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Intermate AS/400, i5, iSeries Distribute E-mails with Auto Forms Control

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218 User’s Manual for InterForm400®

Update AFC-functions attached to output queues AFC305D

Queue: PFE_IN Library: QUSRSYS

Seqnbr Funct Form type Save Jobname Filename Device file Program

0001 C DEMO

Finish def: PFEDEF1 outq: PFE_IN library: QUSRSYS form type

Seqnbr Function

2,0 1 Merge with overlay

Output queue for merged print . *DEFAULT__

Library . . . . . . . . . . . __________

InterForm 400 printer type . . . __________

Interface . . . . . . . . . . . __________

Merge overprint lines . . . . . *NO_ *NO, *YES

Find overlay in form type table N (Y N)

F3=Exit F13=Fold/Unfold F12=Cancel

Distribute E-mails with Auto Forms Control

When distributing spool files as PDF, an E-mail Finishing Definition first has to be executed.

To do that you add a C = Prepare for Finishing function to the Auto Forms definitions of

the relevant output queue. This screen is shown:

Seqnbr Function Attributes of input file for which to execute the function

1.0 C

Form type . . . . . . . . . . . . . . DEMO______

Save attribute . . . . . . . . . . . . _

Jobname . . . . . . . . . . . . . . . __________

Spooled file name . . . . . . . . . . __________

Device file . . . . . . . . . . . . . __________

Library . . . . . . . . . . . . . . __________

Program that opened file . . . . . . . __________

Library . . . . . . . . . . . . . . __________

Here you can insert conditions for executing the finishing definition. In this case we choose

only to E-mail spool files with the form type DEMO. Press Enter.

Seqnbr Function

1.0 C Prepare for Finishing

Finish definition name . . . . . DEMO______

Output queue for prepared print *INPUT____

Library . . . . . . . . . . . __________

Form type . . . . . . . . . . . EMAIL_____

Above an E-mail Finishing definition is specified. An Auto Forms Control function P = Send

PDF E-mail should be executed for the form type on the specified output queue. Press

Enter to continue.

Contents

Main Page Page Table of Contents Page Page Page Page Page Page Page Page Page About This Manual How the manual is organized Page Page What is new in the 2006 version What is new in this manual The modules of InterForm400 The Basic InterForm400 package The InterForm400 Classic package The ZPL Module Page Getting Started 1. Preparation 2. Installation Page Page 24 8. Press F10 to complete the installation. 3. Setting Up the System 26 Leave the macro offset value at 0". Refer to page 269 for additional info Page Page 4. Work With Overlay/AFC Sample Page 5. About The Print Results Page Menu Structures and General Operation Page 1. Design Overlay Selecting an existing overlay Creating a new overlay Copy Overlay from Another Overlay Global settings of an overlay Page Duplex options J TIP J Function keys for display of a spool file Page Page Considerations for Zebra overlays Page Extended Page Definition Copy Management Page Measuring Methods Orientation of design elements The Design Screen Service Options Page 52 Overlay Element Selection Filters Page Control Do not use page control in conditioned overlays. (The overlay called by an If..Then line). Copy Management Overlay elements 1=FRAME 2=HORIZONTAL LINE 3=VERTICAL LINE 4=LINE 5=TEXT 58 6=Print-info (Print information) 7=INK (fill pattern for succeeding sequence lines) Examples on use of Ink: 60 Ink commands in main overlays will have not effect in conditioned suboverlays called by If..Then. 8=TABULATOR (Paragraph tabulation) Page J TIP J 9=REMAP WINDOW (re-mapping text areas) Page Page I=IMAGE ?=IF...THEN (conditional nesting of overlays) Page Page 70 Up to 300 If..Then lines can be defined for an overlay. F=PCL-FILE G=HP/GL-2-FILE 72 S=SUBOVERLAY * = COMMENT Page How the sequence lines in overlay design are executed Page Getting Familiar With Overlays Step 1. Making a Work Copy of the Overlay IF400DEMO copy from another overlay: We select file-set SAMPLE and press Enter: Now we select overlay IF400DEMO and press Enter: Step 2. Make a Test Print of the Overlay+Spool Data 80 We select the file with option 1 and press Enter Step 3. Entering the Design Window Here we have a list of the overlay elements we copied from the original IF400DEMO overlay. Step 4. Printing the Overlay Definition List Print out a list of the definitions by pressing F5: We select option 6. And press Enter and the definitions are being printed. Step 5. Adding Round Corners to the Address Field Page 84 Step 6. Edit Subject Text In the upper right corner we see that the first print line starts in line 3. Page Step 7. Formatting the body text Step 8. Making Equal Distance Between Column Headers Page Step 9. Making Equal Distance between Item Line Columns Page Step 10. Defining the Column Headers White on Black Page Step 11. Defining the Item Line Bars Step 12. Defining the 5 Item Coloumn Frames Step 13. Defining the logo as a water mark We enter 8 for 100% shading (Black) and we press Enter to save our new line 4. Step 14. Defining the Copy Management Step 15. Defining the COPY Symbol as Watermark Page Step 16. Defining the Relatively Positioned Sub-form Page Page Step 17. Cleaning the Overlay for Remaining Text Step 18. The Result Page Example of Advanced use of Sub-overlays (Random text lines) Creating the Main overlay: Creating the sub-overlay for formatting item groups Page We press Enter and we define a new Remap Window line, that will remap the item sub- headers: Creating the sub-overlay for formatting the footer Page Page Page Main Menu Local Environment Setup 2. Test Print Overlay 3. Merge Spool Entry with Overlay Page 8. Select File set 9. Select Output Queue and Printer Type 10. Work with actual Output Queue Page 122 Working with Overlay Selectors Press F6 to create a new Overlay Selector: Selection Criteria Entries Page Page Getting Familiar with Overlay Selectors Step 1. Placing overlays in One File set We select file-set SAMPLE and press Enter: Now we select overlay IF400DEMO and press Enter: Step 2. Examining Spool Entry Selection Criteria Step 3. Entering the Selection Criterias in the Selector We select option 4 on the main menu and press F6 to add a new selector: We define the name MYSELECT which should be placed in file-set TEST and we press Enter Page Step 4. Testing the Selector General Description of Auto Forms Control Sub- system 10. Start AUTO_FORM subsystem 11. End AUTO_FORM subsystem 12. Work with Active Subsystem AUTO_FORM Overview of AFC Main Definitions Page Auto Forms Control Definitions Entering queue and job names to an AFC definition After entering the output queue you can press F10 to insert or change additional parameters: Default Output Output Queue and Printer Type Template AFC-definition to be executed after this definition Additional parameters AFC Definition Entries Page 1=Merge with Overlay Page Page 2=Send Network Spooled File 144 3=Transform AFPDS to *USERASCII AFPDS print can not be used as input for an ordinary overlay merge. 4=Copy Spooled File 5=Move Spooled File *USER is not allowed for the InterForm400 Light version. 6=Hold Spooled File 7=Delete Spooled File 8=Call Program 9=Exit A=Change attributes 148 B=Split spooled file C= Prepare for Finishing D=Sort Spooled File 150 F=Change Writer J TIP J G=Archive to MultiArchive/400 H=Archive in InfoStore/400 152 P = Send PDF E-mail In order to get PDF output you need to purchase the PDF module or the classis package N = PDF File naming and -save In order to get PDF output you need to purchase the PDF module or the classic package * = Comment SAP spool entries (datatype *IBMSCS2) Generating multiple copies in input spool entries. Page Getting Familiar with Auto Forms Control Example 1, Using Separate queues for Input and Output Step 1. Checking the Writer Step 2. Checking if Auto Forms Control is running Step 3. Entering Auto Forms Definition AFC_INPUT1 We do not make changes to these settings but press Enter once more. Step 4. Defining move of print jobs with type *STD On the next screen we notice that we have two definitions already. Step 5. Defining move of Print jobs with Formtype DEMO Step 6. Testing new functions in AFC_INPUT1 Example 2, Using same Queue for Input and Output Step 1. Checking the Writer Step 2. Creating the AFC Definition: Step 3. Restricting the writer to process type *STD jobs only Step 4. Preventing following AFC functions to process type *STD Step 5. Defining the Overlay Merge Page Step 6. Cleaning up processed jobs Step 7. Activating the AFC job AFC_INPUT1 Step 8. Testing the new AFC definition AFC_INPUT2 Using a TEMPLATE AFC defintion We will define that the print should be directed to the *Default output queue Page 2. Form Type Table The overlay selection entry field Page Page Split Definitions Press F6 to create a new split definition. Split Definition Entries Page Calling a User Exit Program with the extracted spool pages 176 Defining the spool file attributes for the result of a Split Example Using Split Here we press F6 to add a Split definition, which we assign the name IFLETTER We now enter item 3. Split definitions on the Auto Forms menu. Page Page Page Finishing Definitions Defining Prinserter Pre-process Definition. Fixed number of pages Page Defining Prinserter pre-process Definition. Variable number of pages Defining Print Order of Sorted Groups Example 1, Non sorted Example 2, Sorting in Ascending Weight Example 3 , Sorting in Franking groups: Defining PFE MailPrinter Pre-process Definition ! IMPORTANT ! Defining Print Order of Sorted Groups Example 1, Non sorted Example 2, Sorting in Ascending Weight Example 3 , Sorting in Franking groups: Defining Stapling Pre-process Definitions Select the printer manufactorer and printer model via the screen below: Page Defining Insertion Pre-process Definitions Page Page How to distribute E-mails and faxes in InterForm400: The E-mail/Fax Finishing Definition 196 1. How to find E-mail address / Fax number 2. Key definitions 3. Definition variables 4. Default PDF-file name 5. Definition E-mail text / Cover page text 6. Definition recipient-ID Page 7. E-mail addresses and fax numbers 202 A PDF user password can only be used if the InterForm400 security module is enabled. 8. Senders E-mail address In this option you specify who should be specified as sender on the e-mails: 1=Use fixed sender: 9. Encryption and Signature 204 10. PDF bookmark definition 8. Work with E-mail senders 206 The File Naming Finishing Definition 1. Receipient Key Definition 2. Variable Definitions Page Page 3. PDF File Name Composition 5. Page selections and Document breaks 210 6. Receipient ID Information 7. Closing User-Exit 8. Encryption and Signature 9. PDF bookmark definition Define Level Break Conditions for Finishing Example 1, Level Break on Page Counter Find Recipient ID in the Following Positions Example 2, Level Break on Change in Customer Info: Example 3, Level Break on Customer ID and Attention Person. Using the Finishing Definition with Auto Forms Control Activate the Finishing pre-process definition Merge with pre-processed Finishing spool entry 218 Distribute E-mails with Auto Forms Control ! IMPORTANT ! Page The Reformat finishing definition Head Page User exit program Detail lines Page Page 226 Plan how you want to structure the sequence of these lines as there is no tool for resequencing. Totals Page Footer Insert reformatting in production Page Sort Definitions Page Page Selection criteria Find sort fields in the following positions Examples Using Sort Example 1. Sort by Type, InterMate400" letters first: Example 2. Sort by Type, MateSert/400 letters first: Example 3. Sort by Type and Customer ID: Example 4. Sort by Customer ID and type: Page Page 238 PDF File Bookmarks In order to get PDF output you need to purchase the PDF module or the classic package Page Page Getting familiar with PDF Bookmarks The definitions for the individual levels are shown below: Page 244 User Output Queue Example: Distribute Spooled Files depending on Spooled File Owner Page General Description of OSC (Output Schedule Control) 10. Start OSCCTL subsystem 11. End OSCCTL subsystem 12. Work with Active Subsystem OSCCTL Describing the OSC definition lines Page Principle of OSC (Output Schedule Control) Page Getting Familiar with OSC (Output Schedule Control) Specify input spooled file priority: Specify placement of input spool file attributes at output: Define Sort Fields: Press F6 to create a new Sort Definition. Enter 2 in front of an existing sort definition to change. Specify Grouping and separator page: Define resulting output queues: Specify automatic start scheduling: Specify automatic start options: Specify output queue for processed spooled files: Specify job priority: Working with Joint Reports 1. Compose Joint Report Designing a Report Composition 1=Empty Overlay (front page) 2= Overlay with index 3=Overlay + spool entry 2. Test Print Report Overlays 3. Test Print Report, 1 Page per Overlay 4. Print Report Page 264 It is not possible to export/import definitions for Joint Reports. Page Administering InterForm400 Environment and Users 1. Appoint Administrator 2. Configure InterForm 400 Page Page Page 4. Work with InterForm400 Users 5. Work with file sets 6. Connect Users with Overlay File Sets Page Press F3 when all required file sets have been assigned. Page Working with Fonts 7. Work with Fonts 1. Description of Additional Fonts This function gives you the possibility of using all fonts available on HP-printers or compatibles. Pressing F6 to add a new font brings up the following screen: Page Example of Defining a Resident Printer font Page 2. Work with soft fonts for PCL Page Finally specify what to call the soft font. This is the same as the member name. File transfer HP SFP Font files from a PC 3. Auto download Soft Fonts Page 5. Create barcode soft font 7. Install True Type font for PDF InterForm400 Predefined Soft Fonts MICR Soft Font (Font ID 3998) OCRA Soft Fonts OCRB Soft Font (Font ID 0003) Page Barcode Support Barcodes in PDF output Calculating barcode height 5. Create bar code soft font 1. Code 39 Extended code 39 2. Code 128 and EAN128 294 3. Interleaved 2 of 5 4. EAN8, EAN13 and UPC-A Postnet Barcode Barcode PDF417 Datamatrix barcodes Assigning Font IDs to Barcode Softfonts 296 Example of editing a font ID for Code39 barcode Downloading a Barcode Soft Font Page Getting Familiar with Soft-fonts and Barcodes Step 1. Installing the Arial True Type Font Page Step 2. Creating the Code128 Barcode Step 3. Create font ID for the Arial soft-font Step 4. Define auto-download of fonts (Arial and OCRB) Page fonts for printer group *PCL and we press F6 to add a download font to our printer group. Note that the OCR-B font must have font number 3. Page Step 5. Testing the Barcodes in an Overlay Page Page 308 Work with Zebra fonts Creation of ZPL output (for Zebra) requires the purchase of the ZPL module for InterForm400. 11. Description of Zebra fonts CG Triumvirate Dot matrix Defining barcodes for Zebra printers Page 312 Using soft fonts for printing on Zebra 12. Work with ZEBRA soft fonts When you select this option all installed soft fonts for Zebra printers are shown: 13. Work with fonts in ZEBRA flash memory Download a soft font into flash memory Press F6=Create to download a soft font into the flash memory of a Zebra printer: Delete a soft font from flash memory J TIP J 14. Substitution ZEBRA internal fonts 19. Initiate ZEBRA flash memory and reload fonts and images Page Page 8. Work with images 320 Working with black and white images Selecting option 1. Work with black and white images the following screen will appear. Importing black and white images. Pressing F8, from the Work with Images will bring the Read image from Folder screen. Working with color images From the "Work with images" menu you select option 2, if you want to work with color images. 322 Import color images Enter your selection of image details regarding Finish, Render and Color treament. Work with Zebra images Creation of ZPL output (for Zebra) requires the purchase of the ZPL module for InterForm400. 11. Work with ZEBRA images 12. Work with images in ZEBRA flash memory 19. Initiate ZEBRA flash memory and reload fonts and images 9. Work with PCL Files Import PCL file You can use the PCLTOMBR command to import multiple B/W PCL files from e.g. the APF3812 folder. Page 10. Work with palette Change the definition of the colors. Page 11. Work with paper control options 1. Paper type to PCL-drawer conversion Press F6=Create to add a new output queue (with a printer attached): 2. Output Sorter Bin Support Defining an Output Sorter Bin for a User Page 334 If Primary/Secondary is left blank the overlay is not checked! Page Page Service Functions The service functions are accessed by selecting option 12 on the administration menu: 1. Create Demo Spool Entry 5. Display All Displayable Characters 6. Save spooled file to the folder APF3812 7. Print Saved Spooled File from the folder APF3812 8. Print Resource X-reference 9. Work with Journaling 21. Export of InterForm400 resources Copy resources to export library. 342 Work with resources in export library Work with distribution This option is used to create a distribution file. 22. Import of InterForm400 Resources Work with resources in import library Transfer resources to the production library Page 40. Install/upgrade InterWord 400 50. Apply PTF from folder APF3812 60. Install Swiftview at drive C: Page How to create PDF files In order to get PDF output you need to purchase the PDF module for InterForm400. When prompting the command (with F4), all parameters can be seen when pressing F9. Page Page Page Resources that can be used for PDF output Fonts used in PDF output IFS directories used by MRGSPLFPDF Page Page Appendix A - Installation System Requirements First Time Installation License Codes Release Update Page Page Page Select whether to start subsystem AUTO_FORM automatically when installation is complete. 362 Upgrade remote sites Relations to Other Applications Performance Printing Processing J TIP J Page Appendix B - Attaching Printers to the iSeries Attachment Methods Attaching through a Twinax Protocol Converter System Configuration by Auto Configuration Configuring a Printer Device Manually Changing Device Description from 5219 to 3812 368 Attaching through a TCP/IP Raw Socket (Port 9100/3700) Attaching through a 5250 Terminal Enabling Host Print Transform on an existing Printer Device Description Attaching through a PC Printer Port Client Access/400 for Windows 95/NT Attaching through a TCP/IP LPD Printer Server (Remote Writer) Creating or Changing an Output Queue for TCP/IP LPD Printing Attaching through a TN5250E Print Client Testing the Connection Trouble Shooting Page Appendix C - Printer Types Black and white printer types J TIP J Color printer types Zebra printer types Cassette Mapping (Drawers) Selecting drawer by drawer number Select Drawer using Paper Type Page Appendix D - Interfaces (Protocol Converters) ASCII850 should be used, if you want to view the merged spool file using SwiftView. Page Appendix E - Codepage Support Page Appendix F - Font-ID Information IBM 3812 font-ID Information IBM Compatible Font List Courier 5 Courier Bold 5 Sonoran-Serif 12-pt Roman Medium Sonoran-Serif 24-pt Sonoran-Serif 16-pt Roma Bold Shipped Zebra Fonts Typefaces known by PCL-Printers Italic/Bold/Normal/Condensed may not be supported for some of the typefaces. Page Appendix G - Limitations of the Light Version Page Appendix H - Commands in Spooled Files The only command line supported for PDF output is &&IMG. Refer to page 392. Command line Overview : BOX VAN LOD LIN TXT IMG IMG *COLOR PCL output OVL FNT PPL ESC GL2 PCL SKU HPM INK WARNING: BLA Escape function 1-11 FunctionDescription BLO Escape sequence 1-11 &&URI 03000 02120 000 0011 www.intermate.com company The link will appear 3 inches from the top and 2 inches from the left on the PDF file. Example of using Escape Commands in the Data Stream As mentioned before in this chapter, a Merge with overlay has to be made in order for the Page Page Appendix I - InterForm400 CL Commands NetServer Commands The Add Netserver File Share Command The Add NetServer Printer share Command The Change Netserver Attributes Command Save/Restore and Export/Import Commands The Export Chart Command The Import Chart Command The Restore Library from Folder Command The Save Library to Folder Command Joint Report Commands The Clear Link to Joint Report Command The Link Joint Report Command APFLNK command which contains the following parameters: The Print Joint Report Command AFC and OSC Commands The End Auto Forms Control Job Command The Start Auto Forms Control Job Command The Start OSC Job Command Utilities relevant for AFC Exit programs The Transform *AFPDS print Command The APF3812 Overlay Merge Command The Copy CPI Spooled File Command The Page Builder Spooled File Command Page If you use *PAGE for Find string, the rest of the fields for DTAPARM are ignored. The Convert PCL Spooled File Command The Merge Spooled File PDF Command The Merge Spooled File ZPL Command Creation of ZPL output from InterForm400 requires the purchase of the ZPL module for InterForm400. The Print ASCII File Command The Split Spooled File Command Spooled File Inspector (SFI) The Zip Stream File(s) Command Other Utility Commands The Edit Print Command The APF Work Output Queue Command The Display Black/White image Command Encrypt InterForm400 PDF File The HP Macro Command Page When you wish to download the macro you only have to release the spool entry. The Import InterForm400 Resources Command Refer to page 477 for more information of this command. The PCL-file from folder to Member Command The Print PCL-member Command The Print TIFF File Command The Print X-Ref List Command The Send Mail Commnd The Work Mail addresses Command The Work with Profile Jobs Command Work with Stream File Locks The TIF-file from folder to member Command Page Appendix J - Merging overlays with OV/400 and InterWord400TM print jobs Page Appendix K - Forms Server for non-AS/400 environments Adding Overlays to *SCS PC Print Jobs (PC Mail Merge) Adding overlays to *ASCII PC printjobs (PCL) Page Page Appendix L - PDF and PCL Viewing In order to get PDF output you need to purchase the PDF module for InterForm400. PDF viewing: PCL viewing: Setting up Client Access Express, enabling PCL-viewing J TIP J Tools and Map Network drive.. and \\<Netserver name>\QDLS as the folder. This Troubleshooting problems using SwiftView: J TIP J Interface ASCII850 should be chosen to be able to view a merged spool file. Page Appendix M - InterForm400 charts Work with Charts The Work with Charts command, WRKCHT When using the Work with Charts command, APF3812/WRKCHT, the following display is shown: Press F6 to create a new chart: Page Page Page Page InterForm400 For charts with type *LINE the screen looks like this: Page Page The &&CHA Chart commands Internally defined externally defined Page Page General layout commands Define general layout (GNLO 01): Define general layout (GNLO 02): Desciption: X-axis commands Define X-axis layout (XALO 01): Page Y1-/Y2-axis commands continued Define Y1-axis/Y2-axis layout (Y1LO 02/Y2LO 02): Page Page Observation set commands Add/change observation set layout (OSLO 01): Delete observation set (DLOS 01): Page Data commands Add/change data by ID (OSDA 01): Print chart commands Print sample chart (PRSM 01): Print chart (PRCH 01): Appendix N - Sending E-mails from the AS/400 Setup of SMTP Combining SMTP and Domino/400 on the same machine Appendix O - Graphical Designer: Install and use Requirements for the Graphical Designer Requirements for the iSeries (AS/400): Requirements for the PC: Requirements for the network: Limitations of the Graphical Designer Installing the Graphical Designer Installing and setting up the InterForm400 Graphical Designer Installing JAVA Environment Starting the Graphical Designer Start designing an overlay Create a new overlay Edit an existing overlay Open a Spooled File You will then see a list of all the output queues that contains spooled files Settings and tools for the design Changing the displayed size Previewing the result in Acrobat reader or SwiftView Other Design preferences Use of Grid Page Decide the sort key for the font listing Designing the overlay Page The spool view Page Page Inserting design elements Page Local save in the designer Movement of elements in the result view If you move a group while the grid is active all the elements of the group will snap to the grid. Grouping and ungrouping elements Page Appendix P - Import/Export extension Multiple Export Libraries (MEL) feature Description Activation/deactivation Usage Restrictions: Parameters: Examples Escape messages: Sample scenario of using MEL and the IMPAPFRSC command Appendix Q: The PDF Security module Requirements for the PDF security module Product: 5722JV1 Option: 6'Java Development Kit (JDK) 1.4' Technical details 20. Import Certificates Press F6=Create to add a new certificate and you will see the screen below: Recommendations related to JAVA Performance OS/400 System values OS/400 Subsystem settings Page Index