as a proper format for searching with cell definition. It is also referred by the WPM Web server when searching with cell definition is performed. The maximum number of cells that can be defined in one Cell Definition File is Cell Definition File To create, update, or delete a Cell Definition File, do the following: 1. From the Form List, select a form you want to define a Cell, and display the form. 2. Do either of the following: Click on the toolbar. On the menu bar, select View Window and Cell Definition. *1 This authorization for defining cells is given by the system administrator to each user. 57

58 The List of Cell Definition Files dialog box appears, with a list of the Cell Definition Files. If the list has a cell definition file name which is specified in the selected form, the file is focused. To create a new Cell Definition File, select New. To modify an already defined Cell Definition File, select the Cell Definition File from the list and double-click the left mouse button or select Modify. To delete an already defined Cell Definition File, select Cell Definition File and select Delete. To exit from Cell Definition mode, Select Cancel. The Description of Cell Definition dialog box appears when you create or modify a Cell Definition File by use of New or Modify. 58

59 After defining all the cells to the form, select Register to save new definition, or select Cancel to exit from Cell Definition mode without saving the new definition. Only one Cell Definition can be specified for one form. Specifying a new Cell Definition File-name To create a new Cell Definition File, select the File tab on the Description of Cell Definition dialog box, and enter a File-name of the new Cell Definition File and the Description. 59

60 Filename the filename to save the cell information on the WPM Web server (up to 16 alphanumeric characters) Description a description of the cell definition (up to 80 bytes) Selecting Table Type Select Table Type prior to defining cell according to the direction of detail line. Please see the sample of type below. Vertical table : Horizontal table : 60

61 Note; The matched records list of search shows the result with vertical format like as below even if the original table is horizontal type. Defining a new cell To define a new cell, do the following: 1. To define a cell correctly, set the Viewing Size of the View Window to Medium. (Refer to Changing the Viewing Size.) 2. Place the mouse pointer (cross-hair cursor) to the top left corner of the rectangle you want to define as a cell. 3. Press and hold the left mouse button. Drag the pointer to the bottom right corner of the rectangle, and release the mouse button. The rectangular area is displayed on the form, and a new row is added to the list on the Description of Cell Definition dialog box From the newly added row on the Description of Cell Definition dialog box, doubleclick the Key/Item (Omit) field and select an appropriate item from the list (Key, Item[X], or Item[O]). 5. From the newly added row, double-click the Title field and enter the name of the cell. (Just after you define a new cell, the character strings in the newly specified rectangular area are set to this field.) 6. From the newly added row, double-click the Format field and select an appropriate format from the list (Character strings, Numbers, or Date with various format). 7. Repeat steps from 2 to 6 until all the cells are defined. Each form can contain up to 500 cells. 2 We recommend that the number of cells be less than 100 for this operation. The List of Cells tab page contains the following: No. The same number is displayed above the top-left corner of the rectangular area of the Cell on the form displayed on the View Window. LastCell This item is used to define cell for multi column table. Please refer to Cell Definition *1 A character string that consists of two or more lines cannot be defined in one rectangular area. *2 If you define too many cells, it may take much time to display the search results, or each records of the search results may not be printed in one line. 61

62 of Multi Column Table. This item is effective if Key/Item(Omit) setting is Item. Key/Item (Omit) Data that appears once at a specific location on every page. If it is defined as an Item and is blank, you must specify whether to treat it as if the blank cell contained the same data as the upper cell when search is performed. If you are going to use the default, select Item[O]. If not, select Item[X]. You need to select at least one item when you define the cell. Key Data that appears once at a specific location on every page. When you search with a key, only pages matching the keyword and condition are searched. Item Data that appear repeatedly on a page, such as the items of the Line of Details in a table. The cell definition for data in the first row of a page is inherited by the other rows. Title The title of columns displayed in the Lines of Details. This is used as the title of the Lines of Details when the Matched Records List is printed, or exported to a file. Also, you can specify the search conditions for each title when doing a Search with Cell Definition. Format Specifies the data format of each cell. You can select Character strings, Numbers, or Date. For the Date format, you can select any one of several patterns (for example, YY/MM/DD). 1 There are some options for Number data format to define the display format which is used to display the search result. Format Number Number(Minus) Number(Decimal Point) Number(Comma) Number (Minus, Decimal Point, Comma) Number(Number only) Description Display as is. Display Minus symbol and Number. Display Number and Decimal Point. Display Number and Comma symbol. Display Number, Minus symbol, Decimal point and comma symbol Display number only. For example, -1,234.5 is displayed as below. Number Number (Minus) Number (Decimal Point) Number( Comma) 1,2345 Number (Minus,Decimal Point, Comma) -1,234.5 *1 The format of Date as displayed on the list represents only the sequence of the year, month, date, and its number of digits. For example, select YYYY/MM/DD format for December 31,

63 Number (Number only) Note * Use the Number format when you may have numeric data starting with decimal point like as.123. * If leading character is a comma like as,123, WPM not recognize it as numeric. * Double-byte characters can not be searched if you specify the Number or Date format. You must specify character strings format for double-byte characters Changing the list sequence When printing the Matched Records List or exporting it to a file, the sequence of the Lines of Details printed or exported is the same as the sequence on the list in the Description of Cell Definition dialog box. You can change the sequence on the list by using one of the following buttons on the List of Cells tab page: : Moves the selected row (line) one level up. : Moves the selected row (line) one level down. : Moves the selected row (line) to the top of the list. : Moves the selected row (line) to the bottom of the list. Moving and resizing a cell When selecting a cell (a rectangular area) defined on the form displayed on the View Window, with the left mouse button, 1 the cell is selected for moving or resizing. To move a cell, do the following: 1. Place a pointer on any point within the rectangular area of the cell. The pointer changes to a cross arrow pointer. 2. Press and hold the left mouse button, and drag the pointer to another position on the form displayed. To resize a cell, do the following: 1. Place a pointer on any border of the rectangular area of the cell. The pointer changes to a two-way arrow pointer. 2. Press and hold the left mouse button. Drag the pointer to a suitable size, and *1 When a rectangular area of the cell is selected, the cell number is displayed in red above the top left corner of the rectangular area of the cell. 63

64 release the button. To align the size and position of the cell rectangle to another cell, do the following: 1. Select the base cell. 2. While pressing the Shift or the Ctrl key, select all the cells to be aligned with the left mouse button. The cell numbers of the selected cells shown on the form are displayed in blue. To align all of the cells defined on the form, click the right mouse button, on the popup menu that appears, select Select and Select All. 3. To move all the selected cells, place a pointer on any point in the cells where the pointer changes to a cross arrow pointer. Press and hold the left mouse button, and drag the pointer to another position. To resize all the selected cells, place a pointer on any border of the base cell. The pointer changes to a two-way arrow pointer. Press and hold the left mouse button, and drag it to the position desired. 4. To align position or size of the selected cells to the base cell, click the right mouse button, then Align menu appears. Select Upward, Downward, Leftward, Rightward, Width, or Height from the menu. To go back to the previous status, click the right mouse button; on the pop-up menu that appears, select Edit and Undo. Copying and deleting a cell To copy a previously defined cell, do the following: 1. Select the target cell on the form displayed on the View Window. 2. Click the right mouse button on the cell; on the pop-up menu that appears, select Edit and Copy. 3. Place the pointer where you want to copy the cell and click the right mouse button; on the pop-up menu that appears, select Edit and Paste. 4. A new copy of the cell is displayed at the position of the pointer. The contents and the size of the copied cell are the same as those of the original cell. To delete a previously defined cell, do the following: 1. Select the target cell on the form displayed on the View Window. 2. Click the right mouse button on the cell; on the pop-up menu that appears, select Edit and Cut. Setting the Lines of Details When the items defined in a cell definition appear repeatedly on a page, you can set the following information of repetition. Cell numbers : The number of items that appear in a page repeatedly. Count the number vertically for vertical table, and horizontally for horizontal table. Cell spaces : The spacing to the next repeated item (Unit: 1/240 inch) 12 *1 One inch is equal to 25.4mm. *2 The displayed image has a resolution of 240 dots/inch. Therefore, if a table containing 8 rows per inch is displayed, Spaces becomes 30. Set Spaces by confirming the forms on the View Window. 64

65 Cell Definition of Multi Column Table If your table has multi columns, you need to set "LastCell" on Description of Cell Definition dialog. Sample of multi column table; This sample is a two columns table in a page. The right table data continue from the left table data. It looks like two separated tables, but it should be handled as a table for search. The setting "LastCell" is required to define which row or column continue from another on multi column table. The cell definitions of the above sample is below. It defines each columns starting from the left table to the right. 65

66 Data in each sells continue as below. No1 No. => No4 No. No2 Fruits Name => No5 Fruits Name No3 Price => No6 Price You should set "LastCell" on Description of Cell Definition dialog to define it. By Changing "LastCell" from None to 1 on No4 cell to define that No4 cell continue from No1 cell. 1 is the cell number of No1. 66

67 If you specify "LastCell" on a cell, its title and form are set automatically same as the cell from which the specified cell continue (that is No1 cell in this sample), and can not be changed. Change also for No5 and No6 like below. Cell search result is displayed as below. Please see data is searched correctly as a table. 67

68 Note; * The cells having "LastCell" setting are not displayed as search condition. Only No1, No2, and No3 are displayed in this sample as below. * Set "LastCell" after fixing cell number and order as cut and paste of cell or changing cell order may change "LastCell" setting or delete it unintentionally. The following cases can not save cell definitions by an error. Please confirm and change the settings. "LastCell" has duplicated value 68

69 "LastCell" has loop value (like as ) Selecting the Cell Definition Easily When you define cells for a form that has table format, you can automatically obtain the title by defining cells on the Lines of Details. After specifying all the items, select them, and move them to the first line. 69

70 Search with Cell Definition Using the Cell Definition 1 defined for a form, you can search within a form or multiple forms by specifying the search conditions for each cell. You can search within a single form, or even within a specified range of pages in a form. You can also search within multiple forms in one or more Folders. You can search with Cell Definition from one of the Folder List, the Form List, or the View Window. To search from the Folder List, select a folder you want to search, and do one of the following: On the menu bar, selecting Folder List, Search with Cell Definition, and Selected Folder Only or Folder List, Search with Cell Definition, and Includes Sub-Folders. Click the right mouse button. On the pop-up menu that appears, search with Cell Definition and Selected Folder Only or search with Cell Definition and Includes Sub- Folders. * Selected Folder Only cannot be specified for the dummy folder (a gray folder in which the form list is not displayed). From the Folder List, you can search all of the forms either within the only selected folder, or within the selected folder and its sub-folders. 2 In this case, you cannot specify the page range to be searched, and consequently all the pages will be searched. If the folder contains a form having a different Cell Definition, the search will end in an error. To search from the Form List, select the form or multiple forms you want to search, and do one of the following: On the menu bar, select Form List, Search with Cell Definition, and New. Click on the toolbar. Click the right mouse button. On the pop-up menu that appears, select Search with Cell Definition. From the Form List, you can search single or multiple forms. If you select only a single form, you can specify the page range to be searched. If you select multiple forms, you cannot specify the page range, and consequently all the pages will be searched. If the folder contains a form having a different Cell Definition, the search will end in an error. You can select a maximum of 256 forms on the Form List. To search from the View Window, select a window of the form you want to search, and make it the foreground window in the View Window frame. Then do either of the following: On the menu bar, select View Window and Search with Cell Definition. Click the right mouse button. On the pop-up menu that appears, select Search with Cell Definition. From the View Window, you can search only the form you have selected. You can specify the page range to be searched. Narrowing down the search results For a faster search, you can search within the results by either of the following procedures: *1 The Cell Definition must be created before the form can be received from the host system, and is referred to when the form is received. *2 Be very careful when you search with Includes Sub-Folders. The search may take a long time if there are huge number of forms to be searched. 70

71 On the menu bar, select Form List, Search with Cell Definition, and Narrow down. On any items in the Search Result list, click the right mouse button. On the pop-up menu that appears, select Narrow down. By exporting to CSV file, the search results are cleared. So, you need to search again before searching within the results. How to set the conditions Attribute Each cell is defined as either a Key or an Item. Key: This is specified for data that exist at a specific position on every page. It is useful to specify this when narrowing down the pages to be searched. 71

72 Note: When the data of all items does not exist for the detected page, the page is not listed in the search result. Item: This is specified for data that appear repeatedly on every page like a table. For the Matched Records List format, all the cells defined as items are listed horizontally (like columns of a table), and one Lines of Details consists of these cells (like rows of a table). Type Each cell is defined as one of the following types: String (character string) Number Date The search conditions to be specified for these types differ as follows: String (Character strings) To search character strings, enter characters in the [Search characters] field. You can enter up to 64 AND/OR character strings, each string containing up to 40 characters. One line of the field represents one search term. To add new line, press the ALT key and the ENTER key. To remove all the search strings already set, click [Clear Conditions] button. You can select following options in the pull down list. Containing text Prefix match Complete match Return all cells containing the search pattern anywhere in the cell. AND or OR is available. Return all cells containing the search pattern at the beginning of the cell. Only OR is available. Return all fields containing the search pattern as an exact match to the contents of the cell. Only OR is available. 72

73 Suffix match Not containing text Return all cells containing the search pattern at the end of the cell. Only OR is available. Return all cells not containing the search pattern anywhere in the cell. Only AND is available. Numbers To search on a range of numbers, enter for Start the lower limit of the range, a number having up to effective 15 digits 1, and for End the upper limit, another such number. Then select one of the following: start <=X<=end start < X<=end start <=X< end start < X< end start >=X or X>=end start > X or X>=end start >=X or X> end start > X or X> end X= start X!=start To find only numbers not within the range you nave specified, check NOT. *1 You can specify up to 20 digits. If over 15 digits is specified, it is rounded and causes a rounding error. 73

74 Date To search by date within a range, enter the Start date and the End date. Then select one of the following: start date<=x<=end date start date< X<=end date start date<=x< end date start date< X< end date start date>=x or X>=end date start date> X or X>=end date start date>=x or X> end date start date> X or X> end date X= start date X!=start date To find only forms not within the range you have specified, check NOT. Blank Cell A Blank Cell search is a search for cells that contain no data (blank). You can specify Blank Cell for any type of search. Note: If all the items in a line are blank, the line is not searched. Combination of Items You can specify how to combine the search conditions defined for each cell. AND Searches for records that match all the search conditions. OR Searches for records that match any of the search conditions. Search Results Format To show the result of the search, specify either of the following: 74

75 Matched Records List: Off All the pages containing cells that match the search conditions are listed on the Search Results list. Matched Records List: On All the records containing cells that match the search conditions are listed on the Search Results list in a table format. If you change the status of the Output field for each cell from Yes to No, the items of the records listed as Lines of Details do not appear on the Search Results list. A Matched Records List can output the results with inserted spaces to show the results as the same image of a character strings in a cell. If you want to get these results, specify No for Remove spaces. 1 If you specify Yes for Remove spaces, the results are listed in the Search Results list without extra spaces contained in the character strings of the cell. The detail lines of matched records are listed vertically regardless of table type. If you use a horizontal table, please note the search result shows in vertical format, not in horizontal. The default value is On. The system administrator can set a maximum length of time for a search. If the search lasts until that maximum is reached, it is ended before search is completed. The system issues a message, "Aborted searching for time-out." and displays only the results obtained before the time-out. Save Search Conditions Use the saved conditions There is a combo-box on the top of Search with Cell Definition window. You can select the item which is displayed on the pull down list of this combo-box. The conditions are set automatically by selecting item. If there are no saved conditions, only <New> is displayed and there are no pull down menu. Save the saved conditions By [Save Search Conditions] button, the Save cell search conditions window appears. All names of the saved conditions are listed in Condition name. *1 Using the previous version, output is same as the result that you specify No for Remove Spaces. 75

76 By Change button, you can change the condition name in the following dialog box. By Delete button, the selected conditions are deleted. By Save button, the search conditions are saved. If the cell definition had been changed, the saved conditions could not work correctly. In this case, you need to set the conditions again. Specifying the Search Conditions To specify the search conditions, do the following: 1. Select the cell that you want to search from the list. 2. Specify the search conditions for this cell. 3. To specify search conditions for multiple cells, repeat steps 1 and Specify how to combine the search conditions specified for multiple cells (AND/OR) to the Combination of Items field. 5. Specify the page range to be searched to the Range field, if you search within a single form. 6. Specify whether the Search Result Format is a Matched Records List. 7. For a Matched Records List, change the status of the Output field from Yes to No for the cells that should not appear on the Search Results list. 8. Select Search to start the search. Except for the setting of the Combination of Items and Search Results Format, the search conditions you set for the Search with Cell Definition will remain and will appear at the next time you log-in to the WPM Web server. You can remove the search conditions already set by selecting Clear Conditions. If you search without any search conditions, all the records will be listed since the system judges that all the data meet the search conditions. 1 *1 This is useful when you want to export all the records to a file in CSV format. 76

77 3.5.7 Exporting to File A user with Export Authority can export files. Exporting to Text File Export to CSV File Copy the contents to the clipboard Exporting to Text File The user with export authority 1 can download the contents of a form or the search results to a local disk of client PC as a PC file. 2 The text is exported in the same line if the difference of the baseline position is in an 8-dot. Exporting the Contents of a Form You can export the contents of a form from either of the Form List or the View Window. To export from the Form List, select the form you want to export, and do either of the following: On the menu bar, select Form List and Export to File. Click the right mouse button. On the pop-up menu that appears, select Export to File. To export from the View Window, select a window of the form you want to export, and make it the foreground window in the View Window frame. Then do either of the following: On the menu bar, select View Window and Export to File. Click the right mouse button. On the pop-up menu that appears, select Export to File. The following dialog box appears. To export the contents of a form to a file, do the following: 1. On the Export Form to File dialog box, specify the page range to export to a file, and select OK. Check "The most frequently used font is the basis," to export a file basically using a font pitch of the most frequently used font in the page. Without a check to this option, the file is exported basically using a font pitch of the most frequently used font in the text block. 3 *1 Unless you have export authority, you cannot select any menus related to the export function. Authority is given by the system administrator to each user. *2 To export to a file, Java applet should be accessible to the local computer. For details, refer to Printing or Exporting to File. *3 The text block means the one block of text sent form the host system. Data of the following kind is 77

78 2. A common dialog box for specifying a filename appears. Specify the filename and the destination directory. If you specify "TXT" as the extension, later reference to this file will be easier. 3. Select Save. Exporting to the file starts. During the export, a dialog box showing the export status appears. To cancel the export, select Cancel. Search Results Search results are exported in a layout similar to that displayed on the viewer. For example, if you export the following form file: The result is as follows: separated into other records (other blocks) even though it may appear as one line on the host system: Mixed double-byte and single-byte characters. Example : DDDDsssDDDDD is separated into DDDD, sss, and DDDDD. The print position of one or more characters in one record is specified by field mapping in the Page Definition. The print position of one or more static characters is specified in the Overlay or the Page Definition. The print position is adjusted by use of the Balance keyword in the Overlay. 78

79 When exporting a file, there is need to adjust a location of each character using single-byte space. The reason is that each line has a different number of characters. Even though it appears as two lines in the viewer, the font size cause those lines to become one line when the file is exported. Consider that these become the restrictions on exporting to a file. Exporting the Search Results to a File To start exporting the search results of the Matched Records List to a file, do either of the following on the Search Results list: On the menu bar, select Form List, Search with Cell Definition, and Export to File. Click the right mouse button. On the pop-up menu that appears, select Export to File. To export the Search Results to a file, do the following: 1. A common dialog box for specifying a filename appears. Specify the filename and the destination directory. If you use CSV file as File type and you specify filename only, the extension CSV is added automatically. If you want to set other extension, you have to use All files as File Type Select Save. Exporting to the file starts. During the export, a dialog box showing the export status appears. To cancel this export, select Cancel. Export and Run Application If you save a search result as a matched record list in a temporary file, you can display it by using a application related to *.CSV file on the client PC. This application starts automatically. To export the search results and start the application, do either of the following: On the menu bar, select Form List, Search with Cell Definition, and Export & Run Application. On the Search Results list, click the right mouse button. On the pop-up menu that appears, select Export & Run Application. *1 You can set the filename displayed in the common dialog box as a default by Saving the Settings. This filename will be used as a default filename the next time you export to a file. 79

80 The temporary file is given the name "Nayose.csv" and stored in a new directory, named "\WPMWEB_LOCAL DATA," that is created on the disk drive containing the user home directory. The older version is overwritten and replaced with the new one when Export and Run Application are processed. Export to CSV File A user with Export Auth can export a file in CSV style. The target form should have Cell Definition. To export from the Form List: On the menu bar, select Form List and Export to CSV File. Click the right mouse button within the form list. On the pop-up menu, select Export to CSV File. To export from the View Window: On the menu bar, select View Window and Export to CSV File. Click the right mouse button within the displayed form. On the pop-up menu, select Export to CSV File. You can cancel the file export with click "Cancel" button on the dialog. You can select the delimiter of export to CSV. Comma(default), Semicolon, Tab, Space or Other can be selected on the screen below. If you select Other, you can specify a character (half-width alphanumeric or special character except for double quotation and space) in a input box. Pushing Save button and executing export save the Delimiter setting. 80

81 Save Settings saves this setting and you can use it next time. Please refer to Saving the Setting for Save Settings. Copy the contents to the clipboard The user with export authority can copy the text from the form and paste to the other application. They can also copy the text from multiple pages one time by specifying the start page and end page number. How to copy the text data to the clipboard To copy the text, do the following. 1. On the Edit Bar, click button. The status changes to Select & Copy mode. 2. Keep the left mouse button pressed and select the area you want to copy. The selected area is surrounded by a dashed rectangle. Then release the mouse button. 3. If you want to reselect, press the left mouse button on the form, the rectangle will disappear, then you can do the selection again. If you want to change the size of selected area, move the cursor to the line of rectangle, keep the left mouse button pressed and move the line. Then the size will be changed. After the area is selected, press the right mouse button. A menu will be popped up. Choose [Copy], the text in selected area will be copied to clipboard. Choose [Select the Page Range to Copy], page range setup dialog will be displayed. 81

82 Enter the start page and end page, press OK button, the selected area's text in these pages will be copied to clipboard. After the copy, the rectangle does not disappear until you press the left mouse button. And, If you want to leave Select & Copy mode, click Copied Text data button. Basically, if a character is partially included in the rectangle, it can be copied. The copied data is CSV format, each field represents a text block which sent from the host system. Therefore, after the data is pasted into other applications, maybe the order and the breakpoint of the text are different from what you see in WPM browser. About the paste, there are cases that the original format is automatically changed by the application you paste to, like Excel. Previously setting the cells format of Excel to Text should avoid these phenomenons. The data size that can be copied one time is limited by the server setting or the memory size that Java Plug-in can use. If the data size you selected is over the limit size set by the server, only the data of this maximum size can be copied, the exceeded part will be cut. The following message dialog will show you your data size is over, and how many pages you have copied. In this case, please paste this part first, then reset the left pages and try again. Meanwhile, if your copy assumed overmuch memory, which exceed the memory size Java Plug-in can use, no data can be copied. In this case, please select less data or increase the memory size that Java Plug-in can use. 1 *1 The memory size that Java Plug-in can use is specified through Java Control Panel Java Runtime Parameter. Please also refer to Memory usage and Memory setting of WPM client for more information. 82

83 3.6 Edit Functions The following editing functions are available on the View Window 2 : Placing a Marker Imprinting a Stamp Adding a Comment Moving and Deleting a Marker, a Stamp, or a Comment Specifying Color To select one of these functions, click the button for it on the Edit Bar Placing a Marker You can mark a rectangular area of a form displayed in the View Window with a color, as shown below: To place a color marker, do the following: 1. On the Edit Bar, click. The status changes to Edit Marker mode. 2. On the Edit Bar, specify a color for the marker by clicking Color. 3. Place the pointer on the top left corner of the rectangular area you want to mark, press and hold the left mouse button, and drag the pointer to the bottom right corner of the area. The area will be marked with a dotted boundary. 4. Release the mouse button. The area is marked in the color that you specified. *2 These functions can be used only by a user with edit authority. This authority is given to a user by the system administrator. 83

84 Up to 256 items (which are comments, stamps or markers) can be imprinted on one page, including items imprinted by others. To modify a marked area, click the right mouse button on the area in Edit Marker mode. The Edit Marker dialog box appears. 1 On the Move tab page, you can make only the following changes to a marker you have created: Position and size : Enter a new position in X and Y coordinates. Color of the marker : Select Color and specify a new color on the Color dialog box. You can also display the following information on the Information tab page: The name and the User ID of the person who made the marker. The date when it was created or updated. To exit from the Edit Marker mode, select another Edit mode or click on the Edit Bar Imprinting a Stamp You can imprint a stamp on the form displayed in the View Window, as shown below 2 : *1 If there are multiple markers at a location you have clicked, a Selection List dialog box appears. Select the marker from the list. *2 An image of stamp is created by the system administrator and authorized to use only by the respective users. It is prepared on the WPM Web server. 84

85 To imprint a stamp, do the following: 1. On the Edit Bar, click. 1 The status changes to Edit Stamp mode. 2. Click the left mouse button at the position where you want to imprint the stamp. Up to 256 items (which are comments, stamps or markers) can be imprinted on one page, including items imprinted by others. To modify a stamp, click the right mouse button on the stamp area in Edit Stamp mode. The Edit Stamp dialog box appears. 2 *1 If your User ID is defined without a stamp, you cannot select this button. *2 If there are multiple stamps at a location that you have clicked, a Selection List dialog box appears. Select the stamp from the list. 85

86 On the Move tab page, you can make only the following changes to a stamp you have created: Position : Enter a new position in X and Y coordinates. Size : Enter a new size in width and height values. You can also display the following information on the Information tab page: The name and the User ID of the person who made the stamp. The date when it was created or updated. To exit from the Edit Stamp mode, select another Edit mode or click on the Edit Bar Adding a Comment You can add a comment (text) on a form displayed in the View Window, as shown below: To add a comment, do the following: 1. On the Edit Bar, click. The status changes to Edit Comment mode. 2. Click the left mouse button at the position where you want to add the comment. The Edit Comment dialog box appears. 3. Type the comment text into the text box on the Input tab page. 4. Viewing the comment on the form displayed on the View Window, check the color, the font type, the attributes, and the font size of the comment. 5. If you want to paint out the background of the comment box with a certain color, check the Paint out the background box. 6. Select OK to save your changes and exit Edit Comment mode. 86

87 Up to 256 items (which are comments, stamps or markers) can be imprinted on one page, including items imprinted by others. If you add a new comment or you click the right mouse button on an existing comment in Edit Comment mode, the Edit Comment dialog box appears. 1 On the Input or Move tab page, you can make only the following changes to a comment you have created 2 : On the Input tab page, you can change the text, the color, the font types, the attributes, and the font size of the comment. On the Move tab page, you can change the position of the comment area by entering a new position in X and Y coordinates. You can also display the following information on the Information tab page: The name and the User ID of the person who made the marker. The date when it was created or updated. To exit from the Edit Comment mode, select another Edit mode or click on the Edit Bar Moving and Deleting a Marker, a Stamp, or a Comment You can move a marker, a stamp, or a comment that you have created to another position on the form. Deleting a Marker, a Stamp, or a Comment You can delete a marker, a stamp, or a comment that you have added to the form. You can only delete what you added by yourself. 3 To delete an item, do the following: *1 If there are multiple comments at a location you have clicked, a Selection List dialog box appears. Select the comment from the list. *2 If the comment you want to update has been updated by someone else after you displayed the form on the View Window, you cannot change it. In this case, do the following: 1. Copy your comment text to the clipboard. You can copy to the clipboard only after you have changed the Java environment. 2. Exit from the Edit Comment dialog box. 3. Select the Refresh menu from the menu bar or the pop-up window on the View Window. 4. Reopen the Edit Comment dialog box. 5. Paste the comment text from the clipboard. *3 A user with administrator authority can delete any marker, stamp, or comment even if it was created by another user. 87

88 1. On the Edit Bar, click. 2. Click the left mouse button on the item that you want to delete. 3. If there are multiple items at a location you have clicked, a Selection List dialog box appears. Select the item you want to delete. To exit from the Delete mode, select another Edit mode or click Moving a Marker, a Stamp, or a Comment on the Edit Bar. You can move a marker, a stamp, or a comment that you have created to another position on the form. To move an item, do the following: 1. On the Edit Bar, click. The status changes to Move mode. 2. Place the pointer on the item you want to move, press and hold the left mouse button, and drag the pointer to a desired position. 3. Release the mouse button. You can also move an item by clicking the right mouse button on the item you created. The Edit dialog box appears, and then enter the new position (change the X and Y coordinates) 1. In Move mode, you can display the Edit dialog box for any item by clicking the right mouse button. To exit from the Move mode, select another Edit mode or click on the Edit Bar Specifying Color To specify the color of a marker or a comment text, select Color from one of the following: on the Edit Bar. on the Edit Marker or Edit Comment dialog box that appears when you click the right mouse button on an already existing marker or comment in the respective Edit mode. The Color dialog box appears. *1 If there are multiple items at a location you have clicked, a Selection List dialog box appears. Select the item you want to move. 88

89 The above dialog box is a standard Java dialog box for setting color. You can specify color from one of the following tab pages 1 : Swatches : You can select any color listed on the color palette. HSV: You can specify color precisely on the gradation palette by moving the slider of the color bar or specifying the H/S/B values. 2 RGB: You can specify color precisely as a mixture of red, green, and blue values, by moving the slider of the respective color bar or specifying the values of the color you want. The color that you specified is shown in the Preview box. To select the color you want, select OK. 3.7 Folder Functions Refreshing the Folder To read the updated folder information from the WPM Web server, select Folder List and Refresh on the menu bar My Folder My Folder is a folder that a user can create for a personal use as needed. You can create your own My Folder for the already existing folders by specifying the search conditions. Then you can select some forms from the folders that matches to the search conditions you specified. *1 It is recommended that you should choose the 256 levels of color so that it can be displayed on any client PC. *2 2.Color is represented by the three elements of hue, saturation, and value. 89

90 Created My Folder appears at the top of the Folder List as the the child node of My Folder in orange color. Creating My Folder To create My Folder, display the Create My Folder window by doing either of the following: After selecting the target folder on the Folder List: Click the right mouse button. On the pop-up menu that appears, select My Folder and Create. On the menu bar, select Folder List, My Folder, and Create. Note You cannot create My Folder to a dummy folder (a gray folder in which the form list is not displayed). 90

91 Options are described as follows. Save Directory Displays the directory that saves the information file of My Folder settings. This cannot be changed. Base Folder Name Displays the name of the folder that My Folder is created from. This cannot be changed. The forms listed in My Folder are part of the forms in this folder that matches to the search conditions specified below. Folder ID Specify a unique ID to identify the folder in My Folder. This ID must be unique to each user, and can contain no more than 8 alphanumeric characters. There is no distinction between uppercase and lowercase letters. Folder Name Register an identifying call name for the folder, for display in the Folder List. Any characters, up to 32 characters, can be used for this name. 91

92 Form Title In the Form Title box, specify the character strings you want to list in My Folder by searching for the forms with title of the form. Enter up to 8 strings, each in a separate line; each one becomes a search condition. If you want to make a new line in the Form Title box, enter ALT + Enter. If any character string is on two or more lines, select AND or OR for search condition. In the search, any forms containing a complete or partial match to a search condition are listed in My Folder. Date Specify the range of dates for forms you want to list in My Folder. The format is YYYYMMDD. Age of Form Specify the range of days for forms you want to list in My Folder. Here, you give the earliest range of the days, then any forms created in that range of the days are searched. You can specify either the System Date, got from the PC clock of the WPM Web server, or the Latest Date, got from the newest date of the form in the folder. 1 [Example] Sales (today): 0 days before => 0 days before Sales (yesterday): 1 days before => 1 days before Note If you specify both Date and Age of Form, the forms are searched as if they were connected by AND condition. Select Register to save the settings into the directory shown at Save Directory on the client PC disk. 2 Each My Folder is saved as following filename. 3 (User ID) _ (Folder ID).MY3 Even if some users created their own My Folder with their User IDs on the same client PC, you can only see your own My Folder. (Other user's My Folder are invisible.) Editing My Folder To edit My Folder, display Create My Folder window by doing either of the following: After selecting the folder in My Folder: Click the right mouse button. On the pop-up menu that appears, select My Folder and Edit. On the menu bar, select Folder List, My Folder, and Edit. *1 The either date is shown on the title bar. *2 Before saving the My Folder information, you must authorize the Java applet program to get access to the local environment. For more detail, refer to Printing or Exporting to File. *3 The format of My Folder data file (*.my3) is XML without Byte Order Mask (BOM) in UTF-8. Do not edit with notepad. If you edit it with notepad, the format is changed to XML with BOM. So, WPM Browser cannot read it. 92

93 Select Register to save the settings into the directory shown at the Save Directory on the client PC disk. Deleting My Folder To delete My Folder, do either of the following: After selecting the folder in My Folder: Click the right mouse button. On the menu that appears, select My Folder and Delete. On the menu bar, select Folder List, My Folder, and Delete. Specifying the Directory to Save My Folder To specify the directory in which the information for My Folder settings are to be saved, go to the menu bar and select Folder List, My Folder, and Change Directory. The following dialog box appears. If you want to select an existed directory listed above, select the directory by clicking and select OK in the dialog box above. If you click Create (right-top corner of the dialog box), you can create a new folder under the currently specified directory. Enter the directory name in the text box below. the new directory is created automatically. 93

94 The default directory is "\WPMWEB_LOCAL_DATA\<USER_ID>\<SYSTEM_ID>\WPMMyFolder". 1 It is created on the disk containing your home directory. The directory information set here is saved on the directory, "\WPMWEB_LOCAL_DATA\<USER_ID>\<SYSTEM_ID>" that is created on the disk containing the user home directory, as the filename is "USER_MYDATA.PRO". Note If you change the saving location, My Folder information file in the former directory is not succeeded. If you want to succeed My Folder information file in the former directory, move the setting file to the new directory. 3.8 Download Functions An authorized user can download the form files in the approved folder from the WPM Web server to the client PC. They can then be displayed, printed out, searched, and exported by using WPM Local Viewer or WPM Local Viewer Lite. The procedure for downloading a form is either of the following: From the Folder List, select the folder, and do either of the following: On the menu bar, select Folder List and Download. Click the right mouse button. On the pop-up menu that appears, select Download. When you download from the Folder List, all the forms in this folder will be downloaded, if the folder is approved for downloading From the Form List, select the form, and do either of the following: On the menu bar, select Form List and Download. Click the right mouse button. On the pop-up menu that appears, select Download. When you download from the Form List, you can download from 1 to 256 forms that you selected on the Form List. For download Font Table, see Download a font table Operation Procedure The procedure for downloading a form file is as follows: 1. Select forms or a folder to be downloaded. *1 On the default system (<SYSTEM _ID> is not specified), the "@@@@@@@@" is used as part of <SYSTEM_ID>. 94

95 2. On the menu bar or the pop-up menu, select Download. 3. The Directory for downloading forms screen appears. Specify the directory in which the form file is to be saved. Select OK, then the download starts. You can create a sub-directory under the currently selected directory by clicking Create. Setting the Password You can check Input a Password on the Directory for downloading forms screen, and specify a password for access to a particular form. Then, anyone who wants to get access to that form with WPM Local Viewer or WPM Local Viewer Lite will need to enter the password in the log-in dialog box. You can also check with Mask on the Input embedded password in forms screen. Then the text data in a form is enciphered in the downloading process. Note The default format of text data in a form is the UNICODE format. This text data will be enciphered by masking in unique format. WPM Local Viewer or WPM Local Viewer Lite can access this enciphered form, but not the WPM Web server. 95

96 Overwriting the file You can check Replace when the file exists on the Directory for downloading forms screen. Then, if you download a form file with same name that is already downloaded in the directory, the earlier version will be overwritten and replaced. If you have not checked Replace when the file exists, and you download a form file with same name that is already downloaded in the directory, a dialog box appears, with the question, Do you want to replace the file? To overwrite the old file and replace it with the new one, select Yes. To store the new one with different name, and keep the old one, select Rename. The following dialog box appears: For New filename, enter a unique name for the new file. Then click Setup; the new file is saved with the specified name. When you select Auto-rename on the File exists screen, the new file is saved with the old name with a unique suffix number added at the end. When you download two or more forms specifying Auto-rename, if any filename duplicates with the one already in the directory, the new one is saved with suffix number automatically. Start to Download During downloading, a dialog box appears, showing the progress of the download. You 96

97 can cancel the download by clicking Cancel at any time before the process is complete. Note Any files downloaded before you canceled are not deleted. When download is not authorized If a form belongs to two or more folders, and any one of those folders has not been authorized to download, that form cannot be downloaded. The following dialog box appears, showing the name of the folder from which the form cannot be downloaded: To download the form you want, get the authorization to download from the folder in question, and then retry the job. Note If a form you want to download belongs to two or more folders that is not authorized to download, the same dialog box appears. The dialog box shows the name of the folder found first among the unauthorized folders. Again get the authorization to download, and then continue the process. If you are downloading some forms and one of the forms has not been authorized to download, the following dialog box appears: 97

98 To skip this form and go on to the next one, select yes. To stop the downloading, select no Add Security Info WPM Web can add Security Info to the form which is downloaded. The form is downloaded with the security info according to the security file associated to the folder. To set the security file, select menu from [Administrator Menu]-[Folder Settings]- [Download]-[Setup] and the dialog below is appeared. Select a security file and click "Select". "Clear" will reset the security file selection Download a font table When a form is displayed on WPM Local Viewer or WPM Local Viewer Lite, all texts are shown in a monospace font, specified as "monospaced" in the font definition file of the Java plug-in, "font.properties.ja" or "fontconfig.properties". If any other font is used on the WPM Web server, the displayed image will differ. If you download a font table, "fonttbl.dat" from the WPM Web server, into the directory specified by WPM Local Viewer or WPM Local Viewer Lite, the image you see on either of those viewers will be the same as the image you see through the WPM Web server. On the menu bar, select Operation and Get font Table. The pop-up window that appears, specify the directory in which the font table is to be saved. The font table will be downloaded into that directory. 98

99 Note Only a user with download authority can use this function Abbreviation of Form Name f the filename of the form is over than 128 bytes, the WPM Web server adjust the length of the filename into 128 bytes automatically when the form is downloaded. Each filename has the following format: (Title)[(ACRISID)][(FORMNO)][(FORMID)][(FORMDATE)](Unique).W01 (Title) Require d The title of a form. The maximum length is 108 bytes; this includes characters that specify a division of a form, [xx/xx], if the form is divided by a specific number of pages. (ACRISID) Optional The first 30 bytes of an ACRISID specified by ": ACRISID." tag. (FORMNO) The value specified by ": FORMNO." tag. The maximum length is Optional 8 bytes. (FORMID) The value specified by ": FORMID." tag. The maximum length is Optional 16 bytes. (FORMDATE) The value specified by ": FORMDATE." tag. The maximum length Optional is 8 bytes. (Unique) A suffix added if the name from the title to "FORMDATE" is same. Optional The maximum length is 2 bytes. If a filename is over than 128 bytes, the length will be adjusted until it becomes to 128 bytes in the following list sequence: 1. Deletes ACRISID from the filename. 2. Uses the first 128 bytes of Title as the filename Viewing Security Information If a folder is under security protection, and you are authorized to download, you can obtain the security information by going to the Form Information dialog box and clicking the Security information tab. Thus you can get the log-in password or other information for access to a protected form using WPM Local Viewer or WPM Local Viewer Lite. 99

100 3.9 Controlling the Status of Forms Note: This function can be used only if the system administrator has enabled it. You can control the forms with the following status of the form: Unread or Already-read Unprinted or Printed Unapproved or Approved (if you have approval authority) A form has a different status for each user. After you view a form, the status changes from Unread to Already-read status. After you print it, the status changes from Unread and Unprinted to Already-read and Printed status. 1 2 Using the Change Status command, you can assign any status to a form you are examining. If you have verification authority, you can check whether any user has read, printed, or approved certain forms. If you have approval authority, you can make the same check of each user in your group Checking Status in the Form List In the Form List, the status of a form is indicated by the color of its title text: black for *1 When you cancel printing before a job is completed, the status of the form change into Already-read and Printed. To change the status into Unread and Unprinted after you cancel printing, use the Change Status function. *2 When you search with Cell Definition with Matched Record List format, the view or printout of search result is not the forms itself. Thus, the status of the format is unchanged (Unread or Unprinted). 100

101 Already-read, blue for Unread. (The system administrator can change the colors and fonts in which the titles of forms are displayed; ask him or her to confirm these details.) The status of a form is also indicated by a marker in the No column. Blue (left): Already-read Green (middle): Printed Red (right): Approved Note: The status of form indicated by these markers indicates the status of user logging-in. Thus the status have may be different from the result of status searched with different user. When you select a folder, the number of Unread forms is shown in parenthesis after the folder name in the Folder List, and held until the Refresh command is issued for the Folder List or the screen is closed Searching a Form by Status You can search a form with the specified status by either of the following methods. From the Folder List, select the folder and do either of the following: On the menu bar, select Folder List and Search by Status. Click the right mouse button. On the pop-up menu that appears, select Search by Status. 101

102 Specifying Status for Search Condition For Filename, enter the name you want to assign to the Status Search Folder which keeps the results of the search by status. Along with the following name, the folder will be saved in the directory you specified as the Save Directory. (folder ID).Q01 If the directory already contains a file with this name, a suffix number is added to the one, such as: (folder ID) 01.Q01. If you search by status temporarily and do not register the results to the folder, Filename is not referred. ID in Folder shows the Folder ID of the referred folder. This cannot be changed. Specify the name of the holder you want to register to Name in Folder. If you search by status temporarily and do not register the results to the folder, Name is not referred. From Search target forms, select any one of the following: Unread form Already-read form Unprinted form Printed form Unapproved form Approved form If at least one user has assigned the status of the form as Already-read, Printed, or Approved, the form is treated as having that status in the search process. 102

103 For example, when you search for a group, and at least one user in that group has already read the form, the form is treated as Already-read. If all the users in that group does not read the form, the form is treated as Unread. User Designation If you check All users, the form is searched for all the users. For Individual designation, if you have verification authority, you can specify either Group designation or User designation. For Group designation the form is searched for all the users in this group. If you have approved authority, you can specify only User designation, and the form is searched for only the group you belong to. If you do not have either authority, your own name is specified as the default. For Group designation, first specify the name of the group you want to search. By clicking Refer, you can select one of the groups listed in the Group List. You can specify one group at a time. For User designation, specify the name of the user. By clicking Add, you can select the user listed in the User List. By double-clicking the User Name in the User List, that name becomes selected. To deselect a name, double-click it again. To delete the User Name in the User designation field, select the User Name then click Delete. Searching To start only to search, click Search. Any forms that match the search conditions you have specified are displayed in the Search Status Result folder. This folder is used only temporarily, and is not saved. To start to search and register, click Register. Any forms that match the search conditions are displayed in the folder with Folder Name in the Search Status Result folder. This folder is registered for your personal use, and saved in the same way as My Folder Searching Unread Form You can search an Unread form by either of following procedures: From the Form List, do either of the following: On the menu bar, select Form List and Move to unread form. Then select Next or Previous. Click the right mouse button. On the pop-up menu that appears, select Move to unread form. Then select Next or Previous. From a toolbox, do either of the following: On the toolbox, click to search the next Unread form on the Form List screen. On the toolbox, click to search previous Unread form on the Form List screen Changing Status of a Form After you view or print a form, the status changes from Unread to Already-read status. After you print it, the status changes from Unprinted to Printed status. There are another two ways to change the status of a form. 103

104 From the Form List, select the form, and do either of the following: On the menu bar, select Form List and Change Status. Then select a status: Already-read, Unread, Printed, Unprinted, Approved, Unapproved, or Change All. Click the right mouse button. On the pop-up menu that appears, select Change Status. Then select a status: Already-read, Unread, Printed, Unprinted, Approved, Unapproved, or Change All. Note You can select a maximum of 256 forms on the Form List. If you select Change All, the following dialog box appears: Note Only a user with an approval authority can change the status of Approved or Unapproved. If you check Select for Approve, a dialog box appears. To complete the change of the status you have selected, click Yes. To cancel the change, click No. From the Form List, select the form, do the following: On the Form List, you can switch the status of one or more selected forms between Unread and Already-read by pressing INS key. If you select two or more forms, some are Unread and some are Already-read, the status of the first form on the Form List is applied to all of the forms Verifying Status You can view and verify the status of forms; which users have read, printed, and approved a form. Note Only a user with a verification authority or an approval authority can use this function. From the Form List, select a form and do either of the following: On the menu bar, select Form List and Verify Status. Click the right mouse button. On the pop-up menu that appears, select Verify Status. 104

105 If you check All users, the form is searched for all the users. For Individual designation, if you have verification authority, you can specify either Group designation or User designation. For Group designation the form is searched for all the users in this group. If you have approved authority, you can specify only User designation, and the form is searched for only the group you belong to. If you do not have either authority, your own name is specified as the default. For Group designation, first specify the name of the group you want to search. By clicking Refer, you can select one of the groups listed in the Group List. You can specify one group at a time. For User designation, specify the name of the user. By clicking Add, you can select the user listed in the User List. By double-clicking the User Name in the User List, that name becomes selected. To deselect a name, double-click it again. To delete the User Name in the User designation field, select the User Name then click Delete. Note The User designation screen cannot be displayed for the form listed in the Search Status Result folder because the user has been already specified. To display the next following Verify Status screen, click OK. 105

106 The column of View, Print, or Approve shows, for each user you specified, whether the user has read, printed, or approved the form you specified. Y means Already-read, Printed, or Approved; N means Unread, Unprinted, or Unapproved. If you have selected two or more forms, and you want to view the status of other forms, click Previous or Next at the bottom of the screen for the previous or the next form. To search the user (you specified in the User designation) on the Verify Status screen, click Search. After you have searched using the Search button, you can search backward by clicking Next, or forward by clicking Previous Close WPM To close WPM, select "Close" from the menu bar "Operation", or click the close button on the upper right corner. Please refer to Consideration for Closing WPM. 106