pdf printing using infoprint server.doc

8/10/2019 PDF Printing Using InfoPrint Server.doc

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TOBIAS PDF Printing using InfoPrint Server

This document describes the process of setting up the iSeries machine to print documents via email

using the InfoPrint Server product.

There are several steps that are required to allow your iSeries server to send documents and reports

to users via their email address. The steps taken to achieve the requirements for the TOBISsystem are as follows!

" Setting up the iSeries for P#$ email using InfoPrint Server

" Setting up the TOBIS system to print documents as P#$ files via email

" %hanging TOBIS functions to print formatted documents

" %hanging TOBIS functions to split spool files into separate P#$ documents& for e'ample

invoices for different clients.

$urther information can be obtained from the following IB( )edbooks and (anuals& which give a

complete e'planation of all options and functions available for printing on the iSeries server.

IB( iSeries Printing *II + InfoPrint Server Implementation

IB( iSeries ,uide to Output

IB( InfoPrint Server for iSeries -ser ,uide

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Setting up the iSeries for PDF email using InfoPrint Server.

There are a number of steps that need to be taken to allow your iSeries machine to use the InfoPrint

Server software to send printed output as P#$ documents via email& as follows!

. Specify the default -ser Id and ddress that the mail services will use to route mail that has

an internet address as a recipient. This is not the I# of an actual person.

%/,#ST S(TP)T01I2T0)20T ,T0345

6. %reate a directory entry that the mail services will use to route mail that has an internet

address as a recipient. The -ser I# and ddress must be the same as specified in step .

###I)0 -S)I#1I2T0)20T ,T0345 -S)#17,eneric Internet -ser85S4S2(01I2T0)20T5 P)0$#)120T-S)I# 9IB( T%O2T:T5

;. Specify that the outgoing e"mail messages are not split apart and specify that the POP mail

servers are started when T%P. %onfigure the S(TP server to specify that it Is started when T%P


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Setting up the TOBIAS system to print documents as PDF files via email.

There are a number of different considerations that need to be taken into account when deciding on

what approach to take when printing documents as P#$ files& as follows!

" #o you want to send all documents out from the same standard company email address or

do you want to use different email addresses for different departments& for e'ampleD

" #o you want to send out emails directly to clientsD

" #o you want to keep a copy of the email in a central email addressD

" #o you want different actions to happen for different documentsD

The answers to these questions will determine how you set up your system for printing P#$documents via email.

The following is a list of items that must be set up for each entity that is sending out documents& this

might be Eust one for the whole territory or it might be one for each department that is sending out

documents.

" -ser profile to control the sending of documents

" PS$ %onfiguration obEect that controls the sending of documents.

" printer device and output queue.

$or each territory the following standard functions must be performed!

" P#$ (apping program must be created. This program controls all the parameters that are

passed to the InfoPrint Server subsystem.

" ll the users of the system must have an email address assigned to their -ser Profile

#irectory 0ntry to allow them to send emails from the iSeries.

4ou might well have a different version of the P#$ (apping program for -T and =ive& because

the =ive system might have different requirements that the -T system& for e'ample + on the live

system you might want to send emails direct to clients or you might want to send a copy to the

central email depository but you wouldn8t want to do this in the -T environment.

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Set up for UPI Australia Alpharetta !Stage machine".

The following items are set up for -PI ustralia + lpharetta!

-ser Profile OF%%TSPS$ %onfiguration -PI(I=OF

Printer #evice -PI(I=OF

Output Gueue -PI(I=OF %reate output queue -PI(I=$) referring the us

outq.

P#$ (apping Program ::)P#$(P in library OFF--T. Same pgm should be copied

into $rance. %hange the lib etc...%hange the select stat.

The following steps must be performed to set up the -PI ustralia TOBIS system on the

lpharetta machine to send documents as P#$ via email with InfoPrint Server.

. %reate a the user profile which will be used to control the sending of documents as P#$8s

via email.

%)T-S)P)$ -S)P)$ 1OF%%TS5 PSS3O)# 192O205

T0:T 17-PI ustralasia " TOBIS ccounts 0mail -ser85

6. dd the user profile to the system distribution directory.

###I)0 -S)I# 1OF%%TS -2I$0T)25 -S)# 1TOBIS ccounts 0mail -ser85

-S0) 1OF%%TS5

;. %hange the #istribution #irectory entry to allow the S(TP server to send e"mail with

InfoPrint Server.

%/,#I)0 -S)I# 1OF%%TS -2I$0T)25

-S)#$2$=# 11S(TP-S)I# S(TP 7-PIustralasiaHTest85

1S(TP#(2 S(TP 72B%-2I.%O(855

>. Stop the T%P5 P#$PP)#3)619>5

P#$(-=T1940S 9SP=IT5

P#$(I=S*)17;.A.?.>J85 P#$S02#0)1OF%%TS5

P#$(PP,(1OFF--T


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K. %reate Printer #evice to control the sending of TOBIS P#$ documents.

%)T#0*P)T #0*#1-PI(I=OF5#0*%=S19=25 T4P019IP#S5 (O#0=1@5 =2TT%/19IP5

$P1940S5 PO)T1A@>5 $O2T1>K 65

)(T=O%2(0176?.@[email protected]

-S)#$2OBC1OFF-=IB


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Set up for UPI Australia #incinnati !$ive machine".

The following items are set up for -PI ustralia + %incinnati!

-ser Profile OF%%TS

PS$ %onfiguration -PI(I=OF

Printer #evice -PI(I=OF

Output Gueue -PI(I=OF

P#$ (apping Program ::)P#$(P in library OFF-=IB

The following steps must be performed to set up the -PI ustralia TOBIS system on the

lpharetta machine to send documents as P#$ via email with InfoPrint Server.

. %reate a the user profile which will be used to control the sending of documents as P#$8s

via email.

%)T-S)P)$ -S)P)$1OF%%TS5 PSS3O)#192O205

T0:T17-PI ustralasia " TOBIS ccounts 0mail -ser85

6. dd the user profile to the system distribution directory.

###I)0 -S)I#1OF%%TS -2IOFP)#5 -S)#1TOBIS ccounts 0mail -ser85

-S0)1OF%%TS5

;. %hange the #istribution #irectory entry to allow the S(TP server to send e"mail with

InfoPrint Server.

%/,#I)0 -S)I#1OF%%TS -2IOFP)#5

-S)#$2$=#11S(TP-S)I# S(TP 7-PIustralasia$inance85

1S(TP#(2 S(TP 72B%-2I.%O(855

>. Stop the T%P5 P#$PP)#3)619>5

P#$(-=T1940S 9SP=IT5

P#$(I=S*)17;.A.?.>J85 P#$S02#0)1OF%%TS5

P#$(PP,(1OFF-=IB


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K. %reate Printer #evice to control the sending of TOBIS P#$ documents.

%)T#0*P)T #0*#1-PI(I=OF5

#0*%=S19=25 T4P019IP#S5 (O#0=1@5 =2TT%/19IP5$P1940S5 PO)T1A@>5 $O2T1>K 65

)(T=O%2(0176?.@[email protected]

-S)#$2OBC1OFF-=IB


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Formatting Documents.

It is possible to create templates that can be applied to an iSeries printer file which will allow the

P#$ document to include graphics& etc.

-niversal -L


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#reating an Overlay.

Overlays for the TOBIS system are currently held on the : #rive under folder 6 TOBIS

T0(P=T0S.

Before you can create an Overlay you need to set up the following!

" download the IB( $P Printer #rivers for 3indows

" download the -niversal standard fonts

To create an overlay from a (icrosoft 3ord document you need to follow these instructions!

i5 Open the template document required and the select $ile& Print 1%trl P5 to create the Overlay

printer output.

Select the ,eneric IB( ;@@ dpi $P printer and check the Print to file option bo'.

Then click on the Properties bo' to set up the Overlay properties.

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ii5 Set the Output Type to Overlay and the click on the Image Options Properties bo'.

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iii5 The Image Options screen is then displayed.

$or best printing I have found it best to chose the following options.

,ray Scale (ethod #iagonal #ither

,raphic Options 0nhanced%olor Options $ull %olor + ;6Bit %(4L

%ompression =F3

Then click on OL& OL and OL and you will receive the Print to $ile bo'& as follows!

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Transferring an Overlay to the iSeries.

Once you have created an Overlay& you then need to upload the overlay to the iSeries machine so

that it can be used for printing documents.

To transfer the overlay to the iSeries use the iSeries 2avigator $P (anager function& as follows!

" %lick on the Import an overlay option in the $P (anager tasks window.

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The Import Overlay screen is displayed as follows!

The fields should be completed as follows!

Source file The Source file is the name of the overlay file that you created when you

printed the overlay previously. It will be a .prn file. -se the Browse button

to find the file& and then click on the file& the file details will be put in the

Source file field.

)esource name This is the name you want to call the Overlay on the iSeries.

=ibrary This is the name of the =ibrary on the iSeries that you want to upload the

Overlay to.

#escription This is the name of the Overlay on the iSeries.

ObEect authority This field should be left as the default " =ibrary create.

#ate type This field should be left as the default " $P#S.

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Using an Overlay.

To use an overlay in TOBIS 1or any other printing5 you need to add it to the printing functions

within your application.

%urrently in TOBIS we only use a header and footer function for our outputs. Therefore we only

need to add the overlay to the printer file as a $ront Overlay& this is done when creating a printer

file& as follows!

The following parameters must be used when creating the printer file in order for it to print an

overlay using the dvanced $unction Printing functionality.

Printer #evice Type #0*T4P0 9$P#S

$ront side overlay $)O2TO*=

Overlay 4our Overlay name=ibrary =ibrary for Overlay

Spooled Output Gueue O-TG 2ame of output queue for P#$ 0mails

There are also lots of other ways to use Overlays within your pplication but these are not currently

used in TOBIS. $or e'ample if you want to print different templates or overlays for different

situations you can use the O*0)=4 keyword in your printer file. 0'amples of this and other

possible uses can be found in the IB( iSeries ,uide to Output redbook.

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Splitting a spool file into separate emails.

InfoPrint Server also allows you to create multiple emails from one spool file. This is currently

done within the TOBIS application so that when you are printing invoices& statements or booking

confirmations you can ensure that a separate email is created for each client. This allows the user toeasily identify which documents are for which client and allows them to send on the correct

documents to the correct client. In the future it would also allow for sending emails out directly to

clients.

To achieve this& the following changes have been made to the printing programs!

" The ST)P,,)P and 02#P,,)P keywords have been used in the printer files to

control the separate of logical groupings.

" The print programs have been changed where necessary to ensure that they are printing in a

logical order& for e'ample in %lient order.

" The print programs have been changed to write out a Start Page ,roup 1ST)P,,)P5 tag

at the beginning of each logical grouping and an 0nd Page ,roup 102#P,,)P5 tag at the

end of each logical grouping.

" The key field for the grouping 1i.e. %lient 2umber5 is written as part of the ST)P,,)P

tag so that it can be used in the InfoPrint Server mapping program 1::)P#$(P5 to

retrieve the name of the key when creating the email. This allows the email to be

personalised by adding the %lient 2ame for e'ample to the SubEect or (essage Te't parts of

the email.

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