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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Overview to Technical Tools
Part I Import/Export
2
Overview to Import/Export
3
Set Up Import/Export
3.1
Setting Up Import/Export
3.1.1
Action Codes for Import/Export
3.1.2
Before You Begin
3.2
Restricting a User to an IFS Folder and Setting Default CCSID
3.2.1
IFS Security Example
3.3
Troubleshooting File Character Translation
3.4
Troubleshooting Spreadsheet Formatting
3.4.1
Example
4
Work with Import/Export
4.1
Exporting Data Interactively
4.2
Importing Data Interactively
4.3
Exporting Data by Batch
4.4
Importing Data by Batch from CSV
4.5
Importing Data by Batch from XML
4.5.1
Batch Import XSD Documents
4.5.2
Batch Import from XML
4.6
Exporting Data Using Spooled World Writer Reports
4.7
Exporting Data from Database Files Using World Writer
4.8
Exporting Data Using Spooled FASTR and STAR Reports
4.9
Exporting Data from a Locked World Writer or DREAM Writer
5
Import Using Z File Processing
5.1
Z Files
5.2
Z File Fields
5.3
Processing Batch Z Files
5.4
Report
5.5
Purging Data
5.6
Technical Considerations
5.7
Menu
5.8
Processing Options
5.9
Data Selection
5.10
Data Sequence
6
Understand Import/Export Messages
6.1
Import Messages
6.2
Export Messages
6.3
Data Dictionary Error Messages
7
Implement Import/Export
7.1
Implementing Interactive Export
7.1.1
Before You Begin
7.2
Implementing Interactive Import
7.3
Implementing Batch Export
7.4
Programming Considerations
Part II Electronic Document Delivery
8
Overview to Electronic Document Delivery (EDD)
8.1
EDD Examples
8.1.1
Example 1
8.1.2
Example 2
8.1.3
Example 3
9
Set Up EDD
9.1
Installing Prerequisite Software
9.2
Setting up xdodelivery.cfg Configuration File (Release A9.3 Update)
9.3
Setting Up UDCs for EDD
9.4
Setting up EDD Configuration Parameters
9.5
Validating the EDD Setup
9.6
Setting up EDD Substitution Variables
9.6.1
Company Address Example
9.6.2
Date Example
9.6.3
Sequence Example
10
Work with EDD
10.1
Working with Email Lists
10.2
Working with Distribution Profiles
10.3
Working with Email Templates
10.3.1
To create an email template
10.4
Working with Transformation Templates (Release A9.3 Update)
10.4.1
Before You Begin
10.5
Working with PDF Profiles (Release A9.3 Update)
10.6
Maintaining Distribution Profiles and Email Lists
10.7
Distributing a DREAM Writer Report with EDD
10.8
Bursting a Report then Distributing it with EDD
10.9
Distributing Information Interactively with EDD
10.10
Sending an Email using EDD
11
Work with EDD Transactions
11.1
Viewing Transactions
11.1.1
Processing Options
11.2
Purging Transactions
11.2.1
Processing Options
Part III Approval Management
12
Overview to Approvals Management
12.1
Proof Mode
12.2
Approvals Processing
12.3
Email Processing
12.4
Timecard Approval Workbench
12.5
Timecard Email Processor
12.6
Address Book Approval Process Files
12.7
Purchase Order Approval Process Files
13
Set up Approvals Management
13.1
Setting up Approvals Management
13.2
Configuring Approvals Management
13.2.1
To configure approver groups
14
Process Transactions using Approvals Management
14.1
About Processing Transactions Using Approvals Management
14.1.1
Address Book Approvals
14.1.2
Purchase Order Approvals
14.2
About Timecards Approvals
14.3
Troubleshoot Approvals Transactions
15
Run Approvals Management Reports
15.1
Running the Transaction Report
15.1.1
Processing Options
15.1.2
Data Selection
15.2
Running the Approval Request Report
15.2.1
Processing Options
Part IV User Activity Reporting
16
Overview to User Activity Reporting (UAR)
17
Work with Report Manager
17.1
Building the Report Manager Workfile
17.1.1
Processing Options
17.2
Printing the Report Manager Workfile
17.3
Working with the Report Manager Workbench
17.4
Archiving or Deleting a DREAM Writer Version
17.4.1
Processing Options
18
Work with UAR Collection Periods
18.1
Working with UAR Collection Periods
19
Work with Activity Monitor Tables
19.1
Working with Activity Monitor Tables
20
Change User License Types
20.1
Changing User License Types
21
Run UAR Reports
21.1
Running the User Activity Summary Report
21.1.1
Detail Format
21.1.1.1
DREAM Writer Considerations for the User Activity Summary Report
21.2
Running the Menu History Summary Report
21.2.1
Detail Format
21.2.1.1
DREAM Writer Considerations for the Menu History Summary Report
21.3
Running the File Update Activity Summary Report
21.3.1
Detail Format
21.3.1.1
DREAM Writer Considerations for the Menu History Summary Report
21.3.2
Exporting User Activity Reports
Part V Processing Options
22
EDD Processing Options
22.1
EDD Workbench (P00EWB)
22.2
EDD History Purge Report (P00EPURGE)
23
Approvals Management Processing Options
23.1
Approvals Transaction Workbench (P00A11)
23.2
Approvals Email Notification (P00A11E07)
23.3
Batch Log Workbench - Fast Path Sec Mnt (P00BLOG)
23.4
Approvals Notification (P00A132)
23.5
Approvals Management Transaction Report (P00A114)
23.6
Approvals Management Transaction Report (P00A115)
23.7
Purchase Order Approval Conversion (P00A43CNV)
23.8
Time Card Approval Workbench (P00A1207)
23.9
Approvals Email Notification (P00A11E)
24
Report Manager Processing Options
24.1
Scan Report/Version files (P98570)
24.2
Report Version Archive/Delete Report (P98640)
25
User Activity Reporting Processing Options
25.1
User Activity Summary Report (P009253P)
Part VI Appendices
A
Reports and Programs with Import/Export Functionality
A.1
Interactive Programs with Import Functionality
A.2
Interactive Programs with Export Functionality
A.3
DREAM Writer Reports with Batch Export Functionality
B
DREAM Writer Reports for World Bursting
C
Convert Purchase Order Approval Levels to Approvals Management Rule Sets
Index
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