WebDocsTM - iseries Edition

Transcription

1 User Guide WebDocsTM - iseries Edition Document Version RJS Software Systems Burnhaven Drive, Suite 120 Burnsville, MN Phn: Fax: Sales sales@rjssoftware.com Support support@rjssoftware.com Web Site:

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3 Contents I Table of Contents 6 Chapter 1 Introduction What's in... This Book 6 About RJS Software... Systems 6 What's Not... in This Book 6 Document... Conventions and Symbols 7 Contacting... RJS Software Systems 7 Chapter 2 Overview of WebDocs 10 Introduction... to WebDocs 10 Basic Document... Flow using WebDocs 10 Licensing... Information 11 Chapter 3 Installation and Setup 14 Introduction... to Installation 14 System... Requirements 14 iseries Scanning PC Document Viewing... Requirements 16 iseries... Installation 16 Restore RJSIMAGE... library 16 iseries User Authorization... Code Entry 20 Configuring WebDocs Installing... and Configuring RJS Imaging Scan Workstation on the PC 24 Installing Image Scan... Workstation 24 Configuring Imaging... Scan Workstation 28 Install Optional... Utilities 37 RJS Batch Import RJS OCR/ICR/Barcode RJS Imaging Viewing... Client 45 Deinstallation... of WebDocs 48 Chapter 4 Getting Started 50 Introduction... to Getting Started 50 First Login:... Accessing the WebDocs Login 50 WebDocs... Initial Screen 51 Input Methods/Sources Uploading... your First Document 52 Locating... your First Document 55 Document... Details 57 I

4 II WebDocs - iseries Edition Scanning... your first document 59 What's... Next After Getting Started? Chapter 5 WebDocs Administration Introduction... to Main Menu 64 Accessing... WebDocs Main Menu 65 Security... Concepts 66 Table Maintenance Edit User ID's Edit Document Folders Edit Folder User Access Edit Document Types Edit Document Key... Settings 88 Available... Options on the Main Menu Chapter 6 Document Input Basic Upload RJS Imaging... Scan Workstation 98 Scanning Documents Menu Options Using OCR/ICR Office Integration... with Barcode 113 RJS Document... Imaging Client 119 Faxes... and 121 IFS Spool... Files Chapter 7 Managing Workflow with WebDocs Workflow... Overview 126 Example... using Workflow 127 Workflow... Administration/Configuration 127 Workflow Inbox Access Workflow Definitions Workflow Definition... Steps 134 Using... WebDocs Workflow 138 Inserting Document... into a Workflow Process 138 Processing Workflow... Documents 141 Chapter 8 Integrating WebDocs Using Server APIs 148 Basic... Integration Concepts 148 File/Field... Information 149 Data Area... Information 150 Sample... Document Search Strings 157 Web URL... Search 157 CL Sample

5 Contents III Document... Check-in Exit Program Example 159 CL/RPG Sample Programs OS/ Commands 163 Introduction to OS/ Commands 163 OS/400 Server Commands Chapter 9 Appendix A: Configure Apache Web Server 200 Configuring... Apache Web Server 200 Chapter 10 Appendix B: Customizing User-Defined Lookup Lists 206 Chapter 11 Appendix C: 5250 Integrator Software 210 III

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7 Chapter Introduction 1

8 6 WebDocs - iseries Edition Introduction This chapter is dedicated to providing basic information on the layout and information contained within this manual, overview of RJS Software Systems, document conventions and how to contact RJS. What's in This Book This reference manual provides detailed information on how to install, configure and administer WebDocs. Here is what's included in this book. Chapter 1 - Introduction: describes this reference manual and how to use it effectively. Chapter 2 - Overview of WebDocs: describes WebDocs, the benefits of using WebDocs and licensing of the product. Chapter 3 - Installation and Setup: provides step-by-step instructions to install and configure WebDocs on your iseries, and, if necessary, how to uninstall WebDocs. Chapter 4 - Getting Started: provides a quick start to using WebDocs for the first time. Detailed instructions are found later in this manual. Chapter 5 - WebDocs Administration: provides detailed instructions on administering WebDocs users, document folders, document folder access, document types, document key settings and workflow definitions. Chapter 6 - Document Input: describes the various methods available to input/scan documents into the WebDocs environment. Chapter 7 - Managing Workflow with WebDocs: describes the methods with which you can integrate your current workflow requirements with WebDocs. Chapter 8 - Integrating WebDocs using APIs: describes the possible methods for integrating WebDocs with your current applications and provides detailed descriptions of all WebDocs data areas and commands. Appendix - Configure Apache Web Server: provides detailed instructions on configuring Apache Web Server for use with WebDocs. About RJS Software Systems RJS Software Systems is a privately-held software and hardware company dedicated to providing high-quality i5/iseries, Client/Server and web-based products and customer services. Customer Service is central to the company's objective. Read more about us on our web site, RJS web site. Copyright All rights reserved. This manual and the software described in it are copyrighted with all rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language in any form by any means without the written permission of RJS Software Systems. Trademarks WebDocsä - iseries Edition is a trademark of RJS Software Systems. Brand names and product names are trademarks or registered trademarks of their respective companies. What's Not in This Book This reference manual does not describe the following: Configuration and use of individual document input equipment (i.e., fax or scanner). Refer to manufacturer instructions for help. Use of individual web browser(s).

9 Introduction 7 Explanation or help with OS/400 commands, outside the scope of need as it pertains to WebDocs. Document Conventions and Symbols The following document conventions are used throughout this reference manual: Acceptable hardware server for WebDocs could be noted as AS/400, iseries, or i5. For simplicity, all references to the server in this manual will default to the term iseries unless the notation is specific to a specific server model. With i5 hardware, currently 5XX models, the IBM has given the operating system a new name of i5/os. On iseries hardware the operating system is known as OS/400. For simplicity, all references to the operating system in this manual will default to OS/400 unless the notation is specific to the new i5/os. Titles of documents appear in Italics. Italic type is also used to indicate information that varies by circumstance. The document version, shown on the first page of this manual, denotes both the WebDocs software version this manual represents and document draft for the release. Document version will be in the format of X.YY.N. Where X.YY represents the WebDocs software version and N represents the document draft number. For example, if the document version is noted as then the information in this manual is current as of WebDocs version 1.62 and is the second release of the manual for software version RJS Software Systems offers two editions of the WebDocs software: "WebDocs - iseries Edition" and "WebDocs - Windows Edition". For simplicity, most references to the software in this manual will default to "WebDocs" unless the notation is specific one edition of the software. Contacting RJS Software Systems For technical support, please review the following information before contacting RJS Software Systems. For Technical Support with WebDocs Because of the complexity of dealing with the various iseries connectivity environments, please gather and organize as much information as possible on the problem prior to contacting RJS Software Systems for support. If you have a question about an WebDocs operation, first browse through the Online Help to try to find your answer prior to calling RJS Software Systems. Contact Information Telephone support is available on normal business days from 8:00 am to 5:00 pm central time Voice Fax Support is available via at support@rjssoftware.com. You may also find the answer to your question on our web site: RJS web site.

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11 Chapter 2 Overview of WebDocs

12 10 WebDocs - iseries Edition Overview of WebDocs This chapter should be reviewed by all WebDocs users. It provides an overview of the product and how it can be used within your organization. Introduction to WebDocs Overview WebDocs, formerly known as Image Server/400, is a web browser-based document image management system for the iseries. Documents can be quickly scanned into the system and stored in Integrated File System (IFS) folders. When documents are scanned and captured, multiple document types can be created and up to 10 user-defined keys can be assigned to each document for fast and easy retrieval. Documents are located and retrieved for viewing via any web browser. Documents can be later archived to CD, optical disk, remote FTP sites or any other available storage devices for long-term storage. Start integrating document imaging with your iseries applications by implementing WebDocs today. Highlights Capture documents from any Twain, ISISâ or Kofaxâ compliant scanner. View documents from any web browser. Store documents in IFS folders, Windows NT/2000 network attached storage (NAS) servers, CDs, optical disk or a variety of alternative storage devices. Create unlimited number of document types. Ex: Accounts Payable, Accounts Receivable, Orders, Patient Info, etc. Store an unlimited amount of document formats including popular word processing files, spreadsheets, PDF, text, iseries spool files, image files, audio files and video files. Assign up to 10 user-defined search keys for each document. Integrate with existing green screen or windows applications for scanning or retrieval. Eliminates the need for special programming. Learn how to use WebDocs in minutes. You can begin creating and accessing digital documents with WebDocs in less than one hour. These digital documents will allow you to maintain reliable and accurate business information that is easily located and accessed by personnel using a common web browser. You will have a centralized database of company information, regardless of information source or type, that will improve employee productivity. Employees can retrieve necessary documents within seconds of their request without leaving their desk. Basic Document Flow using WebDocs As you use WebDocs you will find that the majority of your activity consists of four simple tasks: input documents, check-in documents, search and retrieve documents or view documents. Each is described below: Document Input Inputting of documents is extremely flexible. Document sources include, but are not limited to, electronic documents currently stored on local PCs, faxes, , scanned documents, or iseries spool files. Additional document sources such as digital cameras, electronic data interchange (EDI) or electronic forms output. Document Check-in Users have the ability to assign up to 10 keys associated with each document. The values entered as the keys determine if a document is later included in the results of document

13 Overview of WebDocs 11 searches. By default, documents are physically stored in the IFS of your iseries system. Document Search From their web-browser, users can enter search criteria to locate needed documents. Document search criteria include searches based on document type, date, title and search keys. Document Viewing Document viewing is as simple as selecting to view the document from a list of documents; document lists are either the results from a search or documents located within a particular folder. WebDocs does not require any special software to view documents. Documents can be viewed by any Tiff/Windows picture viewer, RJS Viewer or application software associated with the document formats (e.g., Microsoft Word for a ".doc" file). Figure 1 - WebDocs Document Flow Licensing Information WebDocs is licensed on a per iseries system partition basis.

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15 Chapter 3 Installation and Setup

16 14 WebDocs - iseries Edition Installation and Setup This chapter is dedicated to the basic installation and configuration necessary to be able to use WebDocs. All persons that will be responsible for administering or installing WebDocs software should review this chapter. The configuration portion of this chapter is relevant to the tasks needed to get WebDocs up-and-running. This chapter does not cover the customizing of WebDocs for your business; all folder and user definitions and authorities are covered in the WebDocs Administration chapter of this manual. Introduction to Installation This section covers the installation of the WebDocs software on the iseries system. It is important for any individual that intends to install WebDocs on an iseries to read this section prior to the installation process. The basic steps to installing WebDocs consist of the following: Review system requirements. Install WebDocs on the iseries. Configure WebDocs. Install Imaging Scan Workstation on any PC that will be scanning paper documents. Optionally, RJS offers some utility programs that can enhance your WebDocs environment. Specifically, we offer the following utilities - additional fees may apply: 1. RJS Batch Import utility - provides the ability to scan multiple documents, unattended, and prepare them for uploading to the WebDocs environment. 2. RJS Barcode utility - provides the ability to read, and translate, barcode symbols on your documents. For example, documents that contain a barcode that represents customer number can be imported and the document search key for customer can be automatically filled with the value from the barcode. 3. RJS OCR/ICR utility - provides the ability to convert various sections of a document to text values that are then inserted into keyword search fields. For example, when using OCR feature, text values such as invoice number or customer number can be captured from a scanned invoice and then used as document index values when checking in the document. 4. RJS Web Scanning utility - provides the ability to scan documents from your web browser and then check the documents into the WebDocs server. 5. RJS Imaging Viewing client - provides the ability to view most any image format (e.g., TIFF, JPEG, or BMP). Basic installation of these optional utilities can be found later in this chapter. System Requirements WebDocs is a very flexible product with minimum system requirements. However, you should still review the listed requirements for your iseries system, PCs that will access and upload documents and scanners that will be used to input paper documents into the WebDocs environment. iseries Following are the WebDocs requirements for iseries systems: RISC iseries system running V4R3-V5R3 or above. TCP/IP connectivity must be enabled. iseries HTTP Server or the Apache Web Server (Apache is available on V5R1 or above).

17 Installation and Setup 15 No special PTFs are required for WebDocs web server, however it is always a good idea to be current on iseries system PTFs. Initial library disk requirements: megabytes. Image file disk requirements: RJS estimates 50KB per scanned black and white image at 300 DPI. Disk estimate for 250,000 pages ~ 12.5GB. 500,000 pages ~ 25GB. Refer to the section DASD Recommendations, found below, for additional details. Note: On V5R3, you must use Apache Web Server. The traditional iseries HTTP Server is not available. See the appendix Setup Apache Web Server for details on configuring the Apache web server for WebDocs. DASD Recommendations Although RJS cannot specify exact storage requirements, we can offer some basic advice based on average storage metrics. A quick calculation can be completed with the following three items of information: average size of documents to store (RJS typically uses a figure of 50 KB), number of documents to scan annually, and the number of years required for online images. For example, assume your average document size is indeed 50 KB, you expect to scan 100,000 documents annually and you must have 5 years of storage information the calculations would be as follows: KB x 100,000 = 5,000,000 KB storage space per year 5,000,000/1024 = 4,882 MB storage space per year 4,882 MB/1024 = 4.76 GB storage space per year 4.76 GB x 5 = 23.8 GB storage for 5 years. If you have a specified amount of storage available and need to calculate an approximate amount of time it will take to fill capacity, then consider the following scenario: An insurance company processes 10,000 pages of information per day. They operate 5 days a week, 52 weeks a year. They intend to use an optical jukebox that contains 100 disks; each disk has the storage capacity to hold 350,000 pages. How many weeks will it take to fill the optical jukebox? Pages per Week (PPW) = Days per Week times Pages per Day = 5 x 10,000 = 50,000 PPW Time to fill one disk, in weeks = Disk capacity divided by PPW = 350,000 / 50,000 = 7 weeks to fill one disk Total time to Capacity = Weeks to fill one disk times Number of Disks = 7 x 100 = 700 weeks to capacity And finally, if you must have estimated space requirements for on-line, near-line and far-line storage of documents consider the following scenario: A client deals with 50,000 four-page frequently-used loan applications each year. The average image size of these documents is 50 KB each. Although volume is consistent for each of three years, the actual images are seldom used. The previous 15 years of images are necessary for legal and archival purposes only. Determine the on-line, near-line and far-line needs: Number of Images per Year = Number of Documents per Year times Document Pages = 50,000 x 4 = 200,000 images KB per Year = Number of Images times KB per Image = 200,000 x 50 KB = 10,000,000 KB per year GB per Year = (KB per Year / 1024) / 1024 = (10,000,000 / 1024) / 1024 = 9.53 GB per year (On-Line) Near-Line needed = GB per Year times Timeframe for Near-Line = 9.53 GB x 3 = 28.59

18 16 WebDocs - iseries Edition 5. GB Near-Line Far-Line needed = GB per Year times Timeframe for Far-Line = 9.53 GB x 15 = GB Far-Line Scanning PC You can have unlimited number of PCs that are used for scanning and uploading of paper documents. Each PC that will be used for document scanning must have the following installed and running: TCP/IP must be running on the PC. RJS Imaging Scan Workstation software. Optionally, Barcode, OCR or WebScan software. The RJS Imaging Scan Workstation can be installed on any PC running Windows 95, 98, Me, NT, 2000, XP or Refer to the section "Installing RJS Imaging Scan Workstation on the PC" later in this chapter for installation instructions of the RJS Imaging Scan Workstation software. NOTE: Client Access/400 IS NOT required. Document Viewing Requirements All users who need to view documents from the WebDocs software must have a web browser running Internet Explorer 5.5 or above. The free Imaging for Windows software is used to view scanned image documents. This software is automatically installed when the user first accesses WebDocs for iseries. The viewing of common PC file formats such as PDF, MS Word, Excel and other formats are viewed via their respective application programs. iseries Installation There are three basic steps to installing and configuring WebDocs on your iseries system. The are as follows: 1. Restore RJSIMAGE library. 2. Input iseries product authorization code. 3. Configure WebDocs on the iseries. Restore RJSIMAGE library All RJS software products are now installed directly from our website. This ensures that when you install a product from RJS it is the most current version available. iseries Installation of RJSIMAGE Library Installation of the RJSIMAGE library requires both TCP/IP and the FTP Server to be configured and running on the iseries system. 1. Using an internet browser, access the RJS Software download site: The download list will be similar to the one shown below:

19 Installation and Setup RJS Software Download Site - All Products 2. Select WebDocs - iseries Edition from the product drop-down list. The download list will be similar to the one shown below: RJS Software Download Site - WebDocs - iseries Edition 3. Select WebDocs Library download link from the product list. You will receive a message like the following: 17

20 18 WebDocs - iseries Edition Standard Security Warning for Downloads 4. Click Run to execute WebDocs installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Select the temporary directory to unzip program files to by clicking on the Browse button or typing a directory path. WinZip Self-Extractor Dialog Box 8. Click the Unzip button to extract installation files/programs. 9. You will be presented with a dialog to enter the security password. WinZip Password Dialog box 10. Enter the password provided by RJS and click OK. Note: Typically, this password will be sent to you via an message. You can also contact RJS for the password.

21 Installation and Setup Once the files have been extracted you will receive a message box noting the success. WinZip Success Message 12. Click OK. 13. You will be presented with the RJS FTP Install message. FTP Install Message 14. Click OK. 15. The RJS FTP Library Install program starts. You will be presented with the main dialog box. Refer to this image as you complete the remaining steps. FTP Library Installation Screen 16. Enter the selected iseries IP address or DNS name in the AS/400 Host IP Address edit box. 17. Enter a valid iseries security officer user ID and password in the appropriate edit boxes. 18. Select the appropriate drive designator for your CD drive. 19. Select Step 1 to Connect to the AS/400 FTP server. Watch for success/failure messages in the Progress Messages area of the dialog box.

22 20 WebDocs - iseries Edition 20. Select Step 2 to create the Temporary AS/400 Installation Library (PCSINST). 21. Select Step 3 to Upload the AS/400 library file from the CD. 22. Select Step 4 to Clear the library if it already exists and then restore the library to the iseries system. 23. Select Step 5 to Delete the Temporary AS/400 Installation Library (PCSINST). 24. Select Step 6 to Disconnect from the AS/400 FTP Server. 25. Select Step 7 to Exit the FTP Library Installation program. 26. Delete the temporary PC directory C:\PCSINST (default location).. Continue to the next section, iseries User Authorization Code Entry. iseries User Authorization Code Entry Before you can use WebDocs, you must enter an authorization code on the iseries. If you do not have a sheet with the WebDocs authorization code you will need to call RJS Support. Entering WebDocs Access Code 1. If you are not already signed onto a 5250 emulation session, sign-on to the iseries with a user ID that has security officer authority. 2. Add the RJSIMAGE library to the user library list by typing: ADDLIBLE RJSIMAGE and pressing Enter 3. Go to the WebDocs main menu by typing: GO RJSIMAGE and pressing Enter. The WebDocs main menu will be presented, see below. WebDocs Administration Menu 4. Enter option 1, the following screen is presented:

23 Installation and Setup 21 WebDocs License Screen 5. Enter the appropriate access codes listed on the access code sheet provided by RJS Software Systems. 6. Press Enter to complete the entry. You will be returned to the Main menu. Remain at the WebDocs Main menu. You will be using it to configure the iseries Web Server for use with WebDocs. If you have questions or problems with entering the access codes, contact RJS Software Systems for assistance. Configuring WebDocs Before using the WebDocs software, your iseries web server must be installed, configured and running. It is important to note, that the configuration of the web server entails the temporary ending of the service. If this will cause operation problems you may need to schedule this task during off-hours or non-critical web server times. Note: If you are using your iseries web server for production applications already, you can create a separate web server instance named RJSIMAGE by using the iseries web administrator. If you're not sure how to configure your web server, contact RJS Software Systems for assistance. Web Server Configuration, HTTP Web Server - V5R2 or earlier If your current level of OS/400 is V5R3 or later, or your OS/400 is at V5R2 or earlier and you will be using the Apache Web Server, refer to the appendix Setup Apache Web Server. The following steps should only be used to configure the standard HTTP Web Server on iseries. 1. If you are not at the WebDocs main menu, refer to the previous section, iseries User Authorization Codes, steps 1 through 3.

24 22 WebDocs - iseries Edition WebDocs Administration Menu 2. Scroll up to the second page of the WebDocs Main menu. WebDocs Administration Menu, 2nd page 3. Enter option 20, Restore HTML File to /RJSIMAGE IFS Directory. This will restore the WebDocs HTML pages to the IFS folder /RJSIMAGE. 4. Enter option 21, Copy CGI Service Program to RJSIMAGE Library. This will copy the required OS/400 CGI service program to the RJSIMAGE library. Note: If you upgrade to a new OS/400 release, you will need to delete the QTMHCGI service program from the RJSIMAGE library and run this option again to copy the current CGI program to the RJSIMAGE library. 5. Enter option 22, Add Web Server Directives to HTTP Configuration. This will copy the WebDocs web server directives to the default HTTP web server instance. The following screen is presented:

25 Installation and Setup 23 OS/400 HTTP Configuration 6. Enter option 23, Work with HTTP configuration. Use this option to test the success of the previous step to add web server directives to HTTP configuration. 7. Accept the default Configuration Name, Config and press Enter. Scroll through the configuration file until you find the lines noted below: Work with HTTP Configuration 8. Press F3 to exit the HTTP Configuration file. 9. To configure the default HTTP web server, accept the default options. If you have created a separate web server instance such as RJSIMAGE, you can substitute the instance name for the To member option on this command. 10. Press Enter to confirm choices. 11. Enter option 26, Stop HTTP Web Server - ENDTCPSVR.

26 24 WebDocs - iseries Edition By prompting on this command, you can select to either end all instances of the web server (*ALL) or select a specific web server instance. Note: Running this command will temporarily end your iseries web server. This may cause issues with your users. 12. Enter option 25, View HTTP Server Subsystem Status. This allows you to confirm that the OS/400 web server has ended. Scroll through the list of HTTPSVR jobs and look for the instance you ended in step 11, above. If necessary, use the F5 key to refresh the screen until the specified HTTP server ends. 10. Enter option 27, Start HTTP Web Server - STRTCPSVR. By prompting on this command, you can select to either start all instances of the web server (*ALL) or select a specific web server instance to start. WebDocs is now operational. You are now ready to access the WebDocs login. If you plan to input paper documents by scanning them, you must complete the installation of the RJS Image Scan software. Refer to the next section, Installing RJS Image Scan Workstation on the PC, for help. Installing and Configuring RJS Imaging Scan Workstation on the PC You must install and configure the RJS Imaging Scan Workstation software on each PC that will be used to scan and input paper documents to WebDocs. The following steps should be used to install the RJS Imaging Scan Workstation and the necessary Visual Basic runtime files on those PC(s). Installation of this software can be accomplished by downloading the appropriate items from the RJS web site. If you do not already have a download password, contact RJS Support. Installing Image Scan Workstation Image Scan Workstation Install 1. Using an internet browser, access the RJS Software download site: The download list will be similar to the one shown below:

27 Installation and Setup 25 RJS Software Download Site - All Products 2. Select WebDocs - iseries Edition from the product drop-down list. The download list will be similar to the one shown below: RJS Software Download Site - WebDocs - iseries Edition 3. Select Visual Basic 5.0 Runtime files download link from the product list. The Visual Basic runtime utilities are required for the Image Scan Workstation software to work properly. You will receive a message like the following:

28 26 WebDocs - iseries Edition Standard Security Warning for Downloads 4. Click Run to execute Visual Basic Runtime installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. WinZip Self-Extractor Dialog Box 8. Click the Setup button to extract installation files/programs. When the installation program has started, follow the on-screen instructions to complete the installation. In general, you should be able to simply use the default settings. 9. Return to the RJS Download window. 10. Select RJS Imaging Scan Workstation download link from the product list. You will receive a message like the following:

29 Installation and Setup 27 Standard Security Warning for Downloads 11. Click Run to execute Image Scan Workstation installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 12. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 13. If you receive a warning, "Unknown Publisher", click on Run. 14. You will be presented with the WinZip Self-Extractor message. WinZip Self-Extractor Dialog Box 15. Click the Setup button to extract installation files/programs. When the installation program has started, follow the on-screen instructions to complete the installation. In general, you should be able to simply use the default settings. After copying files, the Setup program will create a RJS Imaging Scan Workstation program group and notify you when it's done. Image Scan Workstation Update Recently an update to the Image Scan Workstation software was placed on the website. Complete the following steps to update your software: 1. Return to the RJS Download window. 2. Select RJS Imaging Scan Workstation Update download link from the product list. You will receive a message like the following: Standard Security Warning for Downloads 4. Click Run to execute Imaging Scan Workstation Update installation program.

30 28 WebDocs - iseries Edition Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Select the directory where RJS Imaging Scan Workstation was installed to unzip program files to by clicking on the Browse button or typing the directory path. WinZip Self-Extractor Dialog Box 8. Click the Unzip button to extract update files. One file will be extracted into the Imaging Scan Workstation directory. The update is complete. The RJS Imaging Scan Workstation can now be launched from the RJS Imaging Scan Workstation program group. You must first configure the software to contact the proper iseries system prior to using the software to scan and input documents into the WebDocs environment. Refer to the next section Configuring Image Scan Workstation for detailed configuration instructions. Configuring Imaging Scan Workstation Configuring Image Scan Workstation Before using the RJS Imaging Scan Workstation, the software must be configured for access to an iseries system running the WebDocs software. 1. Click the Windows Start button. 2. Start the RJS Imaging Scan Workstation program from the RJS Imaging Scan Workstation program group. The main window will be presented.

31 Installation and Setup RJS Imaging Scan Workstation Main Window 3. Select Settings from the File menu. You will be presented with the Settings dialog with the General Tab showing. Settings Dialog - General Tab 29

32 30 WebDocs - iseries Edition 4. Use the following definitions to help you determine the correct settings for your environment: Initial Scan/Input Document Directory - This directory is used to temporarily store documents that are batch scanned. Documents are removed from this directory after being checked in and stored. After Processing Document Directory - After documents are checked in for storage, they are moved to this directory. Document Check-In Staging Directory - This directory is used when off-line scanning is performed. The image document and the associated index (.RDX) file are stored until they are checked in via the batch check-in process. Document Check-In After Processing Directory - After documents are checked in for storage, they are moved to this directory. Rescan Directory - When checking in documents from a batch scan, images that need to be rescanned can be temporarily stored in this directory. Log file name - This file holds any error logging information. The log file setting is not currently used by the Imaging Scan Workstation software. OCR/ICR Mask Directory - This directory is used to temporarily store documents when OCR/ICR character recognition support is enabled. Documents are removed from this directory after being checked in and stored. Auto Rotate - When using the Start Single Page Check-in Workflow option, the auto rotate setting can be used to automatically rotate pages. Rotate values are degrees of a circle: 0, 90, 180, 270, and 360. Doc Width - This entry determines how wide the main work document size will be to maximize image viewing area on smaller screens. Output Format - This determines the output format that will be used when images are saved. By default, images will be saved as TIF. Additionally, images can be saved as GIF or JPG. Temp File Prefix - If specified, this prefix will be included at the beginning of every file name saved from this PC. For example, you may want to apply the prefix SC (for scan) to the beginning of every image file. This SC prefix on the file name immediately tells you the file was converted from paper to digital format via the scanner. Clear Index Fields After Check-in - If enabled, the index entry fields are cleared after a document is checked in. Move Original Images to After Processing Directory - If enabled, when performing check-in of batch scanned documents, they will be moved to the after processing directory after the selected pages are checked in. Check-In Confirmation Message - If enabled, a confirmation message will be displayed to the user before each document is checked in. Enable ISIS scanner support - If using an ISIS compatible scanner, you may enable this setting. Use Twain compatible scanners whenever possible. Enable OCR/ICR support - If the RJS OCR/ICR support is loaded, you may enable this

33 Installation and Setup 31 setting to use the object character recognition (OCR) support. Enable Barcode support - If enabled, this option allows for support of reading and translating barcodes within your documents. Enable RJS Signature Capture - If enabled, signatures within a document can be captured and used within a document key field. Enable omit blank pages during scanning - if enabled, blank pages will not be included in final document scan results. Enable auto rotate on file insert - If enabled, documents are automatically rotated the selected degrees as files are inserted into the system. Enable Batch Scan Input - If you're not batch scanning documents, this setting will hide the batch input area at the bottom of the main window to allow more image viewing space. Close After Check-in - The program will close after a document has been checked in. This is nice to do if the RJS scanning is integrated with other applications. Enable auto zoom - This allows an automatic zoom to be performed when using the Start Single Page Check-in Workflow option. Enable index field display - When using the RJS web scanning, this setting can be disabled to hide the index entry fields. During web scanning, the web browser is used to enter document index information. Enable index defaults - If this setting and the Clear Index fields After Check-In setting are enabled, document index defaults are honored. When scanning a new document or creating a new empty document a default value will be loaded if one has been set in the pull-down box settings for a particular index value. To set up a default index value or a list of selectable index values, right-click any of the index field values in the Document Index Fields area. Default index values can be set up for the Title/Desc as well as any of the key fields after the Title/Desc. After right-clicking, an edit dialog will be displayed. You can enter one or more values for the pull-down box. These values can then be selected when scanning new documents. The default value will have the word: DEFAULT next to it. Example list of available titles from the index pull-down: Invoice Order~default Letter In the above example, the "Order" value will be the default value.

34 32 WebDocs - iseries Edition Document Index Fields - Right-click on pull-down arrow and select Edit. Sample Index Values - Default value is Title Document Omit barcoded cover page - If enabled, barcode documents will not have a cover page. Enable full page OCR support - If enabled, allows for character recognition on the entire page rather than a defined section. Display raw full page OCR results - If enabled, will display to the user character translations of the entire page. Display processed full page OCR results - If enabled, will display final document based on full-page character recognition and translation. Return raw full page OCR results - If enabled, raw OCR results are accepted and saved in the document. Return processed full page OCR results - If enabled, processed (edited) results are accepted and saved in the document. Display OCR Settings Dialog - If enabled, user will be prompted with OCR settings prior to scan process.

35 Installation and Setup 33 Use barcode page only as separator page - If enabled, barcode value will be shown on separate page between documents. View document with external viewer - If enabled, document images can be viewed using an application other than RJS Scan Workstation. Enable batch directory select - If enabled, allows the user to select a directory to use to store documents during batch scan. Enable ScanSoft OCR - If enabled, allows you to use the ScanSoft OCR technology. Enable Save as PDF - If enabled, images will be saved as PDF file format. 5. Click the Image Server/400 tab. Note: The OS/400 FTP server must be up and running. Settings Dialog - Image Server/400 Tab 6. Use the following definitions to help you determine the correct settings for your environment: iseries System/IP Address - Enter a valid DNS or IP address for the iseries system you will be accessing. OS/400 User ID - Enter a valid OS/400 user ID. OS/400 Password - Enter the valid OS/400 password associated with the specified OS/400 user ID. Using Image Server/400 - Must be enabled to communicate with and store documents within the WebDocs - iseries Edition environment. Direct Check-In for Each Document - Enable this setting if you want each document checked in to the iseries and made available immediately after it's been scanned. If not enabled, the documents are stored in the Check-In directory and will be checked in as a

36 34 WebDocs - iseries Edition batch when the Workflow/Check-In Batch from Check-In Directory option is selected. This is a great way to do offline scanning and then allow documents to be checked in at a later time. Image Server User - Enter a valid WebDocs user ID who has access to all folders where they will be storing documents. Get Folder/Index Information - After enabling WebDocs, exit the program and come back to this settings screen and click this button to retrieve folder and index information from the WebDocs server. 7. Though this document is focused on WebDocs - iseries Edition, this step offers basic description of the RJS Imaging Scan Workstation for WebDocs - PC Edition. You may skip this step if you are strictly using WebDocs - iseries Edition. Settings Dialog - WebDocs Tab Note: These setting are only required when using the RJS WebDocs Windows NT/2000 document management software. ODBC Data Source - Enter a valid ODBC data source pointing to a SQL Server where the WebDocs database resides. ODBC User ID - Enter a valid ODBC user ID. sa can be used by default. ODBC Password - Enter the valid ODBC password associated with the specified ODBC User Id. Blanks can be used by default. WebDocs Web Server URL - Enter the correct URL for the WebDocs - PC Edition server. WebDocs User - Enter a valid WebDocs Windows NT/2000 user ID. WebDocs Password - Enter the valid password associated with the specified WebDocs

37 Installation and Setup 35 NT user ID. FTP Site Host/IP Address - Enter a valid DNS or IP address for the Windows NT/2000 system you will be accessing. FTP User ID - Enter a valid FTP user for the Windows system. FTP Password - Enter the valid password associated with the specified Windows FTP user. FTP Timeout - Enter the maximum number of seconds to wait prior to forcing FTP to timeout when the FTP server does not respond. Using WebDocs - Enable this setting if using the WebDocs NT/2000 document management software. Direct Check-in for each Document - If enabled, documents are immediately checked into the Windows WebDocs system. Use FTP Check-in Upload - If enabled, documents can be checked in via FTP. Check-in via Web Browser - If enabled, documents can be checked in via a web browser. Load WebDocs API - If enabled, the WebDocs API will be enabled and available to use to integrate existing applications with WebDocs. WebDocs User - Enter a valid WebDocs user ID. WebDocs Password - Enter a valid WebDocs password. Get Folder/Index Information - After enabling WebDocs, exit the program and come back to this settings screen and click this button to retrieve folder and index information from the WebDocs server. 8. Select the 5250 Tab. You will be presented with the 5250 tab.

38 36 WebDocs - iseries Edition Settings Dialog Tab 9. Use the following definitions to help you determine the correct settings for your environment: 5250 Session - Enter a valid 5250 session ID. Enable 5250 screen scraping - See the appendix 5250 Integrator Software found later in this manual. Use CA/400 HLLAPI - See the appendix 5250 Integrator Software found later in this manual. Use Rumba Web to Host HLLAPI - See the appendix 5250 Integrator Software found later in this manual. 10. Click OK to save the settings. 11. Exit RJS Imaging Scan Workstation to finalize configuration changes. 12. Restart the program and then return to the Image Server/400 tab of the Settings dialog. 13. Click the Get Folder/Index Information button to retrieve the current folder, index field and document type settings from the iseries. This feature will populate all the drop-down selection boxes on the main screen of the application. For example, once completed, you will have a current list of all defined document types for WebDocs. 14. Click OK to save the settings and return to the main screen of RJS Imaging Scan workstation. The RJS Imaging Scan Workstation software is now configured and ready to be used to scan and, then, input documents into WebDocs. Instructions for using the software are found later in this manual.

39 Installation and Setup 37 Install Optional Utilities All of the listed utilities are optional pieces of software that can be used to enhance your WebDocs environment. You choose whether it is necessary to install any of these utilities. Installation of any one of these utilities may result in additional software license fees. Contact RJS if you have questions regarding fees you may incur. RJS Batch Import All RJS software products are now installed directly from our website. This ensures that when you install a product from RJS it is the most current version available. Installation of RJS WebDocs Batch Import Utility 1. Using an internet browser, access the RJS Software download site: The download list will be similar to the one shown below: RJS Software Download Site - All Products 2. Select WebDocs - iseries Edition from the product drop-down list. The download list will be similar to the one shown below:

40 38 WebDocs - iseries Edition RJS Software Download Site - WebDocs - iseries Edition 3. Select RJS Image Server Batch Import download link from the product list. You will receive a message like the following: Standard Security Warning for Downloads 4. Click Run to execute WebDocs installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Select the Setup to install the utility.

41 Installation and Setup 39 WinZip Self-Extractor Dialog Box 8. Enter the password provided by RJS and click OK. Note: Typically, this password will be sent to you via an message. You can also contact RJS for the password. When the installation program has started, follow the on-screen instructions to complete the installation. In general, you should be able to simply use the default settings. After copying files, the Setup program will create a RJS Image Server Batch Import program group and notify you when it's done. Image Server Batch Import Update Recently an update to the Image Server Batch Import software was placed on the website. Complete the following steps to update your software: 1. Return to the RJS Download window. 2. Select RJS Image Server Batch Import Update download link from the product list. You will receive a message like the following: Standard Security Warning for Downloads 4. Click Run to execute Image Server Batch Import Update installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Select the directory where RJS Image Server Batch Import was installed to unzip program files to by clicking on the

42 40 WebDocs - iseries Edition Browse button or typing the directory path. WinZip Self-Extractor Dialog Box 8. Click the Unzip button to extract update files. One file will be extracted into the Imaging Scan Workstation directory. The update is complete. 9. Click the Close button to close the WinZip Self-Extractor dialog box. The RJS Image Server Batch Import can now be launched from the RJS Image Server Batch Import program group. RJS OCR/ICR/Barcode If you need the ability to use character recognition technology or barcode technology you will need to install OmniPage SE, update Visual Basic files to version 6 and install RJS OCR Zone Designer software on those PCs that need to capability. OmniPage SE Install 1. Using an internet browser, access the RJS Software download site: The download list will be similar to the one shown below:

43 Installation and Setup RJS Software Download Site - All Products 2. Select WebDocs - iseries Edition from the product drop-down list. The download list will be similar to the one shown below: RJS Software Download Site - WebDocs - iseries Edition 3. Select ScanSoft Capture download link from the product list. You will receive a message like the following: 41

44 42 WebDocs - iseries Edition Standard Security Warning for Downloads 4. Click Run to execute ScanSoft Capture (OmniPage SE) installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. This is a very large download file. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Select the directory where you want to install the OmniPage SE software. You can do this by clicking on the Browse button or typing the directory path. We recommend you install the software into the RJS Imaging Scan Workstation directory. To do so, use the following (default install directory for Imaging Scan Workstation): c:\program files\rjsimage\scansoft WinZip Self-Extractor Dialog Box 8. Click Unzip to extract the files into the selected directory. When the extraction is complete you will receive a message stating that 408 files were unzipped. 9. Register the ScanSoft OCR controls by running the following batch file. To do so, Select Run from your Windows Start menu. 10. In the Run edit box, type and then run the following command: c:\program files\scansoft\opcapturesdk12\distribution\regcontrols.bat

45 Installation and Setup 43 Your Run dialog box will look similar to the one shown below: Run Dialog - Register ScanSoft OCR Controls 11. As each ScanSoft control is registered, a confirmation dialog will be displayed. Click OK for each message, there will be several confirmation messages. Each confirmation message will be similar to the one shown below: Sample Registration Message Install Visual Basic 6.0 Runtime Files 1. From an internet browser window, type the following in the address bar: 2. Return to the RJS Downloads page on our web site. 3. Select Runtime Files from the product drop-down list. The download list will be similar to the one shown below: RJS Software Download Site - Runtime Files

46 44 WebDocs - iseries Edition 4. Select Visual Basic 6.0 Runtime Files download link from the product list. 5. Enter the download User ID and Password provided by RJS. You will receive a message like the following: Standard Security Warning for Downloads 6. Click Run to execute Runtime files for Visual Basic 6.0 installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 7. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. You will be presented with a confirmation message in install Visual Basic runtime files. WinZip Self-Extractor Dialog Box 7. Click Yes. The Visual Basic files will be extracted and then installed on your system. Complete OCR Setup 1. From an internet browser window, type the following in the address bar: 2. Select Run from Windows Start menu. 3. To Register the RJS Scan Soft OCR, Type and run the follow command in the Run edit box: "c:\program files\rjsimgscan\icrmask\rjszoneocr1.exe" /RegServer The Windows Run Dialog will look similar to the one shown below:

47 Installation and Setup 45 Register RJS OCR Zone Support RJS Imaging Viewing Client All RJS software products are now installed directly from our website. This ensures that when you install a product from RJS it is the most current version available. Installation of RJS Imaging Viewing Client 1. Using an internet browser, access the RJS Software download site: The download list will be similar to the one shown below: RJS Software Download Site - All Products 2. Select WebDocs - iseries Edition from the product drop-down list. The download list will be similar to the one shown below:

48 46 WebDocs - iseries Edition RJS Software Download Site - WebDocs - iseries Edition 3. Select RJS Doc Imaging Viewing Client download link from the product list. You will receive a message like the following: Standard Security Warning for Downloads 4. Click Run to execute WebDocs installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Click the Setup button to install the utility.

49 Installation and Setup 47 WinZip Self-Extractor Dialog Box When the installation program has started, follow the on-screen instructions to complete the installation. In general, you should be able to simply use the default settings. After copying files, the Setup program will create a RJS Document Imaging Client program group and notify you when it's done. RJS Document Imaging Client Update Recently an update to the RJS Document Imaging Client software was placed on the website. Complete the following steps to update your software: 1. Return to the RJS Download window. 2. Select RJS Document Imaging Client Update download link from the product list. You will receive a message like the following: Standard Security Warning for Downloads 4. Click Run to execute Image Server Batch Import Update installation program. Note: If you prefer, you can first save the program to your personal hard disk and then execute the program locally. 5. The executable will be opened. Depending on your internet connections, this could take several minutes to complete. A standard Windows progress message will be displayed while the file is opening. 6. If you receive a warning, "Unknown Publisher", click on Run. 7. You will be presented with the WinZip Self-Extractor message. Select the directory where RJS Image Viewing Client was installed to unzip program files to by clicking on the Browse button or typing the directory path.

50 48 WebDocs - iseries Edition WinZip Self-Extractor Dialog Box 8. Click the Unzip button to extract update files. One file will be extracted into the Image Viewing Client directory. The update is complete. 9. Click the Close button to close the WinZip Self-Extractor dialog box. The RJS Image Viewing Client can now be launched from the RJS Document Imaging Client program group. Deinstallation of WebDocs The following section describes how to remove the WebDocs from an iseries system. Removing WebDocs from an iseries 1. Ensure the RJSIMAGE library is not being used. 2. Delete the RJSIMAGE library from the iseries by entering the following command: DLTLIB LIB(RJSIMAGE) 3. Remove the following default IFS folders: RJSIMAGE RJSIMAGEDOC Note: If you have changed the default folder locations of WebDocs, you must remove your custom folders. CAUTION: Be advised, that by removing these folders, all WebDocs documents/images will be deleted from the system. This is an extreme measure and should be executed with extreme care.

51 Chapter 4 Getting Started

52 50 WebDocs - iseries Edition Getting Started This chapter is intended to be used as a quick start for users of WebDocs. It provides basic instructions for all common tasks associated with WebDocs. More detailed instructions for using and managing WebDocs can be found in later chapters in this manual. Introduction to Getting Started The purpose of this section is to describe how to quickly get started using the WebDocs document management software. Later chapters in this manual will provide detailed instructions for administration and use. First Login: Accessing the WebDocs Login Before accessing the WebDocs, make sure all user access information has been set up as described in the Configuring WebDocs section above. Follow the steps below: 1. To access the WebDocs login from a web browser, use a URL string such as the one below: Note: You will typically substitute the DNS name or IP address of the iseries system running the WebDocs software instead of using as listed in the example above. 2. If your web Server is on a different port than port 80, you will pass the port number as part of the login URL. Example of launching WebDocs login via port 8888: 3. After entering the WebDocs login URL, the login page will be displayed.

53 Getting Started 51 WebDocs Login Screen 4. The WebDocs software has been pre-configured with a test user ID of TEST with a password of TEST. WebDocs login is case sensitive. You can log in immediately and use this used ID for all initial testing. 5. After entering the user ID and password, click Login to continue. You will be presented with the WebDocs main entry screen. Refer to the next section details. WebDocs Initial Screen After logging onto the WebDocs, all users will be presented with an initial screen similar to the one shown below. The left-hand portion of the screen is used to navigate through the various document folders, initiate a document search, upload documents, or log out of WebDocs server. Obviously, the list of folders will be unique to your business, and even the user that has signed onto the server. Navigation is very similar to using Windows Explorer. WebDocs Initial Screen after login There are many different tasks users can complete after logging in. They include, but are not limited to the following: Browse document folders - click on folders to expand Run document searches - click on Doc Search Upload documents - click on Doc Upload View documents - click Document icon or click document description from Document Details documents - click from Document Details Check-out documents to make changes - click Check-Out from Document Details Check-in changed documents - click Check-In from Document Details

54 52 WebDocs - iseries Edition Note: The ability to perform any one of the above tasks is based on a user's authority to both functions and folders. Input Methods/Sources There are several different methods available to use to input (load) documents into the WebDocs environment. Some users will use all methods and some may use just one or two. Document Sources: Upload documents from PC Incoming faxes iseries IFS (Integrated File System) files iseries spool files Scanned documents - includes the ability to include Optical Character Recognition (OCR) and Intelligent Character Recognition (ICR) Incoming Note: Capturing of and faxes may require additional software. Uploading your First Document To make things simple, for your first document, you will upload a document manually instead of scanning the document. 1. From the initial WebDocs screen, click Doc Upload. Initial WebDocs Screen 2. Click the Browse button and then select a PC file for uploading. Refer to the screen sample below.

55 Getting Started 53 Document Upload Screen WebDocs can accept any PC file type including, scanned images, PDF documents, Word documents, Excel documents and more. 3. After selecting a file, click Upload to upload the file. 4. After uploading the file, the document check-in screen will be displayed. Document Check-In Screen Note: The look-up lists shown when the buttons on the right side of this screen are clicked

56 54 WebDocs - iseries Edition can be customized. Refer to the section Appendix B: Customizing User-Defined Look-up Lists, found later in this manual, for details. 5. Select a document folder. For this example, select Accounts Payable (AP). 6. Select a document type. The document type field determines how the keys will be defined for a particular document type. Example: Accounts Payable, Accounts Receivable, Payroll, HR, etc. For this example, select Accounts Payable. 7. For this example type the following Doc Title, refer to the screen sample: Graphic Design Invoice Document Upload Check-In Note: The look-up lists shown when the buttons on the right side of this screen are clicked can be customized. Refer to the section Appendix B: Customizing User-Defined Look-up Lists, found later in this manual, for details. 8. Enter as many additional key values as you would like. This example is not dependant on the values entered. Note: Keyword values and document titles will be compared to document search values to determine when this document is included as part of the results to a document search. Also, key labels are specific to the document type selected. 9. Click Check In to save the uploaded document and check it into the WebDocs system for storage.

57 Getting Started 55 Congratulations. You've just stored your first document using the WebDocs document management software. After the document check-in has completed, the Document Details screen is displayed so the document can be viewed, checked out or ed as soon as check-in has completed. Documents checked into WebDocs are available immediately after check-in. Document Details Locating your First Document One of the benefits of WebDocs is the ability to quickly search all stored documents, based on the search criteria provided by the user. Once the user enters search criteria, WebDocs will search the document database and then return a list of qualified documents. Users can then select the desired document. Follow the steps below to perform a sample search: 1. From the main WebDocs screen, click Doc Search. Refer to the sample screen, below.

58 56 WebDocs - iseries Edition WebDocs Document Search Screen 2. Select the document type you are searching for and then enter a full or partial key value. To find your sample document, select AP as the document type. 3. Type Graphic Design Invoice in the document title edit box, refer to the figure below. Document Search Parameters 4. Click the Search button.

59 Getting Started 57 After the search completes, a list of all available documents matching the search criteria is displayed, refer to the figure below. Document Search Results 5. To work with any of the found documents, click the Document Icon button to view the document immediately or click the description to view the document details. Document Details If you select to look at the document details, you will be presented with a screen similar to the one shown below. Each of the document detail options are described later in this section. It is important to note, your screen may, or may not, show all of the document function buttons. The buttons you see is based on your WebDocs authority privileges to perform various functions within the WebDocs environment.

60 58 WebDocs - iseries Edition Document Details Viewing a Document To view the most recent document version, click the View button. The selected document will be opened in the associated application for the document type. Viewing Document Versions To display a list of all document versions, click the Versions button. If you would like to view a particular version of the document, click on the document link to select desired version. ing a Document To a document, click the button. Notes for a Document To help other users understand the document changes and/or the function of the selected document you can enter associated notes to the document. To create a document note, click the Notes button, which will present a list of all notes associated with the document. If you would like to create a new note, click Add Note. Update Use this button to update document keywords. Simply modify the desired keywords in any of the key fields and then click the Update button. Check Out a Document for Changes The document checkout function provides you with the ability to check out the document, similar to a library, and then make any modifications or changes to the document, all the while preventing other users from attempting to make their own modifications to the document. To check out a document for changes, click the CheckOut button and then use the View button to save a copy of the selected document to your desktop for making changes. Checking in a Changed Document If you have checked out a document and are now ready to check it back into WebDocs, follow the steps below:

61 Getting Started Display the document details. 2. Click the CheckIn button 3. Browse to the file you want to upload to the iseries and click Upload. 4. After uploading, key in the comment for the changes. Click CheckIn. Move The move function allows you to move a document from one folder to another. To move a document, Click the Move button and then select the desired destination folder. Delete Delete will remove the document from the folder and then placed in the Deleted Documents folder. The Deleted Documents folder is similar in concept to the Recycle Bin in Windows. Physical deletion of a document can only be completed through the WebDocs administrator on the iseries. To delete a document, click Delete. Scanning your first document The RJS Imaging Scan Workstation is a utility that is provided to you so that you create a digital copy of any paper documents you want stored within WebDocs. Complete details on using this function are provided in the chapter Document Input, later in this manual. Documents can be scanned from any PC that has the Imaging Scan Workstation software installed. To install and configure the software, refer to the previous chapter, Installation and Setup. You are now ready to scan a sample document. Scanning a Document 1. Start RJS Imaging Scan Workstation from the RJS Imaging Scan Workstation program group. You will be presented with the main window of the software.

62 60 WebDocs - iseries Edition Initial Imaging Scan Workstation Screen 2. Place a sample document into the proper position on your scanner. 3. Click the Scan New icon on the tool bar to scan a new document. You can scan a single page or a multiple-page document depending on your scanner capabilities. 4. Your scanner software will now be displayed for scanning the document. This will be different for each scanner manufacturer. 5. Make sure to select Black and White and DPI for your document type. Most business documents will be stored in Black and White format. 6. Scan your document. Actual process is unique to your scanner. 7. After you have completed scanning your document, the document will be displayed in the main window as shown below.

63 Getting Started 61 RJS Imaging Scan Workstation Main Window after Scanning Document After scanning has completed, select the document type where you want to store the document. 8. For this test, enter the following info: Select the document type of: Accounts Payable Select the document folder of: Test Documents Enter the document title/desc of: This is a test document Enter the vendor number of: Enter the vendor name of: RJS Software Enter a PO number of: PO Click the Check-In Document button to save the document. Congratulations. If you receive no errors, you have just checked in your first scanned image document. What's Next After Getting Started? You should now have the basics down for using the WebDocs web browser interface for uploading documents and also the RJS Imaging Scan Workstation for scanning documents. The next few sections offer detailed instructions for using and administering WebDocs.

64

65 Chapter WebDocs Administration 5

66 64 WebDocs - iseries Edition WebDocs Administration There are several administration type tasks that either your system administrator or the administrator to WebDocs should complete. These tasks are all completed from a 5250 emulation session, also known as a green screen. Use these functions to customize your WebDocs environment for your business. In this chapter you will learn how to add users and assign proper authorities, create the folder structure that is used for document storage, define user access (authority), define desired document types and define document keys that will be used in searches. Introduction to Main Menu This section gives an overview of the WebDocs main menu and the available options. WebDocs Main Menu The first page of the WebDocs Main Menu consists of options associated with table maintenance. These options allow you to complete setup and maintain the WebDocs user environment. You will maintain users, document folders and access, document types and associated keys, and workflow definitions and steps. WebDocs Main Menu Page 2

67 WebDocs Administration 65 The second page of the WebDocs Main Menu consists of options associated with initial WebDocs setup tasks. You will have used most, if not all of these options during the installation process described earlier in this manual. WebDocs Main Menu Page 3 The third page of the WebDocs Main Menu consists of miscellaneous options associated with integration, file sharing and troubleshooting. You can expect to use these options if you are storing documents within NAS/NFS environment. Also, if you encounter any type of problem with WebDocs, the last four options may be used to determine the status of your TCP/IP communications. Accessing WebDocs Main Menu Before you can complete any WebDocs configuration or administrative tasks, you must sign on to the iseries system and access the WebDocs Main menu. Use the following steps to get to the main menu: 1. Sign on to an iseries 5250 emulation session. 2. Enter the following command: ADDLIBLE RJSIMAGE This will add the RJSIMAGE library to your library list. 3. Enter the following command: GO RJSIMAGE You will be presented with the WebDocs iseries Edition Main menu.

68 66 WebDocs - iseries Edition WebDocs Main Menu Security Concepts There are several ways to control security with WebDocs software. Most of the settings are controlled at the user or user group level. Security Overview The WebDocs security is controlled at two levels. 1. Users are given access to specific document folders in the system with a selected level of permission for each folder. Users will only be able to see or access documents from folders for which they have been assigned security access. 2. For a more granular security scenario, a user can be given access to specific folders as in the previous step, but a specific filter criterion can be set for each user as well to limit them to seeing only a selected subset of documents within the folders they have access to. Example 1: You may want customers to log into the system and see only documents where the customer number matches their customer number. Example 2: A corporation has multiple store locations and each store should only be able to see their own reports or documents. In both examples a custom filter can be applied to the WebDocs user profiles to enforce specific access criteria. The custom user selection criteria can contain up to 2,000 characters of SQL WHERE criteria to limit document access for a user. Additional details regarding custom filters can be found later in this chapter, in the section User ID Entry Fields. User Authentication Users can be authenticated by one of the following methods: 1. They can be authenticated using only the WebDocs user ID and password. This scenario is good for users who do not need access to any other iseries functionality. Customers or Vendors accessing documents would be a good example of this.

69 WebDocs Administration If a valid iseries user id is added to the WebDocs User ID table with a password of: *AS400 or *as400, the iseries security is used to validate the user's password. If their iseries password expires, so does their access to WebDocs. 3. If a valid Windows user id is added to the WebDocs User ID table with a password of: *LDAP or *ldap, and a valid LDAP server has been set up, user authentication can be done via the LDAP server. Using LDAP is a nice way to perform authentication via a Windows Active Directory Server or Lotus Domino LDAP Server or any other LDAP server available. Before using LDAP authentication, an LDAP host or IP server must be set up via the Document LDAP (DOCLDAP) command. Before authentication to a Windows Active Directory Domain, the Document Domain (DOCDOMAIN) command must be used to set the Windows domain after the document LDAP command is used to point to a valid Windows Active Directory Server. It is important to note that the ability to authenticate users through either an LDAP server or Window's Active Directory Domain requires WebDocs V1.55 or later. After setting up a valid Windows Domain, the Document User Check (DOCUSRCHK) command can be used to test the Windows Active Directory setup. Example: This example validates an LDAP user named TEST and will respond to the command line with no error if the user ID and password are valid. If not valid, an error message will be displayed: DOCUSRCHK USERID('TEST') PASSWORD('TEST') Note: LDAP user IDs and passwords are usually case sensitive. Table Maintenance WebDocs table maintenance is used to manage all WebDocs users, document folders, document types, document keys and authorities. It is through the table maintenance functions that you will customize WebDocs for your business. Edit User ID's All users that will be using WebDocs must have a user ID and password. Use option 10, Edit User ID's from the main menu to add, change, or delete users from the WebDocs environment. It is important to note, WebDocs ID's are separate from iseries user profiles. Introduction This section details how to manage WebDocs users. Remember, when a user is initially created they have no access to any documents. After the user has been created, they must be given access to specific document folders be creating entries for the user in the Edit Folder User Access program. Note: Although user IDs are separate from iseries user profiles, you can force users to use their iseries password for WebDocs. This is done by creating users IDs that match their corresponding AS/400 profile and then entering *AS400 in the password field. This feature is extremely helpful if your security process includes a regular change of user passwords. When a user updates their OS/400 password, the WebDocs password is also changed.

70 68 WebDocs - iseries Edition Below is a sample of the Edit User IDs screen. Edit User ID's Main Window User ID Entry Fields Regardless of whether you intend to insert new WebDocs users or modify existing users, it is helpful to understand all of the entry fields associated with a user ID. Once you understand the entry fields available, all tasks associated with adding and changing user IDs will be simple. A sample of the entry screen is shown here for your convenience. WebDocs User ID Entry Fields User ID User ID's can be a mixture of upper or lower case entry. User IDs are case sensitive, which means that users must enter their ID exactly as it is entered in this field when they log into WebDocs. By entering a User ID that matches an OS/400 user profile, you allow your WebDocs users to effectively use the same ID and password that they use in OS/400. User ID must match user profile exactly - enter profile name in upper case.

71 WebDocs Administration 69 Password Passwords can be a mixture of upper or lower case entry. Again, passwords are also case sensitive so as users log-in to WebDocs they must enter the password using the same character case combination that is entered in the password field. The exception is if you intend to take advantage of any of our special password/user authentification options. As discussed earlier in the Security Concepts section, WebDocs allows authentification through WebDocs, OS/400 user profiles, LDAP Servers or Microsoft Active Directory Domain. If you will be using WebDocs to authenticate this user, enter the desired password in the Password field. To authenticate the user through OS/400 or LDAP use one of the following special entries in the password field: *AS400 or *as400 - If this value is entered for the password, the User ID must be entered in upper case and must match an existing iseries user profile name. At the time the user logsin, the password will be validated against the user's iseries password. If the users' iseries password is changed, WebDocs will require the user to enter the new password the next time they log into WebDocs. *LDAP or *ldap - If *LDAP is entered, the user profile and password can be validated against a Microsoft Active Directory Domain or a Domino LDAP server or any other LDAP directory. Many companies are implementing Microsoft Active Directory or LDAP servers for network user tracking and WebDocs can utilize these types of directory servers. Enabled (Y/N) The enabled field is used to either temporarily, or permanently disable a user from accessing WebDocs from a browser. The following values are acceptable: N = User is not enabled for browser access. Y = User is enabled for browser access. Description Enter a text description, such as the user first and last name, for the user. address This setting is used as the from address when documents are ed from the web browser client. User is Admin This setting is used to determine if a particular user is allowed the authority to perform administrative tasks within WebDocs. Administrative tasks include the ability to manage users, folders, document types and keys. Administrative authority also provides a user the ability to always upload documents (to any folder) and to view document log details. The following values are acceptable: N = User is not an administrator. Y = User is an administrator. User can upload This setting is used to determine if users are allowed the authority to upload documents to WebDocs folders. This allows you to, if necessary, control which users can and cannot upload documents to the server. The following values are acceptable: N = User cannot upload documents via the web browser. The document upload option will not show in the web browser. Y = User can upload documents via the web browser.

72 70 WebDocs - iseries Edition AS/400 User ID This setting can be used to associate a WebDocs user ID with an existing iseries user profile if the main user ID does not match an existing iseries user profile. This setting should only be used if it's absolutely necessary to have the WebDocs user ID and the iseries user ID for the user be different. Group Security Profile To simplify your security implementation, WebDocs allows you to create a WebDocs profile that can be used to assign group authorities. For example, you could create a profile FINANCE which is used for all personnel in the Finance department. Use the FINANCE profile to assign all WebDocs authorities such as folder access rather than assigning specific access to each individual within the Finance department. By changing access to a group profile, all profiles that are assigned to the group automatically inherit access changes. Enter a valid WebDocs user ID which will be used to set authorities. Printer Path If using the RJS Document Imaging viewer and the iseries Office Integrator products to automate document printing, the printer path can hold a default setting for a user's default network or PC printer. Miscellaneous 1-3 These fields can be used to hold miscellaneous information about a user ID that is not related to the imaging system. Custom User Filter Criteria This 2,000 character field can be used to hold custom SQL criteria to further define or limit the documents a user can gain access to. The first level of document access is always given by adding the user to a "Group Security Profile" or by giving them access to specific individual folders by creating entries in the "Edit Folder User Access" table. To further define a user's document limits, a SQL WHERE statement can be entered in the Custom User Filter Criteria. Since the WHERE keyword is always implied to be there, it does not need to be entered. Any of the key fields in the DOCS00 table, found in the RJSIMAGE library, can be used in a SQL WHERE statement. Some of the main keywords are listed below. Standard Document Search Fields DOCID - Document ID TITLE - Document Title DOCTYPE - Document File Type - (TIF, PDF, DOC, etc.) DOCTYPE2 - Document Type - (A/R, A/P, Orders, etc.) CHKDATE - Document creation date. FOLDER1 - FOLDER3 - Folder levels 1-3. KEYWORD1 - KEYWORD10 - Search keywords iseries report Search Fields DCSPOOL - Spool file name DCDATE - Spool file date DCUSRDTA - Spool user data DCUSRDFN - User defined data DCUSERID - Spool user ID DCFORM - Spool file form type

73 WebDocs Administration 71 DCJOB - Spool file job name DCOUTQ - Search output queue DCOLIB - Search user defined data Example 1: Simple example limits customers to viewing only those documents, such as their orders and invoices, based on their customer number. Customer number is stored in the field KEYWORD1. The following would be entered into the Custom User filter Criteria field: (KEYWORD1 = '123456') Example 2: Specifically limits a customer's view to their own orders and invoices based on their customer number, , in field KEYWORD1 and document type = ORDERS and INVOICES: ((KEYWORD1 = '123456' and DOCTYPE2 = 'ORDERS') and (KEYWORD1 = '123456' and DOCTYPE2 = 'INVOICES')) Example 3: Specifically limits a customer's view to their own orders and invoices based on their customer number, , in field KEYWORD1 and document type = ORDERS and INVOICES and folder name = CUSTOMERS: ((KEYWORD1 = '123456' and DOCTYPE2 = 'ORDERS') and (KEYWORD1 = '123456' and DOCTYPE2 = 'INVOICES')) and (FOLDER1='CUSTOMERS') Create New User Add New WebDocs User 1. From the WebDocs Main menu, enter option 10. You will be presented with the Edit User IDs screen. Edit User ID's Main Window 2. Press F6, Create Record, to insert a new user. You will be presented with the User ID screen, shown below.

74 72 WebDocs - iseries Edition Edit User IDs - Create Window 3. Enter the desired values for all entry fields. Remember, user IDs and passwords are case sensitive. Refer to the previous section, User ID Entry Fields, if you have questions. A sample of a new user is shown below. Edit User IDs - Completed Create Window 4. Press Enter to accept the new ID. You will be returned to the Edit Users ID's screen. 5. Press F3, to return to the WebDocs Main menu. Edit Existing User Edit User 1. From the WebDocs Main menu, enter option 10. You will be presented with the Edit User IDs screen.

75 WebDocs Administration 73 Edit User ID's Main Window 2. Position the cursor to the Opt field of the user you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the user you wish to update. 4. Press Enter to access the user ID. You will be presented with the Edit User ID screen for the desired user. 5. Enter the desired changes for the user. 6. Press Enter to accept/save the User ID changes. You will be returned to the User IDs main screen. 7. Press F3 to return to the WebDocs Main menu. Edit Document Folders You must create document folders before you can store documents in WebDocs. Use option 11, Edit Document Folders from the main menu to add, change, or delete document folders from the WebDocs environment. Introduction This section provides an overview for creating document folders. All documents are physically located in an IFS document folder, a folder on an optical drive, Windows NT/2000 NAS server or a folder on any other available storage device. Documents are logically located for security purposes in a document folder or virtual folder. This means that if a document gets moved from folder to folder within the WebDocs system, the physical document file never moves. Only the virtual folder pointer gets updated in the DB2/400 index table. Once a document folder has been created, users must be given access to the folder before documents can be placed into the new document folder or viewed from the folder. Note: Folders can be created up to 3 levels deep. If a second or third level folder is created, a first level folder must also be created or the lower level folders will not show up in the web

76 74 WebDocs - iseries Edition browser even if they are activated. A word of advice as you create folders, try to keep the folder structure relatively simple. You may find that users become frustrated if the structure is too complex, which in turn, may cause them to not store documents on the system as they should. Below is a sample screen for the Edit Document folders. Edit Document Folder Main Window Document Folder Entry Fields As you begin to create your document folder structure, it is helpful to understand all of the entry fields associated with document folders. Once you understand the entry fields available, all tasks associated with adding and changing document folders will be simple. Enter Document Folder Entry Fields Folder 1 This field is the official folder name. Users will not see this name; instead the folder description will be displayed in the web browser client. Folder 1 is a top level folder within the entire folder structure.

77 WebDocs Administration 75 Note: Special characters such as spaces or apostrophes are not allowed in the folder name. Folder 2 This field is the official the folder name. Users will not see this name; instead the folder description will be displayed in the web browser client. Folder 2 is a second-level folder within the entire folder structure. Make sure the specified first level folder entry record already exists or this folder will not display in the web browser client. Note: Special characters such as spaces or apostrophes are not allowed in the folder name. Folder 3 This field is the official folder name. Users will not see this name; instead the folder description will be displayed in the web browser client. Folder 3 is a third-level folder within the entire folder structure. Make sure the specified first and second level folder entry records already exists or this folder will not display in the web browser client. Note: Special characters such as spaces or apostrophes are not allowed in the folder name. Desc This field is the description of the folder. The description is displayed in the web browser client. Each folder description must be unique. Note: Special characters such as apostrophes are not allowed in the description. IFS Dir Enter a valid IFS or NAS/NFS server location for a document. This folder must already exist. Although you are allowed to change the default directory, it is highly recommended that you do not change the value. If you change the default value, from this point forward you will need to enter this new directory name in the IFS Dir field for every new folder that is created. In addition, you will need to adjust the IFS Dir name for all existing folders. If you need to create a new folder, use the MKDIR command. Example: MKDIR DIR('/RJSIMAGEDOCNFS') DTAAUT(*RWX) OBJAUT(*ALL) If you need assistance configuring a NAS/NFS server to store documents, please contact RJS Software Systems for assistance. Create New Document Folders Add New WebDocs Document Folders 1. From the WebDocs Main menu, enter option 11. You will be presented with the Edit Document Folders screen.

78 76 WebDocs - iseries Edition Edit Document Folders Main Window 2. Press F6 to create a new document folder. You will be presented with the Create Document Folder screen. Edit Document folders - Create Window 3. Enter the desired values for all entry fields. Remember, when creating lower-level folders, you must have already created the associated higher level(s) folder(s). Also, do not place special characters, such as space or apostrophes, in the folder name and avoid apostrophes in the description field. Refer to the previous section, Document Folder Entry Fields, if you have questions. A sample of a new document folder is shown below.

79 WebDocs Administration 77 Edit Document Folders - Completed Create Window 4. Press Enter to accept the new document folder. You will be returned to the Edit Users ID's screen. 5. Press F3 to return to the WebDocs Main menu. Change Document Folder Change Document Folder 1. From the WebDocs Main menu, enter option 11. You will be presented with the Edit Document Folders main screen. Edit Document Folders Main Window 2. Position the cursor to the Opt field of the document folder you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2, in the Opt field of the document folder you wish to update. 4. Press Enter to access the document folder. You will be presented with the Edit Document

80 78 WebDocs - iseries Edition Folders Change screen for the desired document folder. Edit Document Folders - Change Window 5. Enter the desired changes for the document folder. 6. Press Enter to accept/save the document folder changes. You will be returned to the Edit Document Folders main screen. 7. Press F3 to return to the WebDocs Main menu. Edit Folder User Access Once you have created document folders you also must define user access - authority, for users. By default, folder access is denied to all users until you have defined specific access to the folder. Use option 12, Edit Folder User Access from the main menu to add, change, or delete user folder access from the WebDocs environment. Introduction This section provides an overview for creating and modifying document folder user access entries. Once a document folder has been created, users must be given access to the folder before documents can be placed into the new document folder or viewed from the folder. Users can be given view only access, access, check-out/update access, move access, notes and delete access at the folder level. Note: Folders can be created up to 3 levels deep. If a second or third level folder is created, a first or second level folder access entry must also be created for the user or the lower level folders will not show up in the web browser even if they are activated. Below is a sample of the Edit Folder User Access screen.

81 WebDocs Administration 79 Edit Document Folder User Access Main Window Folder User Access Entry Fields As you begin to define your document folder access for users, it is helpful to understand all of the entry fields associated with document folder access. Once you understand the entry fields available, all tasks associated with adding and changing document folder access will be simple. A sample of the Edit Folder User Access screen is shown below. Enter Folder User Access Information User Enter or select a valid WebDocs User ID. Press the F4 function key for a list of current user IDs. If you choose to manually enter the user ID, remember that this is a case sensitive field. Active This setting determines if the specified user ID is allowed any access to the specified folder. Valid options are: N = User access entry is not active. The user cannot see or search for documents at this folder level. Y = User access entry is active. The user can see and search for documents at this folder

82 80 WebDocs - iseries Edition level. Folder Level 1 Enter a valid name for the first-level folder the user has access to. Press the F4 function key for a list of current document folders. If you are defining access for a level 1 folder, select a level 1 folder. By selecting a level 2 folder, both Level 1 and Level 2 fields will be populated with the selected folder details. Similarly, selecting level 3 folder will populate all three folder levels. Folder Level 2 If desired, enter a valid name for the second-level folder the user has access to. To prompt for a level 2 value, return to the Level 1 field and select the desired level 2 folder. Folder Level 3 If desired, enter a valid name for the third-level folder the user has access to. To prompt for a level 3 value, return to the Level 1 field and select the desired level 3 folder. Allow checkout/changes This setting determines if the specified user can modify keywords associated with documents in this folder and whether or not the user is allowed to checkout documents and modify them. Valid options are: N = User cannot make keyword changes and cannot check out documents to make changes. Y = User can make keyword changes and can check out documents to make changes. Allow checkin/create This setting determines if the specified user is allowed to input new documents to this folder. Valid options are: N = User cannot create new documents in this folder or upload documents to the folder. Y = User can create new documents in this folder and can upload documents to the folder. Allow This setting determines if the specified user is allowed to input new documents to this folder. Valid options are: N = User cannot documents. Y = User can documents. Allow delete This setting determines if the specified user is allowed to delete documents from the folder. Valid options are: N = User cannot delete documents. Y = User can delete documents. When deleted, a document goes to the DELETED DOCUMENTS folder so an Administrator can restore a document that has been deleted. Allow notes This setting determines if the specified user is allowed to enter document notes within the folder. Valid options are: N = User cannot create document text notes/annotations. Y = User can create notes. Allow move

83 WebDocs Administration 81 This setting determines if the specified user is allowed to move documents in and out of this folder. Valid options are: N = User cannot move documents between folders. Y = User can move documents. Access Notes By setting the authority of the above fields you will be defining which function buttons a user will see on the Document Details screen. If a function, for example allow delete, is disabled for a user, that user will not see a Delete button on the Document Details screen. This is true for any of the following fields: Allow checkout/changes, allow checkin/create, allow , allow delete, allow notes and allow move. Define New Folder Access New WebDocs Document Folder Access 1. From the WebDocs Main menu, enter option 12. You will be presented with the Edit Folder User Access main screen. Edit folder User Access Main Window 2. Press F6 to create a new folder user access definition. You will be presented with the Edit Folder User Access - Create screen.

84 82 WebDocs - iseries Edition Edit Folder User Access - Create Window 3. Enter the desired values for all entry fields. Remember, you can use the lookup function (F4) for both the User field and the Folder Level 1 field. Refer to the previous section, Document Folder Entry Fields, if you have questions. A sample of a new folder user access definition is shown below. Edit Folder User Access - Completed Create Window 4. Press Enter to accept the new folder user access definition. You will be returned to the Edit Folder User Access main screen. 5. Press F3 to return to the WebDocs Main menu. Change User Folder Access Change User Folder Access 1. From the WebDocs Main menu, enter option 12. You will be presented with the Edit Folder User Access main screen.

85 WebDocs Administration 83 Edit Folder User Access Main Window 2. Position the cursor to the Opt field of the folder user access definition you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the folder user access definition you wish to update. 4. Press Enter to access the user ID. You will be presented with the Edit Folder User Access Change screen for the desired definition. Edit Folder User Access - Change Window 5. Enter the desired changes for the folder user access definition. 6. Press Enter to accept/save the folder user access definition changes. You will be returned to the Edit Folder User Access main screen. 7. Press F3 to return to the WebDocs Main menu.

86 84 WebDocs - iseries Edition Edit Document Types To better manage your documents and the search keys necessary to locate specific documents, it is helpful if you can categorize your various documents. This is done in WebDocs by defining various document types. Common document types include Accounts Payable, Accounts Receivable, Contracts, Daily Reports, Monthly Reports, Development, etc. Use option 13, Edit Document Types from the main menu to add, change, or delete user document types from the WebDocs environment. Introduction This section provides an overview for creating and modifying document types. Document type fields are used to identify the meaning of the index fields for a particular document. A document title, up to ten index fields and a document type can be assigned to each document stored via the WebDocs software. Document Type Examples: Accounts payable documents may need to be tracked by PO number, vendor number, name, check number, voucher number, etc. Accounts receivable documents may need to be tracked by customer number, invoice number, order number, delivery number, etc. Human resource documents may need to be tracked by employee number, social security number, name, etc. Legal contracts may need to be tracked by contract number, name, company name, vendor, etc. Engineering drawings may need to be tracked by part number, description, assembly number, etc. Patient information may need to be tracked by name, social security number, patient ID, etc. The possibilities for tracking documents are endless with the use of document types to track the various types of documents you need to store and retrieve. An unlimited number of document types can be created. A sample of the Edit Document Types main screen is shown below.

87 WebDocs Administration 85 Edit Document Types Main Window Document Type Entry Fields As you begin to define your document types, it is helpful to understand all of the entry fields associated with document types. Once you understand the entry fields available, all tasks associated with adding and changing document folder access will be simple. A sample of the Edit Document Types Change screen is shown below. Enter Document Type Information Doc Type Enter a code for the document type. Codes can be up to 20 characters in length and should be created such that they are familiar to your employees. Codes are not seen by users; instead the description will be displayed for users. Examples: AR = Accounts Receivable AP = Accounts Payables HR = Human Resources ENG = Engineering PATIENT = Patient Info

88 86 WebDocs - iseries Edition Desc Enter a description for the document type. This is what will display in the browser client for the document type. Create New Document Types New WebDocs Document Types 1. From the WebDocs Main menu, enter option 13. You will be presented with the Edit Document Types main screen. Edit Document Types Main Window 2. Press F6 to create a new document type. You will be presented with the Edit Document Type - Create screen. Edit Document Types - Create Window 3. Enter the desired values for all entry fields. Refer to the previous section, Document Type Entry Fields, if you have questions. A sample of a new document type is shown below.

89 WebDocs Administration 87 Edit Document Types - Completed Create Window 4. Press Enter to accept the new document type. You will be returned to the Edit Document Types main screen. 5. Press F3, to return to the WebDocs Main menu. Change Document Types Change Document Types 1. From the WebDocs Main menu, enter option 13. You will be presented with the Edit Document Types main screen. Edit Document Types Main Window 2. Position the cursor to the Opt field of the document type you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the document type you wish to update. 4. Press Enter to access the document type. You will be presented with the Edit Document

90 88 WebDocs - iseries Edition Types Change screen for the desired definition. Edit Document Types - Change Window 5. Enter the desired changes for the document type. 6. Press Enter to accept/save the document type changes. You will be returned to the Edit Document Types main screen. 7. Press F3 to return to the WebDocs Main menu. Edit Document Key Settings Each document type can have up to 10 unique key identifiers that are used to fine tune document searches. Use option 14, Edit Document Key Settings from the main menu to add, change, or delete document key settings for WebDocs environment. Introduction This section provides an overview for creating and modifying document key settings for each document type. The document key settings contain the description given to each of the 10 key index fields for a particular document type. Each key setting also contains a Y/N flag that determines whether the selected key field will be displayed on the search results screen when a document search is run from the web browser client. Below is a sample Edit Document Key Settings main screen.

91 WebDocs Administration 89 Edit Document Key Settings Main Window Document Key Settings Entry Fields As you begin to define your document key settings, it is helpful to understand all of the entry fields associated with document keys. Once you understand the entry fields available, all tasks associated with adding and changing document folder access will be simple. A sample of the Edit Document Key Settings Change screen is shown below. Enter Document Key Settings Entry Fields Doc Type Enter a code for the document type. The document type must exist before you can define key settings for the document. Press F4 to retrieve a list of currently existing document types. Key Field Enter a value from USERKEY1 - USERKEY10. This value determines which of the ten key field values you are creating for a particular document type. Example: USERKEY5 - You are defining key field value key number 5.

92 90 WebDocs - iseries Edition Key Desc Enter a description for the document key. This is what will display in the browser client as the heading for the selected document key. Display Key This setting determines if the values from this key are included in the search results list. For example, if I have a key with the description of "invoice" and I have set the Display Key as "Y", I will see the associated invoice # for each document listed in my search results. N = The key column will not be displayed in a column on the search results screen when a document search is run. Y = The key column will be displayed in a column on the search results screen when a document search is run. Create New Document Key Settings New WebDocs Document Key Settings 1. From the WebDocs Main menu, enter option 14. You will be presented with the Edit Document Key Settings main screen. Edit Document Key Settings Main Window 2. Press F6 to create a new document Key Setting. You will be presented with the Edit Document Key Settings - Create screen.

93 WebDocs Administration 91 Edit Document Key Settings - Create Window 3. Enter the desired values for all entry fields. Refer to the previous section, Document Key Settings Entry Fields, if you have questions. A sample of a new document Key Settings is shown below. Edit Document Key Settings - Completed Create Window 4. Press Enter to accept the new document Key Settings. You will be returned to the Edit Document Key Settings main screen. 5. Press F3 to return to the WebDocs Main menu. Change Document Key Settings Change Document Key Settings 1. From the WebDocs Main menu, enter option 14. You will be presented with the Edit Document Key Settings main screen.

94 92 WebDocs - iseries Edition Edit Document Key Settings Main Window 2. Position the cursor to the Opt field of the document key settings you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the document key setting you wish to update. 4. Press Enter to access the document key setting. You will be presented with the Edit Document Key Settings Change screen for the desired definition. Edit Document Key Settings - Change Window 5. Enter the desired changes for the document key settings. 6. Press Enter to accept/save the document key settings changes. You will be returned to the Edit Document Key Settings main screen. 7. Press F3 to return to the WebDocs Main menu.

95 WebDocs Administration 93 Available Options on the Main Menu Option 1 - Enter License Code This menu option is used to enter the iseries access code for the WebDocs software. An access code will be provided to you by RJS Software Systems Inc. The WebDocs document management software will not be functional until a valid license code is entered. Option 10 - Edit User ID's This menu option is used to enter WebDocs user information. Use this option to manage all WebDocs user profiles. Option 11 - Edit Document Folders This menu option is used to enter document folder information. Document folders determine where documents are physically located and logically located with the WebDocs system. Use this option to create and manage document folders. Option 12 - Edit Folder User Access This menu option is used to enter folder user access security information. Folder user access settings determine which document folders a user can access and what their access permissions will be. Folder user access is the first line of security available in WebDocs. Use this option to define who can access which folders. Option 13 - Edit Document Types This menu option is used to create and manage document types to be used when storing documents on the WebDocs server. Unlimited document types can be created. Document types are used to categorize the various types of documents and images that will be stored in the WebDocs server. Common document types include INVOICE, REPORT, PATIENT, HR, etc. Typically, document types will be created so that your users can easily recognize the category of information they are either storing or retrieving. Option 14 - Edit Document Key Settings This menu option is used to enter document key descriptions which will be assigned to a document type. Up to 10 keys can be defined for each document type. Document keys are used to enhance document search and retrieval within WebDocs. For example, you may define Customer Number, Invoice Number, Invoice Date, and Salesperson as the first four document keys for the document type INVOICE. These keys enable users to quickly retrieve desired customer invoices based on the given keys. Option 15 - Edit Workflow Inbox Access This menu option is used to enter and manage which users will have access to various workflow definitions. If a user will be using the WebDocs workflow feature, they must have access to at least one workflow definition. Option 16 - Edit Workflow Definitions This menu option is used to enter and manage all workflow definitions. Workflow definitions are created for each workflow process that will be managed through the WebDocs environment. For example, your company may have a specific process that is used to approve accounts payable (AP) invoices for payment. A workflow definition can be maintained for AP that will move all AP invoices through the process to ensure timely processing of all AP invoices. Option 17 - Edit Workflow Definition Steps This menu option is used to enter and manage all process steps within each workflow definition. Each workflow definition will have one to n steps defined to complete the workflow process. A user will be associated with the completion of each step in the process. Use this option to define all necessary workflow steps and the user associated with each step.

96 94 WebDocs - iseries Edition Option 20 - Restore HTML File to /RJSIMAGE IFS Directory - DOCIFS1 This menu option restores the /RJSIMAGE IFS directory. Typically, the only time it will be necessary to execute this command is during initial setup of WebDocs. Use the command to restore the default WebDocs HTML pages to the /RJSIMAGE IFS directory. Option 21 - Copy CGI Service Program to RJSIMAGE Library - CRTDUPOBJ This menu option copies the OS/400 Common Gateway Interface (CGI) service program needed by the WebDocs software. The CGI service program gets copied to the RJSIMAGE library. It is important to note, the CGI server program must be updated each time OS/400 is upgraded to a new version. To do this, delete the service program QTMHCGI from the /RJSIMAGE directory and then re-run this command. Option 22 - Add Web Server Directives to HTTP Configuration - DOCHTTP1 This menu option adds the web server directives needed by WebDocs to the selected HTTP configuration member. The web server must be stopped and restarted before these settings take effect. Option 23 - Work with HTTP configuration - WRKHTTPCFG This menu option displays the OS/400 HTTP configuration. Option 24 - Change HTTP Attributes - CHGHTTPA This menu option can be used to change the HTTP server attribute settings. Option 25 - View HTTP Server Subsystem Status - WRKACTJOB This menu option displays the QHTTPSVR subsystem to see if the web server is running. Option 26 - Stop HTTP Web Server - ENDTCPSVR This menu option can be used to stop the HTTP server. It is important to note that this command can end all HTTP services, depending on the parameter values used. Ending a HTTP server should be planned such that few, or no, users are disrupted. It is advised that you take great care in executing this command and only stop the web server instance that is associated with WebDocs. Even then, WebDocs will be disabled until you execute option 27, Start HTTP Web Server (described below). Option 27 - Start HTTP Web Server - STRTCPSVR This menu option can be used to start the HTTP server. This command can be used to re-start any HTTP server instance. Usually, the command will be executed after Option 26, Stop HTTP Web Server. By re-starting an HTTP server, any configuration changes will be applied. Option 28 - Set Default SMTP Host - DOCHOST This menu option can be used to set the SMTP server address for the SMTP server which will be used to deliver documents. The OS/400 SMTP server is NOT required. Option 29 - Set Default Main Image Server URL - DOCMAINURL This menu option can be used to set the main WebDocs login URL which will be passed when using the iseries Office Integrator green screen connectivity API's. Option 70 - Mount NFS File Share - DOCMOUNT This menu option can be used to mount a remote NAS/NFS share over a local IFS directory for storing documents to a NAS server. Option 71 - UnMount NFS File Share - DOCUNMOUNT This menu option can be used to unmount a remote NAS/NFS share from a local IFS directory. Option 72 - Display NFS Share Mount Information - STATFS This menu option can be used to display mounted share information.

97 WebDocs Administration 95 Option 73 - Work with Files on NFS Share - WRKLNK This menu option can be used to work with files in the IFS or on a NAS server. Option 80 - Work with TCP/IP Interface Status - NETSTAT This menu option can be used to display all OS/400 TCP/IP interfaces and addresses. Option 81 - Work with TCP/IP Connection Status - NETSTAT This menu option can be used to display active TCP/IP connections. Option 82 - Ping Remote Server - PING This menu option can be used to PING a remote server via TCP/IP. You may want to ping a remote server to confirm communication is between the current system and the remote system. If errors occur you can than change TCP/IP configuration settings and then try the command again. The job log of a successful ping command will return messages similar to the ones shown below: Verifying connection to host system PING reply 1 from took 51 ms. 256 bytes. TTL 253. PING reply 2 from took 9 ms. 256 bytes. TTL 253. PING reply 3 from took 8 ms. 256 bytes. TTL 253. PING reply 4 from took 8 ms. 256 bytes. TTL 253. PING reply 5 from took 8 ms. 256 bytes. TTL 253. Round-trip (in milliseconds) min/avg/max = 8/16/51 Connection verification statistics: 5 of 5 successful (100 %). The job log of an unsuccessful ping attempt will return messages similar to the ones shown below: Verifying connection to host system No response from host within 1 seconds for connection verification 1. No response from host within 1 seconds for connection verification 2. No response from host within 1 seconds for connection verification 3. No response from host within 1 seconds for connection verification 4. No response from host within 1 seconds for connection verification 5. Connection verification statistics: 0 of 5 successful (0 %). Option 83 - iseries TCP/IP Configuration Menu This menu option can be used to go to the iseries TCP/IP configuration menu.

98

99 Chapter 6 Document Input

100 98 WebDocs - iseries Edition Document Input WebDocs offers a variety of methods to input documents into the system. Document sources can be either digital (e.g., a M.S. Word document or Excel spreadsheet) or a paper document that must first be converted to a digital document prior to storing within the WebDocs environment. This chapter explains the basic upload mechanics involved with each of the various methods of document input. Document input methods include: RJS Imaging Scan Workstation - use this software to convert paper documents into a digital format. RJS Document Imaging Client - use this software to both view graphic image documents and to append scanned images. Faxes - organize and archive incoming faxes into your WebDocs environment. IFS - create a manageable environment of current IFS documents by including them in the WebDocs environment. Spool Files - allow users quick easy access of spool files through their web browser. Basic Upload As described in the Getting Started chapter, any document from any PC can be uploaded to WebDocs. WebDocs does not restrict file types, any file can be registered. Your only restriction is the authorities provided to you in the WebDocs environment. You may only upload documents if you have authority to do so. Refer to the section Uploading your First Document for details on uploading a document. RJS Imaging Scan Workstation The RJS Imaging Scan Workstation software is used to scan paper documents for storage within the WebDocs software. The software also works with all other RJS imaging products, such as our PC-based document management system WebDocs. There are two types of document scanning sessions you can accomplish using the RJS Imaging Scan Workstation: Individual document scanning Batch document scanning Offline scanning can also be performed when access to the iseries system is not available. Scanning Documents Scanning and Checking in a Single Page Document 1. Start RJS Imaging Scan Workstation from the RJS Imaging Scan Workstation program group. 2. Select Scan New Doc from the File menu. 3. Ensure the document to be scanned is properly placed in the scanner. 4. Select desired scanning options (based on your scanner). 5. Click to scan the document.

101 Document Input 99 Actual dialog for scanner will vary by scanning system. A sample screen is shown: Sample Scanner dialog 6. Scanned document will appear as an image document in the main viewing area, as shown below.

102 100 WebDocs - iseries Edition Scanned Document 7. Select/enter appropriate details for the document check in. Use drop-down lists to select for desired categories or type in desired values. 8. Click the Check-in Document button. 9. Select Yes to save and check-in document. 10. Successful confirmation message will be displayed. Successful Check in Message Scanning and Checking in a Multi-page Document 1. Select Scan New Doc from the file menu. 2. Ensure the document pages to be scanned are properly placed in the scanner. 3. Select desired scanning options (based on your scanner). 4. Click to scan the document. Actual dialog for scanner will vary by scanning system. A sample screen is shown: Sample Scanner dialog 5. Scanned document pages will appear as an image document in the main viewing area, as shown below. Notice how thumbnail images of each page are displayed in the main viewing area. By

103 Document Input 101 selecting a thumbnail you can change which document is enlarged in the viewing area. Scanned Document 6. Select/enter appropriate details for the document check in. Use drop-down lists to select for desired categories or type in desired values. 7. Click the Check-in Document button. 8. Select Yes to save and check-in document. 9. Successful confirmation message will be displayed. Successful Check in Message Appending a Page to a Document 1. Ensure a document is open in the viewing area. 2. Select Scan Append from the File menu.

104 102 WebDocs - iseries Edition 3. Select desired scanning options (based on your scanner). 4. Click to scan the document. Actual dialog for scanner will vary by scanning system. A sample screen is shown: Sample Scanner dialog 5. The new page will be appended at the end of the document. Notice that there is now an additional thumbnail image. This is the appended page.

105 Document Input 103 Appended Page Menu Options Available Menus File Menu Settings - Customize your Image Scan Workstation environment. Refer to the section Configuring Image Scan Workstation, found earlier in this manual, for a detailed explanation of each parameter available from the Settings dialog. New - Create new work document. Open - Open existing document to make changes or re-scan pages.

106 104 WebDocs - iseries Edition Save - Save existing work document. Close - Close existing work document. Print - Not enabled currently. Scan New Doc - Clear work document area and scan a new document. Scan Append - Scan and append pages to the existing work document. Scan Batch - Perform batch scan of individual pages. The pages can then be assembled and checked in as complete documents. Scanner Settings - Change scanner settings. Select Scanner - Select scanner for scanning. Exit - Exit scanning program. Workflow Menu Set Workflow - This option allows you to select the desired workflow process. A list of the current workflow processes is presented for selection. Start Single Page Batch Checkin Workflow - This option assumes that a number of images has been batch scanned and the user wants to check-in the batched documents one page at a time. Each image is displayed, zoomed to the selected area and then the cursor is positioned to the first index field so the user can simply key the index value, press Enter and continue. This is a nice option for heads down document index processing. Start Single Page Batch ICR Workflow - This option assumes that a number of images has been batch scanned and the user wants to check-in the batched documents one page at a time using the ICR feature to capture text values from each of the documents. Each image is displayed, zoomed to the selected area and then the ICR-mapped field values are extracted and placed into the appropriate index keys. The cursor is then positioned to the first blank index field so the user can simply key the remaining index values, press Enter and continue. This is a nice option for heads down document index processing. Start Automated Single Page Batch Check-In Workflow - Similar to the "Start Single Page Batch Checkin Workflow" feature with the added bonus of checking in documents without the need for an operator to fill-in index keys and upload the document. Start Barcoded Document Checkin Workflow - This option assumes that a number of images has been batch scanned and the user wants to check-in the batched documents one page at a time using the barcode/icr feature to capture barcode text values. Each image is displayed, zoomed to the selected area and then the ICR/barcode-mapped field values are extracted and placed into the appropriate index keys. The cursor is then positioned to the first blank index field so the user can simply key the desired remaining index values, press Enter and continue. This is

107 Document Input 105 a nice option for heads down document index processing. Start Automated Barcoded Document Checkin Workflow - Similar to the "Start Barcoded Document Checkin Workflow" feature with the added bonus of checking in documents without the need for an operator to fill-in index keys and upload the document. Check-In Batch from Check-In Directory - This option attempts to check-in documents that were scanned offline. When documents are scanned offline, they are stored in the Check-In Directory until checked in via this option. The Check-In Directory can be configured using by accessing the Settings option from the File menu. The default directory is C:\Program Files\RJSIMGSCAN\SCANTO. Page Menu Insert from File - Insert an image document from a file to the current working document after the selected document page. Append from File - Append an image document from a file to the current working document after the last page. Delete Current Page - Delete current document page. First page - Display first document page. Next page - Display next document page. Previous page - Display previous document page. Last page - Display last document page. Rotate left - Rotate current page left 90 degrees. Rotate right - Rotate current page right 90 degrees. Flip - Flip current page. Deskew - Straighten the scanned page it it's a black and white page. Scale to Gray - This setting makes black and white pages more viewable.

108 106 WebDocs - iseries Edition Zoom Menu View Full Screen - View image in full screen mode. Zoom In - Zoom in on document page. Zoom Out - Zoom out on document page. Normal - View image at actual size. Stretch Image to Window - Stretch image width to window width. Fit Image to Window - Fit entire image to window size. Percentage zooming - 25% - 400% zoom Tools Menu OCR Document View OCR Results Explore Menu Scan To Directory - Browse the Scan To directory via Windows Explorer. Actual directory name can be found by accessing the Settings option from the File menu. Scan To After Processing Directory - Browse the Scan To After Processing directory via Windows Explorer. Actual directory name can be found by accessing the Settings option from the File menu. Check-In Directory - Browse the Check-In directory via Windows Explorer. Actual directory name can be found by accessing the Settings option from the File menu. Check-In After Processing Directory - Browse the Check-In After Processing directory via Windows Explorer. Actual directory name can be found by accessing the Settings option from the File menu.

109 Document Input 107 Rescan Directory - Browse the specified rescan directory via Windows Explorer. Actual directory name can be found by accessing the Settings option from the File menu. (Please Note: Although this option is not shown on the above menu, you will find it on the Explore Menu within the update RJS Scan Imaging Workstation.) Burn Check-In Directory to CD - this option has been disabled. RJS encourages customers to use Nero CD Burning software ( to burn the Check-In directory to CD if needed. Using OCR/ICR If you need to take advantage of character recognition software when scanning and inserting documents onto the WebDocs server, you will need to use the RJS OCR Zone Designer software. Our OCR Zone Designer uses the APIs provided by the OmniPage SE software. The purpose of this section is to offer a brief description on the use of RJS OCR Zone Designer software to design an OCR document template. Zone Designer is used to create/design OCR templates for various types of documents: e.g., A/R invoices, Purchase Orders, or manufacturing pick lists. Templates will then be referenced in RJS Imaging Scan Workstation to facilitate quick, automatic fulfillment of document User keys. This section will show you the basic steps to design an OCR template and then how to use that template in Imaging Scan Workstation. Create OCR Template 1. Open the RJS OCR Zone Designer application from the RJS Imaging Scan Workstation program group. You will be presented with the initial window that looks similar to the one below: Zone OCR Designer Initial Window

110 108 WebDocs - iseries Edition 2. Click on New button. Although you will not see the change in any way, you must first tell OCR Zone Designer that this is a new template. If you fail to first click Load, you will receive an error message stating there is no document. 3. Click on the Load button. The Load button allows you to open a graphic file that serves as a sample document to use to define the zones that will be extracted and used as document keys in WebDocs. You will be presented with a standard Windows Open dialog box. 4. Open the desired graphic file. For this example, we will use a sample file that is supplied when you install OCR Zone Designer. c:\program files\rjsimgscan\icrmask\test.tif Once the file is open, OCR Zone Designer will look similar to the screen shown below: Zone Designer - Sample Document for Template 5. Next, draw a zone around the Invoice No. value by clicking the mouse above and to the left of the value and then drag the mouse to the lower right corner of the value. This zone will act as our customer number key value. A rectangle, labeled with 1, will be displayed around the value. This is your first zone within the template. Zones should be created in the order in which you want values placed in the ten WebDocs user keys. Your screen, and zone, should look similar to the following:

111 Document Input 109 OCR Zone Designer - Customer No. Zone Defined 6. Continue to create up to nine more zones. For our example, we created four additional zones: Name, Order No., Ship Date and Due Date. Notice how OCR Zone Designer uses green arrows to show the sequence that zone values will be extracted. This sequence is important; values will be sequentially placed into the 10 WebDocs user keys when an OCR mask is used. A sample is shown below:

112 110 WebDocs - iseries Edition Zone Designer - Completed Zone Design 7. To save our template, click Save zone button. You will be presented with a standard Windows Save dialog box. Save the template in your desired directory. 8. Close the OCR Zone Designer. Test our OCR Zone Mask 1. Open RJS Imaging Scan Workstation from the RJS Imaging Scan Workstation program group. Look for the "eyeball" button within the Document Index Fields section of the screen. If you see this button, OCR mask technology has been installed and operational. If you do not see this button, shown below, you should follow the installation instructions RJS OCR/ICR/Barcode found in the Install Optional Utilities section of this manual. Used to Extract Keywords 2. From the File menu, Open our sample document image. c:\program files\rjsimgscan\icrmask\test.tif 3. Open the OCR template by using the browse button next to the OCR/ICR Mask Settings edit box.

113 Document Input 111 For our example, we will open the following template: c:\program files\rjsimgscan\icrmask\ar Invoice.NXP Your Imaging Scan Workstation screen should look similar to the one shown below: Imaging Scan Workstation - Zone Mask Selected 4. Select the desired Document Type and Folder. For our example, we have selected Accounts Receivable for both Document Type and Folder. Defined document keys will be displayed for the Accounts Receivable document types. A sample screen is shown below:

114 112 WebDocs - iseries Edition Imaging Scan Workstation - Document Type Selected 5. To extract document keys from the defined zones, click on the Eyeball button. You will be presented with a confirmation message to save and extract values. OCR Extract Confirmation Message 6. Click Yes. You may have to wait several seconds for the values to be extracted. Once complete, Customer #, Name, AR Key 3, AR Key 4 and AR Key 5 should all have values. A sample is shown below:

115 Document Input 113 Imaging Scan Workstation - Extracted Key Values using Zone Template Congratulations, you have created and successfully used a OCR Zone Designer template. Office Integration with Barcode Extracting data from a barcode symbol is an extension of the OCR/ICR technology. Just like OCR/ICR, you will need to use the RJS OCR Zone Designer software. Our OCR Zone Designer uses the APIs provided by the OmniPage SE software. You will find defining a barcode zone is amazingly similar to creating a standard OCR zone in RJS OCR Zone Designer. Once the template is designed, extracting the barcode data is the exact same procedure as described in the above section of this manual, Using OCR/ICR. Create OCR Barcode Template 1. Open the RJS OCR Zone Designer application from the RJS Imaging Scan Workstation program group. You will be presented with the initial window that looks similar to the one below:

116 114 WebDocs - iseries Edition Zone OCR Designer Initial Window 2. Click on New button. Although you will not see the change in any way, you must first tell OCR Zone Designer that this is a new template. If you fail to first click Load, you will receive an error message stating there is no document. 3. Click on the Load button. The Load button allows you to open a graphic file that serves as a sample document to use to define the zones that will be extracted and used as document keys in WebDocs. You will be presented with a standard Windows Open dialog box. 4. Open the desired graphic file. For this example, we will use a sample barcode cover page created by RJS Electronic Forms software. cover1.tif Once the file is open, OCR Zone Designer will look similar to the screen shown below:

117 Document Input 115 Zone Designer - Sample Document for Barcode Template 5. Next, draw a zone around the barcode symbol value by clicking the mouse above and to the left of the value and then drag the mouse to the lower right corner of the value. This zone will act as our customer number key value. A rectangle, labeled with 1, will be displayed around the value. This is your first zone within the template. Zones should be created in the order in which you want values placed in the ten WebDocs user keys. Your screen, and zone, should look similar to the following:

118 116 WebDocs - iseries Edition OCR Zone Designer - Customer No. Zone Defined 6. You must denote this zone as a barcode. Do so by clicking on the barcode button on the upper toolbar. In this example, there is no other data on the page that can be extracted. Your screen should look similar to the one shown below. You can tell the zone has been denoted as a barcode zone by the depressed barcode button.

119 Document Input 117 Zone Designer - Completed Zone Design 7. To save our template, click Save zone button. You will be presented with a standard Windows Save dialog box. Save the template in your desired directory. 8. Close the OCR Zone Designer. Test OCR Barcode Zone Mask 1. Open RJS Imaging Scan Workstation from the RJS Imaging Scan Workstation program group. Look for the "eyeball" button within the Document Index Fields section of the screen. If you see this button, OCR mask technology has been installed and operational. If you do not see this button, shown below, you should follow the installation instructions RJS OCR/ICR/Barcode found in the Install Optional Utilities section of this manual. Used to Extract Keywords 2. From the File menu, Open your sample barcode document image. Our example used a file from Electronic Forms: cover1.tif 3. Open the OCR template by using the browse button next to the OCR/ICR Mask Settings edit box. For our example, we will open the following template: c:\program files\rjsimgscan\icrmask\cover Barcode.NXP

120 118 WebDocs - iseries Edition Your Imaging Scan Workstation screen should look similar to the one shown below: Imaging Scan Workstation - Zone Mask Selected 4. Select the desired Document Type and Folder. For our example, we have selected Miscellaneous for Document Type and the Accounts Receivable Folder. Defined document keys will be displayed for the Accounts Receivable document types. 5. To extract document keys from the defined zones, click on the Eyeball button. You will be presented with a confirmation message to save and extract values. OCR Extract Confirmation Message 6. Click Yes. You may have to wait several seconds for the values to be extracted. Once complete, Misc Key 1 will have the value "12345ABCDE". A sample is shown below:

121 Document Input 119 Imaging Scan Workstation - Extracted Key Value using Barcode Zone Template Congratulations, you have created and successfully used a OCR Zone Designer template to extract barcode data. RJS Document Imaging Client The RJS Document Imaging client software is an optional custom image viewing product for viewing documents stored via the WebDocs software. The imaging client can be used to view TIF, JPG, BMP, MODCA and other image formats. The software can also be used to append scanned images to an existing document that has been checked out via WebDocs. The check-in process after scanning consists of clicking the Check-In button on the toolbar.

122 120 WebDocs - iseries Edition RJS Document Imaging Client Main Window If a document needs to be printed, simply click the printer icon from the toolbar or select the File/Print menu. RJS Document Imaging Client Print Window Select the printer where the document will be printed along with any other options and click Print to print the selected page range or Print Current to print the current page. Checking In Documents If a document has been checked out and is being viewed with the RJS Document Imaging client software, the following screen is displayed when the Check-In toolbar button is clicked.

123 Document Input 121 RJS Document Imaging Client Check-In Window To check-in document changes, key a Check-In Comment in the Window and click the CheckIn button to upload the changes to the WebDocs and save the changes as a new document version. Faxes and WebDocs can be integrated with both fax servers and servers to capture and then store faxes and . Two common fax servers that work well with WebDocs are Quadrant FastFax and Castelle FaxPress. Contact RJS Software for help if you plan to integrate fax or servers with WebDocs. IFS Documents that are currently stored on the IFS of an iseries system can be managed by WebDocs. Including documents in WebDocs is as easy as mapping your IFS directory(ies) within your Windows environment and then following the standard process to check-in documents. By checking these documents into the WebDocs environment your users will have the ability to easy access and find these documents through their internet browser. Spool Files To include iseries spool files in WebDocs you must have RJS Batch Report Server/400. Batch Report Server/400 automates the process of converting spool files to PDF and then storing them in WebDocs. This is done be pre-defining basic settings that help determine if a spool file should be placed in the WebDocs environment. There may be additional fees to use this product. Contact RJS Software to determine if you currently are licensed to use RJS Batch Report Server. This section provides a very basic introduction to RJS Batch Report Server/400 as it applies to WebDocs. Refer to the product documentation for more complete instructions on using RJS Batch Report Server. Overview of Integration with Batch Report Server/400 In general, if you want to use Batch Report Server/400 with WebDocs you will need to define an output queue that is used to automatically monitor spool files, create temporary work files and then move converted files (pdf) to WebDocs. Define a Batch Report Server/400 OutQ to use with WebDocs 1. Add the Batch Report Server/400 library to your library list by entering the following command:

124 122 WebDocs - iseries Edition ADDLIBLE RJSBCH 2. Open the Batch Report Server/400 main menu by entering the following command: GO RJSBCH Batch Report Server/400 Main Menu 3. Select option 3, Edit Output Queue List. You will be presented with the following screen: Batch Report Server - Output Queue List 4. Press F6 to create a new Output Queue. You will be presented with a screen similar to the one below:

125 Document Input 123 Batch Report Server - Output Queue Settings 5. A temporary IFS directory must be supplied. Enter the desired temporary, or work, directory that Batch Report Server/400 should use while converting documents to PDF. In our sample, we have supplied /rjstemp as the IFS directory. 6. Converted spool file output file data type must be PDF. Makes sure Output Data Type is correctly set. 7. Complete any other fields, as you deem necessary, then press Enter to accept values. You will be presented with the next screen of fields to complete for the output queue. Batch Report Server - Output Queue WebDocs Settings 8. Enter Y in the Send to Image Server (now WebDocs) field. Spool file will not be stored in the WebDocs environment if you do not enter a Y in this field. 9. Specify desired Image Server User. Remember, WebDocs users IDs are case sensitive. Make sure you enter the user Id

126 124 WebDocs - iseries Edition correctly. 10. Specify the desired Doc Type. You must provide the WebDocs Document Type code not the descriptive name that users see in the browser. For example, enter AP rather than Accounts Payable. 11. Specify the desired Folder details - include all necessary folder level names. If you want these spool files stored in a level 2 folder you must provide both the Folder 1 and the Folder 2 level names. Folder names must match exactly with the folders. It is important to use the actual folder name, not the longer descriptive version displayed in the browser.

127 Chapter 7 Managing Workflow with WebDocs

128 126 WebDocs - iseries Edition Managing Workflow with WebDocs WebDocs workflow feature provides you with the ability to control and automate various business processes by defining the user that is responsible and what needs to be accomplished for each step of the process. For example, a manufacturing plant can use WebDocs workflow to automate the creation and printing of all documents associated with outgoing orders. Or, a mortgage company can manage the process of loan applications through approval. Workflow Overview Using WebDocs workflow can be used to automate the simple task of routing of documents from person to person or can be used to manage document processes that require rules to determine the document path and personnel to approve the documents throughout the process. With WebDocs you will be able to: Automate document routing Notify users of document readiness Define document distribution rules Enforce document approval(s) Reduce paper flow A sample process flow might look like the one shown below. A document enters the system and then WebDocs systematically notifies each user when the document is ready for them to complete their portion of the process. Once one user completes their portion of the process, notifications are sent to the next user(s) of the document. Using the WebDocs workflow process ensures the defined process continues from start to finish. In addition, by electronic workflow allows all users of the process to check the status of the process at any given time. WebDocs Workflow Flowchart

129 Managing Workflow with WebDocs 127 Example using Workflow A common use of WebDocs workflow is to manage the purchase order (PO) process within accounts payable. All companies have some sort of AP process that includes the approval and payment of supply vendors. The typical PO process lends itself well to workflow. Typically, AP will issue purchase orders for all materials, equipment or supplies purchased by the company. The purchase request will start the workflow process. The process may be similar to the steps shown below: Purchase request is initiated Purchase request evaluated - approved/denied If approved, PO generated If denied, employee notified PO supplied to vendor Invoice received for PO Invoice matched with PO Check printed, PO paid Process complete By maintaining the purchase order process electronically, it allows users to check the status, view the document(s), or review past PO documents - all from an internet browser. Imagine the time savings in searching for PO documentation on-line versus walking to a set of file cabinets and manually searching through individual files to find the necessary documents. Workflow Administration/Configuration Prior to using the WebDocs workflow feature, there is some administration tasks that must be completed. Each step within a workflow process must be defined and the each step needs to be sequenced and assigned to one or more users. Workflow processes can be defined by using option 16, Edit Document Workflow Definitions, from the WebDocs main menu on the iseries. Process steps are sequenced by using option 17, Edit Document Workflow Steps, from the WebDocs main menu on the iseries. In addition, you can also allow managers or supervisors to monitor various workflow inboxes by using option 15, Edit Workflow Inbox Access, from the WebDocs main menu on the iseries. Workflow Inbox Access The workflow Inbox Access allows supervisors or those that need to monitor a particular workflow inbox the ability to do so. Introduction This section describes how to manage those users that need to monitor workflow inboxes of other users. This feature is nice for managers that need to be able to ensure that critical business processes are progressing as expected. If you create an entry for a user to monitor a workflow inbox, that user will see the workflow inbox and all it's contents when the user logs into WebDocs. Below is a sample of the Workflow Inbox Access screen.

130 128 WebDocs - iseries Edition Edit Workflow Inbox Access Main Window Inbox Access Entry Fields Regardless of whether you intend to insert new WebDocs workflow inbox access or modify access definitions, it is helpful to understand all of the entry fields associated with a workflow inbox access. Once you understand the entry fields available, all tasks associated with adding and changing access entries will be simple. A sample of the entry screen is shown here for your convenience. WebDocs Edit Workflow Inbox Access Entry Fields User Specify the WebDocs user that you are providing inbox access to. User name must match exactly with the actual user ID stored in the WebDocs user table. Use the F4 key to lookup and select the user. By using the lookup feature you avoid data entry errors regarding spelling and case mixture of the user ID. Access to Workflow Inbox for User Specify the WebDocs user that is responsible for a particular workflow inbox. User name must match exactly with the actual user ID stored in the WebDocs user table. Use the F4 key to lookup and select the user. By using the lookup feature you avoid the data entry errors regarding

131 Managing Workflow with WebDocs 129 spelling and case mixture of the user ID. Create Inbox Access Add New Workflow Inbox Access Definition 1. From the WebDocs Main menu, enter option 15. You will be presented with the Edit Workflow Inbox Access screen. Edit Workflow Inbox Access Main Window 2. Press F6, Create Record, to insert a new workflow inbox access definition. You will be presented with the Edit Workflow Inbox Access screen, shown below. Edit Workflow Inbox Access - Create Window 3. Enter the desired values for all entry fields. Remember, user IDs are case sensitive. Refer to the previous section, Inbox Access Entry Fields, if you have questions. A sample of a workflow inbox access definition is shown below.

132 130 WebDocs - iseries Edition Edit Workflow Inbox Access - Completed Create Window 4. Press Enter to accept the new definition. You will be returned to the Edit Workflow Inbox Access screen. 5. Press F3, to return to the WebDocs Main menu. Edit Existing Inbox Access Edit Workflow Inbox Access 1. From the WebDocs Main menu, enter option 16. You will be presented with the Edit Workflow Inbox Access screen. Edit Workflow Inbox Access Main Window 2. Position the cursor to the Opt field of the definition you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the definition you wish to update. 4. Press Enter to access the definition. You will be presented with the Edit Workflow Inbox Access - Change screen for the desired definition.

133 Managing Workflow with WebDocs Enter the desired changes for the definition. 6. Press Enter to accept/save the workflow inbox access definition. You will be returned to the Edit Workflow Inbox Access main screen. 7. Press F3 to return to the WebDocs Main menu. Workflow Definitions Workflow definitions are used to name each workflow process. Introduction This section describes how to create and maintain definitions for all workflow processes. Below is a sample of the Edit Document Workflow Definitions screen. Edit Document Workflow Definitions Main Window Workflow Definition Entry Fields Regardless of whether you intend to insert new WebDocs document workflow definitions or modify access definitions, it is helpful to understand all of the entry fields associated with a document workflow definition. Once you understand the entry fields available, all tasks associated with adding and changing workflow definition entries will be simple. A sample of the entry screen is shown here for your convenience.

134 132 WebDocs - iseries Edition WebDocs Edit Document Workflow Definitions Entry Fields Flow Name Specify a name to be associated with the workflow process. Typically, a user will not see this value. This is the shorter, technical name that can be used when integrating existing applications with the WebDocs workflow feature. Description Specify a longer, descriptive name for the workflow definition. Users of the workflow process will see this name when accessing WebDocs from their browser. Create Workflow Definitions New Document Workflow Definition 1. From the WebDocs Main menu, enter option 16. You will be presented with the Edit Document Workflow Definition screen. Edit Document Workflow Definition Main Window 2. Press F6, Create Record, to insert a new document workflow definition. You will be presented with the Edit Document Workflow Definition screen, shown below.

135 Managing Workflow with WebDocs Edit Document Workflow Definition - Create Window 3. Enter the desired values for all entry fields. Refer to the previous section, Workflow Definition Entry Fields, if you have questions. A sample of a document workflow definition is shown below. Edit Document Workflow Definitions - Completed Create Window 4. Press Enter to accept the new definition. You will be returned to the Edit Document Workflow Definitions screen. 5. Press F3, to return to the WebDocs Main menu. Edit Existing Workflow Definitions Edit Existing Document Workflow Definition 1. From the WebDocs Main menu, enter option 16. You will be presented with the Edit Document Workflow Definition screen. 133

136 134 WebDocs - iseries Edition Edit Document Workflow Definitions Main Window 2. Position the cursor to the Opt field of the definition you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the definition you wish to update. 4. Press Enter to access the definition. You will be presented with the Edit Document Workflow Definition - Change screen for the desired definition. 5. Enter the desired changes for the definition. 6. Press Enter to accept/save the document workflow definition. You will be returned to the Edit Document Workflow Definitions main screen. 7. Press F3 to return to the WebDocs Main menu. Workflow Definition Steps The document workflow definition steps are used to define what person, or persons, will be responsible for each step in a workflow process. Introduction This section describes how to create and maintain document workflow sequencing by defining workflow steps. Each step can be assigned to one or more people for completion. Below is a sample of the Edit Document Workflow Steps screen.

137 Managing Workflow with WebDocs 135 Edit Document Workflow Steps Main Window Workflow Definition Steps Entry Fields Regardless of whether you intend to insert new WebDocs document workflow steps or modify workflow steps, it is helpful to understand all of the entry fields associated with a document workflow step. Once you understand the entry fields available, all tasks associated with adding and changing workflow steps entries will be simple. A sample of the entry screen is shown here for your convenience. WebDocs Edit Document Workflow Steps Entry Fields Flow Name Specify the workflow name that you are assigning to a WebDocs user. To ensure accuracy of the flow name, use the F4 lookup feature to select the workflow definition from a list. User Specify a WebDocs user that will be responsible for carrying out this step of the workflow process. User IDs are case sensitive and must be entered exactly as entered in the User ID. To ensure accuracy of the user ID, use the F4 lookup feature t select the workflow definition from a list.

138 136 WebDocs - iseries Edition Seq Enter a sequence number for the workflow process. Each workflow process will have one to n steps associated with the process. The sequence number will determine where in the process this particular step falls. Create Workflow Definition Step New Document Workflow Step 1. From the WebDocs Main menu, enter option 17. You will be presented with the Edit Document Workflow Steps screen. Edit Document Workflow Steps Main Window 2. Press F6, Create Record, to insert a new document workflow step. You will be presented with the Edit Document Workflow Steps screen, shown below. Edit Document Workflow Steps - Create Window 3. Enter the desired values for all entry fields. Refer to the previous section, Workflow Definition Steps Entry Fields, if you have questions.

139 Managing Workflow with WebDocs 137 A sample of a document workflow step is shown below. Edit Document Workflow Steps - Completed Create Window 4. Press Enter to accept the new definition. You will be returned to the Edit Document Workflow Steps screen. 5. Press F3, to return to the WebDocs Main menu. Edit Workflow Definition Step Edit Existing Document Workflow Step 1. From the WebDocs Main menu, enter option 17. You will be presented with the Edit Document Workflow Steps screen. Edit Document Workflow Steps Main Window 2. Position the cursor to the Opt field of the step you wish to update. Use the tab key, up and down arrows and the page up and page down keys to traverse through your list. 3. Enter 2 in the Opt field of the step you wish to update.

140 138 WebDocs - iseries Edition 4. Press Enter to access the step. You will be presented with the Edit Document Workflow Steps - Change screen for the desired step. 5. Enter the desired changes for the step. 6. Press Enter to accept/save the workflow step. You will be returned to the Edit Document Workflow Steps main screen. 7. Press F3 to return to the WebDocs Main menu. Using WebDocs Workflow Use of WebDocs workflow is relatively simple. The basic steps involved are as follows: 1. Register a document into a workflow process (e.g., Purchase Order). 2. WebDocs will place document into the workflow inbox of the first user listed under the first sequence of the process. 3. If user approves/completes the work associated with sequence one, WebDocs will do one of two things. If there are multiple users listed for the first sequence, the document now moves to the second user in sequence one. If only one user is listed for the first sequence, WebDocs will forward the document into the workflow inbox of the first person of the second sequence. 4. If a user rejects a document at any point in the process, the document will be returned to the last person to handle the document in the workflow process. 5. WebDocs will continue through each step or sequence in the process, moving the document through each user of each step. Inserting Document into a Workflow Process There are two methods available for inserting documents into the workflow process of WebDocs. The first, is to do so from the web browser. The second is to automate the process through an custom application that integrates current business processes, such as Accounts Payable, with WebDocs Workflow. Integration details can be found in a later chapter titled Integrating WebDocs Using Server APIs. This section will focus on using the browser, a much more manual process, to insert documents into a workflow process. Insert Document Into Workflow 1. From an internet browser, sign-on to a WebDocs session. The WebDocs user must have the authority to the workflow process. 2. Navigate to the Document Details screen of the document you wish to insert into a workflow. Your screen should look similar to the following:

141 Managing Workflow with WebDocs Workflow - Document Details 3. Click on the Workflow button at the top of the screen. You will be presented with a screen that will look similar to the one below: Workflow Items Screen 4. Click on the Add to Workflow button. You will be presented with a screen that will look similar to the one below: 139

142 140 WebDocs - iseries Edition Add Workflow User 5. Complete the necessary details: User to Add, Predefined Flow, Title and any necessary notes. Your screen should look similar to the one below: Add Workflow User - Completed Form 6. Click on the Create Flow button. You will be presented with a screen similar to the one shown below:

143 Managing Workflow with WebDocs 141 Workflow History - New item is shown The process is complete. In this example, the document was assigned to user GRACE. When GRACE views her workflow inbox she will find this document as one her tasks to complete. By selecting a pre-defined workflow process, WebDocs will move the document through all users of all steps defined for the selected process. Processing Workflow Documents From a WebDocs perspective, every document that is placed into a workflow must be approved or denied by every user at every step. Remember, users and steps are defined through the Workflow administration features found on the WebDocs Main menu on the iseries. In actuality, the approve/deny process, from a users perspective, can also include document updates. Regardless of whether the actual document is modified, when a document is approved by a user, WebDocs will then assign the document to the next user of the existing step - if another user has been defined, or assign the document to the first noted user of the next step in the workflow process. If a user rejects a document at any given step, WebDocs will reassign the document to the last user that approved the document within the workflow process. Users of the workflow process will typically complete the following steps: 1. Monitor workflow inbox. 2. Review documents that are inserted into their workflow inbox. 3. Complete any document modifications that are required for the specific step of the process. 4. Approve/reject document workflow step. Process a Document in a Workflow Step Please note, for the sake of expediency this sample does not include detailed instructions on reviewing and/or modifying a document in the workflow process. The purpose of this example is to show the basic steps to either accept/reject a document within the workflow environment. 1. From an internet browser, sign-on to WebDocs using a user that has pending documents in a workflow process. 2. Click on Workflow Inbox from the navigation panel on the left. You will be presented with a list of documents currently in the user Workflow Inbox. The

144 142 WebDocs - iseries Edition screen will look similar to the one shown below: Workflow Inbox 3. To modify the document click on the document link on the left. When you have completed the work, return to this screen. 4. Click on the Document Details link (the document description). You will be presented with the document details screen. Document Details Screen 5. Click on the Workflow button.

145 Managing Workflow with WebDocs 143 You will be presented with a list of workflow items associated with the document. The screen that looks similar to the one below: Workflow Items 6. To change the status of a workflow item, click on the Title/Description of the item to change. You will be presented with a screen that allows you to approve or reject the workflow item. Workflow History 7. At this point, you can add additional users to the approval process, accept, or reject the workflow item. If you click on the plus symbol in the Add column you will be allowed to

146 144 WebDocs - iseries Edition select additional users to include in the workflow process. Clicking the Approve or Reject does exactly what you would expect. For our example, click Approve Doc. You will be presented with an updated Workflow History screen similar to the one shown below: Workflow History - Approved Workflow Item 8. Click on Return to Flows. You will be presented with an update Workflow Items list similar to the one shown below:

147 Managing Workflow with WebDocs Workflow Items - Updated with "COMPLETE" Status 9. Click on the Return to Doc button. You will be returned to the Workflow Inbox. 145

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149 Chapter 8 Integrating WebDocs Using Server APIs

150 148 WebDocs - iseries Edition Integrating WebDocs Using Server APIs This section of the document will be helpful if you have the need to interface to the RJS WebDocs - iseries Edition software from one or more of your current applications to streamline document check-in, searching and retrieval. This section of the manual serves as a concept index as to the API interface capabilities for the WebDocs iseries Edition software. If you need a conference call to discuss specific requirements as you get into specific coding situations, please let RJS know how we can help you with free example code. We are always working with customers to provide free integration samples. RJS can also provide consulting services for more complex programming requirements. We have skills in almost all iseries and PC languages including VB, VBScript, Javascript, ASP, JSP, Java, RPG, COBOL and more. Basic Integration Concepts There many options as to how you might integrate WebDocs with your current applications. Below we discuss several of the most common methods our clients have used. Screen Scraping Access to Documents By utilizing the RJS 5250 Integrator in conjunction with Client Access/400, information can be easily grabbed from your 5250 application screens for scanning and indexing purposes as well as document searching via URL. The 5250 Integrator utilizes a VB scripting engine, so if needed a 5250 screen scraping macro can call any ODBC data source to interact with another database and can perform any logic that VBScript can do. Web Facing and HATS IBM has some new tools available for building web applications from existing 5250 applications. If you are using HATS or Web Facing, please contact RJS and we can help you put together the appropriate Java/JSP pages needed to interface with WebDocs. JSP is a nice way to quickly build URL's for locating documents via the WebDocs URL search mechanism. ODBC, ADO and OLEDB Driver Database Access If you are writing custom PC or web based business applications that run in VB, ASP, ASNA Visual RPG, any of the.net languages or any other language that can read/write data via an ODBC, ADO or OLEDB then you can interface with the WebDocs software for retrieving or creating documents in the WebDocs system. Most people limit access to retrieving documents so as not to bypass WebDocs document check-in processes, but as long as the PC based applications can read/write data with the ADO drivers provided by IBM Client Access/400, then they can interface directly with WebDocs. The interface for a VB application would typically go as follows: 1. Developer would configure Client Access/400 ODBC data source to talk to the iseries database. 2. Developer would write VB or ASP code that utilizes the ODBC driver. 3. When the business application needs documents it would perform an SQL query against the DOCS00 table and read by folder or limit the document list by providing selection criteria for the KEYWORD1 - KEYWORD10 fields. JDBC Driver Database Access If you will be developing interactive or web applications in Java or any language that can

151 Integrating WebDocs Using Server APIs 149 read/write data via a JDBC driver then you can interface with the WebDocs software for retrieving or creating documents in the WebDocs system. Most people limit access to retrieving documents so as not to bypass WebDocs document check-in processes, but as long as the PC based applications can read/write data with the JDBC drivers provided by IBM Java Toolbox, then they can interface directly with WebDocs. Most people will use the Java Toolbox to interface with WebDocs if they are writing in Java. The interface for a Java application would typically go as follows: 1. Developer would configure Java Toolbox JDBC data source to talk to the iseries database. 2. Developer would write Java, JSP or Servlet code that utilizes the iseries JDBC driver. 3. When the business application needs documents it would perform an SQL query against the DOCS00 table and read by folder or limit the document list by providing selection criteria for the KEYWORD1 - KEYWORD10 fields. Document Check-in Exit Points A lot of times customers want to scan incoming documents with key indexing information such as customer number, invoice number, PO number, etc and then have an exit program get information from their business application after a new document check-in and update the indexes in the WebDocs database. We call this exit point processing or backfilling data after document check-in. This is a great way to limit or eliminate manual entry of index information for new documents. The DOCCHKIN CL command performs check-in of a new documents and calls an exit point program named DOCEXITC. All keyword parameters, document type, IFS file name and document ID are passed to the exit program so the user can update the index keys with information from their iseries database. DOCCHKIN can also call a pre-exit check-in program (DOCEXITPC) that can be used to validate information in an iseries database prior to actually checking-in the document. If the user defined validation steps fail, the pre-exit check-in program can send an escape message back to an iseries program or a popup message back to the RJS Scan Workstation software. File/Field Information There are several tables of data that you may need to access. Below are the most commonly accessed tables and fields. WebDocs Database Tables in RJSIMAGE library DOCS00 - Holds main document index keys information. Also holds IFS location of each document file. Detailed field information is included below. DOCVER00 - Contains document version information. This table tracks all document revisions. There is always at least one version record for every document maintained in WebDocs. DOCFLR00 - Contains document folder list. DOCSEC00 - Contains user folder security. DOCUSR00 - Maintains WebDocs Users. DOCTYPE00 - Contains document type codes and descriptions. DOCKEY00 - Holds keyword descriptions for each document type to display on screen. Standard Document Search Fields for table DOCS00 DOCID - Document ID TITLE - Document Title DOCTYPE - Document File Type - (TIF, PDF, DOC, etc.) DOCTYPE2 - Document Type - (A/R, A/P, Orders, etc.)

152 150 WebDocs - iseries Edition CHKDATE - Document creation date FOLDER1 - FOLDER3 - Folder levels 1-3 KEYWORD1 - KEYWORD10 - Search keywords 1-10 iseries Report Search Fields (Spool File Access) DCSPOOL - Spool file name DCDATE - Spool file date DCUSRDTA - Spool user data DCUSRDFN - User defined data DCUSERID - Spool user ID DCFORM - Spool file form type DCJOB - Spool file job name DCOUTQ - Search output queue DCOLIB - Search user defined data Data Area Information As you integrate WebDocs with your applications you may encounter times to change WebDocs values that are stored in data areas on the iseries. Some of the values contained within the WebDocs data areas may need to be adjusted and are described in this section. Most data area values can be altered by using specific WebDocs commands. Whenever possible, use a WebDocs command if available to modify data area values. Detailed command descriptions can be found in the section OS/400 Server Commands. It is recommended that those data areas that are not included in this list should not be modified by your applications. Data areas can be found in the library RJSIMAGE. Data Area DCODEPAGE Description Destination document code page for documents copied to a NAS server such as Windows 2000/2003, a SNAP server or a Linux server during check-in. Possible Values: Any valid code page number. This is a character value with a length of 11. Default Value: 437 DEBUGSQL Stores SQL Debug Data parameter that determines if option is enabled or disabled. When enabled, SQL statements are displayed in the search results windows for debug purposes. This should only be enabled for testing when there are system problems. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO DOCALTLINK Stores document alternate links parameter that determines if option is enabled or disabled. When enabled, a Link Search option will show on the left side of the browser window for enabling the link search capability. Link search is the ability for multiple different index keys to be able to reference a single document stored in the WebDocs server. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO

153 Integrating WebDocs Using Server APIs DOCAUDIT 151 Stores Document Audit Log parameter that determines if option is enabled or disabled. When enabled, audit trail entries are created in the DOCLOG00 file. This should be enabled for HIPAA, Sarbanes Oxley compliance or when detailed auditing is required. Value is changed using the DOCAUDIT command. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO DOCCOMPARE Stores Document File Compare After Check parameter that determines if option is enabled or disabled. When enabled, the physical IFS document that was checked in via DOCCHKIN is physically compared with the image file that was uploaded to ensure the file was completely received. If enabled, this feature adds about one second to check-in times, but ensures accuracy of checked-in documents. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *YES DOCDOMAINW Stores either the current LDAP Windows Active Directory Domain name or '*NONE' if LDAP feature is not being used. This data area can be set with a valid Windows Active Directory domain name if you will be using Active Directory LDAP user authentication. Possible Values: Any valid Windows Active Directory Domain name. This is a character value with a length of 100. DOCFTEXT Stores Document Full Text parameter that determines if option is enabled or disabled. When enabled, a text search option will show on the left side of the browser window for enabling the full text search capability. Text search is the ability to search for a document based on keywords contained within the document. Value is changed using the DOCFTEXT command. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO DOCICONSIZ Stores the height and width size defaults for document thumbnail icons. When enabled, this data area controls the thumbnail image size in the search results window. Possible Values: A sample entry would be 'Height="32" This is a character value with a length of 30. DOCKEY Width="32" '. This data area controls the next document key assignment when DOCCHKIN is called. This data area can only accessed by the DOCHKIN command and should not be manually updated. Value Type: This is decimal value with a maximum length of 15 and zero decimal places.

154 152 WebDocs - iseries Edition DOCLDAP Stores the LDAP Authentication Host Name or IP Address. This data area holds the IP address of an LDAP or Windows Active Directory authentication server for authenticating user passwords. Value is changed using the DOCLDAP command. Possible Values: Common content would be 'LOCALHOST This is a character value with a length of 100. DOCMAXSRCH ' or ' '. Stores value of maximum number of document search results. In other words, this data area controls the maximum number of document search hits returned when a search is run. Value Type: This is a decimal value with a maximum length of 5 and zero decimal places. Default Value: 2000 DOCPAGSIZE Stores value of document page size. The document page size controls the number of documents retrieved per page when simply browsing a document folder in data descending order. Value Type: This is a decimal value with a maximum length of 5 and zero decimal places. Default Value: 20 DOCPROMPT Stores the Prompt For File Open/Save Before Download parameter that determines if option is enabled or disabled. The parameter determines whether the web browser will pop up an Open/Save prompt screen before viewing a document. Internet Explorer will sometimes act oddly if this setting is disabled. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *YES DOCRIGHTTG Stores the Document Right Frame HTML Target Window value. This data area can contain the name of a frame where the search results will be opened in if the WebDocs URL search API is used to integrate WebDocs URL searching with your applications. Possible Values: Any valid web browser frame name. This is a character value with a length of 30. A sample entry would be 'basefrm'. DOCSCASE Stores the parameter that is used to determine the case to be used for all document searches. This data area can control whether WebDocs searching is case sensitive or not. For example, if a user is searching for a document title and enters the string "Office Supplies Invoice", the actual search will convert both the search and document titles to the case noted in this data area. Note: this setting will be replaced very soon since the iseries can not do case-insensitive searching. Setting this value to LCASE can cause browser searches to slow down. Possible Values: Blank or LCASE. This is a character value with a length of 5.

155 Integrating WebDocs Using Server APIs DOCSETAUT 153 Stores the default action for setting document authority during document check-in. When enabled, the physical IFS document authority is set to *PUBLIC - *RWX within the document folder where it's stored. This allows documents to be read by the web server without having to do a lot of special security assignment other than setting IFS folder authorities. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *YES DOCSPLINFO Stores the default action for storing spool file index keys. This data area globally controls whether spool file keywords are shown on the search screens and on the document details screens. Some customers are not capturing reports, so this setting is not needed. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *YES DOCSRCHFE1 Stores the default number of rows to fetch during document searches. This data area controls the number of records to optimize for when searching. Value Type: This is a character value with a length of 100. It is acceptable to leave this value as blank. DOCSRCHOP1 Stores the default number of rows to optimize for document searches. This data area controls the default search order when searching for documents. Value Type: This is a character value with a length of 100. A sample entry would be 'OPTIMIZE FOR 2000 ROWS'. DOCSRCHORD Stores the default order for document searches. This data area controls the search order when searching for documents. Value Type: This is a character value with a length of 100. It is acceptable to leave this value as blank. DOCSRCHSUF Stores the default document search suffix. This data area controls the search suffix applied to search values when searching. The suffix is concatenated to the end of search strings so that searches look for the given string with or without any additional characters in the field. For example, if a user enters a document title search string of 'AP Invoices' then the actual search string used will be 'AP invoices%'. This ensures that a document with the title 'AP Invoices - March 05' is included in the search results. This example assumes the search suffix is % which is the generic character search symbol in OS/400 SQL. Value Type: This is a character value with a length of 1. DOCTHUMBS Stores the parameter that determines if WebDocs will allow document thumbnail viewing (GIF/JPG). This data area controls whether thumbnails are displayed for JPG, GIF or BMP files in the search results window. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value

156 154 WebDocs - iseries Edition with a length of 4. DOCVOLID Contains the next CD volume ID. This data area contains the next CD volume ID/work folder directory information when exporting documents to CD or DVD. This data area should not be changed by user programs. Possible Values: *NO - Disabled, *YES - Enabled. This is a decimal value with a maximum length of 10 with zero decimal places. DOCWFLOW Stores the parameter that determines if the document workflow feature is used. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. FLOWKEY When the WebDocs workflow feature is enabled, this data area stores the next workflow key assignment for a workflow process. Value is set when the DOCFLOWKEY command is used. Value Type: this is a decimal value with a maximum length of 15 with zero decimal places. FROMADDR Stores the default From Address. This data controls the default From address used when sending s with the DOCSEND command. When a default From is specified, this address will be used as the From Address when documents are ed from within WebDocs. The default From Address will not be used if a specific From Address is provided when the document is ed. This is a character value with a length of 50. A sample entry would be 'tom@yourcompany.com'. FROMNAME Stores the default From Name to be used when an is sent via WebDocs. As with From Address, the default From Name will not be used if a specific From Name is provided when a document is ed. This is a character value with a length of 50. A sample entry would be 'Tom Jones'. Value is set by using the DOCFRNAM command. Possible Values: Any valid name or description. A sample entry would be 'Technical Support Department'. IMGLICENSE Stores the name of the data area that stores the WebDocs license key. This is a character value with a length of 10. A valid entry would be 'RJSIMAGE '. The PRDSEC command will use this value to determine where the WebDocs license code should be stored. IMGWORKDIR Stores the name of the WebDocs working directory. Value Type: This is a character value with a length of 50. A sample entry would be '/RJSTEMP'. LPAR Stores the LPAR Access Codes. Value Type: This is a character value with a length of 1. A sample entry would be '1'. MAILHOST Contains the details of the SMTP Mail Host Destination System. The MAILHOST destination value must be set if you intend to use the

157 Integrating WebDocs Using Server APIs 155 feature of WebDocs. Value is set by using the DOCHOST command. Value Type: This is a character value with a length of 50. A sample entry would be 'mail.rjssoftware.com'. MAINURL Stores the main WebDocs URL for 5250 emulation. This data area holds the main URL that is used when running document searches and retrievals via the iseries Office Integrator OFCRUNPC command. Value Type: This is a character value with a length of 200. RJSIMAGE Stores the WebDocs product authorization (license) key. The authorization code can be set by using the PRODSEC command. Possible Values: License key provided by RJS. This is a character value with a length of 50. SMTPASIZIP Stores the parameter that enables or disables the ability to use ASI Zip software when sending zipped reports. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. SMTPBASE64 Contains the name of the SMTP BASE64 encryption program name that is used when sending messages. Value Type: This is a character value with a length of 10. A valid entry would be 'SMTPMAIL4L'. SMTPBUFFER Stores the SMTP Data Buffer Size. Buffer size is used when sending s via SMTP. Do not change this setting unless directed by RJS. The value can be set by using the DOCBUFFER command. Value Type: This is a character value with a length of 5. A valid entry would be 512. Default Value: 512 SMTPDBGPRT Stores the parameter that determines if the debug print switch is enabled or disabled. This data area is used in conjunction with SMTPDEBUG controls whether debug messages are generated as spool files when troubleshooting outbound SMTP issues. Both SMTPDEBUG and SMTPDBGPRT should be set to *YES when debugging SMTP sessions. Value can be set by using the DOCDBGPRT command. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO SMTPDEBUG Stores the parameter that determines if SMTP debug is enabled or disabled. This data area is used in conjunction with SMTPDBGPRT controls whether debug messages are generated as spool files when troubleshooting outbound SMTP issues. Both SMTPDEBUG and SMTPDBGPRT should be set to *YES when debugging SMTP sessions. Value can be set by using the DOCDBGPRT command.

158 156 WebDocs - iseries Edition Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO SMTPPASS Stores the encrypted SMTP User Password used when authenticating SMTP sessions. This setting is only used when SMTPSECURE is set to *YES. Value can be set by using the DOCUSR command. Value Type: This is a character value with a length of 256. SMTPPORT This data area controls which TCP/IP port is used to send outbound messages. This value will usually be 25, but some customer's set up their SMTP servers to use different TCP/IP ports. Value can be set by using the DOCPORT command. Possible Values: Value must be a port number that is not used by any other TCP/IP communication. This is a character value with a length of 5. Default Value: 25 SMTPSECURE Stores the parameter that determines if SMTP security is enabled or disabled. This data area controls whether SMTP authentication is used when sending outbound s. Microsoft Exchange users often want to use SMTP authentication. When enabled, SMTPUSER and SMTPPASS data areas must be set. Possible Values: *NO - Disabled, *YES - Enabled. This is a character value with a length of 4. Default Value: *NO SMTPUSER When necessary, stores the SMTP User ID. This data area stores an encrypted SMTP user ID when using authenticated SMTP sessions. These settings are only used when SMTPSECURE is set to *YES. Value can be set by using the DOCUSR command. Value Type: This is a character value with a length of 256. SMTPZIPLIB Contains the location of ASI Zip software. If the SMTPASIZIP setting is enabled to use the ASI/PKWARE zip software, this data area holds the library for the PKZIP software. Value can be set by using the DOCZIPLIB command. Value Type: This is a character value with a length of 10. A valid entry might be 'PKZIP '. SMTPZIPVER Contains the current ASI Zip version. If the SMTPASIZIP setting is enabled to use the ASI/PKWARE zip software, this data area holds the zip software version. Possible Values: 4 or 5. This is a character value with a length of 1. Default Value: 4

159 Integrating WebDocs Using Server APIs VERSION 157 Contains the current WebDocs library version information. Software version can be used by RJS support staff to diagnose problems. Value Type: This is a character value with a length of 50. A valid entry could be 'WebDocs iseries Edition V1.61'. ZIPEXT Contains the default ZIP extension used when sending out zipped files. If a file is zipped or unzipped and a file extension is not provided, the value in this data area will be used as the extension. For example, if a file is to be zipped to MAR05_ARCHIVE and the default extension is 'ZIP' then the final file name will be MAR05_ARCHIVE.ZIP. Value can be set by using the DOCZIPEXT command. Possible Values: Any 3 character file extension. This is a character value with a length of 3. Sample entries include ZIP, ZSP, etc. Default Value: ZIP Sample Document Search Strings Below are three examples of search strings that may be used either in the integration APIs or custom search criteria of individual users. Each string sample is the WHERE clause of a SQL query. Example 1: Simple example limits customers to viewing only those documents, such as their orders and invoices, based on their customer number. Customer number is stored in the field KEYWORD1. The following would be entered into the Custom User filter Criteria field: (KEYWORD1 = '123456') Example 2: Specifically limits a customer's view to their own orders and invoices based on their customer number, , in field KEYWORD1 and document type = ORDERS and INVOICES: ((KEYWORD1 = '123456' and DOCTYPE2 = 'ORDERS') and (KEYWORD1 = '123456' and DOCTYPE2 = 'INVOICES')) Example 3: Specifically limits a customer's view to their own orders and invoices based on their customer number, , in field KEYWORD1 and document type = ORDERS and INVOICES and folder name = CUSTOMERS: ((KEYWORD1 = '123456' and DOCTYPE2 = 'ORDERS') and (KEYWORD1 = '123456' and DOCTYPE2 = 'INVOICES')) and (FOLDER1='CUSTOMERS') Web URL Search Searching for documents by Web URL The easiest way to interface with the WebDocs - iseries Edition software is to use the URL search interface that is built-in to the WebDocs executable on the iseries. Then any application that can call a web URL can perform document searches. This would include any web application that can create a web link, any ASP, JSP/Servlet PHP, Python and even.net web applications. This would also include VB or VB.Net applications that can use the ShellExecute function to execute a command line. The basic process would be to build a URL with the relevant criteria and then perform a document search by calling or clicking on the URL link.

160 158 WebDocs - iseries Edition Format of search URL strings Basically, each URL string you build can have three sections: the initial search string, session ID and additional search keywords. Description of each portion follows: 1. Beginning of search string (substitute with your iseries web server IP address) 2. Session ID. This is a unique session login ID (See CL samples in file SOURCE in library RJSIMAGE) &ISESSION=<session ID> 3. Additional search keywords (multiple search keywords can be put together with the & symbol) &srchtitle=invoice URL Search Examples Below are two examples of valid URL search strings that incorporate all three string portions discussed above. The second sample includes multiple search criteria. Example search URL looking for all documents with a title of "Invoice" ID>&srchtitle=Invoice Example search URL looking for all documents with a title of "User Guide" where part number = "123456" ID>&srchtitle=User Guide&srchfld01= Office Integrator CL Sample for Searching for documents by Web URL from within an iseries Application If the RJS iseries Office Integrator is used to integrate document scanning and retrieval with an existing 5250 application, a function key can be created in any RPG or COBOL application that can call scanning or documents retrieval functionality. This allows users to have an application function key that can quickly locate documents that match a selected criterion, effectively providing one button access to documents from their business applications. A sample of a CL program for Office Integrator can be found in the next section. CL Sample Below is a sample of CL program that demonstrates a document search in WebDocs. PGM PARM(&SEARCHVAL) DCL VAR(&SEARCHVAL) TYPE(*CHAR) LEN(100) + VALUE('123456') /* Sample KEYWORD 1 value + of */ DCL VAR(&NEWSESSION) TYPE(*CHAR) LEN(255) DCL VAR(&MAINURL) TYPE(*CHAR) LEN(200) DCL VAR(&URL) TYPE(*CHAR) LEN(255) MONMSG MSGID(CPF0000) EXEC(GOTO CMDLBL(ERRORS)) /***********************************************************/

161 Integrating WebDocs Using Server APIs 159 /* Retrieve MAIN WebDocs - iseries Edition URL Setting. */ /* Example: */ /***********************************************************/ RTVDTAARA DTAARA(MAINURL) RTNVAR(&MAINURL) /***********************************************************/ /* Create WebDocs Session ID. This logs the green */ /* screen user into the WebDocs software. */ /* */ /* *AS400USER can be used for the WEBUSER parm if desired */ /* and you have set up WebDocs user IDs which match */ /* the corresponding AS/400 user id. */ /* */ /* *NOPASSWORD can be used for WEBPASS is you want to */ /* ignore WebDocs passwords when launching a new */ /* web session from a green screen. */ /***********************************************************/ DOCSESRTV WEBUSER(TEST) WEBPASS(*NOPASSWORD) + RTNSESSION(&NEWSESSION) /***********************************************************/ /* Build URL to Launch WebDocs document search. */ /* This example searches using KEYWORD1 */ /* Search Keyword values: */ /* SRCHFLD01 - SRCHFLD10 - Keyword Fields to search */ /* Multiple keywords can be used. */ /* SRCHTITLE - Search the document title */ /* SRCHDOCTYP- Search the specified document type */ /* BEGDAT - Set the beginning doc date 'MM/DD/YYYY' */ /* ENDDAT - Set the beginning doc date 'MM/DD/YYYY' */ /***********************************************************/ CHGVAR VAR(&URL) VALUE(&MAINURL < + '/IMAGESERVER/DOC100R?ACTION=Search&ISESSIO + N=' < &NEWSESSION < '&SRCHFLD01=' < + &SEARCHVAL) /***********************************************************/ /* Use the iseries Integrator to launch the web browser */ /* search for WebDocs. */ /***********************************************************/ RJSOFFICE/OFCRUNPC RMTSYS(*CURRENT) CMD(&URL) + OPTION(*WEBSITE) RETURN /* Normal exit */ /***********************************************************/ /* Handle errors */ /***********************************************************/ ERRORS: SNDPGMMSG MSGID(CPF9898) MSGF(QCPFMSG) MSGDTA('Errors + occurred while launching Image Server + search URL') ENDPGM Document Check-in Exit Program Example Listed below are two sample programs (CL and RPG) of updating keywords after check-in via the DOCEXITC exit point processing. In this example the CL program calls the RPG program to complete the process.

162 160 WebDocs - iseries Edition CL/RPG Sample Programs DOCEXITC CL Exit point program. This program will call DOCEXITR, which is an RPG program that performs the keyword updates. /***********************************************************************/ /* AUTHOR: RICHARD J. SCHOEN */ /* DATE WRITTEN: 10/02/2002 */ /* PURPOSE: MAIN DOCUMENT CHECK-IN EXIT POINT */ /*EXPECTED PARAMETERS: NONE */ /* SWITCHES USED: NONE */ /* LDA: NONE */ /***********************************************************************/ PGM PARM(&DOCID &REVISION &DOCTITLE &DOCFLR1 + &DOCFLR2 &DOCFLR3 &KEY1 &KEY2 &KEY3 &KEY4 + &KEY5 &KEY6 &KEY7 &KEY8 &KEY9 &KEY10 + &DOCPATH &DOCFILE &DOCTYPE) DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL DCL VAR(&DOCID) TYPE(*CHAR) LEN(100) VAR(&REVISION) TYPE(*DEC) LEN(9 0) VAR(&DOCTITLE) TYPE(*CHAR) LEN(200) VAR(&DOCFLR1) TYPE(*CHAR) LEN(100) VAR(&DOCFLR2) TYPE(*CHAR) LEN(100) VAR(&DOCFLR3) TYPE(*CHAR) LEN(100) VAR(&KEY1) TYPE(*CHAR) LEN(200) VAR(&KEY2) TYPE(*CHAR) LEN(200) VAR(&KEY3) TYPE(*CHAR) LEN(200) VAR(&KEY4) TYPE(*CHAR) LEN(200) VAR(&KEY5) TYPE(*CHAR) LEN(200) VAR(&KEY6) TYPE(*CHAR) LEN(200) VAR(&KEY7) TYPE(*CHAR) LEN(200) VAR(&KEY8) TYPE(*CHAR) LEN(200) VAR(&KEY9) TYPE(*CHAR) LEN(200) VAR(&KEY10) TYPE(*CHAR) LEN(200) VAR(&DOCPATH) TYPE(*CHAR) LEN(255) VAR(&DOCFILE) TYPE(*CHAR) LEN(255) VAR(&DOCTYPE) TYPE(*CHAR) LEN(10) VAR(&ERRRTN) TYPE(*CHAR) LEN(1) MONMSG MSGID(CPF0000) EXEC(GOTO CMDLBL(ERRORS)) /***************************************************/ /* CALL EXIT RPG PROGRAM TO UPDATE */ /* DOCUMENT KEYWORDS. PASS THE DOCID & KEYWORD 1 */ /* SO WE KNOW WHICH DOC WE'RE UPDATING */ /* THIS ALLOWS KEYWORDS TO BE AUTO-FILLED */ /* AFTER DOCUMENT CHECK-IN. */ /***************************************************/ CALL PGM(DOCEXITR) PARM(&DOCID &KEY1 &ERRRTN) RETURN /* NORMAL EXIT */ /***************************************************/ /* HANDLE ERRORS */ /***************************************************/ ERRORS: SNDPGMMSG MSGID(CPF9898) MSGF(QCPFMSG) + occurred while running Image Server + document check-in for document ID:' > + &DOCID) MSGTYPE(*INFO) MONMSG MSGID(CPF0000) /* MAKE SURE WE EXIT */ SNDPGMMSG MSGID(CPF9898) MSGF(QCPFMSG) +

163 Integrating WebDocs Using Server APIs 161 MSGDTA('ERRORWARN: Exit point Errors + occurred while running Image Server + document check-in for document ID:' > + &DOCID) TOMSGQ(*SYSOPR) MONMSG MSGID(CPF0000) /* MAKE SURE WE EXIT */ ENDPGM DOCEXITR RPG Exit point program called by DOCEXITC H****************************************************************** H* * H* PROGRAM: DOCEXITR * H* PURPOSE: Update Document Keywords based on values * H* found in previous document with matching * H* value in Key Field 1. * H* DATE: 04/23/2003 * H* AUTHOR: RICHARD J. SCHOEN. * H* * H****************************************************************** F* Documents by DOCID FDOCS01 UF E K DISK F* Documents by KEYWORD1 FDOCS04 IF E K DISK F RENAME(DOCS00R:DOCS04R) D***** D* Timestamp data area D***** D tstamp s z D date s d datfmt(*iso) D time s t timfmt(*iso) D ds D timeres 12s 0 D timetime 6s 0 overlay(timeres:1) D timedate 6s 0 overlay(timeres:7) D D D D D D D D D D D WDOCTITLE s 100A inz('') WKEYWORD1 s 200A inz('') WKEYWORD2 s 200A inz('') WKEYWORD3 s 200A inz('') WKEYWORD4 s 200A inz('') WKEYWORD5 s 200A inz('') WKEYWORD6 s 200A inz('') WKEYWORD7 s 200A inz('') WKEYWORD8 s 200A inz('') WKEYWORD9 s 200A inz('') WKEYWORD10 s 200A inz('') C**************************************************************** C* *ENTRY PARAMETER LIST C**************************************************************** C *ENTRY PLIST C PARM IDOCKEY 100 C PARM IKEYWORD1 200 C PARM ERRRTN 1 C**************************************************************** C* RETRIEVE DOCUMENT INFO FROM EXISTING DOCUMENT WITH MATCHING C* VALUE IN KEY 1 AND UPDATE TO NEW DOCUMENT

164 162 WebDocs - iseries Edition C**************************************************************** C EVAL ERRRTN = '0' * * C C ** Chain for document record with Keyword 1 ** We need to see if old doc exists or not. IKEYWORD1 SETLL DOCS04 IKEYWORD1 READE DOCS04 33 * * C C C C C ** Bail out if our current DOCID is the only ** matching record. No need to update keywords. IF %TRIM(DOCID) = %TRIM(IDOCKEY) EVAL ERRRTN = '1' MOVE *ON *INLR RETURN ENDIF * * C C C C C ** Bail out if old record does not exist ** matching record. No need to update keywords. IF *IN33 = *ON EVAL ERRRTN = '1' MOVE *ON *INLR RETURN ENDIF * * C C C C C C C C C ** If old document exists. ** Save keywords 2-10 to work fields Eval WKEYWORD2 = %trimr(keyword2) Eval WKEYWORD3 = %trimr(keyword3) Eval WKEYWORD4 = %trimr(keyword4) Eval WKEYWORD5 = %trimr(keyword5) Eval WKEYWORD6 = %trimr(keyword6) Eval WKEYWORD7 = %trimr(keyword7) Eval WKEYWORD8 = %trimr(keyword8) Eval WKEYWORD9 = %trimr(keyword9) Eval WKEYWORD10 = %trimr(keyword10) * ** Retrieve new DOCID record and update new keywords 2-10 * ** based on the previous check-in values. C IDOCKEY CHAIN DOCS01 34 * C C C C C ** Bail out if record does not exist IF *IN34 = *ON EVAL ERRRTN = '1' MOVE *ON *INLR RETURN ENDIF * C C C C C C C C C ** Move keywords 2-10 to current doc fields Eval KEYWORD2 = %trimr(wkeyword2) Eval KEYWORD3 = %trimr(wkeyword3) Eval KEYWORD4 = %trimr(wkeyword4) Eval KEYWORD5 = %trimr(wkeyword5) Eval KEYWORD6 = %trimr(wkeyword6) Eval KEYWORD7 = %trimr(wkeyword7) Eval KEYWORD8 = %trimr(wkeyword8) Eval KEYWORD9 = %trimr(wkeyword9) Eval KEYWORD10 = %trimr(wkeyword10)

165 Integrating WebDocs Using Server APIs 163 * ** Update doc info C UPDATE DOCS00R C* ** Exit after adding new record C MOVE *ON *INLR C RETURN OS/400 Commands This section gives an overview of the WebDocs OS/400 commands. Introduction to OS/400 Commands In the previous sections of this chapter, basic integration and sample programs were provided. This section provides detailed information on each command available for use either from a program or OS/400 command line. OS/400 Server Commands This section contains detailed descriptions and command syntax for each WebDocs command available in OS/400. CHKOBJIFS Command: CHKOBJIFS Description: Use this command to check for existence of files stored in the IFS. If CHKOBJIFS finds the IFS file that was passed to the command, a CPF9898 message is returned. If the CHKOBJIFS command fails, CPF9897 message is returned. When this command is embedded in a CL program, a MONMSG CPF9898 and MONMSG CPF9897 DO/ENDDO code block should be specified if special action is required after CHKOBJIFS completes. Command String: CHKOBJIFS FILNAM( IFS FileName ) Where IFS FileName = specifies the name of the file to search for existence of. DOCAUDIT Command: DOCAUDIT Description: Use this command to set document audit logging. The value stored in the data area DOCAUDIT will be changed when this command is executed. Command String: DOCAUDIT OPTION( *SET *DSP ) OPT( *NO *YES ) Where Option = specify *SET to change the current option (Opt) setting or specify *DSP to display the current document logging option. Opt = Enables/disables document audit logging. DOCAZIZIP Command: DOCASIZIP

166 164 WebDocs - iseries Edition Description: Use this command to either set or display the current ASI PKZIP library name. Set ASI PKZIP library name if using the ASI/PKWARE PKZIP software for zipping outbound messages. ASI PKZIP is only required if you need to password protect your ZIP files. Command String: DOCASIZIP OPTION( *SET *DSP ) USEASIZIP( *NO *YES ) DOCASIZIP( 4 5 ) Where Option = specify *SET to change the current option setting or specify *DSP to display the current ASI PKZIP library name USEASIZIP = *YES enables ASI ZIP compression. *NO disables ASI ZIP compression. DOCASIZIP = specify 4 to use PKZIP version 4.x or 5 to use PKZIP version 5.x. DOCBUFFER Command: DOCBUFFER Description: Use this command to set the default SMTP buffer used when sending SMTP messages. This setting should not normally be changed unless you are asked to do so by RJS support personnel. The value stored in the data area SMTPBUFFER will be changed when this command is executed. Command String: DOCBUFFER OPTION( *SET *DSP ) BUFSIZE( Buf_Size ) Where OPTION = specify *SET to change the default SMTP buffer value or specify *DSP to display the current SMTP buffer value. Buf_Size = specify buffer size; value must be between 1 and DOCCHKI Command: DOCCHKI Description: This command is used to check-in a document that has been changed. After the document has been checked-in, a new version is created and the check-in comment is saved along with the new version. Command String: DOCCHKI DOCID( Document_ID ) IFSFILE( IFS_FILE_Name ) COMMENT( Check_In_Comment ) USERID( *CURRENT User_ID ) DLTIFSFILE( *NO *YES ) COMPMSGTYP( *COMP *ESCAPE ) Where Document_ID = specifies WebDocs document ID, this is a unique ID number. IFS_File_Name = Name of the checked-out WebDocs document to check into the system. Check_In_Comment = provides the ability to include a comment to be associated with the changed document version that is being checked in.

167 Integrating WebDocs Using Server APIs 165 User_ID = specify either *CURRENT to used currently logged-in user or specify desired WebDocs user ID. DLTIFSFILE = specify *YES to delete IFS work file after check-in. *NO is the default. COMPMSGTYP = completion message type to report after document check-in is complete: *COMP for completion status message and *ESCAPE if you need to report back to the process calling DOCCHKI via an escape message. DOCCHKIN Command: DOCCHKIN Description: Use this command to check a new document into WebDocs. Command String: DOCCHKIN IFSFILE( IFS_File_Name ) DOCTITLE( Document_Title ) DOCTYPE( Document_Type ) FOLDERLVL1( Folder_Level1 ) FOLDERLVL2( Folder_Level2 ) FOLDERLVL3( Folder_Level3 ) KEYWORD1( KeywordN ) KEYWORD2( KeywordN )... KEYWORD10(KeywordN ) SPOOL( Spool_File_Name ) SPOOLUSER( Spool_User_ID ) SPOOLJOB( Spool_Job_Name ) SPOOLJOBN( Spool_Job_Number ) SPOOLSPLN( Spool_File_Number ) SPOOLUDATA( Spool_User_Data) SPOOLFORM( Spool_Form_Type ) SPOOLUDEF( Spool_User_Def ) SPOOLOUTQ( Spool_Output_Queue ) SPOOLOLIB( Spool_Outq_Lib ) SPOOLPAGES(Spool_Pages ) SPOOLDATE( Spool_Date ) SPOOLTIME( Spool_Time ) DLTIFSFILE( *YES *NO ) COMPMSGTYP( *COMP *ESCAPE ) USERID( *CURRENT User_ID ) IFSDIR( IFS_Output_Dir ) ORIGFILSIZ( Orig_File_Size ) PREEXITPGM( RJSIMAGE/DOCEXITPC Pre_Exit_Prog_Name ) EXITPGM( RJSIMAGE/DOCEXITPC Post_Exit_Prog_Name ) CRTAUDIT( *YES *NO ) Where IFS_File_Name = Name of the WebDocs document to check into the system. Document_Title = specify the desired title for the document that is being checked in. Document title is a required field when checking in a new document. Failure to provide a document title will cause the action to fail. Folder_Level1 = specify the name of the first level document folder. Folder must exist. Folder_Level2 = specify the name of the second level document folder. Folder

168 166 WebDocs - iseries Edition must exist. If Folder_Level2 is included, you must also include a value for Folder_Level1. Folder_Level3 = specify the name of the third level document folder. Folder must exist. If Folder_Level3 is included, you must also include values for Folder_Level1 and Folder_Level2. KeywordN = specify from 1 to 10 optional document identifying keywords for the document. Remember, each document type can have predefined keyword categories; for example a document type of "Purchase Order" may have keyword1 defined as PO number, keyword2 defined as customer number, etc. Spool_File_Name = if checking in a spool file, specify the name of the desired spool file that is to be checked in. This field is optional. Spool_User_ID = if checking in a spool file, specify the spool file user ID. This field is optional. Spool_Job = if checking in a spool file, specify spool job name. This field is optional. Spool_Job_Number = if checking in a spool file, specify the spool job number. This field is optional. Spool_File_Number = if checking in a spool file, specify the spool file number. This field is optional. Spool_User_Data = if checking in a spool file, specify the spool file user data. This field is optional. Spool_Form_Type = if checking in a spool file, specify the spool file form type. This field is optional. Spool_User_Def = if checking in a spool file, specify the spool file user defined data. This field is optional. Spool_Output_Queue = if checking in a spool file, specify spool file output queue. This field is optional. Spool_Pages = if checking in a spool file, specify desired number of spool file pages. This field is optional. Spool_Date = if checking in a spool file, specify the creation date of the spool file using the format of CYYMMDD (century, year, month, day). This field is optional. Spool_Time = if checking in a spool file, specify the creation time of the spool file using the format of HHMMSS (hours, minutes, seconds). This field is optional. DLTIFSFILE = specify *YES to delete IFS work file after check-in. *NO is the default. COMPMSGTYP = completion message type to report after document check-in is complete: *COMP for completion status message and *ESCAPE if you need to report back to the process calling DOCCHKIN via an escape message.

169 Integrating WebDocs Using Server APIs 167 User_ID = specify either *CURRENT to use the currently logged-in user or specify desired WebDocs user ID. IFS_Output_Dir = specify the IFS directory path for physical document storage. A local IFS directory can be specified. A remote iseries IFS path can be specified if using the QFILESVER.400 file system. A Windows path can be specified if using the QNTC file system or a NFS path can be specified if writing to a Windows, Unix or SAN/NAS device running NFS file sharing. Note: if writing to a remote Windows system, it is much more reliable to use NFS than to try and use the QNTC file sharing. QNTC is subject to Windows domain and authentication restrictions that can be difficult to configure. NFS is much more flexible for reading and writing files to a remote Windows system. Windows Services for Unix is required on a Windows server to enable NFS file sharing. Orig_File_Size = specify the original file size of the new document. If specified, this parameter will cause the DOCCHKIN command to ensure that the IFS file being checked-in matches the specified file size. Pre_Exit_Prog_Name = if necessary, specify the name of a program to execute prior to the check-in of the document. Be default DOCEXITPC in library RJSIMAGE is called prior to document check-in to allow user application code to be run to validate the document index keys being set for the document. If the pre-check-in exit program fails, an escape message is sent back to the job calling the DOCCHKIN command with message text specified in the exit program, so the user can be notified what error occurred so that they can correct it. Post_Exit_Prog_Name = if necessary, specify the name of a program to execute after the document is checked-in. By default DOCEXITC in library RJSIMAGE is called after document check-in to allow user application code to be called to perform post-processing on a document or add it to a workflow process based on document index keys selected during check-in. If the post-check-in exit program fails, an escape message is sent to the QSYSOPR system operator message queue with an error text message. Since the post-check-in exit program is called after a document has been checked into the system, you should ensure that the post-check-in exit program never halts abnormally. You can do this by using global MONMSG commands as done in the DOCEXITC program or by ensuring any RPG or COBOL code you call to validate or update index keys error checks itself to avoid hard halts which can occur if a library list is wrong, if a file is not found, etc. CRTAUDIT = If *YES is specified an audit trail entry will be created in the system audit log if logging is enabled. If *NO is specified no audit trail entry will be entered, even if logging is enabled. DOCCHKO Command: DOCCHKO Description: This command is used to check-out a document for changes. After the document has been checked out, users can still view the existing document, but only one user can have a document checked-out at a time. Command String: DOCCHKO DOCID( Document_ID )

170 168 WebDocs - iseries Edition USERID( *CURRENT User_ID ) COMPMSGTYP( *COMP *ESCAPE ) Where Document_ID = specifies WebDocs document ID, this is a unique ID number. User_ID = specify either *CURRENT to use currently logged-in user or provide desired WebDocs user ID. COMPMSGTYP = completion message type to report after document check-out is complete: *COMP for completion status message and *ESCAPE if you need to report back to the process calling DOCCHKO via an escape message. DOCCHKU Command: DOCCHKU Description: Use this command to undo a document check-out if a user changes their mind and a new version does not need to be checked-in. Command String: DOCCHKU DOCID( Document_ID ) USERID( *CURRENT User_ID ) COMPMSGTYP( *COMP *ESCAPE) Where Document_ID = specifies WebDocs document ID, this is a unique ID number. User_ID = specify either *CURRENT to use currently logged-in user or provide desired WebDocs user ID. COMPMSGTYP = completion message type to report after document check-out undo is complete: *COMP for completion status message and *ESCAPE if you need to report back to the process calling COCCHKU via an escape message. DOCCLEAR Command: DOCCLEAR Description: Remove WebDocs documents and IFS files. Typically, you should only use DOCCLEAR at the time of system startup to ensure a clean slate. Warning: this command will clear all documents and index entries from the entire system, use with extreme caution. Command String: DOCCLEAR CONFIRM1( *NO *YES ) CONFIRM2( *NO *YES ) Where Confirm1 = specifies whether WebDocs documents are cleared from the system. Both Confirm1 and Confirm2 must be specified as *YES to clear the entire system. Confirm2 = specifies whether WebDocs IFS files are cleared from the system. DOCCLRDEL Command: DOCCLRDEL Description: Remove WebDocs documents from deleted folder (DELETED). This option is used to purge deleted documents from the deleted documents folder. The deleted documents folder functions much like the Windows recycling bin. If a user has document delete authority and they delete a document from the system, the document goes to the deleted

171 Integrating WebDocs Using Server APIs 169 documents folder where it can be restored from until the deleted documents folder is cleared with this command. After the deleted document folder has been cleared, the IFS files and document index keys for a document will be deleted from the system permanently. Warning: only an administrator should run this command. Command String: DOCCLRDEL CONFIRM1( *NO *YES ) CONFIRM2( *NO *YES ) Where Confirm1 = specifies whether WebDocs documents are deleted from the deleted documents folder. Both Cofirm1 and Confirm2 must be specified as *YES to clear the deleted documents folder. Confirm2 = specifies whether WebDocs IFS documents are deleted from the deleted documents folder. DOCCLRFLR Command: DOCCLRFLR Description: Use this command to remove WebDocs documents from specified document folder. This option is used to move all documents in the specified folder to the deleted documents folder. This option can be used if all documents in a selected folder need to be purged from the system. The documents will remain in the deleted documents folder until the DOCCLRDEL command is run to permanently delete them from the system. Command String: DOCCLRFLR FOLDERLVL1( Folder_Level1 ) FOLDERLVL2( Folder_Level2 ) FOLDERLVL3( Folder_Level3 ) CONFIRM1( *NO *YES ) CONFIRM2( *NO *YES ) Where Folder_Level1 = specify the name of the first level document folder. Folder must exist. Folder_Level2 = specify the name of the second level document folder. Folder must exist. If Folder_Level2 is included, you must also include a value for Folder_Level. Folder_Level3 = specify the name of the third level document folder. Folder must exist. If Folder_Level3 is included, you must also include values for Folder_Level1 and Folder_Level2. Confirm1 = specifies whether WebDocs documents are deleted from the selected folder. Both Confirm1 and Confirm2 must be specified as *YES to clear the documents. Confirm2 = specifies whether WebDocs IFS documents are deleted from the selected folder. DOCCOMPARE Command: DOCCOMPARE Description: Performs a binary file comparison of two files to ensure that they match

172 170 WebDocs - iseries Edition exactly. A CPF9898 message will be issued if the documents do not match. Command String: DOCCOMPARE IFSFILE1( File1_Name ) IFSFILE2( File2_Name ) Where File1_Name = specify IFS directory path and file name of the file to compare; use the format of 'directory_path/file1_name'. File2_Name = specify IFS directory path and file name of the second file to compare; use the format of 'directory_path/file2_name'. DOCDBG Command: DOCDBG Description: Use this command to set SMTP debug option. This option can be used to troubleshoot problems with outbound messages. DOCDBGPRT should also be enabled to use this setting. The two commands work together to help you troubleshoot problems. The value stored in the data area SMTPDEBUG will be changed when this command is executed. Command String: DOCDBG OPTION( *SET *DSP) DEBUGOPT( *NO *YES ) Where OPTION = specify *SET to change the current debug option or specify *DSP to display the current debug setting. DEBUGOPT = enables/disables document debug. DOCDBGPRT Command: DOCDBGPRT Description: Use this command to set debug print option. This message must be enabled when DOCDBG is set to *YES. This ensures that when doing send testing or troubleshooting, a spool file with the entire SMTP message send log will be created for troubleshooting mail relay and security issues. The value stored in the data area SMTPDBGPRT will be changed when this command is executed. Command String: DOCDBGPRT OPTION( *SET *DSP ) DEBUGOPT( *NO *YES ) Where OPTION = specify *SET to change the current debug print option or specify *DSP to display the current debug setting. DEBUGOPT = enables/disables print debug option. DOCDOMAIN Command: DOCDOMAIN Description: Use this command to set default Windows Domain. Command String: DOCDOMAIN OPTION( *SET *DSP)

173 Integrating WebDocs Using Server APIs 171 DOMAIN( *NONE Domain_Name ) Where OPTION = specify *SET to change the current Windows Domain name or specify *DSP to display the current Windows Domain name. Domain_Name = specify valid Windows Domain name. DOCEXP Command: DOCEXP Description: Use this command to export selected documents to the IFS for burning to CD/DVD. When the export process runs, one or more directories will be automatically created under the selected IFS directory and copies of the exported documents will be made to the export directories. New directories are only created if the number of document bytes exceeds the CD or DVD media size chosen. Along with the actual IFS documents, an HTML index page is created for each CD/DVD that is automatically included with the documents so that users can utilize the CD or DVD and locate or view documents without any special software or image system access. Command String: DOCEXP IFSDIR( IFS_Dir ) MKDIR( *NO *YES ) MEDIASIZE( *CD600 ) Where IFS_Dir = specify IFS directory path to export document to; use the format of '/IFS_Dir'. MKDIR = specifies the desire to create the IFS directory if it does not exist. By default, the IASIZE = if exporting the document from media, specify size. DOCEXPDEL Command: DOCEXPDEL Description: Use this command to move exported documents to deleted files folder. After a set of documents has been exported and burned to CD/DVD, the documents can be moved to the deleted documents folder with this command if you plan to remove the documents permanently from the system. Once the documents are in the deleted documents folder they can be deleted permanently via the DOCCLRDEL command. Note: if you were only exporting document copies to send to an auditor or other third party, but you plan to keep them in the system, DO NOT use this command. Instead, use the command DOCEXPRST command to unmark all currently selected documents. Command String: DOCEXPDEL CONFIRM1( *NO *YES ) CONFIRM2( *NO *YES ) Where Confirm1 = specifies whether WebDocs documents are moved to the deleted documents folder. Both Confirm1 and Confirm2 must be specified as *YES to clear the documents. Confirm2 = specifies whether WebDocs IFS documents are moved to the

174 172 WebDocs - iseries Edition deleted documents folder. DOCEXPRST Command: DOCEXPRST Description: Use this command to reset/unmark documents previously marked for export. After a set of documents has been exported and burned to CD/DVD, the document selection pointers can be reset without permanently deleting the documents from the system with this command. Command String: DOCEXPDEL CONFIRM1( *NO *YES ) CONFIRM2(*NO *YES ) Where Confirm1 = specifies whether WebDocs document selection pointers should be reset. Both Confirm1 and Confirm2 must be specified as *YES to reset the document selections. Confirm2 = specifies whether WebDocs IFS document selection pointers should be reset. DOCEXPSEL Command: DOCEXPSEL Description: Use this command to select/mark all documents within a folder for export. This command can be used to select all documents in a folder based on a date range. Once the documents are selected, they are marked as such so that the DOCEXP command can be used to export the documents to CD/DVD. Command String: DOCEXPSEL FOLDERLVL1( Folder_Level1 ) FOLDERLVL2( Folder_Level2 ) FOLDERLVL3( Folder_Level3 ) BEGINDATE( Begin_Doc_Date ) ENDDATE( End_Doc_Date ) Where Folder_Level1 = specify the name of the first level document folder. Folder must exist. Folder_Level2 = specify the name of the second level document folder. Folder must exist. Folder_Level3 = specify the name of the third level document folder. Folder must exist. Beg_Doc_Date = specify the document creation date that will be used as the beginning date value of the date range criteria; use the format of 'MM/DD/YY'. End_Doc_Date = specify the document creation date that will be used as the ending date value of the date range criteria; use the format of 'MM/DD/YY'. DOCFLDINFO Command: DOCFLDINFO Description: Retrieves document field information such as document titles and

175 Integrating WebDocs Using Server APIs 173 document types. Command String: DOCFLDINFO DOCFLOWAPV Command: DOCFLOWAPV Description: Approve document at current stage of workflow process. Command String: DOCFLOWAPV DOCID( Doc_ID ) FLOWUSER( Work_Flow_User ) FLOWAPVUSR( Approved_Work_Flow_User ) Where Doc_ID = specify the document ID to approve. Work_Flow_User = specify the WebDocs user ID that is awaiting workflow approval. Approved_Work_Flow_User = specify the WebDocs user Id of the person approving the work flow document. DOCFLOWCRT Command: DOCFLOWCRT Description: Create workflow definition for a document. Command String: DOCFLOWCRT DOCID( *MOSTRECENT Doc_ID ) USERID( User_ID ) FLOWTYPE( *SEQUENTIALREVIEW Flow_Type ) FLOWLIMIT( *NOTIMELIMIT Flow_Limit ) FLOWDAYS( Flow_Days ) FLOWNOTIFY( *FINALREVIEWER) FLOWPROC( Flow_Process ) FLOWUSERS( Flow_UserN Flow_UserN ) Where Doc_ID = specify either *MOSTRECENT, to use the last document entered into the workflow process, or specify document ID. User_ID = specify desired WebDocs user ID. Flow_Type = specify *SEQUENTIALREVIEW which forces the document workflow to be sequential from one user to the next. Flow_Limit = Not currently implemented. Use default value. Flow_Days = Not currently implemented. Use default value. Flow_Notify = Not currently implemented. Use default value. Flow_Process = specify either the desired workflow name or *NONE to omit a process name. Flow_UserN = specify the WebDocs users that will be a part of this workflow process. When entering multiple user IDs, leave a space between each WebDocs user ID that is to be included in the process. The list will be

176 174 WebDocs - iseries Edition processed sequentially with respect to the overall workflow process. DOCFLOWDEL Command: DOCFLOWDEL Description: Delete all workflow records for the specified document. Command String: DOCFLOWDEL DOCID( Doc_ID ) CONFIRM1( *NO *YES ) Where Doc_ID = specify the desired document ID. CONFIRM1 = specifies whether or not the workflow records for the specified document are to be removed. DOCFLOWINS Command: DOCFLOWINS Description: Insert additional workflow step(s) for a WebDocs document. Normally users will not utilize this command outside the web browser. Command String: DOCFLOWINS DOCID( *MOSTRECENT Doc_ID ) USERID( User_ID ) FLOWUSERS( Flow_UserN FlowUserN ) SEQ( Seq1 ) SEQ2( Seq2 ) AFTUSERID( After_User_ID ) Where Doc_ID = specify either *MOSTRECENT, to use the last document entered into the workflow process, or specify document ID. User_ID = specify desired WebDocs user ID for the workflow step originator. Flow_UserN = specify the WebDocs users that are to be inserted into this workflow process. When entering multiple user IDs, leave a space between each WebDocs user ID that is to be inserted into the process. The list will be processed sequentially with respect to the overall workflow process. Seq1 = if you want to insert steps based on the sequential steps in the process, specify a numeric value for the step. The new steps will be inserted after the step provided. Seq2 = this sequence number is only used when a user manually inserts a new step into an existing flow from the web browser. AFTERUSERID = if you want to insert steps based on the placement of a particular user already defined in the workflow, enter the user ID. The new steps will be inserted after the specified user. DOCFLOWREJ Command: DOCFLOWREJ Description: Reject document at this stage of the work flow process.

177 Integrating WebDocs Using Server APIs 175 Command String: DOCFLOWREJ DOCID( Doc_ID ) FLOWUSER( Flow_User ) FLOWREJUSR( *FLOWUSER Flow_Rej_User ) Where Doc_ID = specify the document ID. Flow_User = specify user responsible for the current workflow step. Flow_Rej_User = specify either *FLOWUSER if that person has rejected the document or the user that has rejected the document. DOCFLRLIST Command: DOCFLRLIST Description: Retrieves document folder list; results are stored in the file QTEMP/IMGWORK1. Warning: this command is used by the RJS Imaging Scan Workstation program and is not for use with user programs. Command String: DOCFLRLIST DOCFLWLIST Command: DOCFLWLIST Description: Retrieves document workflow list; results are stored in file QTEMP/IMGWORK1. Warning: this command is used by the RJS Imaging Scan Workstation program and is not for use with user programs. Command String: DOCFLWLIST DOCFRNAM Command: DOCFRNAM Description: Set default From_Name that will be used when a specific From Name is not provided. Value can than be used in other WebDocs commands. The value stored in the data area FROMNAME will be changed when this command is executed. Command String: DOCFRNAM OPTION( *DSP *SET ) FRNAME( From_Name ) Where OPTION = specify *SET to change the from current folder name option or specify *DSP to display the current default from name. FRNAME = if OPTION is *SET, specify the folder name that you want as the default From_Name; use the format 'From_Name'. DOCFROM Command: DOCFROM Description: Set default From Address to be used when a specific From Address is not provided. Value can than be used in other WebDocs commands. The value stored in the data area FROMADDR will be

178 176 WebDocs - iseries Edition changed when this command is executed. Command String: DOCFROM OPTION( *DSP *SET ) FRADDRESS( From_eAddress ) Where OPTION = specify *SET to change the default From_eAddress value or specify *DSP to display the current default from address. From_eAddress = if OPTION is *SET, specify the address that you want as the default From_eAddress; you must include the complete address, for example, TEST@TEST.COM. DOCFTEXT Command: DOCFTEXT Description: Enable/disable document full text search capability. If enabled, the Text Search option will be displayed in the web browser search window. The value stored in the data area DOCAUDIT will be changed when this command is executed. Command String: DOCFTEXT OPTION( *DSP *SET ) OPT( *NO *YES ) Where OPTION = specify *SET to change current full text mode setting or specify *DSP to display the current setting for full text mode. OPT = to enable the options specify *YES, to disable the option specify *NO. DOCHOST Command: DOCHOST Description: Set default outbound SMTP mail host data area. This determines which SMTP server will be used when sending outbound s. This parameter must be set for the feature of WebDocs to function properly. The value stored in the data area MAILHOST will be changed when this command is executed. Command String: DOCHOST OPTION( *DSP *SET ) SMTPHOST( SMTP_Host ) Where OPTION = specify *SET to change current default SMTP mail host or specify *DSP to display the current default mail host. SMTPHOST = specify the outbound SMTP mail server that you want as the default; a common value for this setting is LOCALHOST. DOCHTTP1 Command: DOCHTTP1 Description: Add HTTP configuration entries for classic HTTP server. No longer relevant after V5R2. We are encouraging users to switch over to the Apache web server. Command String: DOCHTTP1

179 Integrating WebDocs Using Server APIs 177 DOCHTTP2 Command: DOCHTTP2 Description: Create new HTTP Server instance Command String: DOCHTTP2 INSTANCE( Instance_Name ) CONFIG( Config_Name ) PORT( IP_PORT ) BINDSPEC( *NO *YES ) HOSTNAME( Host_Name ) CLRINST( *NO *YES ) CLRCONFIG( *NO *YES ) Where Instance_Name = specify the desired name of the new web server instance. Config_Name = specify the desired web server configuration name. IP_Port = specify numeric value for the IP port number. This must be a unique value that is not currently being used by any other IP entry. BINDSPEC = specify *YES to bind to a specific host/ip. Host_Name = if BINDSPEC is set to *YES then specify host IP address to bind to; enclose IP address in single quotes ( ' ' ). CLRINST = specify *YES to clear instance member before adding new. CLRCONFIG = specify *YES to clear config member before adding new. DOCHTTP3 Command: DOCHTTP3 Description: Remove HTTP web server instance Command String: DOCHTTP3 INSTANCE( Instance_Name ) CONFIG( Config_Name ) Where Instance_Name = specify the desired name of the new web server instance. Config_Name = specify the desired web server configuration name. DOCIFSSIZ Command: DOCIFSSIZ Description: Retrieve IFS file size API. Command String: DOCIFSSIZ FILE( IFS_File_Name ) SIZE( Size ) ALLOCSIZE( Alloc_Size ) Where IFS_File_Name = name of the WebDocs document to retrieve file size details. Size = IFS File size in bytes.

180 178 WebDocs - iseries Edition Alloc_Size = IFS allocated space in bytes. Allocated bytes can be larger than the file size because of IFS file allocation issues. DOCIFS1 Command: DOCIFS1 Description: Create and restore WebDocs IFS directory from a save file. This only needs to be run once during system installation. Command String: DOCIFS1 LIBRARY( Lib_Name ) SAVF( Save_File_Name ) RSTTOIFS( Rst_To_Dir ) DFTDOCLOC( Default_Doc_Dir ) Where Lib_Name = specify the library name where the save file is located. Save_File_Name = specify the name of the save file to use to restore the WebDocs IFS directory from. Rst_To_Dir = specify the name of the IFS directory to restore WebDocs application files to; use the format of '/Rst_To_Dir'. If the directory does not exist, this command will create the directory. Default_Doc_Dir = specify the default document storage directory; use the format of '/Default_Doc_Dir'. If the directory does not exist, this command will create the directory. DOCIMGPRT Command: DOCIMGPRT Description: Print image document. This command is limited to printing TIF file types. Also requires the iseries Office Integrator to be installed on the PC. Command String: DOCIMGPRT RMTSYS( *CURRENT Rmt_System_Name ) DOCID( Doc_ID ) PRTDRIVER( Print_Drvr ) STARTPAGE( Start_Page ) ENDPAGE( End_Page ) ORIENT( 1 2 ) AUTOROTATE( 0 1 ) AUTOCENTER( 0 1 ) DUPLEX( ) PAPERWIDTH( Paper_Width ) PAPERHEIGH( Paper_Height ) TOPBOTMGN1( Top_Bot_Mar_1) LFTRGTMGN1( Left_Right_Mar_1) TOPBOTMGN2( Top_Bot_Mar_Addnl ) LFTRGTMGN2( Left_Right_Mar_Addnl ) CRLEFT( Crop_Left ) CRTOP( Crop_Top ) CRWIDTH( Crop_Width ) CRHEIGHT( Crop_Height ) DSPMSGONPC( 0 1 ) DELETEDOC( 0 1 )

181 Integrating WebDocs Using Server APIs 179 Where Remote_Sys_Name = specify *CURRENT to print the document from the current PC, based on active Office Integrator session, or specify IP address of the desired PC to use to print the document. Doc_Id = specify the desired document ID. Print_Drvr = specify the print driver to use to print the document. Start_Page = specify the desired start page for the output. End_Page = specify the desired end page for the output. ORIENT = specify 1 for portrait mode or 2 for landscape mode; default value is 1. AUTOROTATE = specify 0 to disable automatic rotate and 1 to enable; default value is 0. AUTOCENTER = specify 0 to disable automatic centering and 1 to enable; default value is 1. DUPLEX = specify 0 to disable duplex printing; specify 1 to enable simplex printing mode; specify 2 to enable Horizontal printing mode; specify 3 to enable Vertical printing mode. Paper_Width = specify the width of the paper in inches; default value is 8.5". Paper_Height = specify the height of the paper in inches; default value is 11". Top_Bot_Mar_1 = specify the desired margin for the top and bottom of the paper in inches for the first page of the document; default value is.25". Left_Right_Mar_1 = specify the desired margin for the left and right sides of the paper in inches for the first page of the document; default value is.25". Top_Bot_Mar_Addnl = specify the desired margin for the top and bottom of the paper in inches for all additional pages; default value is.25". Left_Right_Mar_Addnl = specify the desired margin for the left and right sides of the paper in inches for all additional pages; default value is.25". Crop_Left = specify, in inches, the amount of cropping that should be performed on the left side of the image/document; use the format of 'Crop_Left'. Crop_Top = specify, in inches, the amount of cropping that should be performed on the top of the image/document; use the format 'Crop_Top'. Crop_Width = specify, in inches, the total width of the final image/document; use the format of 'Crop_Width'. Crop_Height = specify, in inches, the total height of the final image/document; use the format of 'Crop_Height'. DSPMSGONPC = specify 0 if you do not want messages displayed on the PC or specify 1 to display messages; default value is 0.

182 180 WebDocs - iseries Edition DELETEDOC = specify 1 to delete the temporary document after printing has completed or specify 0 preserve the temporary document; default value is 1. DOCIMGVW Command: DOCIMGVW Description: View Image document. This command is limited to viewing image file types. Also requires the iseries Office Integrator to be installed on the PC. Command String: DOCIMGVW RMTSYS( *CURRENT Remote_Sys_Name ) DOCID( Doc_ID ) CLOSEPGM( 0 1 ) DELETEDOC( 0 1 ) HIDEFORM( 0 1 ) WAIT( 0 1) Where Remote_Sys_Name = specify *CURRENT to print the document from the current PC, based on active Office Integrator session, or specify IP address of the desired PC to use to print the document. Doc_Id = specify the desired document ID. CLOSEPGM = specify 0 to keep the application running or 1 to close it; default value is 0. DELETEDOC = specify 0 to keep the temporary file on the system or 1 delete the temporary document; default value is 1. HIDEFORM = specify 0 to view the form on exit or specify 1 to hide the form on exit; default value is 1. WAIT = specify 0 to wait for the image viewer to close or specify 1 to continue without waiting; default value is 1. DOCINFODEL Command: DOCINFODEL Description: Delete document and associated information which includes document title, document keys and notes. The document is normally moved to the DELETED folder. if the two PERMDELETE parameters are set to *YES, the document image IFS file and all related keys are deleted from the system. Command String: DOCINFODEL DOCID( Doc_ID ) CRTAUDIT( *NO *YES ) PERMDELETE( *NO *YES ) PERMDELET2( *NO *YES ) Where Doc_Id = specify the desired document ID. CRTAUDIT = specify *NO to disable the audit trail feature or specify *YES to enable. PERMDELETE = If set to *YES and PERMDELETE2 is also set to *YES the

183 Integrating WebDocs Using Server APIs 181 physical IFS document and keys are permanently deleted from the system. If PERMDELETE and PERMDELETE 2 are set to *NO, the document is simply moved to the DELETED folder which is the equivalent of the Windows Recycling bin. A document in the DELETED folder can be moved back into production by an Administrator if it was inadvertently marked as deleted. PERMDELETE2 = Second confirmation of document deletion when attempting to permanently delete a document. DOCINFOMOV Command: DOCINFOMOV Description: Move document and associated information to a new WebDocs folder location. Command String: DOCINFOMOV DOCID( Doc_ID ) DOCFLR1( Folder_Level1 ) DOCFLR2( Folder_Level2 ) DOCFLR3( Folder_Level3 ) CRTAUDIT( *NO *YES ) Where Doc_Id = specify the desired document ID. Folder_Level1 = specify the level 1 folder name to move document to; folder must exist. Folder_Level2 = specify the level 2 folder name to move document to; folder must exist. Folder_Level3 = specify the level 3 folder name to move document to; folder must exist. CRTAUDIT = specify *NO to disable the audit trail feature or specify *YES to enable. DOCINFOUPD Command: DOCINFOUPD Description: Update selected document keyword information. Command String: DOCINFOUPD DOCID( Doc_ID ) DOCTITLE(Doc_Title ) DOCTYPE( Doc_Type ) KEYWORD1( KeywordN ) KEYWORD2( KeywordN )... KEYWORD10( KeywordN ) SPOOL( Spool_File_Name ) USERDATA( User_Data ) USERID( User_ID ) FORM( Form_Type ) JOB( Job_Name ) OUTQ( OutQ ) USRDFNDTA( User_Def_Data ) CRTAUDIT( *NO *YES ) BLANKUPD( *NO *YES )

184 182 WebDocs - iseries Edition PREEXITPGM( *NONE Pre_Exit_Pgm ) EXITPGM( *NONE Post_Exit_Pgm ) Where Doc_ID = specify desired document ID. Document_Title = specify the desired title for the document that is being checked in. Doc_Type = specify the desired document type code. KeywordN = specify from 1 to 10 document identifying keywords for the document. Remember, each document type can have predefined keyword categories; for example a document type of "Purchase Order" may have keyword1 defined as PO number, keyword2 defined as customer number, etc. Spool_File_Name = if checking in a spool file, specify the name of the desired spool file that is to be checked in. User_Data = specify the spool file user data. User_ID = specify either *CURRENT to used currently logged-in user or provide desired WebDocs user ID. Form_Type = specify the desired spool file form type. Job_Name = specify spool file job name. OutQ = specify name of the output queue where spool file was originally located. User_Def_Data = specify the user defined data associated with the spool file. Up to 255 characters can be specified. CRTAUDIT = if *YES, a document audit trail is created. BLANKUPD = specify *NO to not update blank or unpassed fields or *YES to blank out unpassed fields; default value is *YES. Pre_Exit_Prog_Name = if necessary, specify the name of a program to execute prior to the keyword update process to validate keywords against iseries business applications or databases. Use the format LibraryName/ProgramName. Post_Exit_Prog_Name = if necessary, specify the name of a program to execute after the keyword update process to process the document. Use the format LibraryName/ProgramName. DOCKEY Command: DOCKEY Description: Use this command to get next document key value. This API is used by the DOCCHKIN command. The value stored in the data area DOCKEY will be changed when this command is executed. Command String: DOCKEY RTNKEY( Ret_Key ) Where Ret_Key = the unique key that will be assigned to the new document being added to the system via COCCHKIN.

185 Integrating WebDocs Using Server APIs 183 DOCLDAP Command: DOCLDAP Description: Set default LDAP TCP/IP host. Command String: DOCLDAP OPTION( *DSP *SET ) LDAPHOST( LOCALHOST LDAP_HostName ) Where OPTION = specify *SET to change the default LDAP_HostName value or specify *DSP to display the current default LDAP Host Name. LDAP_HostName = if OPTION is *SET, specify the LDAP_HostName that you want as the default; default value is LOCALHOST. DOCLDAPCHK Command: DOCLDAPCHK Description: Use this command to set default Windows Domain. Command String: DOCLDAPCHK LDAPHOST(LDAP_Server_Name ) LDAPUSER( LDAP_User ) LDAPPASS( LDAP_User_PWD ) LDAPDOMAIN( *NONE LDAP_Domain_Name ) Where LDAP_Server_Name = specify a valid Windows LDAP server name. LDAP_User = specify valid user for the LDAP server given. Remember, user names and passwords are case-sensitive. LDAP_User_PWD = specify password associated with LDAP User given. Remember, user names and passwords are case-sensitive. LDAP_Domain_Name = specify valid Windows LDAP domain name. DOCLINKCRT Command: DOCLINKCRT Description: Create document link. This command is used to create a document link record. Document link records are used to create multiple keys that can be tied back to a single document. For example, if a single document is related to multiple invoices, checks, purchase orders, etc., document links can be tied back to the document so only a single copy of the document gets stored in WebDocs. Command String: DOCLINKCRT DOCID( Doc_ID ) DOCTITLE( Doc_Title ) DOCTYPE( Doc_Type ) KEYWORD1( KeywordN ) KEYWORD2( KeywordN )... KEYWORD10 (KeywordN) Where Doc_ID = specify desired document ID. Document_Title = specify the desired title for the document that is being checked

186 184 WebDocs - iseries Edition in. Doc_Type = specify the desired document type code. KeywordN = specify from 1 to 10 document identifying keywords for the document. Remember, each document type can have predefined keyword categories; for example a document type of "Purchase Order" may have keyword1 defined as PO number, keyword2 defined as customer number, etc. DOCMAINURL Command: DOCMAINURL Description: Set default main WebDocs URL data area. This data area can be used by API calls to refer back to the WebDocs main login URL. This DOCMAINURL data are is supplied as a convenience for application programmers. The value stored in the data area MAINURL will be changed when this command is executed. Command String: DOCMAINURL OPTION( *SET *DSP ) MAINURL( Main_URL ) Where OPTION = specify *SET to change current default WebDocs URL or specify *DSP to display the current default main URL. Main_URL = specify the new URL address that you want as the default; use the format ' where represents the IP address. DOCMNTSTAT Command: DOCMNTSTAT Description: Check NFS/share mount status. This command can be used to check the status of a file share that is mounted over an IFS folder and attached to a remote network attached storage (NAS) server. Command String: DOCMNTSTAT IFSDIR( IFS_Dir ) MOUNTTYPE( *NFS Mount_Type ) Where IFS_Dir = specify the IFS directory to mount over. Mount_Type = specify either *NFS or other mount type; default value is *NFS. DOCMOUNT Command: DOCMOUNT Description: Mount a NFS file share. This command connects an IFS folder to a remote NAS server via NFS for storing documents on a remote Windows, Unix or Linux server. If connecting to a remote Windows server the server must have the Windows Services for Unix software loaded and running. Command String: DOCMOUNT HOST( Host_Name ) NFSSHARE( Share_Name ) IFSDIR( IFS_Dir ) CRTDIR( *NO *YES )

187 Integrating WebDocs Using Server APIs 185 Where Host_Name = specify NFS Server host name or a valid IP address. Share_Name = specify NFS Server share name. IFS_Dir = specify the IFS directory to mount over. CRTDIR = specify *NO to require above IFS directory already exists or specify *YES to create IFS directory when it does not exist. DOCMOVLOC Command: DOCMOVLOC Description: Use this command to move selected documents to the specified IFS directory. This command physically moves selected documents out of the WebDocs IFS directory structure. Use this command with caution. Command String: DOCMOVLOC IFSDIR( '/RJSIMAGEDOCFS' IFS_Dir ) CONFIRM1( *NO *YES ) CONFIRM2( *NO *YES ) Where IFS_Dir = specify the name of the IFS directory where selected documents will be moved. By default, this parameter will use the default RJS Documents folder. Confirm1 = specifies whether WebDocs documents are moved to the specified IFS directory. Both Confirm1 and Confirm2 must be specified as *YES to move the documents. Confirm2 = specifies whether WebDocs IFS documents are moved to the specified IFS folder. DOCMOVRST Command: DOCMOVRST Description: Use this command to reset/unmark documents currently selected to move. Command String: DOCMOVRST DOCMOVSEL Command: DOCMOVSEL Description: Use this command to move selected documents to the specified IFS directory. This command physically moves selected documents out of the WebDocs IFS directory structure. Use this command with caution. Command String: DOCMOVSEL FOLDERLVL1( Folder_Level1 ) FOLDERLVL2( Folder_Level2 ) FOLDERLVL3( Folder_Level3 ) BEGINDATE( '1/1/1940' Begin_Doc_Date ) ENDDATE( '1/1/1940' End_Doc_Date ) CONFIRM1( *NO *YES ) CONFIRM2( *NO *YES ) Where Folder_Level1 = specify the name of the first level document folder. Folder must exist.

188 186 WebDocs - iseries Edition Folder_Level2 = specify the name of the second level document folder. Folder must exist. If Folder_Level2 is included, you must also include a value for Folder_Level1. Folder_Level3 = specify the name of the third level document folder. Folder must exist. If Folder_Level3 is included, you must also include values for Folder_Level1 and Folder_Level2. Begin_Doc_Date = used to stipulate a document date range based on the date the document was inserted into the WebDocs environment. Specify the starting date of the desired date range. End_Doc_Date = used to stipulate a document date range based on the date the document was inserted into the WebDocs environment. Specify the ending date of the desired date range. Confirm1 = specifies whether WebDocs documents are marked for selection. Both Confirm1 and Confirm2 must be specified as *YES to select the documents. Confirm2 = specifies whether WebDocs IFS documents are marked for selection. DOCPGMMSG Command: DOCPGMMSG Description: messages. Send Program Message. This API can be used to send program Command String: DOCPGMMSG MESSAGE( Program_Message ) TYPE( *INFO *ESCAPE *COMP *INQ *RQS *DIAG *NOTIFY *STATUS ) Where Program_Message = specify the desired message to return during processing. TYPE = specify the type of message. For example, by sending *DIAG, the message will be denoted a diagnostic type message. The default value is *INFO. DOCPING Command: DOCPING Description: TCP/IP system. Ping remote TCP/IP host. This API can be used to ping a remote Command String: DOCPING RMTSYS( Remote_System ) Where Remote_System = specify the TCP/IP address of the remote system to ping. DOCPORT Command: DOCPORT Description: Use this command to set default SMTP port. This command can be used to set the SMTPPORT data area for sending outbound SMTP messages. This only needs to be done if your SMTP mail server uses a port other than port 25.

189 Integrating WebDocs Using Server APIs Command String: 187 DOCPORT OPTION( *SET *DSP ) PORT( SMTP_Port ) Where OPTION = specify *SET to change the current default SMTP port or specify *DSP to display the current default setting. SMTP_Port = specify the new default value for SMTP port number. DOCSECURE Command: DOCSECURE Description: Set Use Secure SMTP option of SMTP/400 Command String: DOCSECURE OPTION( *SET *DSP ) ENABLE( *NO *YES ) Where OPTION = specify *SET to change the current Use Secure SMTP option or specify *DSP to display the current setting. ENABLE = enables/disables Use Secure SMTP option. DOCSEND Command: DOCSEND Description: Send message. This API can be used to send text messages or document attachments via . Command String: DOCSEND TOADDR( To_AddrN To_AddrN ) FROMADDR( From_Addr ) SUBJECT( *NONE Subject ) MESSAGE( *NONE Message_Text ) ATTACHMENT( Attachment_NameN Attachment_NameN ) SMTPHOST( *DEFAULT SMTP_Host ) COMPRESS( *NO *YES ) PASSWORD( Compression_PWD ) CONTYPE( Content_type ) DCONFIRM( *NO *YES ) RCONFIRM( *NO *YES ) HPRIORITY( *NO *YES ) LOG( *NO *YES ) RMVTEMP( *NO *YES ) Where To_AddrN = specify from 1 to N address recipients. From_Addr = specify the address of the sender. Subject = specify either *NONE to leave the subject line blank or specify the desired subject text. Message_Text = specify either *NONE to leave the message text blank or specify the desired message text. Attachment_NameN = specify from 1 to N attachments for the . Use the actual IFS file name.

190 188 WebDocs - iseries Edition SMTP_Host = specify either *DEFAULT to use the current default SMTP Server or specify another SMTP host name. COMPRESS = enables/disables compression of the attachment(s). Compression_PWD = if compression is enabled, specify desired compression password. Content_Type = specify type, default value is 'text/plain'. DCONFIRM = enables/disables delivery confirmation option. RCONFIRM = enables/disables read confirmation option. HPRIORITY = enables/disables high priority option. LOG = enable/disable log entry after mailing. RMVTEMP = specify *NO to preserve temporary IFS work files or specify *YES to delete temporary files. DOCSESCHK Command: DOCSESCHK Description: Document session check. This command can be used to check if a WebDocs web session is still active. This API will normally not be used by user programs. Command String: DOCSESCHK SESSION( Session_ID ) Where Session_ID = specify desired session ID. DOCSESCLR Command: DOCSESCLR Description: Clear all web sessions. This command should be run on a regular basis during off-hours to clear out the session table DOCSES00. When users close their web browser without logging out, a web session record exists until this command or some other process gets run to clear the session file. Command String: DOCSESCLR DOCSESEND Command: DOCSESEND Description: End current document session. This command gets called when a user logs out from the web browser to end a web session. Command String: DOCSESEND SESSION( Session_ID ) Where Session_ID = specify desired session ID.

191 Integrating WebDocs Using Server APIs 189 DOCSESRTV Command: DOCSESRTV Description: Retrieve new document session Command String: DOCSESRTV USERTYPE( *AS400USER *IMGUSER ) WEBUSER( *CURRENT Web_User ) WEBPASS( Web_PWD ) RTNSESSION( Return_Session ) Where USERTYPE = specify either *AS400USER if the use ID is a AS/400 profile or specify *IMGUSER if the provided ID is an WebDocs user; default value is *IMGUSER. Web_User = specify either *CURRENT to use the current user ID or specify a the desired user to retrieve a new session for. Web_PWD = specify associated password for the session user. Return_Session = the returned new session ID that was generated. The returned value length is 255. DOCSQL Command: DOCSQL Description: Run SQL query statements. This API is a nice way to run interactive SQL statements to perform database queries, updates and deletions. Note: this command should be used with caution. Command String: DOCSQL SQLSTM( *SOURCE SQL_Statement ) OUTPUT( * *PRINT *OUTFILE ) Where SQL_Statement = when specifying *SOURCE, the SQL statement is read from the source member specified by the Query Source File (SRCF) and Query Soruce Members (SRCMBR) parameters. OUTPUT = specify either * to send the results of the query to the screen or *PRINT to send the results to the printer or *OUTFILE to send the results to a file. DOCSRCH Command: DOCSRCH Description: Search and retrieve a list of documents. This API can be used from user applications to search for a list of documents that match a selected criterion. A hit list result file is created. The results can then be used from CL programs or RPG programs to display or process the result list. Command String: DOCSRCH DOCTITLE( Doc_Title ) DOCTYPE( Doc_Type ) KEYWORD1( KeywordN ) KEYWORD2( KeywordN )... KEYWORD10( KeywordN ) USERID( *CURRENT User_ID ) MAXHITS( Max_Hits )

192 190 WebDocs - iseries Edition DISPLAY( *YES *NO ) DISPLAYPGM( *NONE Display_Pgm ) Where Doc_ID = specify desired document ID. Doc_Title = specify the desired title for the document that is being checked in. Doc_Type = specify the desired document type code. KeywordN = specify from 1 to 10 document identifying keywords for the document. Remember, each document type can have predefined keyword categories; for example a document type of "Purchase Order" may have keyword1 defined as PO number, keyword2 defined as customer number, etc. User_ID = specify either *CURRENT to use the current WebDocs user as part of the search criteria or specify another WebDocs user ID. Max_Hits = specify the maximum number or documents to include in the search results. DISPLAY = specify *NO to place results in a temporary file or specify *YES to display the results to the screen. Display_Pgm = if you have preferred program that should be used to display the document search results, then specify that program. Use the format LibraryName/ProgramName. To display the results without using a display program specify *NONE. The default display program, DOC310, is provided by WebDocs. DOCSRCHID Command: DOCSRCHID Description: Retrieve document ID from search results Command String: DOCSRCHID HITNUMBER( Hit_Number ) DOCID( Doc_ID ) DOCTITLE( Returned_Doc_Title ) RTNHITS( Hits_Available ) HITFOUND( Hit_Found ) Where Hit_Number = specify the hit number of the desired document to return the requested document details. Doc_ID = holds the document ID of the selected document. Returned_Doc_Title = holds the document title of the selected document. Hits_Available = holds the number of documents available within the search results. Hit_Found = holds the value of 1 if the hit was found and 0 if it is not found. DOCTEMP Command: DOCTEMP

193 Integrating WebDocs Using Server APIs Description: Create temporary directory Command String: DOCTEMP DIR( *DTAARA Temp_Dir ) 191 Where Temp_Dir = specify either *DTAARA as a temporary directory or specify an IFS temporary directory name. DOCTX01 Command: DOCTX01 Description: Create DOCTMPTXT work file in QTEMP Command String: DOCTX01 DOCTX02 Command: DOCTX02 Description: Add full text index keyword Command String: DOCTX02 DOCTYPLIST Command: DOCTYPLIST Description: Retrieves document type list; results are stored in file QTEMP/IMGWORK1. DOCUID Command: DOCUID Description: be displayed. Display Unix UID/GID information; the user's Unix equivalent user ID will Command String: DOCUID USERID( User_ID ) Where User_ID = specify the desired user ID (QNFSANON). DOCUIDSET Command: DOCUIDSET Description: Set Unix UID information Command String: DOCUIDSET USERID( User_ID ) NEWUID( Unix_ID ) NEWGID( New_GID ) Where User_ID = specify the desired user ID (QNFSANON).. Unix_ID = specify new Unix UID. New_GID = specify new Unix GID.

194 192 WebDocs - iseries Edition DOCUNMOUNT Command: DOCUNMOUNT Description: Unmount a NFS file share Command String: DOCUNMOUNT IFSDIR( IFS_Dir ) Where IFS_Dir = specify IFS directory to mount over. DOCUPG Command: DOCUPG Description: Upgrade WebDocs software. This command should be run to copy settings from an old library after upgrading to a new version of the RJSIMAGE library. Command String: DOCUPG OLDLIB( Old_Lib ) NEWLIB( New_Lib ) Where Old_Lib = specify the current renamed version of the RJSIMAGE library. For example, specify RJSIMAGEOL New_Lib = specify the name of the new/upgraded RJSIMAGE library. DOCUSER Command: DOCUSER Description: Use this command to set SMTP user ID and password for authenticated SMTP. The SMTP user and password are only utilized if the SMTPSECURE setting is enabled. The values stored in the data areas SMTPPASS and SMTPUSER will be changed when this command is executed. Command String: DOCUSER OPTION( *SET *DSP ) SMTPUSER( SMTP_User ) SMTPPASS( SMTP_PWD ) Where OPTION = specify *SET to change the SMTP user ID and password or specify *DSP to display the current SMTP user ID and password. SMTP_User = specify the new SMTP user ID. SMTP_PWD = specify the new SMTP password. DOCUSRCHK Command: DOCUSRCHK Description: Verify iseries user ID and password. This API command can be used to verify an iseries user ID and password. If user check fails, a CPF9898 escape message is sent. Command String: DOCUSRCHK USERID( User_ID ) PASSWORD( PWD )

195 Integrating WebDocs Using Server APIs 193 Where User_ID = specify the iseries user profile to check. PWD = specify user profile password to check. DOCUSRRTV Command: DOCUSRRTV Description: Retrieve WebDocs user information from the WebDocs user table. Command String: DOCUSRRTV USERTYPE( *AS400USER *IMGUSER) USERID( *CURRENT User_ID ) ( Ret_ _Addr ) IMGUSER( Ret_Image_User ) AS400USER( Ret_AS400_User ) PRINTER( Ret_Printer_Path ) MISC1( Misc1 ) MISC2( Misc2 ) MISC3( Misc3 ) Where USERTYPE = specify *AS400USER to retrieve information regarding an iseries user or specify *IMGUSER to retrieve WebDocs user information. User_ID = specify *CURRENT to retrieve current user information or specify a user ID. Ret_ _Addr = holds the address of the desired user. Ret_Image_User = holds the WebDocs user ID. Ret_AS400_User = holds the iseries user ID if entered in the user table. Ret_Printer_Path = holds the default Windows printer path for the selected user. Misc1 = Miscellaneous field that can be used for custom user purposes. Misc2 = Miscellaneous field that can be used for custom user purposes. Misc3 = Miscellaneous field that can be used for custom user purposes. DOCVFY Command: DOCVFY Description: Document Verification/Image. This command can be run on a regular basis to ensure that all index entries in the WebDocs database point to an actual file in the IFS. The command generates a report listing any errors that it finds. Command String: DOCVFY DOCVOLID Command: DOCVOLID Description: Get the next document CD/DVD volume ID. This API is used by the DC/DVD export process to create temporary IFS output folders when

196 194 WebDocs - iseries Edition exporting documents to CD/DVD. Command String: DOCVOLID RTNVOL( Ret_Vol ) Where Ret_Vol = holds CD/DVD volume ID. DOCZIPEXT Command: DOCZIPEXT Description: Use this command to set default zip extension that will be used when zipping document during outbound ing. The value stored in the data area ZIPEXT will be changed when this command is executed. Command String: DOCZIPEXT OPTION( *SET *DSP ) ZIPEXT( Zip_Ext ) Where OPTION = specify *SET to change the default zip extension or specify *DSP to display the current default zip extension. Zip_Ext = specify the new default zip value. A common extension for zip files is ZIP. DOCZIPLIB Command: DOCZIPLIB Description: Use this command to set ASI PKZIP library name. This command is only required if using the PKWARE PKZIP software to zip outbound message attachments. The value stored in the data area SMTPZIPLIB will be changed when this command is executed. Command String: DOCZIPLIB OPTION( *SET *DSP ) LIBRARY( ASI_Lib ) Where OPTION = specify *SET to change the default ASI PKZIP library name or specify *DSP to display the current library name. ASI_Lib = specify new name for the ASI PKZIP library name. DOCZIP1 Command: DOCZIP1 Description: Zip a file using ASI PKZIP version 4.x. Use internally by the DOCSEND command when zipping with the PKWARE PKZIP software version 4.x. Not for use with user programs. Command String: DOCZIP1 INPUTFILE( Input_File ) ZIPFILE( Output_File ) PASSWORD( *NO *YES ) LIB( ASI_Lib ) Where Input_File = specify then name of the file to zip; use the format '/Input_File'. Only a single file can be specified. Output_File = specify the name of the zip file; use the format '/Output_File'.

197 Integrating WebDocs Using Server APIs 195 Only a single file can be specified. PASSWORD = if the zip file needs to be password protected, specify *YES, otherwise specify *NO; default value is *NO. ASI_Lib = if different from the current default ASI/PKWARE PKZIP library, specify ASI/PKWARE PKZIP library name. DOCZIP2 Command: DOCZIP2 Description: Zip a file using ASI PKZIP version 5.x. Used internally by the DOCSEND command when zipping with the PKWARE PKZIP software version 5.x. Not for use with user programs. Command String: DOCZIP2 INPUTFILE( Input_File ) ZIPFILE( Output_File ) PASSWORD( *NO *YES ) LIB( ASI_Lib ) Where Input_File = specify then name of the file to zip; use the format '/Input_File'. Only a single file can be specified. Output_File = specify the name of the zip file; use the format '/Output_File'. Only a single file can be specified. PASSWORD = if the zip file needs to be password protected, specify *YES, otherwise specify *NO; default value is *NO. ASI_Lib = if different from the current default ASI/PKWARE PKZIP library, specify ASI/PKWARE PKZIP library name. DOC010 Command: DOC010 Description: Convert IFS file to base64. Used internally by the DOCSEND command for encoding file attachments. Not for use with the user programs. Command String: DOC010 INIFSFILE( Input_IFS_File ) OUTIFSFILE( Output_IFS_File ) INTFILE( *ATTACHNAME Attachment_Name ) COMPRESS( *NO *YES ) REPLACE( *REPLACE *ADD ) APIKEY( API_Key ) Where Input_IFS_File = specify the IFS file to convert to base64. Output_IFS_File = specify the name of the converted file. Attachment_Name = specify internal attachment name for any attachment file names. Example: if the original document file is named ABC.PDF, the internal attachment can be changed to SalesReport.PDF or something else meaningful or unique when the document is ed. COMPRESS = specify *YES to compress input file or specify *NO to omit

198 196 WebDocs - iseries Edition compression. REPLACE = specify *REPLACE to replace original file with the new base64 file or specify *ADD to append to the end of the file. API_Key = specify API key. DOC202 Command: DOC202 Description: Return report to browser. This API is used internally by WebDocs to stream an IFS file back to the web browser for downloading or viewing. Not for use with user programs. Command String: DOC202 IFSFILE( IFS_File ) DOCID( Doc_ID ) PROMPT( *NO *YES ) DOCTYPE( Doc_Type ) Where IFS_File = specify the IFS file name to return to browser. Doc_ID = specify document ID. PROMPT = specify *YES to prompt confirmation to save or open file, otherwise specify *NO; default value is *YES. Doc_Type = specify document type. DOC204 Command: DOC204 Description: Return HTML page to browser. This API is used internally by WebDocs to stream an HTML page back to the web browser. Not for use with user programs. Command String: DOC204 IFSFILE( IFS_File ) Where IFS_File = specify the name of the IFS file to return. DOC208 Command: DOC208 Description: Return HTML buffer to browser. This API is used internally by WebDocs to stream an HTML page buffer back to the web browser. Not for use with user programs. Command String: DOC208 IFSFILE( IFS_File ) Where IFS_File = specify the name of the IFS file. PRDINFO Command: PRDINFO Description: Retrieve and display OS/400 system level. This is a utility command

199 Integrating WebDocs Using Server APIs 197 where the OS/400 version and system information can be quickly determined. No parameters are required. Command String: PRDINFO PRDSEC Command: PRDSEC Description: Use this command to enter OS/400 access code for WebDocs. The WebDocs license code is stored, by default, in the data area RJSIMAGE. If, for some reason, you have changed the default data area where the license key is stored, the actual data area name will be stored in the data area IMGLICENSE. Command String: PRDSEC SECURITY( Sec_Code ) DTAARA( Data_Area ) DTALIB( Data_Area_Lib ) Where Sec_Code = enter the WebDocs security code provided by RJS Software. Data_Area = specify the name of the data area that contains security code. This information will be provided by RJS with the license key. Data_Area_Lib = specify the data area library name. This information will be provided by RJS with the license key. RJSUZIPFIL Command: RJSUZIPFIL Description: Use this command to unzip file(s) in the IFS. Used internally by the DOCSEND command when attachment unzipping does not require password protection. Not for use with user programs. Command String: RJSUZIPFIL ZIPFILE( '/DATA.ZIP' Zip_File ) OUTPUTFILE( *FIRST Output_File ) OUTPUTDIR( *NONE Output_Dir ) REPLACE( *NO *YES ) APIKEY( ) Where Zip_File = specify the name of the file to unzip; use the format '/Input_File'. Only one IFS file can be specified. Output_File = specify the name of the output file; use the format '/Output_File' if you are specifying a new name, otherwise *FIRST denotes the use of the first member as the output file name. Only one IFS file can be specified. Library name is not required since this command zips only IFS files. Output_Dir = if the file is to be stored in a directory other than the default WebDocs IFS directory, specify the name of the desired directory; the parameter *NONE denotes use of default WebDocs document directory. REPLACE = specify *YES to replace the file if it already exists or *NO if the file exists and should not be replaced. The default is value is *YES. API_Key = key supplied internally by RJSW applications to allow the RJSZIPFIL

200 198 WebDocs - iseries Edition command to be run. This key will probably be removed in future versions of the RJSZIPFIL command. RJSZIPFIL Command: RJSZIPFIL Description: Zip file in the IFS. Used internally by the DOCSEND command when attachment zipping does not require password protection. Not for use with user programs. Command String: RJSZIPFIL INPUTFILE( Input_File ) ZIPFILE( Output_File ) APIKEY( API_Key ) Where Input_File = specify the name of the file to zip; use the format '/Input_File'. Only one IFS file can be specified. Output_File = specify the name of the zip file; use the format '/Output_File'. Only one IFS file can be specified. Library name is not required since this command zips only IFS files. API_Key = key supplied internally by RJSW applications to allow the RJSZIPFIL command to be run. This key will probably be removed in future versions of the RJSZIPFIL command. ZIPTEMP Command: ZIPTEMP Description: Use this command to create a temporary directory that can be used for zipping/unzipping files. Command String: ZIPTEMP DIR( '/RJSTEMP' Dir_Name ) Where DirName = specify the name of the temporary directory to use for zip/unzip operations; use the format '/Dir_Name'.

201 Chapter 9 Appendix A: Configure Apache Web Server

202 200 WebDocs - iseries Edition Appendix A: Configure Apache Web Server Many WebDocs customers are using iseries Apache Web Server with WebDocs. In fact, those clients that are currently using OS/400 V5R3 have no choice; they must use Apache Web Server. Use this appendix to configure iseries Apache Web Server for use with WebDocs iseries edition. Configuring Apache Web Server To configure Apache Web Server for use with WebDocs, complete the following steps: Note: For this example, it is assumed that the web server instance that will be used by WebDocs is apachedft, which all iseries systems come preconfigured with. Apache Web server configuration is be completed through a 5250 emulation session. 1. The Apache web server instance cannot be active during configuration. To determine if the apachedft instance is active, execute the following command from an OS/400 command line: WRKACTJOB SBS(QHTTPSVR) JOB(APACHEDFT*) If any jobs are listed in the results, the Apache server instance you specified is still active. You will be presented with a screen similar to the one shown below: OS/400 Work Active Job - Apache web server instance 2. If the specific Apache Web server instance is active, end it with the following command: ENDTCPSVR SERVER(*HTTP) HTTPSVR(APACHEDFT) Note: Running this command will temporarily end your iseries Apache web server. This may cause issues with your users. 3. All Apache configurations reside in an IFS folder /WWW. To navigate the /WWW directory and open the Apache configuration, use the following command: WRKLNK '/WWW/*' You will be presented with a screen similar to the one below:

203 Appendix A: Configure Apache Web Server 201 Work with Object Links screen Note: each Apache instance has its own folder under the /WWW directory. These directions use the apachedft instance as an example. If you are using a different instance name, you will need to substitute your name for apachedft. 4. Enter option 5, Display, for the apachedft folder and press enter. You will be presented with a screen similar to the one shown below. You should see three folders: conf (configuration folder), htdocs (the default virtual web site root folder to store all HTML docs and WebDocs web server image files) and logs (the Apache log directory and will not be used for the WebDocs configuration process). Apache Web Server IFS folders 5. Enter option 5, Display, for the conf folder and press enter. You will be presented with a screen similar to the one below:

204 202 WebDocs - iseries Edition Apache Web Server - conf folder 6. Enter option 2, Edit, to edit the httpd.conf file. This is the Apache configuration file for the apachedft web server instance. This file is in ASCII format, but can be edited with option 2. You will be presented with a screen similar to the one shown below: Apache Web Server - configuration file 7. This step is optional. By default, the Apache web server instance uses TCP/IP port 80. To change the default, insert a line specifying the desired port to use. To insert a line, place an "I" in the Cmd field on the left side of the editor and press Enter. To edit existing data, simply type your changes in the edit area. As an example, if you wanted to use port 1090, ensure the following line exists in the file (either insert or change depending on your configuration file): Port Add all of the following CGI configuration lines to the configuration member exactly as listed below:

205 Appendix A: Configure Apache Web Server 203 ScriptAliasMatch ^/IMAGESERVER/(.*) /QSYS.LIB/RJSIMAGE.LIB/$1.PGM <Directory /QSYS.LIB/RJSIMAGE.LIB/> AllowOverride None SetHandler cgi-script Options +ExecCGI Order allow,deny allow from all CgiConvMode %%EBCDIC/MIXED%% </Directory> 9. Press F3 to save and exit the configuration member. 10. Press F3 to exit out of the Work with Object Links area. The next portion of the configuration copies all of the WebDocs work images to the htdocs/rjsimage subfolder. The next four steps will complete the copy process. 11. From an OS/400 command line, enter the following command: GO RJSIMAGE You will be presented with the WebDocs main menu. 12. Enter option 20, Restore HTML file to /RJSIMAGE Library. This command will restore the WebDocs images to a folder named /RJSIMAGE. 13. Enter the following OS/400 command: MKDIR DIR('/www/apachedft/htdocs/RJSIMAGE') DTAAUT(*RWX) OBJAUT(*ALL) 14. Use the following command to copy the images from /RJSIMAGE to /WWW/apachedft/htdocs/RJSIMAGE: CPY OBJ('/RJSIMAGE/*') TODIR('/WWW/apachedft/htdocs/RJSIMAGE') SUBTREE(*ALL) The final few steps are used to restart the Apache web server and confirm it started. 15. Start the Apache web server instance using the following command: STRTCPSVR SERVER(*HTTP) HTTPSVR(APACHEDFT*) 16. Ensure the web server instance started by entering the following command: WRKACTJOB SBS(QHTTPSVR) JOB(APACHEDFT*) If any server jobs are included in the results, the Apache server instance you specified is active and ready to be used. You will be presented with a screen similar to the one shown below:

206 204 WebDocs - iseries Edition Work Active Job - Active Apache web server 17. You can now access the WebDocs login using the following http URL: Note: The above example assumes the AS/400 is on IP address Yours will be different and will match the IP address of your iseries system. All other functions within WebDocs should work as usual. If you have made it through the above steps you have successfully configured the Apache web server for the iseries to be used with WebDocs.

207 Chapter 10 Appendix B: Customizing User-Defined Lookup Lists

208 206 WebDocs - iseries Edition Appendix B: Customizing User-Defined Lookup Lists WebDocs lets you establish custom lists that users can use to select search key values when defining a document search. Consider this: if you have thousands of customers and users are regularly searching for documents based on customer number, will they always know the customer number associated with the desired customer? Probably not. In this instance, the custom filter gives you the ability to provide your users a list of all active customers that they can select the customer number from a list of customer numbers and the associated customer name. Custom search filters are stored in the file DOCLS00 found in the RJSIMAGE library. Lookup list can contain up to two fields; typically the first field will be a code, such as customer number, and the second field will be a description for the code. DOCLS00 Field Descriptions LSDOCTYPE - Document type code or leave blank for all document types. LSKEYVAL - Document key to link the custom lookup into. Specify either TITLE for document title or USERKEY1 - USERKEY10 depending on which document key field to be linked to. LSSQLSTM - Contains predefined SQL WHERE clause to further restrict data to be included in the list. Example: CUSNUM >= and CUSNUM <= LSTABLE - Contains the OS/400 Library/File name that contains the list data. Example: QIWS/QCUSTCDT LSLOOKUP1 - Contains the first field you would like to display in the lookup window. This will usually be a description or a code number you want to display. Since LSLOOKUP1 is a character field type, any field that has a numeric field value must be converted to text using the CHAR( ) function. Example: Character field - CUSNUM, defined as numeric Character conversion syntax: CHAR(CUSNUM) LSLOOKUP2 - Contains the second field you would like to display in the lookup window. This will usually be a description or a code number you want to display. Since LSLOOKUP1 is a character field type, any field that has a numeric field value must be converted to text using the CHAR( ) function. Example: Character field - CUSNUM, defined as numeric Character conversion syntax: CHAR(CUSNUM) LSORDERBY - If you want the lookup list to sorted, enter the field name to use for the data sort. LSPAGESIZE - Contains the number or lines to display per page of the lookup list. LSLOOKTYP1 - Contains the data type of the first field in the lookup list. LSLOOKTYP2 - Contains the data type of the second field in the lookup list. LSUSERPGM - Specify Y if you want to call a user-defined program to create the lookup list.

209 Appendix B: Customizing User-Defined Lookup Lists 207 LSPGM - If you want to call a program to create the lookup list, specify the program name. LSPGMLIB - If you have specified a user program, enter the OS/400 library name that contains the desired program. To set up WebDocs search screen filters, do the following steps: 1. From an OS/400 command line, run the following command to open the Document Custom Lookup Pulldown SQL Table for editing: UPDDTA FILE(DOCLS00) 2. Enter the following parameters in a new record to set up a filter for a document title or keyword lookup selection. Refer to field descriptions above for help. 3. Example of a lookup using the Document USERKEY1 field when "All Document Types" is selected for the document type field. This lookup accesses the QCUSTCDT customer sample file in library QIWS. LSDOCTYPE - Leave blank to include all document types. LSKEYVAL - Enter USERKEY1 to link the lookup to the User Key #1 that is associated with customer numbers and names. LSSQLSTM - Enter CUSNUM >= 1 AND CUSNUM <= LSTABLE - Enter QIWS/QCUSTCDT LSLOOKUP1 - Enter CHAR(CUNUM) to display the customer number in column 1. LSLOOKUP2 - Enter LSTNAM for the last name field in column To test the new lookup, log into WebDocs from your browser. 5. Click Document Search. 6. Select All Doc Types in the Document Type drop-down list. 7. Click on the Search List button to the right of Search Key 1. You will be presented with a lookup list that will look similar to the following:

210 208 WebDocs - iseries Edition Sample Custom Search Results 8. Select the desired customer number or name by clicking on the "plus button" to the left of the value.

211 Chapter 11 Appendix C: 5250 Integrator Software