Halcyon Spooled File Manager GUI v8.0 User Guide Copyright Copyright HelpSystems, LLC. All rights reserved. www.helpsystems.com US: +1 952-933-0609 Outside the U.S.: +44 (0) 870 120 3148 IBM, AS/400, OS/400, System i, System i5, i5/OS, Power Systems, and iSeries are trademarks or registered trade- marks of International Business Machines Corporation in the United States and/or other countries. Windows and Windows Server are registered trademarks of Microsoft Corporation in the United States and/or other countries. Java is a registered trademark of Oracle and/or its affiliates All other product and company names are trademarks of their respective holders. For third-party conditions and disclaimers. see the Release Notes in the Product Directory. Table of Contents Introducing Spooled File Manager GUI 4 Overview ..................................................................................... 4 Spooled File Manager GUI System Requirements...................... 5 Hardware and Windows® Operating System .................... 5 Installing Spooled File Manager GUI 6 Downloading the software........................................................... 6 Installing Spooled File Manager GUI on a PC............................. 6 Spooled File Manager GUI 11 Initialization ............................................................................... 11 Launching the Application .........................................................12 Starting the Spooled File Monitor..........................................12 Stopping the Spooled File Monitor........................................12 Information Panels ....................................................................13 Messages Panel ..............................................................13 Systems Panel.................................................................13 System Status..................................................................14 Program options........................................................................15 General options ....................................................................15 Systems options ...................................................................16 Adding a New System .....................................................16 Editing a System..............................................................19 Deleting a System ...........................................................19 Holding and Releasing a System.....................................19 Filter options.........................................................................19 Address Book options ..........................................................20 Mail Server options...............................................................21 Email options........................................................................22 Filter Definition 23 Overview ...................................................................................23 Adding a Filter ...........................................................................23 Filter Header.........................................................................23 Selection Criteria ..................................................................24 Adding Selection Criteria .................................................24 Actions..................................................................................25 Adding Actions.................................................................25 Editing Actions.................................................................25 Deleting Actions...............................................................25 Action Messages .............................................................26 Action Definition...............................................................26 Saving the Filter...............................................................33 Introducing Spooled File Manager GUI Overview Introducing Spooled File Manager GUI Overview The Spooled File Manager PC program allows spooled files that have been exported from the IBM i to be saved as PDF files, text files or emailed to a pre-defined email address held either in the self-contained address book or a recognized mail program such as Microsoft Outlook. Bespoke email addresses can also be manually entered. The program can be left running unattended, as it automatically checks at predetermined intervals for any new spooled files awaiting conversion. Halcyon Spooled File Manager GUI - 4 - Introducing Spooled File Manager GUI Spooled File Manager GUI System Requirements Spooled File Manager GUI System Requirements Hardware and Windows® Operating System Minimum Hardware Requirements (Windows® OS) • Disk Explorer Install: minimum 100 MB disk space • Device Manager Install: minimum 20 MB disk space ® Minimum hardware specifications are compatible with hardware requirements for the Windows operating system(s) installed on your machines. Operating System (Windows) • Windows 2003 •Windows 7 • Windows Vista SP1 or above •Windows 8 •Windows 10 • For 32-bit systems: • Computer with Intel or compatible 1GHz or faster processor (2GHz or faster is recommended. • For 64-bit systems: • 1.4 GHz or higher processor Halcyon Spooled File Manager GUI - 5 - Installing Spooled File Manager GUI Downloading the software Installing Spooled File Manager GUI Downloading the software These instructions ensure that you have the downloaded the latest version of GUI - Disk Explorer (Unicode Edition) from the website. https://community.helpsystems.com/products-and-downloads/downloads/ Note: You must have previously registered with the website and been accepted as a genuine user in order to download software. Installing Spooled File Manager GUI on a PC 1 Navigate to the file path/directory to where the file: HSMSetup.exe was saved. 2 Double click HSMSetup.exe to begin the installation process. The ‘Preparing to Install’ dialog is displayed while the required files are extracted. Upon completion, the End User License Agreement is displayed. 3 Click ‘I accept the terms of the end user license agreement’ and click Next. The InstallShield Welcome dialog is displayed. Note: You can also print a hard copy of the End User License Agreement by clicking Print on this dialog prior to clicking Next. Halcyon Spooled File Manager GUI - 6 - Installing Spooled File Manager GUI Installing Spooled File Manager GUI on a PC 4 From the InstallShield Wizard Welcome dialog, click Next. 5 On the Customer information dialog, enter your Name and Company Details. Click Next. Halcyon Spooled File Manager GUI - 7 - Installing Spooled File Manager GUI Installing Spooled File Manager GUI on a PC 6 On the Choose Destination Location dialog, either keep the default directory path of C:\Program Files\Halcyon\ Spooled File Manager or click Browse to navigate to a directory path of your own choosing. Click Next to continue. 7 Select the program folder, into which the program icons are added. A new folder; Halcyon Spooled File Manager is created by default if you do not select or type an alternative. Click Next to continue. Halcyon Spooled File Manager GUI - 8 - Installing Spooled File Manager GUI Installing Spooled File Manager GUI on a PC 8 On the Desktop Shortcut dialog, decide whether or not you want to install a shortcut to Spooled File Manager GUI via a shortcut on your desktop (recommended). Click Next. 9 The Start Copying Files dialog allows you to review the choices that you have made for this installation of Halcyon Spooled File Manager GUI. Use Back to return through previous dialog pages to make amendments or click Next to proceed with these settings. The installation proceeds. Halcyon Spooled File Manager GUI - 9 - Installing Spooled File Manager GUI Installing Spooled File Manager GUI on a PC 10Once the installation has completed, the InstallShield Wizard Complete dialog is displayed. Click Finish to complete the installation of Spooled File Manager GUI. Click Finish to end the installation process. Halcyon Spooled File Manager GUI - 10 - Spooled File Manager GUI Initialization Spooled File Manager GUI Initialization Before the program can be used, at least one system must be defined for automatic checking to work. Note: Please refer to Adding a New System for more information. The PC Spooled File Manager must be connected with a program on the IBM i. This must be started before using the PC software. Both the Network Receive and Network Send monitors must be active in order to automatically check for exported spooled files. Additionally, the Spooled File monitor (GUI) must be active in order to automatically check for exported spooled files. Halcyon Spooled File Manager GUI - 11 - Spooled File Manager GUI Launching the Application Launching the Application There are two methods of starting Spooled File Manager GUI. 1 From Windows® Start select Programs | Halcyon Spooled File Manager | Spooled File Manager. or 2 If you selected to install a desktop icon for Spooled File Manager as part of the installation, you can double-click this icon to start the Spooled File Manager program. Note: No license is required for Halcyon Spooled File Manager GUI. Starting the Spooled File Monitor To start the spool monitor, either click the ‘play’ button on the toolbar or select Tools | Start Monitor from the menu. Once started, each IBM i system defined within the Spooled File Manager GUI is automatically checked for new spooled files at the specified interval. An information field on the status bar in the bottom left corner of the Spooled File Manager