pub:iview8fe
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====== iView 8 Front End Use ====== | ====== iView 8 Front End Use ====== | ||
+ | ===== Log-In Screen ===== | ||
+ | {{: | ||
- | < | + | **Log-In Window:** |
+ | * Log-In credentials are set by the administrator | ||
+ | * Credential can be: | ||
+ | |||
+ | |1| All active IBMi Profiles | | ||
+ | |2| Individually assigned users | | ||
+ | ===== Screen Areas ===== | ||
+ | {{: | ||
+ | ===== Archive Screens ===== | ||
+ | {{: | ||
+ | {{: | ||
+ | {{: | ||
- | ===== iView Front End Setup ===== | + | ===== Import Documents via data lookup from an external file ===== |
+ | In Archive Configuration, | ||
- | This is the third option | + | Define |
+ | {{: | ||
- | The license key file is uploaded through a dialog at the top. The Zend Server ID that is licensed will appear | + | Then, in the Import Document screen, enter the searchable value in Index field and either click ‘Search |
- | + | {{:pub:iview:ivew8: | |
- | * **iView Schema**: The name of the iView library, not infrequently IVIEW. | + | {{:pub:iview:ivew8: |
- | * **iView Archive Root**: The root directory of the document store. Usually /iview/. Use leading | + | {{:pub:iview:ivew8:iv8103.png|}} |
- | * **iView Script URL**: The script directory relative to document root. Usually /iview/. Use leading and trailing slashes. | + | Then Click Submit |
- | * **Database**: | + | |
- | * **DB User Name**: Name of a user to connect to the DB2 database. | + | |
- | * **DB User Password**: User's password. | + | |
- | * **IBM i5 Server IP:Port**: Use format 999.999.999.999: | + | |
- | * **iView Admin Profile**: *ANYONE or user profile. This profile can configure the archives and administer archive permissions. | + | |
- | * **iMail Library**: library containing iMail, or blank if not present. | + | |
- | * **Jobqueue library/ | + | |
- | * **Log file library/ | + | |
- | * **Maximum upload file size** ( bytes ): Used to set upload_max_filesize. Specify in bytes. | + | |
- | * **Different | + | |
- | * **Number Of Row Per Page**: In search | + | |
- | * **Show Spool File Attributes** In Searching: If *YES will allow you to search on the external spool file attributes of spool files archived through the engine. Otherwise specify *NO. | + | |
- | * **Required For Search**: Globally enables this feature, which is then configured in the Archive Configuration. | + | |
- | * Default Search **Case Sensitivity**: | + | |
- | + | ||
- | + | ||
- | ===== Archive Configuration ===== | + | |
- | + | ||
- | This is option 4 from the entrance page. | + | |
- | + | ||
- | Select an archive to configure from the pull down list and let the definition load. | + | |
- | + | ||
- | * **Search | + | |
- | + | ||
- | * **Related Document Setup: | + | |
- | + | ||
- | < | + | |
- | table1: | + | |
- | table2: | + | |
- | </ | + | |
- | + | ||
- | + | ||
- | ===== User Manager ===== | + | |
- | + | ||
- | This is option 6 from the entrance page. | + | |
- | + | ||
- | You must configure access to an archive before anyone, including the administrator, | + | |
- | + | ||
- | ==== iView User Authentication ==== | + | |
- | + | ||
- | iView uses the browser, and thus the Apache webserver, to authenticate. | + | |
- | + | ||
- | Typically, | + | |
- | + | ||
- | < | + | |
- | & | + | |
- | | + | |
- | | + | |
- | | + | |
- | | + | |
- | | + | |
- | & | + | |
- | </ | + | |
- | + | ||
- | All this mechanism does is authenticate to the browser a particular user name. | + | |
- | + | ||
- | Please remember that password authentication alone is not adequate protection for a web application accessible from the general internet. | + | |
- | + | ||
- | + | ||
- | ==== User Manager Profiles ==== | + | |
- | + | ||
- | The iView user manager matches the user name authenticated to the browser to a set of permissions. The user profile in iView is not per se connected to any profile object on any system. It is a user name that the browser authenticates. | + | |
- | + | ||
- | In practice on an IBM i system, using the above Apache configuration with user names that exist on the IBM i allows web users to authenticate using their greenscreen user profile and password. | + | |
- | + | ||
- | ==== Work with Profiles ==== | + | |
- | + | ||
- | To create a profile, you may select a profile from the IBM i profile list (which may not be complete, depending on the access your current authenticated profile has to IBM i *USRPRF objects), or may type any name. You may optionally type a description, | + | |
- | + | ||
- | ==== Work with Groups ==== | + | |
- | + | ||
- | You may create a user group by typing the name and clicking the < | + | |
- | + | ||
- | Once the group and a user exists, you may add the user to the group by selecting the user from the pull downlist for the group and clicking < | + | |
- | + | ||
- | {{:pub:iview6:iviewgroup.png?400|}} | + | |
- | + | ||
- | A user can be removed from a group by mousing over the user name and clicking on the ' | + | |
- | + | ||
- | You can delete a group by mousing over the group name and clicking on the ' | + | |
- | + | ||
- | ===== Work with Access ===== | + | |
- | + | ||
- | The access section allows you to control access by users and groups to an archive. | + | |
- | + | ||
- | To add access, select the user or group from the pull down list and click < | + | |
- | To remove a user or group from access, mouse over the user/group name and click the ' | + | |
- | + | ||
- | {{:pub:iview6:iviewaccess.png?400|}} | + | |
- | + | ||
- | Once a user/group has access to an archive, you may change the access to be read (r) or read/write (rw). Read/write access allows the user/group to delete single documents from the archive from the search results screen. | + | |
- | + | ||
- | ===== Archive Maintenance ===== | + | |
- | + | ||
- | Select an archive to perform archive maintenance. The specific maintenance to traverse the archive annotation file and purge records that have no existing associated archived document. | + | |
- | + | ||
- | ===== Content Manager ===== | + | |
- | + | ||
- | This feature provides configuration to iView that allows it to attempt to instruct the browser how to handle the archived document. | + | |
- | + | ||
- | * **File Extension**: | + | |
- | * **Content Type**: Specify the **internet media type**. See [[http:// | + | |
- | * **Disposition**: | + | |
- | + | ||
- | ===== Searching for and Displaying Archived Documents ===== | + | |
- | + | ||
- | ==== Search ==== | + | |
- | + | ||
- | To search for an archived document, take: | + | |
- | + | ||
- | Option 1: | + | |
- | + | ||
- | Then **select the archive** from the list of archives | + | |
- | + | ||
- | At the search screen, **specify search criteria** for the define meta data fields and/or the external spool file attributes. | + | |
- | + | ||
- | You may use a **wildcard** * (asterisk).{{: | + | |
- | + | ||
- | Whether or not the search is **case sensitive** by default depends on the global setting in iView setup. You may toggle that setting using the Case Sensitive Search checkbox at the top left. | + | |
- | + | ||
- | If you wish to see the results in a particular order then select a sort sequence. You can select multiple sort fields. | + | |
- | + | ||
- | ==== Results ==== | + | |
- | + | ||
- | In the results listing, clicking on the file name should open the archived document in a separate browser tab. This behavior may vary per browser. | + | |
- | + | ||
- | Use the related documents link to execute the search just performed across all the archives defined as related to the current | + | |
- | + | ||
- | Use the email link to originate an email, with this document as an attachment, from the IBM i via iMail. The iMail library must be provided in iView Setup. iMail is a module of [[http:// | + | |
- | ===== Signing Documents Using Signature Capture ===== | + | |
+ | ====== Signing Documents Using Signature Capture ====== | ||
+ | You can sign captured documents by using iSign | ||
==== Setup ==== | ==== Setup ==== | ||
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* **Change the storage format**: from ***PDF** to ***PDFSIG** | * **Change the storage format**: from ***PDF** to ***PDFSIG** | ||
- | * **Specify meta data field**(s) used to search for documents to sign ( **SIGTAG** ). | + | * **Specify meta data field**(s) used to search for documents to sign in the archive definition {{: |
* **Setup printing**. Specify one outqueue by entering it {{: | * **Setup printing**. Specify one outqueue by entering it {{: | ||
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* **Navigate to the document**: Use the main page option 2, then search for the document. ( The search field(s) are the meta data fields with the **SIGTAG** switch set to Y ). The document should open in the signature capture app. | * **Navigate to the document**: Use the main page option 2, then search for the document. ( The search field(s) are the meta data fields with the **SIGTAG** switch set to Y ). The document should open in the signature capture app. | ||
* **Click on the ' | * **Click on the ' | ||
- | * Click the **sign** | + | * Click {{: |
* **Sign the document** with your mouse, stylus or finger. | * **Sign the document** with your mouse, stylus or finger. | ||
- | * Click **save** | + | * Click {{: |
* **Optionally print** the signed document by clicking {{: | * **Optionally print** the signed document by clicking {{: | ||
* **Optionally email** by clicking the {{: | * **Optionally email** by clicking the {{: | ||
* Click {{: | * Click {{: | ||
- | ==== Structure ==== | + | ==== Archive |
Documents in pending signature status can not be searched for in the regular archive, and vice versa. Clicking {{: | Documents in pending signature status can not be searched for in the regular archive, and vice versa. Clicking {{: |
pub/iview8fe.1395788798.txt.gz · Last modified: 2022/06/25 17:02 (external edit)