Open Text® HostExplorer®

User’s Guide
Version 14
Open Text HostExplorer User’s Guide
Version 14
Published in Canada — November 2009

Open Text Connectivity Solutions

38 Leek Crescent • Richmond Hill, Ontario • L4B 4N8 • Canada
Toll Free U.S.A./Canada +1 877 359 4866
Tel +1 905 762 6400 • Fax +1 905 762 6407 • E-mail [email protected]

For more information, visit http://www.opentext.com/connectivity

RESTRICTED RIGHTS LEGEND Unpublished rights reserved under the copyright laws of the United States. The SOFTWARE is provided
with restricted rights. Use, duplications, or disclosure by the U.S. Government is subject to restrictions as set forth in subparagraph (c) of The Rights
in Technical Data and Computer Software clause at DFARS 252.27-7013, subparagraph (c) (1) and (2) (a) (15) of the Commercial Computer
Software-Restricted Rights clause at 48 CFR 52.227-19, as applicable, similar clauses in the FAR and NASA FAR Supplement, any successor or
similar regulation.

Information in this document is subject to change without notice and does not represent a commitment on the part of Open Text Corporation. Not all
copyrights pertain to all products.

Copyright © 2009 Open Text Corporation. All rights reserved. Trademarks and logos are the intellectual property of Open Text Corporation.

Open Text®, Open Text Kerberos™, Open Text Secure Shell™, Open Text Secure Server™, Open Text Secure Terminal™, Open Text
SSL-LIPKEY™, Exceed®, Exceed Freedom™, Exceed 3D™, Exceed onDemand®, Exceed PowerSuite™, Exceed XDK™, HostExplorer®,
HostExplorer Print Services™, HostExplorer Basic™, Open Text Deployment Wizard™, HostExplorer FTP™, Open Text SOCKS Client™, Open
Text NFS Client™, Open Text NFS Gateway™, Open Text NFS Server™, Open Text NFS Solo™, TXP™, TXPM™, and Xweb® are trademarks or
registered trademarks of Open Text Corporation. All other trademarks or registered trademarks are the property of their respective owners. All rights
reserved.

TECHNICAL ACKNOWLEDGEMENTS

Exceed onDemand and Exceed Freedom include the following third-party software:
Portions of the code have been contributed by Massachusetts Institute of Technology
OpenGL is a registered trademark of Silicon Graphics Inc.
This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org/) Copyright© 1998-
2005 The OpenSSL Project. All rights reserved.
This product includes cryptographic software written by Eric Young ([email protected]) Copyright © 1995-1998 Eric Young ([email protected])
All rights reserved.
Portions of the code are based on the work of the VirtualGL Project.
Portions of the code are based on the work of the FLTK Project.

Exceed and Exceed PowerSuite include the following third-party software:

Portions of the code have been contributed by Massachusetts Institute of Technology.
This product includes software developed by the Apache Software Foundation (http://www.apache.org/) Copyright © 1999-2000 The Apache
Software Foundation. All rights reserved.
The technology used by Smart card Manager is derived from the RSA Security Inc. PKCS#11 Cryptographic Token Interface (Cryptoki)

Exceed 3D, Exceed PowerSuite, and Exceed XDK include the following third-party software:
OpenGL is a registered trademark of Silicon Graphics Inc.

Exceed XDK includes the following third-party software:

Portions of the code have been contributed by Massachusetts Institute of Technology

Open Text Secure Shell, Open Text Secure Terminal, Open Text Secure Server, HostExplorer, Exceed, Exceed PowerSuite, and Open Text
NFS Client include the following third-party software:
This product includes software developed by Massachusetts Institute of Technology. Copyright 1992-2005 by the Massachusetts Institute of
Technology. All rights reserved.
This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit. (http://www.openssl.org/) Copyright©
1998-2005 The OpenSSL Project. All rights reserved.
This product includes cryptographic software written by Eric Young ([email protected]) Copyright © 1995-1998 Eric Young
([email protected]). All rights reserved.
FONTS The fonts distributed are included free of charge. Some of the fonts were donated by Adobe Systems Inc., Bitstream Inc., International Business Machines
Corporation, Hewlett Packard Company, Massachusetts Institute of Technology, the Open Group and Sun Microsystems Inc. to Open Text Corporation for
redistribution in Exceed, Exceed PowerSuite, and Exceed Freedom. Each font contains a copyright message describing the owner of the font.

DISCLAIMER Open Text Corporation software and documentation has been tested and reviewed. Nevertheless, Open Text Corporation makes no warranty or
representation, either express or implied, with respect to the software and documentation other than what is expressly provided for in the Open Text Corporation
Software License Agreement included within the software. In no event will Open Text Corporation be liable for direct, indirect, special, incidental, or consequential
damages resulting from any defect in the software or documentation. In particular, Open Text Corporation shall have no liability for any programs or data used with
the software, including the cost of recovering such programs or data.

ii
Related Documentation and Services

Manuals
Manuals are available in PDF format. PDFs are installed only if you perform a Complete installation, or if you select
them during a Custom installation. To access installed PDFs, on the Start menu, click Documentation in the Open
Text product group.

Help
The online Help provides comprehensive, context-sensitive information regarding your Open Text product. It
contains conceptual and reference information and detailed, step-by-step procedures to assist you in completing
your tasks.

Release Notes
The Release Notes contain descriptions of new features and details on release-time issues for your Open Text
product and its components. You can access the Release Notes in HTML format during installation or from the CD.
It is recommended that you read the sections that apply to your product before installing it.

Online Community
The Connectivity Community on Open Text Online provides customers and partners with a variety of resources on
products from usage tips, help files, information on product releases, and best practices. As a member you can visit
users groups and special interest places, participate in forums to find information and ask questions of peer experts.
While designed for end users, these communities are of interest to anyone who works with Open Text Connectivity
products.

To register for a Communities Member Account:

http://communities.opentext.com/communities/llisapi.dll?func=llr.loginrequest

To login to the Connectivity Community:

http://communities.opentext.com/communities/llisapi.dll/open/Connectivity

iii
 Contents

Chapter 1: Introducing HostExplorer 1

What’s New ................................................................................................................ 3
Welcome to HostExplorer ......................................................................................... 3
HostExplorer Applications ........................................................................................ 5
HostExplorer Software Development Kit .................................................. 6
HostExplorer Web-to-Host Wizard ........................................................... 7
HostExplorer FTP ...................................................................................... 8
Connection Central .................................................................................... 8

Chapter 2: Connecting to Hosts 9

Connecting ............................................................................................................... 11
Connecting to a Host Using a Default Profile ......................................... 11
Establishing a Secure Mainframe Connection ......................................... 12
Establishing a Secure AS/400 Connection ............................................... 12
Establishing a Secure Unix Host Connection .......................................... 13
Creating a Proxy HostExplorer Connection Using
Secure Shell .............................................................................................. 13
Starting Sessions ....................................................................................................... 15
Working with Multiple Sessions ............................................................................. 18
Closing a Session ...................................................................................... 20
Introducing Profiles ................................................................................................. 21
Creating a Profile ..................................................................................... 22
Using Templates ....................................................................................... 24
Managing Session Profiles ....................................................................................... 24
Working with Layouts .............................................................................. 25
Opening Profiles in a Profile Space .......................................................... 26

v
HostExplorer User’s Guide

Chapter 3: Enterprise Administration 29

Administering HostExplorer ................................................................................... 31
Migrating from Other Terminal Emulators ........................................................... 31
Centralizing Administration with HostExplorer Web-to-Host ............................ 32
Centralized Profile Management ............................................................................ 33
Controlling Feature Access ..................................................................................... 37
Providing a Uniform Look and Feel ....................................................................... 40
Automating Tasks .................................................................................................... 42
Securing Connections .............................................................................................. 48
Transferring Data with FTP .................................................................................... 50
Consolidating Print Queues .................................................................................... 53
Monitoring Events and Troubleshooting ............................................................... 53
Troubleshooting Users’ Sessions .............................................................. 55

Chapter 4: Securing HostExplorer Connections 57

Configuring a Secure Connection .......................................................................... 59
Open Text Secure Shell ........................................................................................... 61
Creating a Secure Shell-enabled VT Connection ..................................... 62
About Open Text Kerberos ..................................................................................... 63
Configuring the Kerberos Client .............................................................. 63
Securing Sessions with Open Text Kerberos ............................................ 63
About SSL/TLS ......................................................................................................... 64
Securing Sessions with SSL/TLS ............................................................... 65
About Proxy Connections ....................................................................................... 66
Enabling Proxy Support for a Session ...................................................... 66
Verifying Secure Connection Status ....................................................................... 67

Chapter 5: Configuring the HostExplorer Environment 69

Customizing the HostExplorer Environment ........................................................ 71
Preserving the User Experience ................................................................ 71
Setting Profile Options ............................................................................................ 71
Introducing Schemes ............................................................................................... 73
Introducing Themes ................................................................................................ 75

vi
 Contents

Customizing Feature Availability ............................................................................ 78

Disabling HostExplorer Features ............................................................. 78
Customizing Session Properties .............................................................................. 81
Creating Session Properties Schemes ....................................................... 82
Customizing Menus ................................................................................................. 84
Creating Menu Schemes .......................................................................... 84
Customizing Keyboard Shortcuts for Menu Items .................................. 86
Customizing Toolbars ............................................................................................. 88
Creating, Moving, and Deleting Toolbars ............................................... 88
Customizing the Mouse and Keyboard .................................................................. 90
Configuring the Mouse ............................................................................ 91
Customizing the Keyboard ...................................................................... 92
Customizing an Existing Keyboard Configuration .................................. 95
Configuring Global Options ................................................................................... 96

Chapter 6: Transferring Files 99

Transferring Data ................................................................................................... 101
Transferring Data to and from a Mainframe ....................................................... 102
Receiving Data from a Mainframe ......................................................... 104
Transferring Data to and from AS/400 ................................................................. 105
Transferring Data to and from a VT Host ........................................................... 110
Transferring to and from an FTP Server .............................................................. 114
Performing FTP Transfers ..................................................................... 114

Chapter 7: Working with Host Data 117

Working with Text ................................................................................................. 119
Cutting, Copying, and Pasting Text ....................................................... 119
Enabling Auto Copy ............................................................................... 119
Dragging Text to a New Location .......................................................... 120
Using Entry Assist and Word Wrap ....................................................... 120
Using Shortcuts ...................................................................................... 121
Creating a Glossary File ......................................................................................... 123
Using the Glossary List ........................................................................... 123
Saving Screens Overview ....................................................................................... 125
Viewing and Saving Previous Screens .................................................... 125
Using the Screen History Window ......................................................... 126
Saving Screens to a File .......................................................................... 128

vii
HostExplorer User’s Guide

Printing Host Data ................................................................................................ 129

About Report Schemes ........................................................................... 131
Using Report Wizard .............................................................................. 132
Printer Session Profiles ........................................................................... 137
Using LPR and LPQ .............................................................................................. 138
Printing Using LPR ................................................................................ 138
Sending a Print Job to LPR ..................................................................... 140
Checking a Printer Queue Using LPQ ................................................... 141
Configuring a Remote Printer ................................................................ 142

Chapter 8: Profile Space Management 143

Introducing Profile Spaces .................................................................................... 145
Profile Space Administrator Tools ....................................................................... 145
About Profile Space Editor .................................................................................... 146
Managing Multiple Profile Spaces .......................................................... 146
Managing Profile Spaces Using Profile Space Editor ............................. 147
About Profile Space Creation Wizard .................................................................. 147
Profile Space Settings Page ..................................................................... 148
Finish Page ............................................................................................. 149
About Profile Publishing Wizard .......................................................................... 150
The Profile Publishing Process ............................................................... 150
Selecting a Profile Type .......................................................................... 151
Selecting a Profile to Publish .................................................................. 152
Selecting Auxiliary Files ......................................................................... 153
Specifying the Destination Profile Space ................................................ 154

Chapter 9: Automating Sessions 157

Automating Sessions ............................................................................................. 159
Recording Passwords .............................................................................. 159
About Quick Scripts .............................................................................................. 160
Starting Quick Script Editor ................................................................... 161
Using Macros ......................................................................................................... 163
Recording and Editing Macros ............................................................... 163
Recording Macros Automatically ........................................................... 164
Running Macros ..................................................................................... 167

viii
 Contents

Customizing Hotspots ........................................................................................... 168

Assigning Hotspot Functions ................................................................. 170
Creating Hotspots .................................................................................. 170
Enabling Hotspots .................................................................................. 172
Handling Events ..................................................................................................... 173
Creating and Deleting Events ................................................................. 174
Enabling and Displaying Events ............................................................. 176
Using Quick-Keys .................................................................................................. 177
Creating Quick-Keys .............................................................................. 177
Loading and Running Quick-Keys ......................................................... 179
Connecting Automatically at Startup ................................................................... 180
Running Quick-Keys, Quick Scripts, or Macros at Startup ................... 181
About Automating Login Procedures .................................................................. 182
Automating Login Using Quick-Keys .................................................... 182
Automating Login Using Quick Scripts ................................................. 184
Automating Login Using the Express Logon Feature ............................ 185

Chapter 10: HostExplorer FTP 187

What’s New ............................................................................................................ 189
About HostExplorer FTP ...................................................................................... 189
Connecting to an FTP Server ................................................................................ 190
Using an SSH Proxy ............................................................................... 191
About FTP Profiles ................................................................................................ 192
Setting the FTP Transfer Mode .............................................................. 194
Tracing an FTP Session .......................................................................... 195
Uploading and Downloading Files ....................................................................... 196
Setting Remote File Permissions ............................................................ 198
Viewing Files .......................................................................................... 199
Synchronizing Files ................................................................................................ 200
Determining Synchronization Parameters ............................................ 200
Creating Synchronization Items ............................................................ 201
Editing Synchronization Items .............................................................. 204
Creating Synchronization Profiles ......................................................... 205
Scheduling Synchronization Items ........................................................ 206

ix
HostExplorer User’s Guide

FTP Directory Caching .......................................................................................... 208

OLE Automation ................................................................................................... 208
Creating an OLE Script .......................................................................... 209
Automating Tasks Using Quick Script Editor ..................................................... 210

Chapter 11: Print Services 211

Introducing HostExplorer Print Services ............................................................. 213
Routing Host Reports ............................................................................................ 213
How a Host Report is Routed to a LAN Printer .................................... 213
Using Print Services ............................................................................................... 215
Starting Console and Service .................................................................. 215
Connecting Console to Service .............................................................. 216
Monitoring Service ................................................................................. 217
Creating Printer Profiles ....................................................................................... 218
Creating Printer Profiles from HostExplorer ......................................... 218
Creating Printer Profiles from the Console ........................................... 219
Securing Printer Connections ................................................................ 220
Modifying Profile Properties .................................................................. 220
Loading a Profile .................................................................................... 221
Autostarting a Profile ............................................................................. 222
Managing Profiles ................................................................................... 222
Connecting a Printer to a Host ............................................................................. 223
Printing a Test Report ............................................................................ 223
Troubleshooting Print Services ............................................................................. 224
Troubleshooting Service ......................................................................... 224
Troubleshooting a Missing Report ......................................................... 225

Appendix A: Troubleshooting HostExplorer 229

Troubleshooting HostExplorer Sessions .............................................................. 231
Creating a Help Desk Share .................................................................... 231
About Tracing HostExplorer Sessions ................................................... 233
Recording a Trace Manually .................................................................. 233
Creating a Command Line Trace ........................................................... 234
About HostExplorer Trace Wizard ........................................................ 234
Creating a Trace Using HostExplorer Trace Wizard ............................. 235

x
 Contents

Appendix B: Migrating and Converting Files 239

Introducing HostExplorer Migration Wizard ...................................................... 241
Migrating Settings with the Wizard ...................................................................... 241
Selecting a Migration Type .................................................................... 242
Customizing the Search Criteria ............................................................ 243
Specifying the Search and Destination Directories ................................ 244
Selecting the Files to Migrate ................................................................. 245
Viewing the Migration Summary ........................................................... 246
Finalizing the Migration ........................................................................ 247
Migrating Settings from the Command Line ....................................................... 248
Command Syntax ................................................................................... 248
Macro and Profile Converter ................................................................................ 252
Converting Macros and Profiles ............................................................ 252

Appendix C: General Accessibility and Customer Support 253

General Accessibility .............................................................................................. 255
Microsoft Accessibility Options ............................................................. 256
Customer Support ................................................................................................. 257

Index 259

xi
Chapter 1
Introducing HostExplorer

What’s New 3
Welcome to HostExplorer 3
HostExplorer Applications 5
HostExplorer Software Development Kit 6
HostExplorer Web-to-Host Wizard 7
HostExplorer FTP 8
Connection Central 8
 Chapter 1: Introducing HostExplorer

What’s New

Fast, simple secure connections HostExplorer now provides first-class

support for secure connections by reducing the number of clicks and
dialogs involved in providing authentication information for a secure
connection. You can establish a secure connection to a host in seconds,
using default connection settings.
UTF-8 support HostExplorer now supports UTF-8 character encoding.
The full range of Unicode characters can now be displayed and printed
including double-cell Chinese characters and characters composed from
right to left such as Arabic.
Windows 7 jumplist and taskbar toolbar support Jumplists offer a list
of custom activities or operations that a user can select from HostExplorer's
taskbar icon. HostExplorer offers mini toolbars from their taskbar preview
window and common functionality to the user from there.
Single Sign-On to iSeries Windows-based Single Sign-On is available to
AS/400 (iSeries) by using a user’s current Kerberos-based Windows Active
Directory logged-on credentials.
Migration enhancements HostExplorer's migration tools and features
are enhanced to allow seamless migration from other products.

Welcome to HostExplorer

HostExplorer is a PC-to-host terminal emulator that provides connections

from a desktop to enterprise hosts, including IBM mainframes, AS/400s,
UNIX and Linux systems.
There are numerous features geared specifically to facilitating rolling out
and managing host connection sessions.
Secure connections HostExplorer provides complete support for secure
connections by supporting Secure Shell 2 (FIPS 140-2 certified), SSL/TLS,
SOCKS proxy servers, HTTP/HTTPS proxy servers, and Kerberos
encryption and authentication protocols.

3
HostExplorer User’s Guide

Web-based installations Multiple deployment options, including the

flexibility to deploy anything from a thin Web-to-Host client to a full-
featured HostExplorer client installation to users with nothing more than a
web browser are available with HostExplorer. Using HostExplorer Web-to-
Host Wizard, administrators can create a deployment project that is
deployed to users from any web server.
Web-to-Host Administrators can deploy HostExplorer to any number of
users as a web-enabled emulation solution that runs in a browser, while
minimizing the client installation footprint.
Competitive migration When making the transition to HostExplorer,
administrators can preserve the look, feel, and functionality that their users
are accustomed to. They can seamlessly convert user settings created for
Attachmate Extra!, IBM Personal Communications, or Micro Focus Rumba
into HostExplorer profiles and use preconfigured themes and keyboard
mapping to provide a familiar environment.
Centralized management HostExplorer’s Profile Space feature provides
an elegant and secure framework for central administration without
requiring organizations to set up costly proprietary application servers.
Administrators can manage profiles from central or distributed repositories
and control user access to various features of HostExplorer by making use of
native permissions and policies, targeting profiles to specific users and
groups. Profile Spaces can be hosted in any network file share or a wide
variety of LDAP (including Windows Active Directory) servers.
Feature lock-down Administrators can provide a simplified environment
for their users, using Feature Access Manager, by providing only the
functionality required to complete their tasks. Regardless of feature
accessibility through menus, dialogs, shortcuts or toolbars, locked-down
features are completely inaccessible to the user, preventing involuntary
mistakes. HostExplorer Web-to-Host Wizard also provides total
administrative control over features and settings available to the user.

4
 Chapter 1: Introducing HostExplorer

HostExplorer Applications

HostExplorer includes the following applications:

HostExplorer 3270 Emulates IBM mainframe terminals

(including 3179G, 3472G, 3278, and 3279 models), runs 3270
applications, and lets you transfer files between a host and
your PC using the IND$FILE file transfer application.

HostExplorer 5250 Emulates IBM AS/400 terminals, runs

5250 applications, and lets you transfer structured data
between your PC and an AS/400 host in an FTP-style
environment.

HostExplorer VT Emulates the DEC VT420 video

terminal and includes support for VT52, VT100, VT101,
VT102, VT220, VT320, VT420, ANSI, SCO ANSI, IBM 3151,
and Linux Console.

Profile Space Editor Lets you view and manage Profile

Spaces in the Profile Space Editor Management Console.
Profile Space Editor includes Profile Space Creation Wizard.

Profile Publishing Wizard Lets administrators select and

publish locally stored profiles to existing Profile Spaces and
provide end users with access to them.

5250 Data Transfer Wizard Guides you through the steps

needed to transfer files between a PC and a 5250 host. If you
transfer a file from the host to your PC, you can specify
standard SQL statements to retrieve host data into the
downloaded file.
HostExplorer Feature Access Management Lets
administrators selectively disable various HostExplorer
features. Disabled feature information can be saved globally
for all profiles or to a specific session profile.

5
HostExplorer User’s Guide

Event Monitoring Client Event Monitoring Client lets

administrators track and view reports detailing Open Text
Connectivity product installation and usage, and configure
Event Monitoring Client settings for a particular host.

HostExplorer Migration Wizard Converts user settings

files created for Attachmate EXTRA!, IBM Personal
Communications, and RUMBA into HostExplorer profiles.
This tool assists you with the task of migrating from any of
these products to HostExplorer.
HostExplorer Trace Wizard Guides you through the steps
needed to create a trace, package all relevant files, and create a
ZIP file that you can send to Customer Support.

Macro and Profile Converter Lets you convert RUMBA,

Attachmate Extra!, and IBM Personal Communications
macros into HostExplorer Basic macros. This utility also
converts Extra! and Personal Communications profiles into
HostExplorer profiles.
HostExplorer Print Services Console Lets you distribute
reports from mainframe and AS/400 hosts to any printer in
your enterprise network.

Quick Script Editor Offers an easy way to automate tasks

such as entering repetitive information into an order entry
form, entering your user name and password into a login
screen, or uploading a report at a certain time every day. You
do not require programming knowledge to work with Quick
Scripts.

HostExplorer Software Development Kit

HostExplorer offers several APIs (Application Programming Interface) that
enable programmers to interface their code with HostExplorer functions.
HostExplorer offers the ability to use the following APIs or communication
models: HLLAPI, WINHLLAPI, EHLLAPI, OHIO, DDE, OLE, and COM.

6
 Chapter 1: Introducing HostExplorer

You can customize the following applications using the corresponding

application programming interfaces (APIs) and available scripts:
HostExplorer, Open Text Secure Terminal, HostExplorer FTP, and
WyseTerm.

Note: These files are available only if you install the HostExplorer
Software Development Kit (SDK) using Custom or Complete
installation during Setup.

To access HostExplorer Programming Help:

1 On the Start menu, click HostExplorer SDK in the HostExplorer Tools
group for your Open Text product.
2 In the Help folder, double-click heprog.chm.

To access the HostExplorer Programming PDF:

1 On the Start menu, open the Documentation folder for your Open Text
product.
2 Double-click HostExplorerProgramming.pdf.

HostExplorer Web-to-Host Wizard

HostExplorer Web-to-Host Wizard is a set of administrative tools you can
use to create and update web-deployable installations of HostExplorer.
Administrators can deploy HostExplorer to any number of users as a
web-enabled emulation solution that runs in a browser. For more
information about deploying HostExplorer, see HostExplorer Web-to-Host
Wizard Help.

Note: To deploy HostExplorer, you must install the Deployment

Support files, which are available in the Administrative Tools folder
in the Open Text Setup Wizard.

7
HostExplorer User’s Guide

HostExplorer FTP
HostExplorer FTP lets you perform FTP transfers between your PC and a
host using Windows Explorer. It is a client implementation of the File
Transfer Protocol that lets you transfer both text (ASCII) and image
(binary) files between your PC and a remote computer that is running a
server implementation of FTP. You can also use it to perform file and
directory management on your PC and a remote computer. For more
information, see Connection Central Help.

Connection Central
Connection Central is fully embedded within Windows Explorer. As an
extension of Windows Explorer, you can use Connection Central to access
and manipulate the Profile Spaces, profiles, and directories associated with
Open Text Connectivity applications, including Exceed, HostExplorer and
HostExplorer FTP. You can create new profiles in this window, create folders
in which to store the profiles, and reconfigure existing profiles. You can also
start an application or connect directly to a session.

8
Chapter 2
Connecting to Hosts

Connecting 11
Connecting to a Host Using a Default Profile 11
Establishing a Secure Mainframe Connection 12
Establishing a Secure AS/400 Connection 12
Establishing a Secure Unix Host Connection 13
Creating a Proxy HostExplorer Connection Using
Secure Shell 13
Starting Sessions 15
Working with Multiple Sessions 18
Closing a Session 20
Introducing Profiles 21
Creating a Profile 22
Using Templates 24
Managing Session Profiles 24
Working with Layouts 25
Opening Profiles in a Profile Space 26
 Chapter 2: Connecting to Hosts

Connecting

From Connection Central, you can connect to a mainframe, AS/400, or

Unix/Linux host using a default profile. In the New Profile dialog box, you
can select a profile type, select a theme to apply to the connection, and
select a connection type. Depending on the type of connection you specify,
you can enter your connection credentials and configure other options from
the New Profile dialog box.

Connecting to a Host Using a Default Profile

You can establish a Telnet connection to a host and start working
immediately using default connection settings.

To connect to a mainframe, AS/400, or Unix host:

1 Double-click Connection Central on your desktop.
2 Double-click Default 3270, Default 5250, or Default VT. The HostExplorer
session window opens.
3 Type the host name and click OK.
You can disable the secure 4 The Unsecure Connection dialog box opens. To continue with the
connection warning on the connection, click Yes.
Advanced page of the
HostExplorer Global
Options dialog box. Note: For more information about securing the connection, see
Configuring a Secure Connection.

If the connection is successful, the logon screen appears. Specify your

credentials to start the session.

11
HostExplorer User’s Guide

Establishing a Secure Mainframe Connection

To establish a secure 3270 Telnet connection:

1 Double-click Connection Central on your desktop.
2 Double-click New HostExplorer Profile. The New Profile dialog box opens.
3 In Profile Type, select 3270 Display.
For more information, see 4 In Connect By, select a connection type. In Properties, select Security.
New Profile dialog box in The Session Profile dialog box opens, where you can configure a secure
HostExplorer Help. connection.
5 In Host Name, specify a host name or IP address.
6 Click OK. The session window opens and the connection process begins.
If the connection is successful, the logon screen appears. Specify your
credentials to start the session.

Establishing a Secure AS/400 Connection

To establish a secure AS/400 connection:

1 Double-click Connection Central on your desktop.
2 Double-click New HostExplorer Profile. The New Profile dialog box opens.
3 In Profile Type, select 5250 Display.
4 Do one of the following:
• To secure the connection with SSL/TLS or Proxy, in Properties, select
Security. The Session Profile dialog box opens, where you can
configure a secure connection.
• To secure the connection with Single Sign-on, in Properties, select
Connection. On the Identity page, select Auto Sign On, then Use
Logged-In Credentials.

5 In Host Name, specify a host name or IP address.

6 Click OK. The session window opens and the connection process begins.
If the connection is successful, the logon screen appears. Specify your
credentials to start the session.
12
 Chapter 2: Connecting to Hosts

Establishing a Secure Unix Host Connection

To establish a secure VT Telnet connection:

1 Double-click Connection Central on your desktop.
2 Double-click New HostExplorer Profile. The New Profile dialog box
opens.
3 In Profile Type, select VT Display.
4 In Connect By, select a connection method. The options that appear
depend on the authentication type you select. The connection method
you select must be supported by the host you are connecting to.
If you want to configure settings for the selected connection method,
click the pencil icon (if available).

5 In Host Name, specify a host name or IP address.

6 Click OK. The session window opens and the connection process begins.
If the connection is successful, the logon screen appears. Specify your
credentials to start the session.

Creating a Proxy HostExplorer Connection Using

Secure Shell
If you want to secure a HostExplorer session for a host that does not
support secure connections, you can proxy the HostExplorer connection
through an SSH server. HostExplorer uses Open Text Secure Shell to
encrypt all session communication and forward it to the specified SSH
server. The SSH server then decrypts the session data and passes it on to the
target host.
To create a proxy tunnel for use with a HostExplorer session, create a proxy
tunnel using the Open Text Secure Shell Management Console, and then
configure a HostExplorer profile to use the proxy.

13
HostExplorer User’s Guide

To create the proxy tunnel:

1 In the Open Text Secure Shell Management Console, click Tunnels in the
left pane.
2 In the Tunnel Profiles pane, click the New Tunnel button.
3 In the New Tunnel dialog box, provide the following information:
• Tunnel Name—Provide a name that identifies the tunnel profile.
• Host Name—Specify the host name of the SSH server that will act
as the proxy.

4 Click Proper ties.

5 On the Connection Settings - General page, select an appropriate
authentication type and configure the authentication as needed.

To configure a HostExplorer session for a proxy tunnel:

1 In Connection Central, right-click the session profile you want to use,
and select Proper ties.
2 In the Session Profile dialog box, expand the Security category, and click
Proxy.

3 In the Proxy Type list, select the proxy tunnel profile you created.
4 Click OK. When a user connects using the session profile, the proxy
tunnel starts automatically and is used for the session.

14
 Chapter 2: Connecting to Hosts

Starting Sessions

When you open Connection Central, all available profiles are displayed in
the main window. If you have configured multiple Profile Spaces in
HostExplorer, Connection Central displays the Profile Space level in the
directory tree when opened for the first time.

Windows 7 users can You can connect to a host using any of the following methods:
connect directly from a
jumplist, once Starting a Session from Connection Central All session profiles are
HostExplorer has been listed in the Connection Central main window. You can connect to a host by
pinned to the taskbar. double-clicking one of the session profiles, or by selecting a profile and
clicking Quick Connect on the File menu.
Starting a Session from the Open Session Dialog Box The Open Session
dialog box lists all session profiles and provides information about these
profiles. You can create new profiles in this dialog box, create folders in
which to store the profiles, and reconfigure existing profiles.
Starting a Session While in an Active Session You can start a new
session by clicking Quick Connect on the File menu, or by selecting New
Session Profile on the File menu of the active session window.

15
HostExplorer User’s Guide

Starting Duplicate Sessions If you want to access multiple connections

to a single host simultaneously, you can create a new session with the same
configuration as the original by selecting Duplicate Session on the File menu
of the active session window.
Opening Multiple Sessions in the Same Window HostExplorer lets you
maintain multiple host connections (to any terminal type) simultaneously
in one session window by selecting the Open Session In Same Window option
on the File menu to start new sessions. Only one session is visible at a time.
Starting Sessions from the Taskbar in Windows 7 If you are using
Windows 7, you can pin session profiles to the taskbar. You can hover over a
session taskbar icon and directly toggle the connection on and off, toggle
full-screen mode, or close the current terminal window.

To connect to a host from Connection Central:

1 Double-click Connection Central on your desktop.
2 Do one of the following:
• To open a session using an existing profile, double-click a profile. If
necessary, specify a host to which you want to connect and click OK.
For more information about • To create a new profile, on the File menu, select New HostExplorer
creating profiles, see Profile. The New Profile dialog box opens, where you can configure
“Introducing Profiles” on settings for the new profile.
page 21.

3 Click OK.

Note: If there is no security method specified in the profile, the

Unsecure Connection dialog box opens. For more information
about securing the connection, see Configuring a Secure
Connection.

If the connection is successful, the logon screen appears. Specify your

credentials to start the session.

16
 Chapter 2: Connecting to Hosts

To connect to a host from the Open Session dialog box:

1 On the Start menu, click HostExplorer in the Open Text product group.
The Open Session dialog box opens.

Note: If you configure multiple Profile Spaces in HostExplorer, the

Open Session dialog box displays the Profile Space level in the
directory tree when opened for the first time. Subsequently, it
opens in the location from which the last file was opened.

2 To open a session, do one of the following:

For more information, see • To open a session using an existing profile, specify the name of the
Open Session dialog box host to which you want to connect in the Host Name box in the Open
in HostExplorer Help. Session dialog box, and then double-click the profile name. If the
host is not specified, the user is prompted to supply this
information before a connection is made.
• To open a session using a new profile, click the Create New Profile
button. The New Profile dialog box opens, where you can configure
settings for the new profile.

3 Click OK.

If the connection is successful, the logon screen appears. Specify your

credentials to start the session.

To start a new session while in an active session:

1 On the File menu, click New Session Profile. The New Profile dialog box
opens, where you can configure settings for the new profile.
2 Click OK.

If the connection is successful, the logon screen appears. Specify your

credentials to start the session.

17
HostExplorer User’s Guide

To start a duplicate session:

If you want to access multiple connections to a single host simultaneously,
you can create a new session with the same configuration as the original.
You can save a 1 On the File menu, select Duplicate Session. A duplicate session opens in
multiple-session screen a new window.
configuration as a layout.
For more information, see 2 To switch views between sessions, select a different session from the
“Working with Layouts” on Window menu. For more information about switching views, see
page 25. “Working with Multiple Sessions” on page 18.

To open multiple sessions in the same window:

HostExplorer lets you maintain multiple host display connections (to any
terminal type) simultaneously in a single session window. Only one session
is visible at a time.
1 In Connection Central, double-click a profile to open a connection to a
host.
2 On the File menu, select Open Session In Same Window. When this
option is enabled, all sessions open in the same window. The Open
Session dialog box opens.

3 Double-click a HostExplorer session profile. The session appears in the

original window.

Working with Multiple Sessions

To view a different active session:

You can use any of the following methods to switch between active sessions.
The sessions can be in the same window or in separate windows.
• On the Window menu, select Next Session or Previous Session.
• On the Window menu, select a session from the list.
• On the File menu, point to Recent Sessions and select a session from the
list.
• Press the key combination CTRL-N (3270 and 5250 only).

18
 Chapter 2: Connecting to Hosts

• Add the Next Session and Previous Session buttons to the active toolbar
and use them to switch between sessions. For more information see
“Customizing Toolbars” on page 88.
• Click a session button on the Session List toolbar. You can access this
toolbar by enabling it in the Customize Toolbars dialog box.

Accessing Sessions Using the Session List Toolbar

The session list toolbar contains a list of active sessions and displays the
terminal type icon followed by the window title of all active sessions. The
list is updated each time a session is opened or closed. You can switch
between active sessions by clicking a session button on the toolbar. The
active sessions can be in the same window or in different windows.

To enable the session list toolbar:

1 In a HostExplorer session window, on the Tools menu, select Customize
Toolbars. The Customize Toolbars dialog box opens.

2 On the Scheme page, in the Toolbars list, select Session List Toolbar. The
toolbar appears on the screen. You can position it anywhere on the
screen, or double-click it to anchor it in the session window.

19
HostExplorer User’s Guide

To save the session list toolbar in a scheme:

1 In a HostExplorer session window, select Customize Toolbars on the
Tools menu. The Customize Toolbars dialog box opens.

2 On the Scheme page, do one of the following:

• To add the session list toolbar to an existing scheme, select a preset
scheme and select Session List Toolbar.
• To create a new toolbar scheme, clear the selected scheme and select
Session List Toolbar. You can then configure other functions and
options that you want to include in the toolbar scheme.

3 Click the Save As button (above the Scheme box). The Save Scheme As
dialog box opens.
4 Type a name for the scheme and select a Profile Space in which to save
it.
5 Click OK to close the dialog box.

To display the session list toolbar in the session window:

1 In a HostExplorer session window, select Session Proper ties on the
Options menu. The Session Profile dialog box opens.

2 In the Toolbar category, click General.

3 In the Toolbar Scheme box, select a scheme that contains the session list
toolbar.
4 Click OK to close the dialog box.

Closing a Session
Windows 7 users can When you close a session, you are terminating the connection with the host
toggle connections from system. To ensure that you close any active processes on the host, it is
the taskbar. recommended that you log off before closing your session.
If the host system disconnects unexpectedly, you can use the default
disconnect setting, Keep Session Window Open, to keep the session window
open when the session is terminated. You can also change the disconnect
options.

20
 Chapter 2: Connecting to Hosts

To disconnect from a host, on the File menu, select Disconnect.

To change the disconnect action:

You can specify how you want HostExplorer to respond to an unexpected
disconnect.
1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Connection category, and click Other.
3 In the Upon Disconnect From Host list, click one of the following options:
• Close Session Window—Closes the session window when the
connection is terminated.
• Keep Session Window Open—Keeps the session window open.
• Restart Session—Forces HostExplorer to re-connect to the host.
• Show ‘Open Session’ Dialog—Opens the Open Session dialog box.
If the host terminates the only open window, this option lets you
connect to another session without having to start the program.

Introducing Profiles

To establish a connection to a host, you must use a session profile. You can
use default session profiles (provided with HostExplorer), or you can create
custom profiles. A session profile contains default settings that control
session appearance and functionality, as well as information needed to
connect to a host (such as the host machine name or IP address and the host
terminal type).

Note: Open Text products support both IPv4 and IPv6. You can
provide either IP format when specifying the host address, as long
as the host supports the provided IP format. If you provide a
symbolic host name (this.address.com), the IP format used
depends on the address returned by the DNS server.

21
HostExplorer User’s Guide

Creating a Profile

To create a profile:
1 In the Open Session dialog box, open the folder where you want to store
your profile. If you do not specify a folder, the profile is saved in
Connection Central.
2 Click the Create New Profile button (next to the Folder box). The New
Profile dialog box opens.

Note: Once HostExplorer is pinned to the taskbar, Windows 7

users can open this dialog box from a jumplist. Right-click the
HostExplorer icon on the taskbar and select Create New Profile.

3 In the Profile Name box, type a name for your profile. A profile name
cannot contain any of the following characters: \ / : * ? “ < > | ;

22
 Chapter 2: Connecting to Hosts

For more information, see 4 In the Profile Type list, select a connection profile type. You can select a
“Introducing Profiles” on display session profile (3270, 5250, or VT), a printer session profile
page 21. (3270 or 5250), or a profile template (which specifies the type as well as
other parameters for a new session profile).
Default profiles for both display and printer connections appear in the
Profile Type list. To disable the display of default profiles in this dialog
box, clear the Display Default Profiles In New Profiles Window option on
the Advanced Page page in HostExplorer Global Options. If you disable this
option and there are no available template profiles, the OK button in the
New Profile dialog box is disabled.

For more information, see 5 You can set session profile options immediately, or you can create a
“Setting Profile Options” profile first and set the profile options later. To set profile options now,
on page 71. use the Proper ties button. Click the arrow to display a list of shortcuts to
profile option categories, and then click a shortcut to go directly to that
category in the Session Profile dialog box.

For more information, see 6 In the Theme box, you can use the default theme for the new profile, or
“Introducing Themes” on you can apply a different preset or custom theme. If you do not want to
page 75. apply a theme to the profile you are creating, select None. You can create
custom themes in the Customize Themes dialog box.
For more information, see 7 In the Connect By list, select a connection method. Subsequent options
New Profile Dialog Box in vary depending on the connection method that you select.
HostExplorer Help.
8 Click OK to save the profile and close the New Profile dialog box.

23
HostExplorer User’s Guide

Using Templates
If an existing session profile contains settings that you want to use again,
you can save the profile as a template. A template configuration determines
the properties of any new profiles created from that template.
Any session profile in the Templates directory can serve as a template for a
new profile.

To create a session profile based on a template:

1 In Connection Central, open the folder in which you want to store your
new profile.
2 On the File menu, select New HostExplorer Profile. The New Profile dialog
box opens.
3 In the Profile Type box, select the template file on which you want to
base the new profile. The properties of the selected template
automatically appear in the New Profile dialog box.
4 In the Profile Name box, type a name for the new profile.
5 Click OK.

The new session profile inherits the properties of the specified template.

Managing Session Profiles

For information about You can use the Open Session dialog box to configure profiles. You can also
creating profiles, see use it to manage saved layouts. For more information, see “Working with
“Starting Sessions” on Layouts” on page 25.
page 15.

Configuring Profile Settings

For descriptions of profile Profile settings let you customize components of the session window and
settings, see the Setting configure the functionality of HostExplorer features.
Profile Options topic in
HostExplorer Help.

24
 Chapter 2: Connecting to Hosts

To configure profile settings:

1 On the Start menu, click HostExplorer in the Open Text product group.
The Open Session dialog box opens.
2 Right-click a session profile and click Proper ties. The Session Profile
dialog box opens.
3 Double-click a folder to access the settings you want to configure.

Working with Layouts

HostExplorer lets you work with multiple sessions at a time. If you have a
working environment that you use frequently, you can save it as a layout. For
example, if you often work with several sessions placed at specific positions on
the computer screen, you can save this working environment to reuse.

To create and save a layout:

1 Position and size your session windows so that they are ready to be
saved as a layout.

2 On the File menu of any session window, select Save Layout. The Save
Layout dialog box opens.

25
HostExplorer User’s Guide

3 In the Selected Sessions area, select the sessions that you want to be
saved in the layout.
4 In the Folder area, navigate to the location in which you want to save the
layout and select a folder.
5 In the Layout Name box, type a name for the new layout.
6 Click Save.

To open a layout:
1 On the File menu of a session window, select Open Layout. The Open
Layout dialog box opens.

2 Select the layout you want to open and click Open. HostExplorer opens
the sessions in the same position and size as they were in when they
were saved.

Opening Profiles in a Profile Space

When you start HostExplorer from the Start menu, the Open Session dialog
box opens, displaying the Connection Central directory contents. If you
have created Profile Spaces, the dialog box displays the Profile Space level in
the directory tree when started.

26
 Chapter 2: Connecting to Hosts

To access the profiles that you want to use, select and open a Profile Space.

27
Chapter 3
Enterprise Administration

Administering HostExplorer 31
Migrating from Other Terminal Emulators 31
Centralizing Administration with HostExplorer
Web-to-Host 32
Centralized Profile Management 33
Controlling Feature Access 37
Providing a Uniform Look and Feel 40
Automating Tasks 42
Securing Connections 48
Transferring Data with FTP 50
Consolidating Print Queues 53
Monitoring Events and Troubleshooting 53
Troubleshooting Users’ Sessions 55
 Chapter 3: Enterprise Administration

Administering HostExplorer

HostExplorer offers numerous options for administrators to set up and

maintain terminal emulation environments for end users.

Migrating from Other Terminal Emulators

For more information, see HostExplorer offers several solutions for converting settings and features from
HostExplorer Migration other terminal emulators. Your organization can avoid the cost of retraining
Wizard Help. and reduced productivity if you are migrating from another emulation solution
by providing a familiar environment in preconfigured menu, toolbar, and
profile schemes and themes. HostExplorer offers a number of preconfigured
environments that mimic the user interface and keyboard behaviour of other
terminal emulators, which can be further customized to suit your needs.

Migrating User Settings

For more information, see HostExplorer Migration Wizard is a powerful user-friendly utility that
“Migrating Settings with reduces migration overhead by migrating user settings and macros created
the Wizard” on page 241. for Attachmate Extra!, IBM Personal Communications, and RUMBA to
HostExplorer files and macros.

31
HostExplorer User’s Guide

Converting Files Using the Command Line

For more information, see HostExplorer Migration Wizard can also be used as a command line tool
“Migrating Settings from using command line options to perform file conversions. As with the wizard
the Command Line” on interface, you can perform both single file conversions and batch file
page 248.
conversions from a specific directory.

Converting Macros and Profiles

For more information, see HostExplorer provides a utility that lets you convert RUMBA, Attachmate
“Macro and Profile Extra!, and IBM Personal Communication macros and profiles into
Converter” on page 252. HostExplorer Basic files. Macro and Profile Converter keeps original files
intact and lets you specify a destination folder for converted files. You can
convert individual files or entire directories.

Centralizing Administration with HostExplorer Web-to-Host

For more information, see Deploying HostExplorer Web-to-Host sessions lets administrators
Open Text Web-to-Host centralize the administration of installation, configuration, and
and Deployment Wizard maintenance of sessions for all their users.
User’s Guide or
HostExplorer Web-to-Host
Wizard Help.

32
 Chapter 3: Enterprise Administration

Feature Control
HostExplorer Web-to-Host Wizard provides total administrative control
over features and settings available to the user.

Web-to-Host
With HostExplorer Web-to-Host Wizard, administrators can deploy
HostExplorer to any number of users as a browser-accessible session that
does not require anything to be pre-installed on the client machine.
Depending on which options are selected, sessions can run in any
supported browser. For more advanced requirements (for example,
multiple toolbar support) sessions can run in their own session frame,
resembling a traditional desktop emulation solution.

Minimize the Session Footprint

HostExplorer Web-to-Host Wizard provides many configuration options to
help administrators meet the needs of their users by deploying a thin,
browser-based emulation client that contains only those features required.

Deploy Session and Product Updates

Administrators can also deploy updates of HostExplorer, ensuring users are
automatically using the latest settings and features without the users having
to perform a manual upgrade.

Centralized Profile Management

For more information, see HostExplorer’s multiple Profile Space feature provides a secure framework
Profile Space Management for central administration without the need for proprietary administrative
Help. servers. Administrators can manage and make profiles available from
central or distributed Profile Space repositories. Repository types include
both file shares and LDAP (or Active Directory) servers.

33
HostExplorer User’s Guide

Customizing Sessions for Different Users

For more information, see Administrators can provided customized session profiles for different types
“Profile Space of users and publish them to specific Profile Spaces, providing a simplified
Administrator Tools” on and secure environment for the user. There is no limit to the number of
page 145.
Profile Spaces that a user can be allowed to access and there is no limit to the
number of Profile Spaces that can be created. Using multiple Profile Spaces
lets administrators tailor profiles specifically for different types of users (for
example, by business unit) and publish them to the relevant group of users.

Publishing Profiles
For more information, see The Profile Publishing Wizard is an administrative tool that lets administrators
Profile Space Management publish profiles stored locally to an existing Profile Space. Administrators can
Help. use this tool to set up and test profiles locally before making them available to
their users, or to publish modifications to existing profiles.

34
 Chapter 3: Enterprise Administration

For more information, see The Profile Publishing Wizard ensures that all files (for example, schemes,
“About Profile Publishing keyboard maps) needed by the profiles selected for publishing are copied to
Wizard” on page 150. the correct locations along with the profiles themselves.

Customize Installations with Sconfig

For more information, see When using Sconfig, administrators can modify the parameters of Open
Sconfig Help. Text Connectivity software installation and create custom packages that are
deployed silently to users’ workstations. Relying on Windows installer
standards, this administrative tool creates Windows transform .mst files,
which remain completely compatible with Windows Installer technology.

35
HostExplorer User’s Guide

Once created, these packages can be deployed through Microsoft SMS,

SCCM, or any other third party deployment system.

Managing Profiles in Connection Central

For more information, see HostExplorer provides a simple and intuitive method to establish host
Connection Central Help. connections through Connection Central, which is fully integrated with
Windows Explorer.

36
 Chapter 3: Enterprise Administration

Administrators can use this interface to organize and provide immediate

access for their users to XStart, Xsession, TN3270, TN5250, VT, 3270
printer, 5250 printer, and FTP profiles, as well as Web-to-Host and
Deployment projects.

Controlling Feature Access

Administrators who create and enforce desktop software usage policies can
ensure their users have access to all the features they need, as well as simplify
their workspace by providing only the features they need. You can prevent users
from accessing specific features using HostExplorer Feature Access
Management, which lets you control the selection of system commands and
option settings available to users through the keyboard, toolbars, and menus.

37
HostExplorer User’s Guide

Simplifying the User Desktop

For more information, see Administrators can provide a simplified work environment for their users
“Customizing the by specifying which HostExplorer features are available to them.
HostExplorer Environment” Preconfigured schemes and themes for customized menus and toolbars are
on page 71.
available that resemble a variety of popular terminal emulator user
interfaces to make the transition from other products invisible to the user.

Locking Down the User’s Desktop

For more information, see Administrators can disable access to specific HostExplorer features using
“Disabling HostExplorer HostExplorer Feature Access Management. Regardless of feature
Features” on page 78. accessibility through menus, dialogs, shortcuts, or toolbars, the
locked-down features are inaccessible to the user. Feature access settings can
be password protected.

38
 Chapter 3: Enterprise Administration

Customizing Menus
For more information, see Administrators that are looking for complete control over the user desktop
“Customizing Menus” on are able to selectively disable menu items, improving the user experience.
page 84.

Customizing Toolbars
For more information, see To further customize the work environment, administrators can create
“Customizing Toolbars” on custom toolbars that provide only those functions required by their users
page 88. and apply them to user profiles.

39
HostExplorer User’s Guide

Customizing Session Settings

For more information, see HostExplorer lets users and administrators customize session properties by
“Customizing Session editing profile-specific settings. The Session Profile dialog box provides
Properties” on page 81. administrators with the ability to create a custom interface for session
settings, enabling them to provide a selected list of modifiable settings to
their users.

Providing a Uniform Look and Feel

Using Schemes
For more information, see Administrators can save groups of property settings as schemes and apply
“Introducing Schemes” on them to specific profiles so end users do not have to customize individual
page 73. session properties each time they connect to a host.

40
 Chapter 3: Enterprise Administration

There are schemes that affect connection settings (such as choice of

authentication or security protocol), and those that affect feature
availability (such as toolbar option, menu option, and session properties
schemes).

Using Themes
For more information, see Administrators can also store the configuration of multiple groups of
“Introducing Themes” on settings (schemes) into a theme, which can provide users with a consistent
page 75. look and feel for their HostExplorer environment. HostExplorer also
provides many preconfigured themes that provide users with a variety of
familiar traditional terminal emulator environments. When creating a new
session, users can launch a connection with any themes made available by
their administrator.

41
HostExplorer User’s Guide

Customizing the Terminal Keyboard

For more information, see HostExplorer lets you customize the functionality of the mouse and the
“Customizing the keyboard by configuring their assigned functions. To customize the
Keyboard” on page 92. keyboard, you can assign values, functions, Quick-Keys, Quick Scripts, or
macros to any key or key combination using the keyboard utility.

Automating Tasks
For more information, see Administrators can automate tasks such as the execution of command
“Automating Sessions” on sequences and scripts using Quick-Keys, Macros, and Quick Scripts by
page 159. assigning actions to specific system-initiated or host-initiated events.

42
 Chapter 3: Enterprise Administration

Quick Scripts
For more information, see Using Quick Scripts requires no programming knowledge. Administrators
“About Quick Scripts” on can record an original Quick Script or edit an existing Quick Script file in
page 160. Quick Script Editor.

Sample Quick Scripts for HostExplorer and HostExplorer FTP are available
in the Accessories folder in the User Files directory.

43
HostExplorer User’s Guide

Macros
For more information, see HostExplorer Basic Workbench, a Microsoft VBA-like Basic interpreter and
“Recording and Editing compiler, lets you write macros using the Basic Script tool. Using the Macro
Macros” on page 163. Recorder, you can record keystrokes, mouse actions, and other session
events and save them as macros to be used on their own or as part of a larger
HostExplorer BASIC application.
Sample macros are available in the Accessories folder in the User Files
directory.

44
 Chapter 3: Enterprise Administration

Hotspots
For more information, see Hotspots are designated text strings or regions on the host screen that are
“Customizing Hotspots” recognized by HostExplorer when they appear and execute predefined
on page 168. functions when clicked. They appear on the host screen as a button or other
identifiable region depending on your configuration settings.
You can assign hotspots to any action, editing, or character key, and have
them execute system commands, macros, Quick-Keys, and Quick Scripts.
For example, you could use a hotspot to create a hyperlink from a host
menu screen, allowing users to run a macro or to issue a host command by
clicking on the menu item in the host program.

45
HostExplorer User’s Guide

Events
For more information, see HostExplorer lets administrators automate tasks by assigning actions to
“Handling Events” on specific system or host-initiated events. For example, you could
page 173. automatically engage the Save-Screen feature when a specified string is
received from the host, or you could program HostExplorer to execute a
Quick Script when your session connects to the host. You can assign events
to actions such as system commands, action keys, editing keys, and
characters.

46
 Chapter 3: Enterprise Administration

Quick-Keys
For more information, see Quick-Keys are shortcuts that store a sequence of strings and commands
“Using Quick-Keys” on that can either be sent to the host or used to perform an operation locally in
page 177. the emulator. HostExplorer lets you assign Quick-Keys to keyboard
mappings, mouse actions, hotspots, toolbar buttons, and the right-click
(track) menu.

Automating Login
For more information, see You can automate your login procedure using Quick-Keys, Quick Scripts, or
“About Automating Login (for mainframe connections) the Express Logon Feature. In addition, the
Procedures” on page 182. HostExplorer 5250 emulator supports Single Sign-On using your Windows
Active Directory credentials.

Customizing with APIs

HostExplorer offers several Application Programming Interfaces (including
HLLAPI, OLE Automation, and COM), that enable programmers to, for
example, call HostExplorer functionality from their applications or query
the status of sessions.
For more information, see HostExplorer Programming Help.

47
HostExplorer User’s Guide

Securing Connections
For more information, see HostExplorer features a robust and complete security feature set across all
“Configuring a Secure of its components in order to help organizations meet their security and
Connection” on page 59. compliance objectives.

Open Text Secure Shell

For more information, see HostExplorer supports the Secure Shell 2 protocol with the Open Text
“Open Text Secure Shell” Secure Shell add-on, which offers FIPS 140-2 compliant encryption and
on page 61. offers support for port-forwarding, tunnel monitoring, and a wide variety
of authentication methods. It is fully and transparently integrated with
HostExplorer.

48
 Chapter 3: Enterprise Administration

Securing with Kerberos

For more information, see HostExplorer includes Open Text Kerberos and Microsoft Kerberos clients.
“Configuring the Kerberos MIT Kerberos is supported and can be downloaded.
Client” on page 63.
Open Text Kerberos is a network authentication service for open network
computing environments where simple password authentication cannot
provide the level of security needed.

Microsoft Kerberos offers Single Sign-On for SSH hosts and AS/400 servers
by using a user's Kerberos-based Windows login credentials.

49
HostExplorer User’s Guide

Encrypting with SSL/TLS

For more information, see Open Text products support the Secure Socket Layer/Transport Layer
“About SSL/TLS” on Security (SSL/TLS) protocol to encrypt all traffic between a client and
page 64. server by providing server and client authentication, which proves the
identity of the server and can also authenticate the client.

Proxy Connections
For more information, see A proxy server is the simplest secure solution to provide access to your host
“About Proxy for users connecting from outside your corporate network without
Connections” on page 66. compromising your security policies. External users who need to access a
host do not require administrators to implement additional security or
complex VPN solutions.
Using a proxy server in HostExplorer simply requires the administrator to
add the address of the proxy server on the Proxy page of the Security
category in the Session Profile dialog box. You can specify SOCKS, HTTP, or
a Secure Shell tunnel as a proxy server type.

Integrated SOCKS Support

SOCKS is a networking proxy protocol that enables hosts on one side of a
SOCKS server to gain full access to hosts on the other side of the SOCKS
server without requiring direct IP detection. SOCKS is often used as a
network bridge, redirecting connection requests from hosts on opposite
sides of a SOCKS server. The SOCKS server authenticates and authorizes
requests, establishes a proxy connection, and relays data between hosts.

Transferring Data with FTP

HostExplorer comes with two FTP clients (HostExplorer FTP and Classic
FTP) that enable users to exchange files with FTP and SFTP servers on a
variety of hosts including AS/400, UNIX, and mainframe.
HostExplorer FTP runs in Windows Explorer and is the default FTP client
installed with HostExplorer. Classic FTP client can be installed through a
Custom or Complete installation and offers a traditional two-pane view of
the local and remote file system.

50
 Chapter 3: Enterprise Administration

HostExplorer FTP
For more information, see HostExplorer FTP is integrated with Windows Explorer. After an FTP
Chapter 10: HostExplorer profile is created in Connection Central, the user can browse the host
FTP. system using this familiar interface. It also lets you interact with the remote
server through double-click and drag-and-drop.

51
HostExplorer User’s Guide

Synchronizing FTP File Transfers

For more information, see Administrators can use HostExplorer FTP Synchronization Wizard to
“Synchronizing Files” on perform mass file transfers, copying entire directories at once and
page 200. synchronizing them between local desktops and FTP servers. You can create
synchronization profiles, which consist of lists of files or directories to be
synchronized between a server and a desktop.

Building FTP Scripts

HostExplorer FTP provides a wide range of APIs that let you automate and
use HostExplorer FTP functionality from within your own programs and
scripts, including HostExplorer BASIC. Examples of available functionality
include remote file transfers, remote file management, and local disk and
and directory operations.

52
 Chapter 3: Enterprise Administration

Consolidating Print Queues

HostExplorer Print Services lets administrators manage thousands of print

queues on a single machine, either locally or remotely. You can also
distribute reports from host computers to any LAN printer in your
enterprise network.

Managing Print Jobs

For more information, see HostExplorer Print Services lets administrators of mainframe and AS/400
“Introducing HostExplorer systems consolidate their print queues on a single Windows server instead
Print Services” on of managing individual desktop print queues.
page 213.

Monitoring Events and Troubleshooting

To create and view reports of Open Text product installations,

administrators can use Event Monitoring Server. This application lets you
trace product installation, component usage, and user information for
Open Text products installed on a particular host.

Monitoring Installation and Activity Events

For more information, see Event Monitoring Server (EMS) is a tool designed to help administrators
Event Monitoring Client gather information about their Open Text Connectivity infrastructure.
Settings in Administrator
Toolkit Help.

53
HostExplorer User’s Guide

EMS Client The EMS Client is installed with each Open Text
Connectivity application. It reports installation and activity information to
the EMS Server.

EMS Server The EMS Server comes as an ASP.NET application that runs
on the Microsoft Internet Information Server. It collects information from
EMS clients and stores it in a relational database (SQL Server or MySQL).
It offers several administrative views to display the information. For
example, the main screen provides administrators with the total number of
active users and active sessions running, which they can use to isolate a
specific user or machine in order to determine its activity.

54
 Chapter 3: Enterprise Administration

Troubleshooting Users’ Sessions

To troubleshoot users’ sessions, you can set up a share to view and control
your users’ active sessions remotely.

Sharing the User’s Desktop

For more information, see Help Desk uses Windows NetMeeting to allow an administrator to view
“Creating a Help Desk and control a user’s active HostExplorer session remotely for
Share” on page 231. troubleshooting purposes.

Creating a Trace
For more information, see You can also collect troubleshooting information using HostExplorer Trace
“About HostExplorer Trace Wizard, which is a tool that both users and administrators can use to collect
Wizard” on page 234. troubleshooting information. This wizard guides users through a succession
of simple steps to reproduce a problem and gather relevant information that
administrators can use to help solve users’ issues.

55
Chapter 4
Securing HostExplorer
Connections

Configuring a Secure Connection 59

Open Text Secure Shell 61
Creating a Secure Shell-enabled VT Connection 62
About Open Text Kerberos 63
Configuring the Kerberos Client 63
Securing Sessions with Open Text Kerberos 63
About SSL/TLS 64
Securing Sessions with SSL/TLS 65
About Proxy Connections 66
Enabling Proxy Support for a Session 66
Verifying Secure Connection Status 67
 Chapter 4: Securing HostExplorer Connections

Configuring a Secure Connection

Open Text Secure Shell—With a Secure Shell connection, multiple sessions

can connect using a single secure tunnel without renegotiating
authentication. You can configure Open Text Secure Shell options on the
Secure Shell page of the Connection category in the Session Profile dialog box.

To establish an SSH-enabled connection, you must purchase and install

Open Text Secure Shell, and then create a profile using the Secure Shell
protocol instead of Telnet.
Open Text Kerberos—Open Text Kerberos is a Kerberos client, which lets
you manage your Kerberos password and obtain Kerberos credentials.
Microsoft Kerberos (Active Directory)—The Microsoft Kerberos client
generates Kerberos credentials from your Active Directory credentials.
These are typically the credentials for your logged-in user name, providing
Single Sign-On functionality.
SSL/TLS—Secure Sockets Layer (SSL) is the industry standard protocol for
encrypting information sent over the Internet. SSL uses public and private
keys.
Proxy Connections— Support of the HTTP/HTTPS proxy protocol
ensures that all data transmitted from outside your network to the proxy
client are encrypted.
SOCKS—SOCKS is a proxy protocol that allows clients on the internal side
of a proxy server to have full network connectivity to a host on the external
side of the proxy server by redirecting network connections.

59
HostExplorer User’s Guide

To select and enable a Kerberos, SSL/TLS, Proxy, or SOCKS-enabled

session:
1 In the Session Profile dialog box, open the General page of the Security
category.

2 Select a security type.

3 Click the corresponding tab to specify options for the selected security
method.

60
 Chapter 4: Securing HostExplorer Connections

Open Text Secure Shell

Open Text Secure Shell is a client implementation of the Secure Shell

protocol (SSH2). This security application is composed of three security
components:
For more information, see • A client implementation of the Secure Shell protocol (SSH2) developed
the Open Text Secure Shell to provide additional security for the existing group of Open Text
User’s Guide or Open Text Connectivity products.
Secure Shell Help.
• Open Text Kerberos, Open Text’s implementation of the Kerberos 4 and
5 protocols. For more information, see “About Open Text Kerberos” on
page 63.
• SSL/TLS, which you can use to SSL-enable HostExplorer TN3270,
TN5250, and VT sessions, as well as HostExplorer FTP and Classic FTP
sessions. For more information, see “About SSL/TLS” on page 64.

61
HostExplorer User’s Guide

Creating a Secure Shell-enabled VT Connection

For information about To secure a HostExplorer VT session, create a VT session profile in
securing 3270 and 5250 HostExplorer that specifies one of the Secure Shell connection types. Each
connections with Secure of the Secure Shell options also specifies an authentication type.
Shell, see Creating a Proxy
HostExplorer Connection
Using Secure Shell. To create a Secure Shell-enabled connection:
1 In the New Profile dialog box, select VT Display in the Profile Type list.
2 If you have created a theme, you can select it from the Theme list.
Otherwise, default VT settings are used.
3 In the Connect By list, select one of the SSH connection methods, and
then specify the name or IP address of the host to which you want to
connect. The options that appear are determined by the connection
method you select.
For more information, see New Profile Dialog Box in HostExplorer
Help.

4 Each of the Secure Shell options also specifies an authentication type.

To provide the connection and authentication parameters necessary to
establish a Secure Shell connection to the host, click Proper ties. The
Session Profile dialog box opens, where you can configure options for
the new profile.

To configure Open Text Secure Shell profile options:

You can use the options on the Secure Shell page to apply a connection
scheme to a profile, set connection parameters by specifying a tunnel
profile, or override some of the specified tunnel’s connection settings for
the HostExplorer session profile.
1 Start a Secure Shell-enabled VT session (do not connect).
2 In the Session Profile dialog box, expand the Connection category and
click Secure Shell. For more information, see Connection Category—
Secure Shell Options in HostExplorer Help.

62
 Chapter 4: Securing HostExplorer Connections

About Open Text Kerberos

Kerberos is an authentication mechanism used by Microsoft Windows,

UNIX, and other operating system platforms. Open Text Kerberos is a
Kerberos client, which lets you manage your Kerberos password and obtain
Kerberos credentials.
Open Text Kerberos combines the functionality of the kinit, klist,
kdestroy, passwd, and kpasswd commands in one user interface.

Configuring the Kerberos Client

For more information about Once HostExplorer is installed, you can configure the Kerberos client for
configuring the Kerberos your Kerberos realm. When you enter your user name at authentication
client, see Open Text time, Open Text Kerberos automatically appends your default realm.
Kerberos Help.

Note: The host administrator can provide you with this previously
defined Kerberos realm. Also, the administrator should provide
you with the server address of the Key Distribution Center (KDC).

Securing Sessions with Open Text Kerberos

To secure your sessions using Open Text Kerberos, you can create a new
profile, or enable Kerberos security in an existing profile.

Note: Security options are not available when you are connected
to a host. To add or change security settings, you must first
disconnect from the host.

Open Text Kerberos must be configured to connect to the Kerberos server

and retrieve tickets for authentication before you can connect using
HostExplorer. Once the tickets are obtained from the Kerberos server,
HostExplorer can use these tickets to authenticate and connect to services
installed on the Kerberos server. For more information, see “Configuring
the Kerberos Client” on page 63.

63
HostExplorer User’s Guide

To enable Open Text Kerberos security:

1 In the Session Profile dialog box, open the General page of the Security
category.
For more information, see 2 Select Kerberos in the Security Options area, and then click the Kerberos
the Kerberos options in the tab.
Security Category in
HostExplorer Help.

3 Specify Kerberos settings, and then click OK.

About SSL/TLS

Open Text uses the Secure Socket Layer/Transport Layer Security (SSL/TLS)
protocol to encrypt all traffic between a client and server by providing the
following:
• Server authentication—Proves the identity of the server.
• Client authentication—Proves the identity of the client (optional).
• Encryption—Ensures that the transmission of communication between
the server and the client cannot be read by a third party.
64
 Chapter 4: Securing HostExplorer Connections

Securing Sessions with SSL/TLS

To secure your sessions using SSL/TLS, you can create a new profile, or
enable SSL/TLS in an existing profile.

Note: Security options are not available when you are connected
to a host. To add or change security settings, you must first
disconnect from the host.

To enable SSL/TLS security:

For more information, see 1 In the Session Profile dialog box, open the General page of the Security
the SSL/TLS page of the category.
Security Category in
HostExplorer Help. 2 Select SSL/TLS in the Security Options area, and then click the SSL/TLS
tab.

3 Specify SSL/TLS settings, and then click OK.

65
HostExplorer User’s Guide

About Proxy Connections

A proxy server is the simplest secure solution to provide access to your host
for users connecting from outside your network without compromising
your security policies. HostExplorer supports HTTP/HTTPS, SOCKS, and
Secure Shell Proxy Servers.

Enabling Proxy Support for a Session

To secure your sessions using a proxy server, you can create a new profile or
enable proxy support in an existing profile.

Note: Security options are not available when you are connected
to a host. To add or change security settings, you must first
disconnect from the host.

To enable proxy support:

1 In the Session Profile dialog box, open General in the Security category.
2 Select Proxy in the Security Options area, and then click the Proxy tab.

66
 Chapter 4: Securing HostExplorer Connections

For more information, see 3 Specify a proxy server type (SOCKS, HTTP, or a Secure Shell tunnel).
the SSL/TLS or Proxy page
of the Security Category in 4 Specify settings appropriate to the proxy server type and then click OK.
HostExplorer Help.

Verifying Secure Connection Status

Once you have configured and enabled a security type for a session, you can
use either of the following methods to verify that your connection is secure.

To display the encryption status in the title bar:

1 In the Session Profile dialog box, expand the Session Window category
and click General.
2 Click the arrow at the end of the Window Title box and select Encryption
State. The contents of the Window Title box now includes the encryption
status replacement variable %e. Click OK.

The title bar displays Encrypted if the session is secure or Not-Encrypted if not.

To display the encryption status in the Operator Information Area (OIA)

or status line:
1 In the Session Profile dialog box, expand the Display category, and click
General.

2 Select one of the following:

• For a 3270 or 5250 connection, in OIA Line Mode, select Terminal
Style OIA Line or Windows Style OIA Status Bar.
• For a VT connection, in Status Line Mode, select Terminal Style
Status Line or Windows Style Status Bar.

3 Click OK.

If the connection is secure, a key icon appears (if you selected Terminal Style)
in the OIA line or the status line of the session. A lock icon appears if you
selected Windows Style. The SSL key symbol does not appear for sessions
that do not use HE_Bitmap or HE_TERMINAL fonts. The (§) symbol is
used for other font types.
67
Chapter 5
Configuring the HostExplorer
Environment

Customizing the HostExplorer Environment 71

Preserving the User Experience 71
Setting Profile Options 71
Introducing Schemes 73
Introducing Themes 75
Customizing Feature Availability 78
Disabling HostExplorer Features 78
Customizing Session Properties 81
Creating Session Properties Schemes 82
Customizing Menus 84
Creating Menu Schemes 84
Customizing Keyboard Shortcuts for Menu Items 86
Customizing Toolbars 88
Creating, Moving, and Deleting Toolbars 88
Customizing the Mouse and Keyboard 90
Configuring the Mouse 91
Customizing the Keyboard 92
Customizing an Existing Keyboard Configuration 95
Configuring Global Options 96
 Chapter 5: Configuring the HostExplorer Environment

Customizing the HostExplorer Environment

For more information, see HostExplorer provides numerous options that you can configure to create a
“Controlling Feature customized work environment. You can set session profile options in the
Access” on page 37. Session Profile dialog box (accessible from the Options menu).
Administrators can provide a simplified environment by specifying which
menu, toolbar, and profile options are available for the end-user using the
customizing options in the Tools menu. Administrators can also disable
access to certain HostExplorer features using HostExplorer Feature Access
Management, and configure global options.

Preserving the User Experience

If you are making the transition from another terminal emulation product
to HostExplorer, you can preserve the look, feel, and functionality that you
are accustomed to using preset schemes and themes. HostExplorer includes
schemes and themes for Extra!, Personal Communications, and RUMBA.
You can apply individual schemes, or use a theme to quickly apply a variety
of setting schemes such as keyboard mapping, color, and font.

Setting Profile Options

For more information, see HostExplorer lets you customize session properties by editing settings in the
Configuring Profile Options Session Profile dialog box (accessible from the Options menu).
in HostExplorer Help.
You can use this dialog box to specify connection and securing settings,
configure computer peripherals, modify the look and feel of the terminal
screen, or simplify or automate repetitive tasks. You can also create settings
schemes for all profile option categories.
You can configure the following session property categories in the Session
Profile dialog box:

• Connection and Security

• Terminal, Display, Color, and Fonts
• Keyboard, Hotspots, and Edit
• Print, File Transfer, FTP, and Session Window

71
HostExplorer User’s Guide

• Themes, Toolbar, and Menu

• Mouse, Sound, and Events
• Shortcuts, Track Menu, Capture, and Session Properties

To configure session profile options:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.

You may need to select a 2 Open the folder of the category that you want to customize (for
different tab within the example, to create a color scheme, open the Color category).
category to access specific
options. 3 Modify the options that you want to change.
4 If you want to save the group of modified options as a scheme, click the
Save Scheme As button. Specify the Profile Space in which you want to
save the scheme and type a name for the scheme.
5 Click OK to close the Save Scheme As dialog box.
6 Click Apply if you want to apply the new settings to the active session
window, or click OK to close the dialog box.

72
 Chapter 5: Configuring the HostExplorer Environment

Introducing Schemes

You can save groups of property settings as schemes and apply them to
specific profiles so that you do not have to customize individual session
properties each time you connect to a host.
There are two types of schemes: those that affect the session window
appearance (such as color and keyboard schemes), and those that affect
feature availability (such as toolbar option, menu option, and session
properties schemes).
Scheme files automatically load into the following directory:

Windows 7/Server 2008/2008 R2/Vista:

C:\Users\user\AppData\Roaming\
Hummingbird\Connectivity\version\HostExplorer\Scheme

Windows XP/Server 2003:

C:\Documents and Settings\user\Application Data\
Hummingbird\Connectivity\version\HostExplorer\Scheme

All option categories have a default scheme for each connection type (3270,
5250, and VT). For each category, you can assign the default scheme, a
pre-configured scheme, or you can create a custom scheme. You can also
save a group of schemes as a custom theme.

To create a scheme:
1 In the Session Profile dialog box, open the category in which you want
to create a scheme. For example, to create a new color scheme, click the
General tab in the Color category.

If the Scheme box does not appear on the General page, select a different
tab. For example, to access the Scheme box in the Hotspots category,
click the Assignments tab.

73
HostExplorer User’s Guide

2 Configure the profile settings that you want to use in the scheme.

3 If you want to save the group of modified settings as a scheme, click the
Save Scheme As button. The Save Scheme As dialog box opens.
4 In the Scheme Name box, select a Profile Space and type a name for the
scheme. Click OK to close the dialog box.
5 Click OK in the Session Profile dialog box to save the scheme and close
the dialog box.

To apply a preconfigured scheme:

1 In the Session Profile dialog box, select General in a category in which
you want to apply a scheme. For example, to apply a pre-set color
scheme, select General in the Color category.
2 In the Scheme box, select a preconfigured scheme from the list. The
settings for that scheme appear on the General page.
3 Click Apply if you want to apply the selected theme to the active session
window and override the settings in the profile.
4 Click OK to save the scheme and close the dialog box.

74
 Chapter 5: Configuring the HostExplorer Environment

Introducing Themes

HostExplorer lets administrators save groups of profile option

configurations as themes and distribute them to users. Themes can be
applied to any HostExplorer session to create a familiar work environment
and provide consistent session setups. You can configure single or multiple
themes.
For example, you could create two different profile themes for a VT
application: one for payroll and one for inventory. Each theme could
contain different settings for keyboard mappings, color schemes, or include
specific macros or quick scripts. When creating a new session, the user can
choose to start the connection with any of the themes that the administrator
has made available.
Theme files automatically load into the following directory:

Windows 7/Server 2008/2008 R2/Vista:

C:\Users\user\AppData\Roaming\
Hummingbird\Connectivity\version\HostExplorer\Scheme

Windows XP/Server 2003:

C:\Documents and Settings\user\Application Data\
Hummingbird\Connectivity\version\HostExplorer\Scheme

You can create new themes, modify existing themes, and assign themes to
session profiles. For each profile, you can assign the default theme, create a
custom theme, modify an existing theme or apply a preconfigured theme.
Default Themes HostExplorer provides preset themes as well as default
themes for each connection type (3270, 5250, and VT). These themes
contain default schemes for most session option categories, with the
exception of the Connection and Identity categories, which contain settings
that are profile-specific (for example, the host name). You can create a
custom theme that contains connection and identity schemes with settings
that are specific to your profile.

75
HostExplorer User’s Guide

Default themes appear automatically in the Theme box (for example, a 5250
session displays the Default 5250 theme). If you use the default or preset
theme for a profile, you can customize settings that are not controlled by the
theme. For example, if you select the Default VT theme for a VT
connection, you can enter a specific host name.
Customizing Themes You can create or modify themes using the
Customize Themes dialog box. If you want to change a setting in a category
that is controlled by the theme (that is, other than connection and identity)
select <none> in the theme box. To view the schemes contained in a theme,
select Customize Themes on the Tools menu and click the Customize tab.

To create or customize a theme:

1 On the Tools menu, select Customize Themes. The Customize Themes
dialog box opens.
2 Select the theme you want to customize, or a theme to use as a basis for
a new theme. Click New. The New Theme dialog box opens.
3 Select a Profile Space in which you want to save the new or customized
theme. In this dialog box, you can also enter a name for the custom
theme or accept the default name.
4 Select Star t With Defaults if you want to use the settings of the selected
theme as a basis for the new or customized theme.
5 Click OK to accept the settings and close the New Theme dialog box.

76
 Chapter 5: Configuring the HostExplorer Environment

6 Click the Customize tab. The Schemes area displays a list of profile
option categories and the current scheme assigned to each category.

7 Double-click a category to access a list of available schemes that you can

select to apply to the custom theme. If you want to retain the profile
default settings, select Profile in the Assignment column.
8 When you have finished, you can click Apply if you want to apply the
new settings to the active session window and override the settings in
the profile. Click OK to save the custom theme and close the dialog box.

To apply a theme to a profile:

1 In the Session Profile dialog box, select General in the Themes category.
2 In the Theme box, select a theme from the list.
3 Click Apply if you want to apply the selected theme to the current
session window and override the settings in the profile.
4 If you want to rename the theme or select a Profile Space in which to
save it, click the Save As button to open the Save Theme As dialog box.
Select a location and type a new name or accept the default name, and
then click OK. You can not save changes to the default theme.
5 Click OK to close the Session Profile dialog box.

77
HostExplorer User’s Guide

Customizing Feature Availability

Creating a customized environment lets administrators revise which

HostExplorer features are available to the end user, as well as which toolbar
and menu options appear in the end user’s session window. End users can
also customize their own session window. You can design the window and
screen peripherals for generic use, or to be specific to the current session.
Customizing the session window lets you do any of the following:
• Enable access to specific functions before distributing profiles to users.
• Design and create a workspace theme or select a preconfigured theme.
• Select preset schemes or create new schemes for session properties.
• Simplify the work environment for the end-user by selecting which
profile options are available for editing.
• Create and edit custom menus and toolbars for the terminal screen.
• Configure global options.

Disabling HostExplorer Features

HostExplorer Feature Access Management lets administrators selectively
disable various HostExplorer features. Disabled feature information can be
saved globally for all profiles or to a specific session profile.
Administrator Mode can be used by a system administrator to use any
feature in a session (whether or not it was initially disabled) from any
workstation. In HostExplorer Feature Access Management, administrators
can specify a password (by clicking the Administrator Password button)
that lets them enable and disable Administrator Mode. This password is
encrypted and saved in the HostEx.ini file and/or the profile.

78
 Chapter 5: Configuring the HostExplorer Environment

When Administrator Mode is enabled or disabled, the administrator is

prompted to enter the specified password. You can map the System
Function Toggle-Administrative-Mode to a menu, the keyboard, or the
toolbar and use it to toggle Administrator Mode on or off.

Note: If the administrator has stored passwords in both the

HostEx.ini file and in a profile, the profile password takes
precedence. If no password was previously set, no password is
required to enable or disable Administrator Mode.

To start HostExplorer Feature Access Management:

On the Windows Start menu, point to HostExplorer Tools and click
HostExplorer Feature Access Management.

To disable features:
1 In HostExplorer Feature Access Management, click the arrow to the right
of the Open button.

79
HostExplorer User’s Guide

2 To disable features globally, select HostEx.ini. To disable features for a

specific profile, select Profile to open the Open Profile dialog box, where
you can browse to and select a profile to configure.
The name of the selected file appears in Current File at the top of the
dialog box.

3 Select a function group, and then select the functions you want to
disable for that profile. To select or clear all functions in the list,
right-click in the Select Functions To Disable area and select Check All or
Uncheck All.

4 Click Administrator Password to set a password that lets you enable and
disable Administrator Mode. Click OK when finished.

5 In the HostExplorer Feature Access Management dialog box, click Save to

save the changes, or click Close to close the dialog box. If you click Close,
you are prompted to save or discard any changes you made.

To re-enable features using Administrator Mode:

You can add the Toggle- 1 Add the System Function Toggle-Administrator-Mode to the toolbar.
Administrative-Mode
function to a menu or 2 In the Session window (at any workstation), click the Toggle
toolbar, or map it to a Administrator Mode button. The HostExplorer Administrator Mode dialog
keyboard shortcut. box opens.

80
 Chapter 5: Configuring the HostExplorer Environment

3 Enter the Administrator password you specified in the Enter Password

dialog box and click OK. The following message appears:
HostExplorer Administrator Mode Turned On
You can toggle the Administrative mode on and off using the Toggle
Administrator Mode button. When it is off, the message displayed is:
HostExplorer Administrator Mode Turned Off

4 Click OK.
5 Open HostExplorer Feature Access Management and enable any or all
of the disabled features.

Customizing Session Properties

Administrators can use session properties schemes to create a custom

interface for session options. You can specify which profile options will
appear in the Session Profile dialog box of the specified profile. You can save
a group of session categories and options as a scheme and apply it to a
specific profile that is used each time a user makes that connection.
For example, you could create different schemes for Finance and Human
Resources that display only the session options that are relevant to each
department.
You can use customized session properties to do any of the following:
• Save time for end-users, who do not have to customize individual
session properties each time they start a connection.
• Provide a simplified work area, since only relevant profile options are
available.
• Preclude options that could cause problems if the settings were
modified incorrectly.
• Present end-users with a familiar work environment by selecting a
preconfigured scheme.
• Improve migration from other emulators by selecting preconfigured
schemes.

81
HostExplorer User’s Guide

Creating Session Properties Schemes

For each session properties scheme, you can assign the default scheme,
select a preconfigured scheme, or you can create a custom scheme.

To create a session properties scheme:

You cannot save changes 1 On the Tools menu, select Customize Session Proper ties. The Customize
to the default Session Session Proper ties dialog box opens.
Properties scheme.
2 Click New. The New Scheme dialog box opens.
3 Enter a name for the scheme. Select Start With Defaults if you want to use
the default session properties configuration as a basis for the new
scheme.
4 Click OK to save the scheme and close the New Scheme dialog box.
5 Click the Customize tab, and then do one of the following:
• If you are not starting with the default configuration, the Custom
Scheme box is empty.
You can drag and drop • If you are starting with the default configuration, the Custom
categories from the Default Scheme box contains the same categories and options as the Default
Scheme box to the Custom Scheme box. Proceed to the next step.
Scheme box.

82
 Chapter 5: Configuring the HostExplorer Environment

6 Use the context menu to insert a new category, rename a category, or

delete a category from the Session Properties scheme. In the Custom
Scheme box, right-click a category to access the context menu.

7 Right-click an option group in the Custom Scheme box to access the

context menu, which lets you rename options, or delete them from the
category.
8 Use the Move Up or Move Down arrow to change the order that the
categories and option groups appear in the customized Session Profile
dialog box.
9 When finished, click OK.

To apply a preconfigured session properties scheme:

1 On the Tools menu, select Customize Session Proper ties. The Customize
Session Proper ties dialog box opens.

2 In the Scheme box, select a preconfigured scheme from the list.

3 If you want to customize settings in the preconfigured scheme, click
Save As to rename the scheme, and then follow the procedure for
creating a Session Properties scheme.
4 Click OK to close the dialog box.

To modify a custom session properties scheme:

1 In a host session window, on the Tools menu, select Customize Session
Properties.
You cannot save changes 2 On the Scheme tab, select a session properties scheme from the
to the default Session drop-down list.
Properties scheme.
3 On the Customize tab, right-click a category that you want to modify.
Select an option from the track menu.
4 Click Apply if you want to apply the new settings to the active session
window and override the settings in the profile.
5 If you want to save the modified scheme as a new scheme, click Save As
on the Scheme page.
6 When finished, click OK to close the dialog box.

83
HostExplorer User’s Guide

Customizing Menus

Administrators can customize the work environment by designing or

selecting a menu layout and saving it as a menu scheme. You can have
complete control over the user’s desktop by disabling specific menu items to
simplify the work environment.
Using custom menu schemes, you can do any of the following:
• Simplify the session window by including only certain menu items.
• Hide or display specific features.
• Enable certain menu items for specific users.
• Edit or rename menu captions.
• Reorganize menus and menu options.
• Create submenus.
• Add shortcuts to specific HostExplorer functions.

For a complete list of Menus incorporate all HostExplorer system commands, host functions,
functions, see editing keys, macro commands and Quick Scripts.
“HostExplorer Functions”
in HostExplorer Help.
Creating Menu Schemes
You can create a custom menu scheme that you can apply to a session
profile. For example, you could use a custom menu for a specific session
and a generic menu for others.

To create a custom menu scheme:

1 In a host session window, select Customize Menus on the Tools menu.
The Customize Menus dialog box opens.
2 On the Scheme tab, click New to create a new menu scheme. The New
Scheme dialog box opens.

84
 Chapter 5: Configuring the HostExplorer Environment

3 Enter a name for the scheme.

Note: Select Start With Defaults if you want to use the default
menu settings as a basis for the new menu scheme. If Start With
Defaults is cleared, the Menus area on the Customize page is
empty.

4 On the Customize tab, right-click in the Menus area. If you want to

create a new menu, select Create New Menu from the context menu.
5 Enter a name for the new menu in the Create New Menu dialog box and
click OK.

Use the context menu to 6 Select a function group, and then drag and drop functions to the menu
insert a submenu, add a folder(s) until the menu scheme is complete. You can rename a menu
separator, view or change a item by double-clicking it in the Menus box and typing in a new name.
caption, or delete a
function.

85
HostExplorer User’s Guide

To modify a custom menu scheme:

1 In a host session window, on the Tools menu, select Customize Menus.
You cannot save changes 2 On the Scheme tab, select a menu scheme from the list.
to the default Menu
scheme. 3 On the Customize tab, right-click a menu folder that you want to modify
and select an option from the track menu. To add or remove functions,
follow the procedure for creating menu schemes.
4 If you want to save the modified scheme as a new scheme, click Save As
on the Scheme page.
5 Click Apply if you want to apply the new settings to the active session
window and override the settings in the profile.
6 When finished, click OK to close the dialog box.

Customizing Keyboard Shortcuts for Menu Items

You can reassign shortcut keys to your menu items using the Customize
Menus dialog box, accessible from the Tools menu. Key combination
assignments saved in this dialog box are automatically reflected in the
Keyboard Map dialog box.

Many menu items have keyboard shortcuts assigned by default. You can use
the Customize Menus dialog box to assign a shortcut, change a shortcut
assignment, reset the assignment to the default shortcut (if any), or clear a
specified shortcut.

Note: Shortcut options are enabled when a menu item is selected.

To assign a shortcut to a menu item:

Use the buttons on the 1 On the Tools menu in the session window, click Customize Menus. The
Customize page to create a Customize Menus dialog box opens.
new keyboard shortcut,
reset the default shortcut 2 Click the Customize tab.
assignment, or clear the
specified assignment. 3 In the Menus area, select the menu item you want to customize. The
current key assignment (if any) appears in the Current Key box. If the
selected menu item does not have a currently assigned shortcut, the
Current Key box does not display any text.

86
 Chapter 5: Configuring the HostExplorer Environment

4 In the Press New Shortcut Key box, type a key combination. The current
assignment (if any) for that key combination appears below. You can
also press any key on the keyboard to display an unassigned keyboard
shortcut.
You can use the following keys or key combinations to assign a shortcut:
Shift-, Ctrl-, Shift-Ctrl-, Alt-, Shift-Alt-, Alt-Ctrl-

The following are shortcut key and key combination exceptions:

Caps Lock—not available for keyboard mapping

Ctrl-Alt-Delete—reserved for Windows system operations

Shift-Alt-Tab or Alt-Tab—displays all running applications

Shift-Ctrl-Pause—to use this combination, use the Keyboard Map

dialog box to assign the shortcut
Windows/Start—by default, displays the Windows Star t menu, but can
be assigned to another function
F1—by default, opens HostExplorer Help, but can be assigned to
another function

5 To apply the shortcut to the selected menu item, click the Assign New
Shortcut Key button. This button is enabled if a valid key combination
is displayed in the Press New Shor tcut Key box.
The new shortcut appears in the Current Key box.

6 Click OK to save the changes and close the Customize Menus dialog box.

The new shortcut appears beside the menu item in the session window.

87
HostExplorer User’s Guide

Customizing Toolbars
For more information, see To further customize the work environment, you can create custom toolbars
Customizing Toolbars in that you can apply to session profiles. For example, you could use a custom
HostExplorer Help. toolbar for a specific session and a generic toolbar for another. You can
apply multiple toolbars to a session.
The default toolbar contains buttons that execute menu commands. You
can add buttons on the default toolbar to simplify tasks, or delete buttons
that you do not use. Although you can reconfigure the default toolbar, you
cannot change the name. If you want to revert to the original default toolbar
configuration, you can restore the default settings.

Creating, Moving, and Deleting Toolbars

For quick access to frequently used features, you can create new toolbars
and map commands and characters to the toolbar buttons.

To create a toolbar:
1 On the Tools menu, select Customize Toolbars. The Customize Toolbars
dialog box opens.
2 On the Scheme tab, click New.
3 Type a name for the toolbar. Select Start With Defaults to use the default
toolbar configuration as a basis for the new toolbar.
4 Click OK. The toolbar name is added to the Toolbars list, and the new
toolbar appears in the workspace. Double-click the toolbar to dock it in
the session window.

88
 Chapter 5: Configuring the HostExplorer Environment

5 On the Functions tab, choose a function group. You can then drag
individual functions onto the new toolbar to create buttons.

To move a toolbar:
1 Double-click the toolbar (anywhere but on an icon) to position it in the
session window.
2 Double-click it again to position it outside the session window. You can
also drag the toolbar to a position along any margin of the session
window, within the terminal screen, or on the desktop.

To display or hide a toolbar:

1 On the Tools menu, select Customize Toolbars. The Customize Toolbars
dialog box opens.
2 On the Scheme tab, select the box next to the toolbar(s) you want to
display. You can display multiple toolbars in a session window. To hide a
toolbar, clear the box.

89
HostExplorer User’s Guide

Creating and Customizing Toolbar Schemes

You can save a customized toolbar configuration as a scheme that you can
apply to specific session profiles.

To save a toolbar configuration as a scheme:

1 Configure one or more toolbars that you want to save.
2 On the Scheme page of the Customize Toolbars dialog box, click the Save
Scheme As button.
3 In the Scheme Name box, select a Profile Space and type a name for the
scheme. Click OK to close the dialog box.
4 The new scheme name appears in the Scheme box and in the
drop-down list.

To modify a toolbar scheme:

1 Select the scheme you want to modify in the Scheme box.
2 Click the Functions or Options tab to make the desired modifications.
3 Click OK.

Customizing the Mouse and Keyboard

HostExplorer lets you customize the functionality of the mouse and the
keyboard by configuring their assigned functions.
You can remap mouse buttons to perform different functions. For example,
you can configure the right-click action to perform any of the available
functions listed in the Mouse category in the Session Profile dialog box.
To customize the keyboard, you can assign values, functions, Quick-Keys,
Quick Scripts, or macros to any key or key combination using the keyboard
utility.

90
 Chapter 5: Configuring the HostExplorer Environment

Configuring the Mouse

You can choose to save your customized settings to a profile, save them as a
scheme, or apply them to the current session.

You can map your mouse wheel in addition to the left, right, and middle
mouse buttons.

To map a mouse button:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Mouse category and click General. The Mouse Action area
contains a list of all available actions and current configurations.

91
HostExplorer User’s Guide

3 You can select a mouse scheme from the list, or if you want to customize
the mapped settings, configure the following:
For more information, see • In the Mouse Action list, click an action type (for example, Wheel
Configuring Profile Options Up).
in HostExplorer Help.
• In the Function Group and Function lists, select the action that you
want to map to the action type (for example, System Commands,
Capture-Screen). Functions that are already mapped appear in bold
font.

4 Click Set to apply the changes. Click Reset or Reset All to restore the
default configuration.
5 To save the changes as a custom scheme, click the Save Scheme As
button. In the Save Scheme As dialog box, you can name the scheme
and select a Profile Space in which to save it.

Customizing the Keyboard

You can remap your keyboard using the Keyboard Map utility, accessible
from the Options menu. You can also use the Keyboard category in the
Session Profile dialog box.

92
 Chapter 5: Configuring the HostExplorer Environment

To map a keyboard key:

To reset the currently 1 On the Options menu, select Keyboard Mapping. The Keyboard Map dialog
mapped mode, click Clear box opens.
Entry. To reset all modes
for the current key, click
Default. To reset all keys to
their default values, click
Reset All.

2 In the Selected Key area, select a mode to use for the new assignment.
When you click a key in the keyboard image in the top of the dialog
box, the current assignment for the selected key appears beside each
mode in this area. Click List Assigned Functions to view all current
keyboard assignments.

93
HostExplorer User’s Guide

3 Click the key to which you want to assign the function. In the Selected
Key area, you can see if the key combination is assigned to another
function.
4 In the Function Group list, choose a function group.
5 In the Function list, select a function and click Set. You can also drag the
function to the selected key in the keyboard image area. Functions that
are already mapped appear in bold font.
6 Click Save to open the Save Keymap dialog box. Enter a name for the
keyboard file and select the Profile Space in which to save it. Click OK.
7 Click Load to load the new file. The Load Keymap dialog box opens.
Select the name of the keyboard file you want to load, and click OK.
8 To save the changes and close the Keyboard Map dialog box, click OK.

The new keyboard file now appears in the Keymap list in the Session Profile
dialog box.

Keyboard Mapping Example:

To assign the Capture-Screen function to the key combination ALT+C,
perform the following steps:
1 On the Options menu, select Keyboard Mapping.
2 In the Selected Key area, select Alt.
3 In the keyboard image area, click the C key. The key appears
highlighted. In the Selected Key area, the assignment for the Alt key is
Not Assigned.

4 In the Function Group list, select System Commands.

5 In the Function list, select Capture-Screen and click Set. The icon for the
function appears on the selected key and the value for the selected key
appears in the Description area. This action deletes the old key
assignment and maps the new function.
6 Click Save to open the Save Keymap dialog box. Enter a name for the
keyboard file and select the Profile Space in which to save it. Click OK.
7 To use this keymap immediately, click Load. Select the new keymap file
and click OK.

94
 Chapter 5: Configuring the HostExplorer Environment

Customizing an Existing Keyboard Configuration

You can use an existing keyboard file as a template to create a customized
configuration. After you change a keyboard file, save the file with a new
name so that the original keyboard configuration is preserved.

To reconfigure an existing keyboard file:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Keyboard category and click General.
3 In the Keymap list, select a keymap to use as a template.
4 Click Keyboard Mapping to open the Keyboard Map dialog box. Make the
necessary changes.
5 Click Save to open the Save Keymap dialog box. Enter a name and a
Profile Space in which to save the file. Click OK.
6 Click Load to open the Load Keymap dialog box. Select the name of the
keyboard file you want to load, and click OK.

The new keyboard file now appears in the Keymap list in the Session Profile
dialog box.

To enable a new keyboard file:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Keyboard category and click General.
3 In the Keymap list, click the keyboard file you want to enable.
4 Click OK.

Note: To use this keyboard file with other sessions using the
current profile, select Save Session Profile on the File menu, and
select the profile to which you want to save the keyboard file.

95
HostExplorer User’s Guide

Configuring Global Options

Administrators can configure global session options for end users in

HostExplorer Global Options (accessible through the Options menu). You
can edit these settings and save global option schemes.
For more information, see You can customize settings that affect all HostExplorer sessions by enabling
HostExplorer Global or disabling session options or specifying option settings in the right pane
Options in HostExplorer of the console. You can also use in-place editing to modify session options.
Help.

To configure global options:

1 On the Options menu, select Global Options. The HostExplorer Global
Options dialog box opens.

2 In the left pane, click General, Advanced, or API. The options appear in
the right pane.

96
 Chapter 5: Configuring the HostExplorer Environment

3 To enable or disable a feature, click on the check box to select or clear it.
Click again to toggle the value.
4 To edit a feature value, right-click an item, and then enter a new value
or edit the existing value.
5 When finished, click OK to close the HostExplorer Global Options dialog
box.

Note: Global Options require a restart of HostExplorer before

changes are implemented.

97
Chapter 6
Transferring Files

Transferring Data 101

Transferring Data to and from a Mainframe 102
Receiving Data from a Mainframe 104
Transferring Data to and from AS/400 105
Transferring Data to and from a VT Host 110
Transferring to and from an FTP Server 114
Performing FTP Transfers 114
 Chapter 6: Transferring Files

Transferring Data

This section describes how to transfer data between your PC and

mainframe, AS/400, UNIX and Linux (VT) systems. You can also transfer
data between your PC and an FTP Server.
• Mainframe transfers—To transfer mainframe data, use Telnet or FTP.
HostExplorer uses proprietary protocols with the TN3270 connection.
Transfers are initiated from within the session.
• 5250 transfers—To transfer unstructured data, use HostExplorer FTP.
These transfers can be initiated from Connection Central. To transfer
structured data, use 5250 Data Transfer in Connection Central, or 5250
Data Transfer Wizard in a 5250 HostExplorer Session.
• VT transfers—To transfer VT data, use Telnet or HostExplorer FTP. For
Telnet transfers, HostExplorer uses protocols such as Xmodem,
Ymodem, Zmodem, and Kermit. Transfers can be initiated from within
a VT session.
• FTP transfers—You can use HostExplorer FTP schemes to transfer both
text (ASCII) and image (binary) files between your PC and a remote
FTP server from within a 3270 or VT HostExplorer session.

For mainframe transfers, you can use either your hard drive or Clipboard as
the source or destination for the transferred data. If you use Clipboard as
the destination when you download host data, you can then paste the data
directly to a Windows application.
Administrators can configure global file transfer options for end users in
HostExplorer Global Options (accessible through the Options menu). These
settings override individual profile settings and transfer scheme settings.
You can edit these settings and save global transfer schemes that you can
apply to a profile for a specific use.

101
HostExplorer User’s Guide

Transferring Data to and from a Mainframe

The IND$FILE protocol lets you transfer data between a PC and CMS, TSO,
and CICS host systems. You can manage single or multiple file transfers by
creating a list in the Transfer List area of the File Transfer dialog box. You can
send and receive batch transfers (which include multiple file transfer items)
using a Transfer List, which you can create, save, and retrieve in the File
Transfer dialog box.

For more information, see To upload data to a mainframe:

the Upload To Host or the
Download From Host 1 On the Transfer menu, select Send File To Host. The Upload To Host dialog
dialog box descriptions in box opens.
the HostExplorer Help.

2 Select a 3270 or FTP scheme in the Scheme box, or click Options to open
the Session Profile dialog box, where you can create or modify a scheme.
To specify a template to 3 In the Source list, click either Disk or Clipboard (if available), depending
generate a suitable target on where the data currently resides.
file name, click the
Templates button.

102
 Chapter 6: Transferring Files

4 The next option varies according to the scheme that you select (CICS,
CMS, or TSO). If applicable, enter the intended mainframe location for
the file in the Minidisk or Dataset box.
5 In the Host Path box, type the name of the file you want to create on the
host.
6 In the Local Path box, type the name of the file you want to upload, or
browse to one. This option is disabled if Clipboard is selected as the
source.
7 Click the Add button if you want to add the transfer item to the Transfer
List. You can create, save, and retrieve transfer lists that include multiple
file transfer items.
The Transfer List area displays host and local file names and the transfer
scheme name. You can view the progress of the transfer in the transfer
progress dialog box, which opens after the transfer process begins. You
can add, remove, and update transfer list items using the buttons under
the list. You can also save and retrieve transfer lists using the Save List
and Open List buttons.

8 To start the transfer, click Send. The Sending File(s) progress dialog box
opens. To view details of the transfer progress, click Details.
9 When the Cancel button changes to Done, the transfer is finished. Click
Done to close the Sending File(s) progress dialog box.

103
HostExplorer User’s Guide

Receiving Data from a Mainframe

To download data from a mainframe:

1 On the Transfer menu, select Receive File From Host. The Download From
Host dialog box opens.

2 Select a 3270 or FTP scheme in the Scheme box, or click Options to open
the Session Profile dialog box, where you can create or modify a scheme.
3 In the Destination list, select Disk to save the data to your hard drive or
Clipboard to save to the clipboard.

4 In the Host Path box, type the name of the file you want to download
from the host.
5 In the Local Path box, specify a name for the file you are downloading,
or browse to a location.
The Templates button is 6 If you want to use a template to format the file, click the Templates
enabled for terminal button and specify a template. Click OK when finished. For more
transfers only. information, see the HostExplorer File Transfer Name Templates dialog
box topic in HostExplorer Help.

104
 Chapter 6: Transferring Files

7 Click the Add button if you want to add the transfer item to the Transfer
List. You can create, save, and retrieve transfer lists that include multiple
file transfer items.
The Transfer List area displays host and local file names and the transfer
scheme name. You can view the progress of the transfer in the Transfer
Progress dialog box, which opens after the transfer process begins. You
can add, remove, and update transfer list items using the buttons under
the list. You can also save and retrieve transfer lists using the Save List
and Open List buttons.

8 To start the transfer, click Receive. The Receiving File(s) progress dialog
box opens. To view details of the transfer progress, click Details.
9 When the Cancel button changes to Done, the transfer is finished. Click
Done to close the Receiving File(s) progress dialog box.

Transferring Data to and from AS/400

There are three methods of transferring data between your PC and an

AS/400 system. The method you use depends on the type of data you want
to transfer.
• HostExplorer FTP—Transfer unstructured data.
• 5250 Data Transfer—Transfer structured data in an FTP-style
environment.
• 5250 Data Transfer Wizard—Transfer structured data (database tables)
and use SQL statements to select and arrange data. A database table
consists of columns (containing data from fields) and rows (containing
data from records).

HostExplorer FTP
HostExplorer FTP lets you connect to an FTP server running on the AS/400
system and transfer the necessary data. On the Star t menu, click
HostExplorer FTP in the Open Text product group. For more information on
how to transfer data using FTP, see Connection Central Help.

105
HostExplorer User’s Guide

5250 Data Transfer

5250 Data Transfer is accessible through Connection Central. It provides
FTP-style file management, letting you transfer one or more files by
dragging and dropping the files between the remote host and the local file
system. For more information, see Connection Central Help.

5250 Data Transfer Wizard

The 5250 Data Transfer Wizard lets you configure the settings for a file
transfer profile. You can use the wizard to create a new profile or one based
on an existing profile. You can use the Execute button to perform a transfer
at any stage of the wizard process. (The Execute button is available only
when you have provided the minimum information required to perform a
transfer.)
When the profile is complete, you can choose to begin the data transfer
process immediately, or to save the transfer wizard profile. If you are
transferring data from a host to your PC, you can also use the wizard to
specify additional parameters for the SQL statement for the transfer.

To start the 5250 Data Transfer Wizard:

1 On the Start menu, point to HostExplorer Tools and click 5250 Data
Transfer Wizard. The Welcome page of the wizard opens.

2 If you want to create a new profile, click Next. To use an existing transfer
profile, select Use Saved 5250 Data Transfer Wizard Profile, and then
specify a path to the file or browse to its location.

106
 Chapter 6: Transferring Files

3 To create a new profile, click Next. The General Setup page opens.

Select the direction

of the transfer.
Type the host name
or IP address of the
AS/400.
Type your password
Select to use on the AS/400.
Windows domain (These options are
credentials. dimmed if
Use Logged-in
Specify the host Credentials is
code page used to selected.)
translate data from
PC or AS/400 format
to the destination Type a complete
format. path or click Browse
to search for an
existing file.
Select to store a
record of the transfer
in a trace file.

The options in subsequent wizard pages depend upon whether you are
transferring data to a host or from a host. After you have configured the
necessary options, click Next.

PC-to-AS/400 File Transfers

To configure the PC File Setup page for PC-to-AS/400 transfers:

1 Type the path to the source file (the file that you want to transfer) on
your PC, or click Browse to search for it.
2 Click Next. If you select PC To Host in the General Setup page, the Host
File Setup page opens for PC-to-AS/400 transfers.

To configure the Host File Setup page for PC-to-AS/400 transfers:

1 In the Library/File(Member) box, type the path to a destination
library/file (member) on the AS/400, or click Browse to search for one.
2 In the Host Objects box, indicate how and where the wizard places the
uploaded data. Your selection affects the availability of other options on
this page.

107
HostExplorer User’s Guide

3 You can set the permissions on the destination file in the Authority box.
4 In the Member Text and File Text boxes, type a description of the AS/400
member and file. When you browse for host members or files in the
expanded view of the host tree, this text appears as a ToolTip.
5 Select the type of file to create on the AS/400 in the Host File Type box.
Select Data for a database file or Source for a text file.
6 In the Record Length box, type the record length of the AS/400 member.
This option is available 7 Type the path to a file that acts as a template for the destination file in
when you select Create the Host Field Reference File box, or click Browse to search for one. The
File And Member from the reference file provides table and column formats, and other attributes of
AS/400 Objects list.
the destination file.
8 Click Next to open the 5250 Data Transfer Wizard Complete page. Use this
page to save all of the settings from the wizard into a transfer profile
(which you can reuse later) or to begin the transfer.

AS/400-To-PC File Transfers

If you select Host To PC in the General Setup page, the PC File Setup page
opens for AS/400-to-PC transfers.

To configure the PC File Setup page for AS/400-to-PC transfers:

1 In the PC File Name box, type a complete path to the destination file on
your PC, or click Browse to search for it.
2 Select the type of file to send to the PC in the File Type box. Select No
Conversion to send or receive binary data.

3 Select Truncate Trailing Spaces to save disk space on your PC by

removing trailing spaces in any fields in the file being transferred to the
PC.
4 If you want column heading information included in the file, select
Include Column Titles. For example, a column containing names will
include the column heading Name.
5 In the IF PC File Exists box, select the action that the wizard will take
when it attempts to create a destination file that already exists on the
PC.

108
 Chapter 6: Transferring Files

6 Click Field Format to open the Field Format Options dialog box, which lets
you specify how to format date, time, or decimal fields in the file being
transferred. You can also specify the character set and character sort
sequence used in any SQL sorts on the file being transferred. To do this,
click Other in the Field Format Options dialog box.

Select how to format

Date fields in the file
being transferred.

Select the separator for

Date fields.
Specify the
character set to use
for any SQL sorts
Select how to format on the file.
Time fields.

Select the separator for Type the name of

Time fields. the user-specified
sort table. This
option is available
Set a flag on the AS/400 when you choose
to ignore decimal errors User Specified
in the file. If you do not Table for the Sort
choose this option, the Sequence.
wizard cannot transfer
files that contain Select a language
decimal data errors. (character set) for
Select the separator used the file. This option
for decimal numbers. is available when
you choose
Shared Weight
Select the language to use for the Table or Unique
file; this option is available when Table Weight Table
you choose User Specified Table for the Sort
for the Sort Sequence. Sequence.

After you have configured the necessary options in the PC File Setup page for
AS/400-to-PC transfers, click Next. The Host File Setup page opens for Host
to PC transfers.

To configure the Host File Setup page for AS/400-to-PC transfers:

1 Type a complete path to a library/file (member) on the AS/400, or click
Browse to search for one.

2 In the next six boxes, you can type SQL statements to select and arrange
specific table data from the file.

109
HostExplorer User’s Guide

3 Select Return Records With Missing Fields to transfer records that contain
missing fields, such as fields containing a NULL value.
4 Click SQL Details to open the SQL Details dialog box, in which you can
customize SQL statements that are used during a file transfer session.
5 Click Next to open the 5250 Data Transfer Wizard Complete page. Use this
page to save all of the settings from the wizard into a transfer profile
(which you can reuse later), or to begin the transfer.

Transferring Data to and from a VT Host

Transfer protocols To transfer data between your PC and a VT host, the

host must support Xmodem, Ymodem, Zmodem, or Kermit protocols.
These protocols consist of a set of file transfer rules that your PC and the
host system follow when transferring data.
Transfer command If you are initiating a transfer from within a
HostExplorer VT session, you can instruct HostExplorer to send the
transfer command (which initiates the transfer process) to the host in the
format appropriate to the supported transfer protocol. This option lets you
specify the file name to be sent with the transfer command. The destination
file name is configured according to the File Transfer Protocol used by the
host.
Batch transfers You can send and receive batch transfers (which include
multiple file transfer items) using a Transfer List, which you can create, save,
and retrieve in the file transfer dialog box.
For more information, see Host file transfer utility Before transferring data to or from a VT host,
VT File Transfer Protocols the host transfer program on the VT host must be initiated. For more
in HostExplorer Help. information, see the documentation for your host file transfer utility. You
need to know the transfer protocol the host supports, the transfer
information the host requires, and the required command to initiate the
host's transfer program—the command you use (SZ, RZ, SX, RX, Kermit) is
system-specific.

110
 Chapter 6: Transferring Files

To upload data to a VT host:

1 On the Transfer menu, select Send File To Host. The Upload To VT dialog
box opens.

2 Select a VT or FTP scheme in the Scheme box, or click Options to open

the Session Profile dialog box, where you can create or modify a scheme.
3 In the Protocol list, select the supported protocol for the file transfer.
You can specify file 4 Select Send Transfer Command if you want to instruct HostExplorer to
transfer commands on the send VT transfer commands with the file(s). This options lets you send
appropriate Protocol page multiple file transfer items in the form of a transfer list.
of the File Transfer
category in the Session 5 Type a path and file name in Local Path, or browse to a file.
Profile dialog box.

111
HostExplorer User’s Guide

6 Click the Add button if you want to add the transfer item to the Transfer
List. You can create, save, and retrieve transfer lists that include multiple
file transfer items.
The Transfer List area displays host and local file names and the transfer
scheme name. You can view the progress of the transfer in the transfer
progress dialog box, which opens after the transfer process begins. You
can add, remove, and update transfer list items using the buttons under
the list. You can also save and retrieve transfer lists using the Save List
and Open List buttons.

7 To start the transfer, click Send. The Sending File(s) progress dialog box
opens. To view details of the transfer progress, click Details.

8 When the Cancel button changes to Done, the transfer is finished. Click
Done to close the Sending File(s) progress dialog box.

112
 Chapter 6: Transferring Files

To download data from a VT host:

1 On the Transfer menu, select Receive File From Host. The Download From
VT dialog box opens.

2 Select a VT or FTP scheme in the Scheme box, or click Options to open

the Session Profile dialog box, where you can create or modify a scheme.
3 In the Protocol list, select the supported protocol for the file transfer.
You can specify file 4 Select Send Transfer Command if you want to instruct HostExplorer to
transfer commands on the send VT transfer commands with the file(s). This option lets you send
appropriate Protocol page multiple file transfer items in the form of a transfer list.
of the File Transfer
category in the Session If you select Send Transfer Command, the Host Path box becomes
Profile dialog box. available, letting you specify a file name to download with the transfer
command.
5 In Local Path, specify or browse to a folder to receive the file. The
downloaded file uses the same name as the host file.

113
HostExplorer User’s Guide

6 Click the Add button if you want to add the transfer item to the Transfer
List. You can create, save, and retrieve transfer lists that include multiple
file transfer items.
The Transfer List area displays host and local file names and the transfer
scheme name. You can view the progress of the transfer in the transfer
progress dialog box, which opens after the transfer process begins. You
can add, remove, and update transfer list items using the buttons under
the list. You can also save and retrieve transfer lists using the Save List
and Open List buttons.

7 To start the transfer, click Receive. The Receiving File(s) progress dialog
box opens. To view details of the transfer progress, click Details.
8 When the Cancel button changes to Done, the transfer is finished. Click
Done to close the Receiving File(s) progress dialog box.

Transferring to and from an FTP Server

HostExplorer FTP is a client implementation of the File Transfer Protocol

(FTP). You can use HostExplorer FTP schemes to transfer both text (ASCII)
and image (binary) files between your PC and a remote FTP server from
within a HostExplorer session. FTP transfer schemes (both single file and
batch transfers) are also available for 3270 and VT sessions.

Performing FTP Transfers

For more information about FTP schemes contain all the settings you need to connect to a host or FTP
HostExplorer FTP, see server, such as user name, password, and host type. If you do not enter valid
Connection Central Help. data for all the profile connection requirements, FTP prompts you to
specify connection settings before starting a connection.
You can create an FTP scheme in the FTP category of the Session Profile
dialog box, and then use this scheme to transfer data.

Note: The FTP category is available only if HostExplorer FTP is

installed.

114
 Chapter 6: Transferring Files

To transfer data using an FTP scheme:

1 In the Session window, select Send File To Host or Receive File From Host
on the Transfer menu. The file transfer (Upload To Host or Download From
Host) dialog box opens.

2 Select an FTP scheme in the Scheme box. If there are no existing FTP
schemes, you can click Options to open the Session Profile dialog box,
where you can create a new scheme in the FTP category.
3 Type the name of the file or directory that you want to download in
Host Path, or click Browse to locate a file or folder.

4 In Local Path, you can browse to a folder to receive the file, in which case
the downloaded file uses the same name as the host file. You can specify
a different file (FTP transfers only) by typing a file location in the Local
Path box.

5 Click the Add button if you want to add the transfer item to the Transfer
List. You can create, save, and retrieve transfer lists that include multiple
file transfer items.
The Transfer List area displays host and local file names and the transfer
scheme name. You can view the progress of the transfer in the transfer
progress dialog box, which opens after the transfer process begins. You
can add, remove, and update transfer list items using the buttons under
the list. You can also save and retrieve transfer lists using the Save List
and Open List buttons.

115
HostExplorer User’s Guide

6 Click Send or Receive to perform the transfer. You can view the status of
the transfer in the Sending/Receiving File(s) progress dialog box. To view
details of the transfer progress, click Details.

7 When the Cancel button changes to Done, the transfer is finished. Click
Done to close the Sending/Receiving File(s) progress dialog box.

To create an FTP transfer scheme:

1 In the Session Profile dialog box, select General in the FTP category.
You can specify additional 2 Configure connection settings on the General page. If you do not enter
settings at any time. valid data for all connection requirements, the user is prompted to
specify these settings before starting a connection.
3 Click the Save Scheme As button above the FTP Scheme Name box. The
Save Scheme As dialog box opens, which lets you specify a name and
location for the scheme.

Note: The FTP Scheme must be saved to a parent directory in

Connection Central.

4 Click OK to save the file and close the Session Profile dialog box.

116
Chapter 7
Working with Host Data

Working with Text 119

Cutting, Copying, and Pasting Text 119
Enabling Auto Copy 119
Dragging Text to a New Location 120
Using Entry Assist and Word Wrap 120
Using Shortcuts 121
Creating a Glossary File 123
Using the Glossary List 123
Saving Screens Overview 125
Viewing and Saving Previous Screens 125
Using the Screen History Window 126
Saving Screens to a File 128
Printing Host Data 129
About Report Schemes 131
Using Report Wizard 132
Printer Session Profiles 137
Using LPR and LPQ 138
Printing Using LPR 138
Sending a Print Job to LPR 140
Checking a Printer Queue Using LPQ 141
Configuring a Remote Printer 142
 Chapter 7: Working with Host Data

Working with Text

This section describes how you can edit host data using copy, paste, cut, and
other word processing functions. You can customize edit settings in the
Session Profile dialog box. Editing options may vary depending on the
session terminal type.

Cutting, Copying, and Pasting Text

You can use the cut, copy, and paste features for any unprotected area of the
screen.
You can modify the cut, To cut, copy, and paste text:
copy, and paste settings in
the Edit category of the 1 In the host session window, select the block of text you want to cut or
Session Profile dialog box. copy.
2 On the Edit menu, select either Cut or Copy.
3 Position your cursor in the unprotected area of the screen where you
want to paste the text.
4 On the Edit menu, select Paste.

Enabling Auto Copy

When you enable Auto Copy, all selected text is automatically copied and
pasted to the Clipboard.

To enable Auto Copy:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Edit category, and click Cut/Copy.
3 Select Auto Copy Selected Text.
4 Click OK.

119
HostExplorer User’s Guide

Dragging Text to a New Location

This feature functions only To drag a text selection on a 3270 or 5250 screen:
in an unprotected area of
the screen.
Note: The following procedure is possible only if you have not
modified the default mouse settings. To restore default settings, in
the Session Profile dialog box, click General in the Mouse
category, then click Reset All.

1 In an unprotected area of the session window, select the block of text

that you want to move.
2 Do one of the following:
• To move the text, drag the selected rectangle to the new location.
• To place a copy of the text at the new location, hold down the Ctrl
key and drag the selected rectangle to the new location.

To drag a text selection on a VT screen:

1 In the Session Profile dialog box, click Cut/Copy in the Edit category.
2 Select the Auto Copy Selected Text and Keep Selection After Copy options.
3 On the session screen, highlight the text you want to move and drag it
to the command line.

Using Entry Assist and Word Wrap

HostExplorer provides two editing features, Entry Assist and Word Wrap,
that you can use to make your editing tasks more efficient.
Entry Assist and Word To enable Entry Assist and Word Wrap:
Wrap are available for
TN3270 and TN5250 1 On the Options menu, select Session Properties. The Session Profile
sessions only. dialog box opens.
2 Expand the Edit category, and click Entry Assist.
3 Select the Entry Assist Enabled and WordWrap Enabled options.
4 To set tab stops, type a numeric value in the Tab Stops box. You can also
click in any unprotected area of the screen and click Set.

120
 Chapter 7: Working with Host Data

Using Shortcuts
For more information, see HostExplorer lets you define keywords to represent frequently used words,
“Introducing Schemes” on phrases, or keystrokes. You can choose to have each instance of the keyword
page 73. replaced by its associated text as you work or when you finish editing.
You can save multiple shortcuts in a scheme. If you create multiple schemes,
only one can be active at a time.

To create a shortcut scheme:

1 Open the Session Profile dialog box.
2 Expand the Shor tcuts category, and click General.
3 Click Enable Shortcuts to enable the shortcuts feature.
For more information, see 4 In the Shor tcut Mode box, select Manual, Automatic, or On Field Exit.
Using Shortcuts in
HostExplorer Help. 5 Expand the Shor tcuts category, and click Assignments.

6 Click the Add New Shortcut button. The Add New Shor tcut dialog box
opens.
7 Enter a keyword and the text that you want the keyword to represent.

121
HostExplorer User’s Guide

You can also enable or 8 Select Case Sensitive if you want to enable this option. Clear Enabled if
disable a shortcut in the you do not want the shortcut to be enabled in the Shor tcuts list.
Shortcuts list by selecting
or clearing the box beside 9 Click OK. The shortcut appears in the Shor tcuts list.
the keyword.
10 Click the Save Scheme As button to save all the shortcuts in the list as a
scheme.

To edit a shortcut:
1 Expand the Shor tcuts category, and click Assignments.
2 Click Edit Shor tcut Info. The Edit Shor tcut Info dialog box opens.
3 Modify the information that you want to change.
4 Click OK.

To use shortcuts:
Depending on which mode you select when you configure shortcuts, do one
of the following:
For more information, see • Manual—When you have saved and enabled a shortcut or shortcut
HostExplorer Help. scheme in Manual mode, you can add the System Command function
Replace-Shor tcuts to a menu, the keyboard, or the toolbar.
HostExplorer replaces the keyword with the expanded text when you
toggle the Replace-Shor tcuts feature on.
• Automatic—Type the keyword and its delimiters in the text you are
editing. HostExplorer automatically replaces the keyword with the
expanded text as you type.
This option requires that you define delimiters, which let you specify
one or more characters that you enter before and after a keyword.
Delimiters indicate to HostExplorer that replacement text is required.
For example, if your keyword is key and you enter @# in the delimiters
box, all of the following strings indicate that text replacement is
required:
@key#, @key@, #key#, #key@

• On Field Exit—Use the Tab key to move between fields. HostExplorer

replaces the keyword with the expanded text when you exit a field.

122
 Chapter 7: Working with Host Data

Creating a Glossary File

The glossary feature lets you define and maintain a list of keywords to
represent frequently used text or commands and save the list as a glossary
file. You can use Session Profile dialog box to create a list of glossary entries
and save them as an HTML file (in the Glossary folder under HostExplorer)
in any specified Profile Space.

To create a glossary file:

1 In the session window, select Session Proper ties on the Options menu.
The Session Profile dialog box opens.
2 In the Session Window category, click Workspace.
3 Click the New Glossary File button (above the Glossary File box). The
New Glossary File dialog box opens.

4 To create an entry, click the Add Glossary Entry button.

5 In the Add Glossary Entry dialog box, type a keyword and the expanded
text or command that is represented by the keyword. You can also type
a description of the item.
6 Click OK. The new item appears in the New Glossary File dialog box.
You can use this dialog box to create another entry, or to edit, delete or
move an entry using the buttons under the Definitions area. You can also
choose to hide the description, the search bar, or the Edit Settings link in
the glossary window.

7 Click OK. The Save Glossary File dialog box opens, which lets you name
the file and select a Profile Space in which to save it. The glossary list is
assigned to the current profile.

Using the Glossary List

You can use the System To toggle the display of the glossary window, select Glossary on the View
Command functions menu. The glossary window appears in the session window. You can
Switch To Glossary and position the glossary window anywhere on your screen and adjust the size.
Switch To Host Window to
switch focus between
Double-click the toolbar if you want to dock it in the session window.
windows.

123
HostExplorer User’s Guide

To insert the expanded text or command:

Click the keyword hyperlink that you want to insert. The expanded text or
command appears in the session window at the cursor position. If you want
to execute a command, press Enter after the command appears.

To edit a glossary list or entry:

Click the Edit Settings link in the glossary window. The Session Profile dialog
box opens on the Workspace options page, where you can make the desired
changes.

To search the current list:

The glossary window search bar can be displayed or hidden by selecting or
clearing the option in the Edit Glossary File dialog box.

124
 Chapter 7: Working with Host Data

1 Enter some or all of the text for which you want to search in the search
box. The glossary window displays only those items that match the
search conditions. (Keywords and expanded text are always searched.
The description column is searched only if it is displayed.)
2 To scroll through multiple search results, right-click in the glossary
window and select Back or Forward. A search result is saved as a
temporary file and is discarded when you terminate a session or hide
the glossary window.

Saving Screens Overview

This section describes the following methods for saving host data:
• The Screen History feature, which lets you save multiple screens to a
Screen History document.
• The Save Screen To Disk feature, which lets you capture individual
screens and save the capture to a text file.
• The Screen Capture feature, which lets you save multiple screen
captures (for example, scrolling data) to a file.

Viewing and Saving Previous Screens

The Screen History feature lets you view, copy and save screens from 3270
and 5250 sessions. Thumbnail versions of previous screens are displayed in
the Screen History panel, where you can navigate, select, and delete screens.
You can also save the list of thumbnail screens to a Screen History
document file.
If you want to modify data Previous screens are read-only and cannot be modified. The only keystroke
that appears in a previous actions you can perform are navigational (Arrow keys, Page Up, Page
screen, you can copy a Down).
selection and paste it to
the live screen or to a text
editor. To navigate screens:
On the Window menu, select Previous Screen, Next Screen, or Live Screen.

125
HostExplorer User’s Guide

Using the Screen History Window

To return to the live screen The Screen History window is a dockable bar that displays thumbnail images
at any time, click the Live of captured screens for the current session.
Screen thumbnail in the
Screen History window.
To view the Screen History window:
To toggle the display of the screen history window, select Screen History on
the View menu of the session window. The Screen History window appears
in the session window.

You can use the System To save or open a Screen History document:
Command functions
Switch To Screen History • To save a screen history document, click the Save button at the bottom
Bar and Switch To Host of the Screen History bar. The Save Screen History Document dialog box
Window to switch focus opens, which lets you specify a name and location for the saved file.
between windows.
• To open a screen history document, click the Open button at the
bottom of the Screen History bar. The Open Screen History Document
dialog box opens, which lets you browse to a screen history document.

126
 Chapter 7: Working with Host Data

To use the Screen History window:

• To delete screens in the Screen History bar, click the Delete or the Delete
All button.
• Click the Properties button to open the Session Profile dialog box, where
you can set Screen History options.
• To capture the current screen, click the Capture button. A thumbnail
image of the captured screen appears in the Screen History bar.

To configure Screen History Bar options:

1 In the Session Profile dialog box, click Screen History in the Session
Window category.

2 Select Auto Capture Screen to enable the automatic capture of the

current screen image when you send an AID key (by pressing Enter, for
example) to the host application.
Changing this value when 3 If you want to limit the number of screens that can be captured in a
there are existing saved Screen history document, specify a number (up to a maximum of 99) in
history screens in the Number of History Screens.
current session may cause
the saved screens to be 4 Select a method for clearing the screen history in the Clear Screen
deleted, especially if you History list. You can specify to clear the screen history manually, on
change the value to a
number less than the
disconnect, or on connect.
number of saved screens. 5 Select Autosize Screen Thumbnail Image if you want to automatically
adjust the screen thumbnail image width to fit the width of the Screen
History Bar.

6 Specify a fixed image width (in pixels) for the thumbnail image in the
Screen Thumbnail Image Width box. This option is not available if
Autosize is selected.

To print previous screens:

To print a Screen History document, select Print Screen or Print Multiple
Screens on the File menu.

127
HostExplorer User’s Guide

Saving Screens to a File

HostExplorer lets you save individual screen captures or a series of updated
screens to a file. For example, if you want to capture a single screen and save
the data on that screen to a file, you would use the Save Screen To Disk
option. If you want to capture screen updates, you would use the Screen
Capture feature. Both features are accessible from the File menu.

To save data from an individual screen to a file:

To save an individual screen to the default file (HECAPTURE.TXT), you can add
the System Function Save-Screen to a menu, the keyboard, or the toolbar.
If you want to specify a different file name or location for the file, select Save
Screen To Disk on the File menu. Selecting this menu item opens the Save
Screen To Disk dialog box, which lets you specify save options for the file. To
create a shortcut for this function, you can add the System Command
Dlg-Save-Screen to a menu, the keyboard, or the toolbar.

You can specify output options for the file in the Session Profile dialog box.

To specify output options for screen captures:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Capture category, and click General.
3 Select a Capture scheme, in the Save Options (3270, 5250) or the Save
Mode (VT) list, select Overwrite or Append.

4 Depending on your connection type, do one of the following:

• For a 3270 or 5250 connection, in the Save As Options list, click
ASCII(DOS), ANSI(Windows) or XML.
• For a VT connection, in the Capture Mode list, select Raw or Text.

5 In the Save As Options area, select or clear Confirm All Saves. This option
only applies to the Screen Capture function.
6 If desired, type a new directory and file name in the Default Save
Filename box, or browse to one.

128
 Chapter 7: Working with Host Data

7 If you are using a VT connection, you can select or clear the Capture
Erased Screens box, depending on the type of data you want to save.

8 Click OK to save the changes and exit the dialog box.

Capturing Updated Screens

The Screen Capture feature lets you capture a screen each time the screen is
updated and save the information to a file. For example, when this feature is
toggled on, each time you send an AID key to a mainframe or AS400 host,
the host updates the screen. The updated screen is then captured and saved
to the specified file.

To save updated screens to a file:

1 To toggle this feature on, select Screen Capture on the File menu. The
Save Screen To Disk dialog box opens, which lets you specify a name,
location, file type, and save mode for the screen capture file.
As the screen is updated, the information is captured and saved to the
specified file. When enabled, all updated screens will be captured until
the feature is disabled (toggled off) or the session is closed.

2 When finished, select Screen Capture on the File menu to toggle the
feature off.

You can specify output options on the General page of the Capture category
in the Session Profile dialog box. The procedure for saving data to a file
varies depending on the connection type.

Printing Host Data

This section describes how to print and log host data. Depending on the
print option you select on the File menu or in the Print folder of the Session
Profile dialog box, you can do any of the following:

• Print the contents of single or multiple display session screens.

• Print data contained in a defined area of single or multiple display
session screens.

129
HostExplorer User’s Guide

• Capture screens or screen areas and save the data to a file, which you
can then print. Depending on the host system, you can capture session
activity panel by panel or as one long file.
• Associate a printer session profile with a display session profile (3270
and 5250). When you connect to a host using the display session profile,
the printer session profile starts automatically and prints the data.

Note: You can also print data using HostExplorer Print Services to
any LAN printer on your enterprise network, provided that the host
is running a version of TCP/IP that supports the TN3270E and
TN5250E protocols.
HostExplorer Print Services installs with a Complete installation of
HostExplorer.

To print multiple screens:

1 On the File menu of the session window, select Print Multiple Screens.
The Print Multiple Screens dialog box opens.
2 In the host session window, go to the first screen that you want to print.
3 In the Print Multiple Screens dialog box, click Capture Screen.

4 Go to the next screen that you want to print and click Capture Screen.
Repeat this step for each screen that you want to print.
5 In the Print Multiple Screens dialog box, select the screens that you want
to print.

130
 Chapter 7: Working with Host Data

6 You can specify options for the print job by clicking Proper ties, which
opens the Session Profile dialog box on the Print Screen page.
To specify the number of host screens that you want printed on each
page, click Print Screen Advanced and specify the number in the Host
Screens Per Page list.

7 Click Print. The Print dialog box opens.

8 Specify the printer that will be used to print the multiple screens.
9 Click OK.

About Report Schemes

You can create as many Using HostExplorer, you can define an area of multiple 3270 or 5250
report schemes as you terminal screens and save the configuration as a report scheme. When
need. Print report scheme printing, the emulator automatically browses through the screens and
names are saved in the
Profile (.hep) file.
prints the data contained in the defined area.

To create or edit a report scheme:

1 On the File menu of an active session window, select Repor t Wizard. The
Repor t Wizard dialog box opens.

2 Click Edit to open the Report Wizard, which guides you through the
process of setting up a print area report scheme.

To execute a report scheme:

1 On the File menu of a session window, select Report Wizard. The Report
Wizard dialog box opens.

2 Accept or change the Scheme and Destination settings, and then click
Print.

If you want to print a report each time you visit a particular screen, you can
add the System Command Print-Current-Report to a menu, the keyboard,
or the toolbar. When you execute this function, the auto-detect feature tries
to match the contents of the current screen with an Application ID string in
any saved Report Schemes. If a match is found, that report is printed
automatically.

131
HostExplorer User’s Guide

Using Report Wizard

For users that need to print multiple screen pages on a regular basis,
HostExplorer lets you define a print area for a data list. With Report Wizard,
you can specify the beginning and end of a print area and automate the list
printing task. HostExplorer automatically browses through the screens and
captures the required information. You can then choose whether to print
the data, send it to the clipboard, write it to a text file, or open it in
Microsoft Word or Excel.
The Report Wizard guides you through the process of setting up a print area
and creating a report scheme. Each report configuration is saved in a
scheme file.

To start the Report Wizard:

1 On the File menu in an active session window, select Report Wizard. The
Repor t Wizard dialog box opens.

2 Click Edit to start the Report Wizard.

Step 1: Scheme Information

If you are creating a new report scheme, use this page to name it and select a
scheme type. If you are editing an existing report scheme, use this page to
select the scheme that you want to modify.

132
 Chapter 7: Working with Host Data

1 Select an existing scheme to edit, or enter a name for a new scheme in

the Scheme Name box.

2 In the Destination box, select a destination type to save in the scheme

file.

Step 2: Application ID
This page lets you enter the unique string that the host uses to identify an
application.

Note: You can set the string directly from the Host screen. Select
the Host window, and then select the string. The selected string
and its row appear on the wizard page.

133
HostExplorer User’s Guide

1 Enter the Application ID string. Select a string that appears on every

host screen that you want to include in the print area report.

If necessary, you can enter 2 Enter the row number (starting with row 1) on which the Application
0, which forces the ID string appears.
emulator to search the
whole screen.
Step 3: First Page Identification
This page lets you enter a string that identifies the first screen of the report.
The first page ID string must appear only on the first screen that you want
to print.
1 In the First Page ID box, enter a unique first page ID string. This string is
used to identify the starting host screen.
To set the string directly from the Host screen, select the Host window,
then advance to the first screen. Select a string on a single row. The
selected string and its row appear on the Wizard page.

134
 Chapter 7: Working with Host Data

2 Enter the row number (starting with row 1) on which the first page ID
string appears.

3 Select a key from the AID (Attention Identification) key list. An AID key
is a control key that you can use to step through an application.
HostExplorer sends this key to the Host until it finds the first screen.

Step 4: First Page Area Selection

Use this page to set the coordinates of the area on the first screen of the
report that you want to print.
1 In the From box, enter the top row/left column coordinates of the
starting point of the area.
2 In the To box, enter the bottom row/right column coordinates of the
end point of the area.

To set the area directly from the session window, select the session window,
and then advance to the first screen that you want to include in the print
area. Select a rectangular area. The coordinates of the selected area appear
on the wizard page.

Step 5: Last Page Identification

This page lets you enter a string that identifies the last screen of the report.
The last page ID string must appear only on the last screen that you want to
print.

135
HostExplorer User’s Guide

1 Enter a unique last page ID string. This string is used to identify the last
host screen that you want to include in the print area.
If necessary, you can enter 2 Enter the row number (starting with row 1) on which the last page ID
0, which forces the string appears.
emulator to search the
whole screen. To set the string directly from the Host screen, on the last screen, select
a string on a single row. The selected string and its row appear on the
Wizard page.

3 Select a key from the AID (Attention Identification) key list. An AID
key is a control key that you can use to step through an application.
HostExplorer sends this key to the host until it finds the last screen.

Step 6: Subsequent Area Selection

Use this page to set the coordinates of the area on all host screens (after the
first screen and including the last screen) that you want to print.
1 In the From box, enter top row/left column coordinates of the start
point.
2 In the To box, enter bottom row/right column coordinates of the end
point.

Step 7: Scheme Summary

This page lets you view a summary of the area you selected.
1 View the summary. Click Back to make corrections if necessary.
2 Click Finish to save the report setup in a scheme file and exit the wizard.

136
 Chapter 7: Working with Host Data

Printer Session Profiles

Using HostExplorer printer session profiles, you can print information
from a host computer to any LAN printer in your enterprise network. The
host computer can be either IBM mainframe (3270) or IBM AS/400 (5250).

Note: Printer profile sessions do not appear in the same session

window as display profile sessions.

To create a new printer session profile:

1 In the session window, on the File menu, select New Session. The New
Profile dialog box opens.

2 Select a printer type in the Profile Type list. Specify parameters for the
printer session profile.
3 Click OK. The new profile appears in Connection Central.

To print using a printer session profile:

1 In the Open Session dialog box, open the printer session profile that you
want to use for printing. The Printer Session window opens, displaying
the print status.
2 Modify the profile properties by selecting Session Proper ties on the
Options menu.

To print when you connect to a display session profile:

1 On the Options menu of a mainframe window, select Session Proper ties.
The Session Profile dialog box opens.
2 Expand the Print category and click Printer Session.
3 In the Base Printer Session Profile box, specify a printer session profile,
or click Browse Printer Session Profiles to search for one. If you want to
create a new printer session profile, click Create A New Printer Session
Profile.

4 Select Star t Printer Session Automatically. Select or clear Limit To Single

Instance.

137
HostExplorer User’s Guide

5 If you want to close the printer session when you terminate the session,
select Close Printer Session Automatically.
6 In the Host Name box, type the host name or IP address.

Note: Open Text products support both IPv4 and IPv6. You can
provide either IP format when specifying the host address, as long
as the host supports the provided IP format. If you provide a
symbolic host name (this.address.com), the IP format used
depends on the address returned by the DNS server.

7 Select a setting in the Printer LU Settings list or specify a printer LU name

in the Specific Printer LU box. Click OK.
8 Disconnect from the session, and re-connect to it. The Printer Session
window opens.
9 Select Session Proper ties on the Options menu. Choose a specific printer
and configure print settings on the Printer Destination tab.

Using LPR and LPQ

You can access remote printing capabilities using the LPR (Line Printer
Requester) application, which lets you print PC files on a host printer. Use
LPQ (Line Printer Query) to check a printer queue.

Printing Using LPR

You can connect a remote printer directly to your PC as if it were a local
printer. To provide remote host access to your PC printer, enable the LPD
service in InetD. This connection appears automatically in all your
Windows applications each time you run your PC.

Setting up a Printer for LPR

Before you attempt to print, you must define your printer. Defining your
printer depends on the location of the source and destination printers (PC
or host).

138
 Chapter 7: Working with Host Data

Defining a Printer
The Windows products provide remote printing capabilities through the
LPR application. LPR is an application that lets you print PC files to any VT
or LPD host on a TCP/IP network running an LPD server program. The
LPR window displays a separate window for each VT or other LPD host
printer queue to which you are connected.

Note: To install LPR, select Complete in HostExplorer setup, or

select LPR in the Accessories feature group using Custom
installation.

To define a printer:
1 On the Start menu, in the Accessories group for your Open Text
product, click LPR. The LPR window opens.
2 On the Printer menu, select Add Remote Printer. The Add Remote Printer
dialog box opens.

139
HostExplorer User’s Guide

3 In the boxes provided, enter the following information:

• Host—The name or IP address of the host to which the printer is
connected.
• Queue Name—The name of the queue listed in the host
/etc/printcap file. This field is required.
• User ID—The user name that you use to log in. The logged in user
name appears automatically.

4 If desired, select one of the following Advanced features:

• Read Host’s Queue—Automatically displays available queue status
information (for example, printer problems, job list, queue
problems) from the host in the printer window. You can also use
the Refresh command on the Printer menu or the F5 key to update
the host queue.
• Graceful Close—All data that is already queued for transmission is
sent before information associated with the socket is released.

5 When finished, click OK.

Sending a Print Job to LPR

After you have correctly defined the printer for LPR, you can begin printing.

To print files to a printer:

1 On the Start menu, in the Accessories group for your Open Text
product, click LPR. The LPR window opens.
2 On the File menu, select Print.
3 Browse to the file you want to print and click OK. The system
automatically checks the printer queue and then sends the job.

140
 Chapter 7: Working with Host Data

Checking a Printer Queue Using LPQ

Each time you send a print job, the system automatically checks the printer
queue. You can check the queue without sending a print job, as described in
the following procedure.

Note: To install LPQ, select Complete in HostExplorer setup, or

select LPQ in the Accessories folder using Custom Setup.

To check the printer queue:

1 On the Start menu, in the Accessories group for your Open Text
product, click LPQ.

2 In the boxes provided, type the following information:

• Host—The name or the IP address of the host whose printer queue
you wish to view.
• Printer—The network name of the printer whose queue you wish
to query. System Administrators sometimes name printers after the
groups they service (for example, Documentation).
• Username—The user name in the printer queue you want to check.

3 Click OK. LPQ connects to the host you specified and returns
information on print jobs pending, spooling, and printing.

141
HostExplorer User’s Guide

Configuring a Remote Printer

If a printer connection is no longer valid, you can remove it. If the printer
information has changed, you can modify the printer properties.

To remove a remote printer:

1 On the Start menu, in the Open Text Accessories group, click LPR. The
LPR window opens.

2 In the window, select the printer you want to remove.

3 On the Printer menu, select Remove Remote Printer.
4 Click Yes to confirm the deletion.

To edit the properties of a remote printer:

1 On the Start menu, in the Accessories group for your Open Text
product, click LPR. The LPR window opens.
2 On the Printer menu, select Edit Remote Printer Proper ties. The Edit
Remote Printer Proper ties dialog box opens.

3 Edit the properties as desired. To test the printer, click Test Queue.
4 When you are finished, click OK.

142
Chapter 8
Profile Space Management

Introducing Profile Spaces 145

Profile Space Administrator Tools 145
About Profile Space Editor 146
Managing Multiple Profile Spaces 146
Managing Profile Spaces Using Profile Space Editor 147
About Profile Space Creation Wizard 147
Profile Space Settings Page 148
Finish Page 149
About Profile Publishing Wizard 150
The Profile Publishing Process 150
Selecting a Profile Type 151
Selecting a Profile to Publish 152
Selecting Auxiliary Files 153
Specifying the Destination Profile Space 154
 Chapter 8: Profile Space Management

Introducing Profile Spaces

Profile Spaces refers to Open Text technology that allows administrators to

manage and publish profiles from central or distributed repositories and to
make profiles available to relevant groups of users. Profiles can also be
stored in a globally accessible space to give all users access to the profile
from any workstation on the network.
Administrators can publish any profile to single or multiple Profile Spaces.
The ability to maintain multiple Profile Spaces within the existing network
infrastructure is useful not only to target specific users and groups, but to
improve overall profile management and to implement safeguards. For
example, you can create primary and back-up Profile Spaces to ensure the
reliability and availability of all profiles.
Open Text Connectivity product users can access, modify, and create
profiles in Profile Spaces for which administrators have granted them
access. There is no limit to the number of Profile Spaces that administrators
can create, nor to the number of Profile Spaces to which any user can be
granted access.

Profile Space Administrator Tools

Profile Space Administrator Tools consist of the following components:

For more information, see Profile Space Editor—Lets you view and manage Profile Spaces in the
“About Profile Space Profile Space Editor Management Console.
Editor” on page 146,
“About Profile Space Profile Space Creation Wizard—Lets you create new File System or LDAP
Creation Wizard” on Profile Spaces. You can start this wizard from the Profile Space Editor
page 147, and “About Management Console.
Profile Publishing Wizard”
on page 150. Profile Publishing Wizard—Lets you publish a profile to a specified Profile
Space.

145
HostExplorer User’s Guide

About Profile Space Editor

Administrators can use the Profile Space Editor to add, edit and remove
Profile Spaces in a repository. You can assign names and icons to Profile
Spaces that let end users easily recognize the Spaces they want to work from.

Managing Multiple Profile Spaces

In the Profile Space Management Console, you can view a list of the names,
location paths, and types (File System, Active Directory, or LDAP) of all
existing registered Profile Spaces and edit and manage Profile Spaces and
their properties.
Create New Profile Space

You can create new Profile Spaces using the Profile Space Creation Wizard,
which you can start by clicking the Create New Profile Space button in this
console.
You can use system You can create any number of Profile Spaces and each can contain profiles,
replacers when selecting a schemes, and auxiliary files. Each Profile Space can contain paths to
location for a Profile multiple locations. If the first location is not available, the system
Space. For more
information, see the
automatically looks for the next one, ensuring that users can always access
Replacers topic in Profile the profiles that they need.
Space Tools Help.

146
 Chapter 8: Profile Space Management

Managing Profile Spaces Using Profile Space Editor

Use the following buttons to create, edit or manage Profile Spaces:
Create New Profile Space—Starts the Profile Space Creation Wizard.
Profile Space Properties—Opens the Profile Space Proper ties dialog box,
which lets you edit the properties of a selected Profile Space. Profile Space
properties include the display name, ID, path(s), and associated icon.
Delete—Deletes the selected Profile Space from the list. The last remaining
Profile Space cannot be deleted.
Set As Default Profile Space—Sets the selected Profile Space as the default.

Note: If you set a new Profile Space as the default, publish a

default profile (for example, Default 3270) to the new Profile Space
using the Profile Publishing Wizard. Select all required Auxiliary
Files to ensure that these files are available for new profiles.

Move Up/Move Down—Moves the selected Profile Space up or down in the

list. The list order determines the order in which the Profile Spaces appear
in Connection Central.

About Profile Space Creation Wizard

The Profile Space Creation Wizard lets you create and register a new (File
System or LDAP) Profile Space. You can start the wizard by clicking the
Create New Profile Space button in the Profile Space Editor Management
Console. The wizard opens on the Welcome page; click Next to configure
settings for the new Profile Space.

147
HostExplorer User’s Guide

Profile Space Settings Page

This page lets you specify the settings needed to create a new Profile Space.

Display Name—Lets you specify a name for the new Profile Space. A Profile
Space name cannot contain any of the following characters: \ / : * ? " <
> | ;
Display Names button—This button opens the Display Names dialog box,
which lets you specify the display name in different languages.
ID—Displays the unique assigned ID for the Profile Space. If you change
the ID, make sure it is unique within your organization.
Path—Displays a list of server paths for the selected Profile Space. A Profile
Space can have multiple paths to different servers. For example, for
purposes of reliability, you could specify paths to a primary and a back-up
server.

148
 Chapter 8: Profile Space Management

Add Path—Lets you select one of the following:

To refer to a list of • File System—Opens the Add Profile Space Path dialog box, which lets
replacers that you can use you specify (or browse to) the location in which you want to save the
to specify the path, see the new File System Profile Space. You will be prompted to ensure that the
Replacers topic in Profile
Space Tools Help.
path exists before using the Profile Space.
• LDAP—Opens the LDAP Settings dialog box, which lets you specify
settings for the new Active Directory/LDAP Profile Space. For more
information, see Profile Space Management Help.

Edit Profile Space Path—Lets you change the specified path. Opens either
the Edit Profile Space Path dialog box (if you select a file system Profile
Space) or the LDAP Settings dialog box (if you select an LDAP Profile Space).
Delete Profile Space Path—Deletes the selected path from the list.
Move Up/Move Down—Moves the selected path up or down in the list. The
Path list order determines the order in which the Profile Spaces appear in
Connection Central.
Contains Profiles—Indicates if the new Profile Space contains profiles. By
default, this option is selected. If this option is not selected, this Profile
Space will not appear in the Connection Central environment.
Icon—Lets you specify (or browse to) a path to an icon to represent the new
Profile Space. If you do not specify an icon, a default icon is used.

Click Next to save the settings.

Finish Page
Click Finish to close the Profile Space Creation Wizard.

Note: Make sure to log off and log on again after you create or
change a Profile Space to ensure that Connection Central
accurately reflects the changes you have made.

149
HostExplorer User’s Guide

About Profile Publishing Wizard

Profile Publishing Wizard lets administrators select and publish locally

stored profiles to existing Profile Spaces, and then provide end users with
access to the profiles. You can also publish modifications to previously
published profiles.
Profiles contain references and links to many other types of files, such as
scheme files and theme files. Publishing a profile using the Profile
Publishing Wizard ensures that these dependencies are maintained.

Note: The pages that appear depend on what products are

installed.

To start the Profile Publishing Wizard:

On the Start menu, in the Administrative Tools group for your Open Text
product, click Profile Publishing Wizard.

The Profile Publishing Process

Profile Publishing Wizard guides you through the process of publishing a
selected profile to a specific Profile Space. You can publish various profile
types, select auxiliary files or schemes to include with the profile, and
specify a destination Profile Space in either a file system directory or an
LDAP database.
The wizard consists of the following pages:
Welcome page To begin the process, click Next.
Profile Type Selection page The Profile Type Selection page lets you select
from a list of types of profiles available for publishing. For more
information, see “Selecting a Profile Type” on page 151.
Profile Selection page The Profile Selection page lets you select a profile to
publish to a specified Profile Space. For more information, see “Selecting a
Profile to Publish” on page 152.

150
 Chapter 8: Profile Space Management

Auxiliary Files page The Auxiliary Files page lets you select supplemental
files to include in the process of publishing a profile to the destination
Profile Space. For more information, see “Selecting Auxiliary Files” on
page 153.
Destination Profile Space page The Destination Profile Space page lets
you specify the Profile Space to which you want to publish the profile. For
more information, see “Specifying the Destination Profile Space” on
page 154.
Finish page The Finish page lets you view the progress of the publishing
process. When the Publishing Complete message appears above the progress
bar, you can click Finish to close the wizard.

Selecting a Profile Type

The Profile Type Selection page lets you select from a list of types of profiles
available for publishing.

151
HostExplorer User’s Guide

To select a profile type to publish:

1 Select a profile type from the drop-down list.

Note: The profile types that appear in this list depend on what
products you have installed.

2 Click Next to specify a profile.

Selecting a Profile to Publish

The Profile Selection page lets you select a profile to publish to a specified
Profile Space.

To select a profile to publish:

Select a profile in the Profiles area. Profile settings specified in the selected
profile appear in the Settings area.

Note: Information displayed in the Settings area depends on the

type of profile selected.

152
 Chapter 8: Profile Space Management

Selecting Auxiliary Files

For publishing HostExplorer, Open Text Secure Shell, or

HostExplorer FTP
The Auxiliary Files page lets you select supplemental files to include in the
publishing process to the destination Profile Space.

To select auxiliary files:

Auxiliary files include In the Auxiliary Files area, expand each category to view the available
scheme and support files, auxiliary files. Select any files that you want to include with the published
as well as keyboard profile.
mapping, quick-key,
toolbar, macro, and
language files.

153
HostExplorer User’s Guide

Specifying the Destination Profile Space

The Destination Profile Space page lets you specify the Profile Space to which
you want to publish the profile.

To select a destination Profile Space:

1 In the Profile Space list, select a Profile Space.
2 Click Publish to copy the profile to the destination Profile Space.
3 When the publishing process is complete, click Finish to close the
wizard.
In order for Active Directory to host a Profile Space, you must extend the
underlying LDAP schema to include Profile Space objects.

To import the Profile Space schema into Active Directory:

1 Copy the following lines into a text file.
dn: CN=hummingbirdFolder,CN=Schema,CN=Configuration,DC=rootDom
ain
changetype: add
objectClass: classSchema
possSuperiors: person

154
 Chapter 8: Profile Space Management

possSuperiors: container
possSuperiors: organization
possSuperiors: organizationalPerson
possSuperiors: organizationalRole
possSuperiors: organizationalUnit
possSuperiors: user
subClassOf: container
governsID: 1.3.6.1.4.1.5966.2.1
mustContain: cn
showInAdvancedViewOnly: TRUE
adminDescription: hummingbirdFolder
objectClassCategory: 1
lDAPDisplayName: hummingbirdFolder
dn: CN=hummigbirdFileContentsBinary,CN=Schema,CN=Configuration
,DC=rootDomain
changetype: add
objectClass: attributeSchema
attributeID: 1.3.6.1.4.1.5966.1.2
attributeSyntax: 2.5.5.10
isSingleValued: TRUE
rangeLower: 1
rangeUpper: 65535
showInAdvancedViewOnly: TRUE
adminDescription: hummingbirdFileContentsBinary
oMSyntax: 4
lDAPDisplayName: hummingbirdFileContentsBinary
dn:
changetype: modify
add: schemaUpdateNow
schemaUpdateNow: 1
-
dn: CN=hummingbirdFileBinary,CN=Schema,CN=Configuration,DC=roo
tDomain
changetype: add
objectClass: classSchema
possSuperiors: container
possSuperiors: organizationalRole
possSuperiors: organizationalUnit
possSuperiors: person
possSuperiors: user
possSuperiors: HummingbirdFolder

155
HostExplorer User’s Guide

governsID: 1.3.6.1.4.1.5966.2.3
mustContain: cn
mayContain: hummingbirdFileContentsBinary
showInAdvancedViewOnly: TRUE
adminDescription: hummingbirdFileBinary
objectClassCategory: 1
lDAPDisplayName: hummingbirdFileBinary

2 Replace rootDomain with the Base DN (DN of the root domain). Do not
place spaces after the equal sign (=) or after commas that separate
entries. The following are some examples:
• DC=acme,DC=com
• DC=ad,DC=lulea,DC=marratech,DC=com
• DC=enterprise,DC=uab,DC=edu

3 Save the text file as HumSchema.txt.

4 Ensure that Active Directory is running and that you are logged on as
an Administrator.
5 Open a command prompt and use the following command to import
the text file.
c:\ldifde -i -f HumSchema.txt

6 The command output should be as follows:

Connecting to “acme.com”
Logging in as current user using SSPI
Loading entries...
4 entries modified successfully
The command has completed successfully

156
Chapter 9
Automating Sessions

Automating Sessions 159

Recording Passwords 159
About Quick Scripts 160
Starting Quick Script Editor 161
Using Macros 163
Recording and Editing Macros 163
Recording Macros Automatically 164
Running Macros 167
Customizing Hotspots 168
Assigning Hotspot Functions 170
Creating Hotspots 170
Enabling Hotspots 172
Handling Events 173
Creating and Deleting Events 174
Enabling and Displaying Events 176
Using Quick-Keys 177
Creating Quick-Keys 177
Loading and Running Quick-Keys 179
Connecting Automatically at Startup 180
Running Quick-Keys, Quick Scripts, or Macros at Startup 181
About Automating Login Procedures 182
Automating Login Using Quick-Keys 182
Automating Login Using Quick Scripts 184
Automating Login Using the Express Logon Feature 185
 Chapter 9: Automating Sessions

Automating Sessions

This area describes how to automate tasks and execute predefined actions
using Quick Scripts, Quick-Keys, hotspots, macros, and events. You can use
these tools to do any of the following:
Automate tasks Such as the execution of command sequences and
scripts.
Assign events to actions For example, system commands, action keys,
editing keys, and characters.
Record events Save keystrokes, mouse actions, and other session events.
Create automated task schemes Use preconfigured schemes or create
custom schemes that consist of groups of related automation tasks.
Automate login Automate host connections and login procedures and
save recorded passwords in encrypted format.
Automate startup Configure Quick-Keys, Quick Scripts and macros to
run at startup.
Run tasks from the toolbar Select and run available Quick-Keys, Quick
Scripts or macros directly from the toolbar.

Recording Passwords
This feature lets you specify how hidden fields such as passwords are treated
when recording macros and Quick Scripts.

Changing how hidden fields are handled:

1 On the Options menu, select Global Options. The HostExplorer Global
Options dialog box opens.

2 Click Advanced, and then right-click Password Recording In

Macros/Quick Scripts.

3 Select Edit in the context menu. A list appears, with the default setting
(Clear Text) displayed.

159
HostExplorer User’s Guide

4 Do one of the following:

• To store user input from hidden fields in encrypted form in the
macro or Quick Script file, select Encrypted. When the macro or
Quick Script is run, the encrypted text will be decrypted and used
in the session.
• To prompt the user to enter a password when the macro or Quick
Script is run, select Prompt. User input from hidden fields will not
be stored in the macro or Quick Script file.
In 3270 sessions, 5250 sessions, and macros, the Prompt dialog box
lets you enter a value for the hidden field. In VT sessions and in
Quick Scripts, the Prompt dialog box displays the last host prompt
to be displayed on the screen when prompting the user for hidden
input.

About Quick Scripts

For more information, see Quick Scripts are made up of commands that let you automate procedures
Quick Script Editor Help. or tasks. You can assign Quick Scripts to keyboard mappings, mouse
actions, hotspots, toolbar buttons, and the Track menu.
You can use Quick Script Editor to create and modify HostExplorer and
FTP Quick Scripts. A Quick Script must be started from the connection
type with which it is created. For example, a VT Quick Script functions
properly only when started from a VT session. To switch to a different
Quick Script type, select New on the File menu of Quick Script Editor and
specify a different type.
Sample Quick Script files Quick Script Editor lets you perform the following functions:
are available in the
Accessories\QuickScript • declare variables
directory in the User files • create labels
folder (accessible from the
Start menu). • control execution flow of Quick Script commands
• show Quick Script details
• create pop-up messages

160
 Chapter 9: Automating Sessions

For example, you can:

• Modify timeouts and delays to account for slower connections.
• Remove Send Keystrokes containing private information (for example,
passwords) and replace with the Prompt dialog.

Starting Quick Script Editor

The options that are available when you open Quick Script Editor depend
on whether you start it from Connection Central or from HostExplorer.

To start Quick Script Editor from Connection Central:

1 Double-click Connection Central on your desktop.
2 On the Open Text menu, select Quick Script Editor.

To select a Quick Script type, select New on the File menu.

To start Quick Script Editor from HostExplorer:

1 On the Tools menu of the session window, point to Quick Script.
2 Select Edit in the submenu. Quick Script Editor opens.

161
HostExplorer User’s Guide

When you start Quick Script Editor from a HostExplorer session, the
toolbars and menus that appear are specific to that HostExplorer
connection type. To select a different connection type, or to work with FTP
Quick Scripts, select New on the File menu, and then select a Quick Script
type.

Recording and Running Quick Scripts

You can use Quick Script Editor to record keystrokes and other session
events directly in the host session window.
You can specify how hidden fields such as passwords are treated when
recording Quick Scripts on the Advanced Page of HostExplorer Global
Options.

To record a Quick Script:

1 In the session window, point to Quick Script on the Tools menu and
select Start Recording.
2 Perform the steps that you want to record.
3 On the Tools menu, point to Quick Script and select Stop Recording . The
Save Quick Script Files dialog box opens.

4 Type a file name for the Quick Script and click Save.

After you create or edit your script using Quick Script Editor, you can
execute it at any time.

To open and run a Quick Script from the Tools menu:

To stop the execution of a 1 In the session window, point to Quick Script on the Tools menu and
Quick Script at any time, select Run. The Open Quick Script Files dialog box opens.
point to Quick Script on
the Tools menu and click 2 Select a Quick Script file and click Open. The selected Quick Script runs.
Stop.
The System Command Quick Script-List lists all available Quick Scripts
and lets you select and run a Quick Script directly from a toolbar, menu, or
keyboard shortcut.
This list box displays items in a single directory. If you want to run a Quick
Script that is stored in a different location, you can view the directory tree
by running the Quick Script from the Tools menu.

162
 Chapter 9: Automating Sessions

To run a Quick Script from the Quick Script list in the toolbar:
1 Click the arrow in the list box on the toolbar to display all available
Quick Scripts.
2 Select an item in the list. The Quick Script executes.

Using Macros

HostExplorer provides utilities, such as Macro Recorder, Macro Editor, and

Auto Macro Record that let you automate commands, actions and events.
You can create a macro to automate your login and record your password in
encrypted format.
You can also map recording and running macro functions to specific keys to
further simplify the execution of automated tasks.

Recording and Editing Macros

HostExplorer Basic Using the Macro Recorder, you can record keystrokes, mouse actions, and
Workbench, a Microsoft other session events. For example, you can record a macro at startup to
VBA-compatible Basic include operations that occur prior to a connection, then edit the macro to
interpreter and compiler,
lets you write macros
enhance functionality, such as adding timeouts and delays to accommodate
using the Basic Script tool. slower connections.

To record a macro:
1 On the Tools menu, point to Macro and select Start Recording.
2 Perform the steps that you want to record.
3 On the Tools menu, point to Macro and select Stop Recording. The Save
Recorded Macro File dialog box opens.

4 Type a file name for the macro and select any options in the On Save
area that you want to apply to the saved macro.
5 Click Save.

163
HostExplorer User’s Guide

To edit a macro:
1 On the Tools menu, point to Macro and select Edit. HostExplorer Basic
Workbench opens.

2 On the File menu, select Open.

3 Select the macro that you want to edit and make the necessary changes.
4 On the File menu, select Save and close the editor.

Recording Macros Automatically

The System Command Auto-Macro-Record lets you record a macro and
assign it to a keyboard key. You can start and stop the recording of a macro
using a single assigned keyboard key or key combination. You can then save
the macro and assign it to another key, which you can use to run it.
For example, you could map the automated macro record function to the
key combination CTRL+F1, which you could use to start and stop recording a
login procedure. When you stop recording the macro, you are prompted to
save the macro and assign it to the F1 key. You could then use this single key
to run the macro.

164
 Chapter 9: Automating Sessions

The Auto Macro Record process involves the following steps:

1 Assign the macro functions Star t Recording and Stop Recording to a
single key or key combination.
2 Use the specified key(s) to record a macro.
3 Save the macro as an .ebs file.
4 Assign the saved macro to a keyboard key.
5 Use the specified key to run the macro.

To map the macro record functions to a keyboard key:

1 On the Options menu, select Keyboard Mapping. The Keyboard Map dialog
box opens.
In the Keyboard Map 2 Select a mode for the new key. For example, if you want to remap a key
dialog box, you can reset in Shift mode, select Shift.
the currently mapped
mode by clicking Clear 3 Drag the System Command Toggle-Auto-Macro-Record to a key in the
Entry. keyboard mapping area. This deletes the old key mapping and maps the
new function. Values for the selected key appear in the Description area.
To reset all modes for the 4 Click Save. The Save Keymap dialog box opens.
current key, click Default.
To reset all keys to their 5 Specify a name and location for the keymap and click OK to save the
default values, click Reset keymap and close the Save Keymap dialog box.
All.
6 Click Load to open the Load Keymap dialog box with the newly saved
keymap selected. Click OK to load the keymap and close the Load
Keymap dialog box.

7 Click OK to close the Keyboard Map dialog box.

165
HostExplorer User’s Guide

To record a macro using the assigned key:

1 To record a macro, press the assigned key (or key combination) once to
start recording, and then perform the steps that you want to record.
2 When finished, press the assigned key (or key combination) again to
stop recording. The Save Recorded Macro File dialog box opens with the
Map To Key option selected.

3 Type a name for the macro, or accept the suggested name, and click
Save. The Keyboard Map dialog box opens.

4 Make sure Macros is selected in Function Group and the saved macro file
appears in the Function box. You can click Browse to locate the macro
file.
5 Drag the macro file to a key, and then click Save. The Save Keymap
dialog box opens.
6 Select a Profile Space in which to save the keymap file, and type a name
or accept the default name.
7 Click OK to close the Save Keymap dialog box, and then click OK to close
the Keyboard Map dialog box. You can now use the specified key to run
the macro.

You can configure HostExplorer to run the macro automatically when it is

started.
166
 Chapter 9: Automating Sessions

Running Macros
You can run a macro manually, or by using the Auto Macro Record
function. You can also select and run a macro by adding the Macro-List
function to a toolbar or menu, or creating a keyboard shortcut.

To run a macro from the Tools menu:

For information on running 1 In the session window, point to Macro on the Tools menu.
a macro at startup, see
“Running Quick-Keys, 2 Select Run. The Browse Macro Files dialog box opens.
Quick Scripts, or Macros at
Startup” on page 181. 3 Select a macro file and click Open.

The Macro-List feature lists all available macros and lets you select and run
a macro directly from the toolbar. This box displays items in a single
directory. If you want to run a macro that is stored in a different location,
you can view the directory tree by running the macro from the Tools menu.

To run a macro from the macro list in the toolbar:

1 Click the arrow in the list box to display all available macros.

2 Select an item in the list. The macro executes.

167
HostExplorer User’s Guide

To run a macro automatically:

In the session window, press the keyboard key (or key combination) that is
assigned to the macro that you want to run. For more information, see
“Recording Macros Automatically” on page 164.

Customizing Hotspots

Hotspots are designated text strings or regions on the host screen. When
clicked, they execute predefined functions. You can assign hotspots to any
action, editing, or character key, and have them execute system commands,
macros, Quick-Keys, and Quick Scripts.
Hotspots can occur anywhere on the screen and can contain a preceding
and/or trailing blank. Text hotspots can contain intervening blanks, which
means they can consist of more than one word. Region hotspots are
rectangular areas that you define.
HostExplorer lets you define hotspot schemes. You can define a scheme and
add as many text and region hotspots as you want to that scheme.

168
 Chapter 9: Automating Sessions

Available Hotspots
The following text strings are automatically recognized as hotspots:

Text String Function

http:// Opens a browser window and

navigates to the specified web page or
https:// FTP site.
ftp://

mailto: Opens a new message in your default

email program.

file:/// Opens a file that has an associated

application in Windows. For example:
file:///test.txt
file:///TestDocument.doc
file:///C:\Progra~1\Test.doc
Note: the URL cannot contain spaces.
File/path specifications that require
spaces must be written in short form.

You can configure Function Keys and Action Keys as hotspots. For example:

Function Key Example

PFn PF1, PF2...

PFnn PF11, PF12...

Fn F1, F2...

Fnn F11, F12...

Action Key Example

PAn PA1, PA2...

An A1, A2...

169
HostExplorer User’s Guide

Assigning Hotspot Functions

After you have created a hotspot, you can click the hotspot text or region to
execute a predefined action.
For example, many electronic mail packages have the PF key legend at the
bottom of the screen. The format is as follows: PF2:Read, PF3:End, and so
on. When these function keys are enabled, you can click the PF2 text on the
screen to execute the PF2 action automatically.
The following text strings can be configured to be recognized as hotspots
with n representing any digit:
• Program Function Keys - PFn, PFnn, Fn, Fnn
• Program Attention Keys - PAn, An

For example, the PF1, PF2, F1, F12, PA1, PA2, A1 text strings.
Function keys and Attention keys are recognized as hotspots only if they are
manually configured, or if a Hotspot Scheme containing them is selected.
Assignments are different for 3270, 5250 and VT terminal Hotspot
Schemes. For example, the Default 3270, Default 5250, and Default VT
Schemes do not contain Hotspot Schemes unless manually entered. The
Default Scheme in 3270 and 5250 Profiles do contain these hotspot keys,
but must be manually selected from the Hotspot Scheme list box. (There is
no Default Scheme for a VT profile.)

Creating Hotspots
HostExplorer lets you create, edit, and delete hotspots. You can also use
preconfigured hotspot schemes and create custom schemes comprised of
groups of related hotspots.

To create a new hotspot:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Open the Hotspots category and click Assignments.

170
 Chapter 9: Automating Sessions

3 Click the Add New Hotspot button. The Proper ties dialog box opens.

4 From the Type list, select a hotspot type and do one of the following:
• For a text hotspot, type the text you want to include in the hotspot
in the Hotspot Text box. This text doubles as the name for the
hotspot.
• For a region hotspot, type the name you want for the hotspot in the
Hotspot Name box.

171
HostExplorer User’s Guide

5 Specify options for the hotspot and click Next. The Action dialog box
opens.

6 Specify a function group, a function, and (if desired) ToolTip text.

7 Click Finish.

Enabling Hotspots
You can specify a hotspot style and mouse activation method when you
enable hotspots. You can also change the position of hotspots in a session
window and enable hotspot ToolTips.

To enable hotspots:
1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Open the Hotspots category and click Assignments. Confirm that the
hotspots to activate are listed in the Hotspots box.
3 Click the General category.

172
 Chapter 9: Automating Sessions

4 Select the Enable Hotspots check box.

5 In the Hotspot Style box, select a style from the list.
6 In the Mouse Activation box, select Left Single Click or Left Double Click.
7 Click OK.

To display hotspots while connected to a host:

1 In the session window, select Hotspots on the View menu. The hotspots
appear in the style specified on the General page of the Hotspots category
in the Session Profile dialog box.
2 Select Hotspots on the View menu again to clear the hotspot display.

Hotspots that do not If hotspots overlap on the session screen, you can define the order in which
appear because of they appear. In the Hotspots Assignment category, the hotspots nearest the
overlapping cannot be top of the current hotspot scheme take precedence over those below. You
executed.
can change the order at any time.

To change the position of a hotspot:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Open the Hotspots category and click Assignments.
3 In the Hotspots list, select the hotspot you want to move.
4 Click the Move Up or Move Down button to place the hotspot in the
position you want.

Handling Events

HostExplorer Event Handler lets you automate tasks by assigning actions to

specific system or host-initiated events. For example, you could
automatically engage the Save-Screen feature when a specified string is
received from the host, or you could instruct HostExplorer to execute a
Quick Script when your session connects to the host.

173
HostExplorer User’s Guide

You can also automate tasks such as the execution of command sequences
and scripts using Quick-Keys, macros, and Quick Scripts. In addition, you
can assign events to other actions such as system commands, action keys,
editing keys, and characters.

Creating and Deleting Events

HostExplorer lets you create, edit, and delete events. You can also use
preconfigured event schemes and create custom schemes comprised of
groups of related events.

To create an event:
1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Events folder, and click the Assignments category.
3 Under the Events list, click the Add New Event button. The Add New
Event dialog box opens.

174
 Chapter 9: Automating Sessions

4 In the dialog box, you can define parameters for, and assign functions
to, the new event.
5 Click OK.

To delete an event:
1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Events folder and click the Assignments category.
3 In the Scheme list, select the scheme that contains the event that you
want to remove.
To remove all events from 4 In the Events list, select the event that you want to remove.
the scheme, click the
Delete All button. 5 Click the Delete button.

To edit an event:
You can edit the parameters of existing events and re-assign them to
different function groups and functions.
1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Events folder and click the Assignments category.
3 In the Scheme list, select the scheme that contains the event that you
want to edit.
4 In the Events list, select the event that you want to edit.
5 Under the Events list, click the Edit Event Info button. The Edit Event
Info dialog box opens.

6 Configure the settings in the dialog box.

7 Click OK to save the settings and exit the dialog box.

175
HostExplorer User’s Guide

Enabling and Displaying Events

You can enable or disable selected events. You can also customize the display
of events.

To enable or disable events:

1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Events category and click Assignments.
To disable events, clear the 3 In the Events list, select the event(s) that you want to enable.
Enable Events check box.
4 Click the General tab, and select Enable Events.
5 Click OK.

To change the order of events:

You can change the order of events in the current scheme, which affects the
priority given to an event if it overlaps another event.
1 On the Options menu, select Session Properties. The Session Profile
dialog box opens.
2 Expand the Events category and click Assignments.
3 In the Scheme list, select the scheme that contains the event you want to
move.
4 In the Events list, select the event that you want to move.
5 Under the Events list, click the Move Up or Move Down button to place
the event in the desired position.

176
 Chapter 9: Automating Sessions

Using Quick-Keys
For more information on Quick-Keys are multi-functional shortcuts that can store text and
available Quick-Keys, see commands. You can use Quick-Keys to execute a sequence of commands
the Quick-Key System automatically. HostExplorer lets you assign Quick-Keys to keyboard
Commands topic in the
Reference/System and
mappings, mouse actions, hotspots, toolbar buttons, and the track menu.
Session Options section of You can create a Quick-Key using a combination of text, keys, and
HostExplorer Help.
commands. Once you have created a Quick-Key, you can assign it to any
session of the same terminal type.
You can save a group of related Quick-Keys as a file in the
HostExplorer/QuickKey directory in the User Files folder (accessible from
the Start menu). When you load a Quick-Key file, only the Quick-Keys in
that file appear in the Quick-Key Editor dialog box.

Creating Quick-Keys
You can create a Quick-Key to act as a shortcut for text and commands.
When creating Quick-Keys, be sure to include a timing delay, which allows
the Auto Start Quick-Key to run when host data is received from a new
session. To add a delay, select Pause on the Function menu, and then click
Append Function.

177
HostExplorer User’s Guide

To create a Quick-Key:
1 On the Options menu, select Quick-Keys.

2 In the The Quick-Key Editor dialog box, type a name for the Quick-Key,
or select a name from the list.
3 In the Function Group list, select a function group.
4 In the Function list box, select the individual function you want to apply
to the Quick-Key and click Append Function. The function appears in the
Assigned Quick-Key String field.

5 Repeat steps 3 and 4 until you have appended all the desired functions.
6 Click Set to implement the Quick-Key.
7 Click Save to save the Quick-Key to a Quick-Key file.

178
 Chapter 9: Automating Sessions

Loading and Running Quick-Keys

To activate a Quick-Key, you must first load, and then run, the selected
Quick Key.

To load a Quick-Key file:

1 On the Options menu, select Quick-Keys. The Quick-Key Editor dialog box
opens.
2 Click Load. The Load Quick-Key dialog box opens.
3 Select the name of the Quick-Key file you want to load and click OK.
The Quick-Key file name appears in the title bar of the Quick-Key Editor
dialog box and the contents of the file are listed in the Quick-Key Name
box.

To run a Quick-Key from the Options menu:

For information on running 1 On the Options menu, select Quick-Keys. The Quick-Key Editor dialog box
a Quick-Key at startup, see opens.
“Running Quick-Keys,
Quick Scripts, or Macros at 2 In the Quick-Key Name list, select a previously loaded Quick-Key.
Startup” on page 181.
3 Click Run.

To run a Quick-Key from the Quick-Key List in the toolbar:

The Quick-Key List feature lists all available Quick-Keys and lets you select
and run a Quick-Key directly from the toolbar.
The Quick-Key List displays items in a single directory. If you want to run a
Quick-Key that is stored in a different location, you can view the directory
tree by running the Quick-Key from the Options menu.
1 Click the arrow in the list box on the toolbar to display all available
Quick-Keys.
2 Select an item in the list. The Quick-Key executes.

179
HostExplorer User’s Guide

Connecting Automatically at Startup

You can establish a connection automatically when starting HostExplorer.

To create an automatic connection:

1 In the Open Session dialog box, copy and paste the profile(s) you want
to designate for automatic startup into the Startup folder.
2 Create a shortcut on the desktop to the following file:
C:\Program Files\Hummingbird\Connectivity\version\
HostExplorer\HostEx32.exe

3 Right-click the HostEx32.exe shortcut and click Properties. The

Properties dialog box for the shortcut opens.

4 On the Shor tcut tab, add a -* switch to the end of the target string. For
example:
"C:\Program Files\Hummingbird\Connectivity\version\
HostExplorer\HostEx32.exe" -*

5 Click OK. When you double-click the HostExplorer shortcut, the

connection profile in the Startup folder starts automatically.

When the session window opens, you can log on and start working.

Creating a Connection Shortcut

You can add a connection shortcut icon to the desktop (or another
location), which lets you start a session by double-clicking the shortcut.

To create a connection shortcut:

1 In the Open Session dialog box, right-click a profile.
2 Click Create Shortcut.
3 In the Browse For Folder dialog box, browse to the location for the
shortcut and click OK.

180
 Chapter 9: Automating Sessions

Running Quick-Keys, Quick Scripts, or Macros at Startup

For more information about using Quick-Keys, Quick Scripts or macros,
see:
• “Creating Quick-Keys” on page 177
• “Using Quick-Keys” on page 177
• “Recording and Editing Macros” on page 163

To run a Quick-Key, Quick Script, or macro at startup:

1 On the Options menu of a session window, select Session Properties. The
Session Profile dialog box opens.

2 Open the Connection folder and click Other.

3 In the Auto Star t Quick-Key/Quick Script/Macro box, do one of the
following:
• Type the full path name of the Quick-Key, Quick Script, or macro
that you want to use.
• Click Browse Macro Files or Browse QuickScript Files to specify a file.
• Select a Quick-Key from the list.

4 Click OK when finished.

5 On the File menu, select Save Session Profile. The Save Profile dialog box
opens.
6 Select the profile or type a new name.
7 Click Save.

You can use this process to minimize the number of steps required to log
into a system. For example, you can avoid having to type your user name
and password each time you access a host.

181
HostExplorer User’s Guide

About Automating Login Procedures

You can automate your login procedure using any of the following methods:
• Quick-Keys
• Quick Scripts
• the Express Logon Feature

Warning! Automating logins may cause security problems.

Note: When migrating profiles and Quick Script files from previous
versions, encrypted information (for example, user ID and
password) must be re-entered manually after upgrading.

Automating Login Using Quick-Keys

You can automate the process of logging in to a host by creating a
Quick-Key that contains the necessary information. The procedure for
creating an automated login may vary depending on the host operating
system.

To create an automatic login Quick-Key:

1 On the Options menu of a session window, select Quick-Keys. The
Quick-Key Editor dialog box opens.

2 In the Quick-Key Name box, enter a name for the Quick-Key, or select one
from the list.
3 In the Assigned Quick-Key String box, type your login name (user ID),
enclosed in quotation marks, then do one of the following:
• For 3270 and 5250 connections, in the Function Group list, select
Editing Keys. In the Function list box, select Tab.
• For VT connections, in the Function Group list, select Editing Keys
and in the Function box, select Return. Click Append Function to add
the command. In the Function Group list, select System Commands
and in the Function box, select Pause.

182
 Chapter 9: Automating Sessions

4 Click Append Function to add the command.

5 Type your password, enclosed in quotation marks, in the Assigned
Quick-Key String box.

6 Do one of the following:

• For 3270 and 5250 connections, in the Function Group list, click
Action Keys. In the Function list box, click Enter.
• For VT connections, in the Function Group list, select Editing Keys
and in the Function box, select Return.

7 Click Append Function to add the command. The Assigned Quick-Key

String box now contains one of the following strings:

• For 3270 and 5250 connections, “User ID” Tab “password” Enter.
• For VT connections, “User ID” Return Pause “password” Return.

8 When finished, click Set to save the settings and to implement the
Quick-Key.
9 Click Save to save the Quick-Key in a file. The Save Quick-Key dialog
box opens. Type a name for the Quick-Key file and specify a Profile
Space in which to save it.
You can save multiple Quick-Keys in a single Quick-Key file. When you
load a Quick-Key file, the Quick-Key Name list displays only the
Quick-Keys included in that file.

10 Click Close to close the Quick-Key Editor dialog box.

To apply a Quick-Key to a session profile:

1 In the Session Profile dialog box, click Other in the Connection category.
2 Select a Quick-Key from the Auto Start Quick-Key/Quick Script/Macro list.
3 Click OK to close the dialog box.

183
HostExplorer User’s Guide

Automating Login Using Quick Scripts

You can automate the login procedure by creating a Quick Script that
contains the necessary information. This procedure applies to 3270 and
5250 connections. The procedure for creating an automated login may vary
depending on the host operating system.

Note: When migrating profiles and Quick Script files from previous
versions, encrypted information (for example, user ID and
password) must be re-entered manually after upgrading.

To create an automatic login Quick Script:

For more information, see 1 In the session window, point to Quick Script on the Tools menu and
“About Quick Scripts” on select Edit. Quick Script Editor opens.
page 160, or Quick Script
Editor Help. 2 Double-click the default header line “Untitled: Description of Quick
Script”. The Quick Script Description dialog box opens.

3 Type a name and description for the new Quick Script file and click OK.
4 On the Commands menu, select Declare Variable. The Declare Variable
dialog box opens.
5 In the Variable Name box, type a name for the variable. For example, if
you name a variable UserID, in the Initial Value box, type your User ID
and click OK.
6 To declare a variable for your password, in the Variable Name box, type a
name for the variable. For example, if you name a variable Password, in
the Initial Value box, type your password and click OK.
7 On the Commands menu, select Send Variable To Screen. In the Variable
Name list, select the name that you specified for your user ID and click
OK.

8 On the Commands menu, select Send Keystrokes. In the Category list,

select Editing Keys.
9 In the Mnemonic list, point to Tab, and click Inser t. The mnemonic
appears in the Keystrokes box. Click OK.

184
 Chapter 9: Automating Sessions

10 On the Commands menu, select Send Variable To Screen. In the Variable

Name list, select the variable name that you specified for your password
and click OK.
11 On the Commands menu, select Send Keystrokes. In the Category list,
select Action Keys.
12 In the Mnemonic list, point to Enter, and click Inser t. The mnemonic
appears in the Keystrokes box.
13 Click OK. On the toolbar, click Save.

To apply a Quick Script to a session profile:

1 In the Session Profile dialog box, click Other in the Connection category.
2 Beside the Auto Star t Quick-Key/Quick Script/Macro box, click the Browse
Quick Script Files button to locate and specify a Quick Script file.
3 Click OK to close the Session Profile dialog box.

Automating Login Using the Express Logon Feature

The Express Logon Feature (ELF) lets a user running a 3270 client session
log on to a host system using a digital certificate instead of a user ID and
password.
To use the Express Logon Feature, make sure that the following are true:
• The host session is configured for SSL with client authentication.
• Each user has a unique digital certificate.
• The connection is to a supported IBM Communications server.

An Express Logon macro sends the following tags for the username and
password:
• )USR.ID(
• )PSS.WD(

As a result, your username and password are not sent over the connection.
In order for an application to be accessed using the Express Logon Feature, a
PassTicket data class profile (PTKTDATA) must be defined on the host system.

185
HostExplorer User’s Guide

To automate your login using the Express Logon Feature:

You can automate your login procedure with an ELF macro using either of
the following methods:
• Create an ELF macro using the macro record function. You can record
an ELF macro by performing your normal logon procedure and
entering the tags instead of your real username and password.
• Use the sample logon macro (ExpressLogonTSO.ebs) that is installed in
your Macro folder. You may need to change the logon string for the
application ID (APPLID) that the host uses to identify the application.
Your host system administrator can provide you with the Application
ID.

For more information about the Express Logon Facility, refer to the
following IBM publications:
• IBM Z/OS Communications Server IP Configuration Guide V1R2
SC31-8775-01
• IBM Z/OS Communications Server IP Configuration Reference
V1R2
SC31-8776-01
• IBM Host Access Client Package Update Redbook
SG24-6182-01 (Chapters 3.7, 11.8, 25.3)

Most publications are available in Adobe PDF format from:

http://www.ibm.com/servers/eserver/zseries/zos/bkserv/
http://www.redbooks.ibm.com/

186
Chapter 10
HostExplorer FTP

What’s New 189

About HostExplorer FTP 189
Connecting to an FTP Server 190
Using an SSH Proxy 191
About FTP Profiles 192
Setting the FTP Transfer Mode 194
Tracing an FTP Session 195
Uploading and Downloading Files 196
Setting Remote File Permissions 198
Viewing Files 199
Synchronizing Files 200
Determining Synchronization Parameters 200
Creating Synchronization Items 201
Editing Synchronization Items 204
Creating Synchronization Profiles 205
Scheduling Synchronization Items 206
FTP Directory Caching 208
OLE Automation 208
Creating an OLE Script 209
Automating Tasks Using Quick Script Editor 210
 Chapter 10: HostExplorer FTP

What’s New

Creating Secure Connection Profiles Creating new secure connections

to SFTP hosts is now much simpler and faster. You can specify the type of
secure connection type you want to use directly in the FTP Site Proper ties
dialog box and, with a single click, configure settings for that connection
type.
Secure Shell Proxy Support HostExplorer FTP now includes support for
using any Open Text Secure Shell tunnel profile to automatically proxy
connections through a Secure Shell server.
SFTP Communication Streamlined SFTP processing improves the
security and performance of SFTP connections by eliminating the need to
communicate with a dedicated daemon on the local machine.
Address Syntax in FTP commands You can now specify if and when to
send standard or extended command syntax for cases when, if using a
proxy, the network protocol between the FTP client and the proxy server
differs from that between the proxy server and the destination host.

About HostExplorer FTP

HostExplorer FTP is a client implementation of the File Transfer Protocol

(FTP) and Secure File Transfer Protocol (SFTP). You can use HostExplorer
FTP to transfer both text (ASCII) and image (binary) files between your PC
and a remote FTP server using Windows Explorer. You can also use
advanced scripting with OLE automation to view files and to transfer files
to multiple hosts.

Features of HostExplorer FTP

Windows Explorer Integration—Fully embedded in Windows Explorer.
Windows Drag-and-Drop and Copy/Paste—Supports Windows drag-and-
drop and copy/paste features.
Multiple FTP Server Type Support—Supports Solaris, SunOS, AIX,
AS/400, VMS, VM/CMS, MVS, VM/VPS and Windows platforms.

189
HostExplorer User’s Guide

Directory Caching—Caches directory listings locally, which lets you

browse directories offline.
FTP Transfers from HostExplorer—You can start FTP transfers from
within 3270 and VT HostExplorer sessions.
For more information about Secure SFTP Connections—Supports the following secure connections:
configuring security Secure Shell 2 (FIPS 140-2 certified), SSL/TLS, SOCKS proxy servers,
settings, see Connection HTTP/HTTPS proxy servers, and Kerberos encryption and authentication
Central Help.
protocols.
File Synchronization—You can synchronize files and directories to and
from a remote server, allowing you to maintain sets of local and remote files
that have the same content. You can also save multiple lists of FTP items as a
synchronization profile, which you can use to perform or to schedule
synchronization tasks.
Set Remote File Permissions—You can change the permissions of a remote
file or directory, subject to the host system allowing permissions to be set.
Live Editing—You can automatically edit files using an associated
application and save the changes to the server.
Shortcuts—You can create shortcuts to remote files and folders on your
desktop for single-click viewing.
Resume Transfer—You can continue downloading data in the event of an
interrupted transfer. The transfer of data continues from the point of
interruption.
OLE Automation—Supports advanced scripting and OLE Automation.

Connecting to an FTP Server

You can also select the To connect to an FTP server, you must use an FTP profile, which supplies
profile and click Connect the connection parameters. For more information on creating a profile, see
or Disconnect on the “About FTP Profiles” on page 192.
toolbar.

190
 Chapter 10: HostExplorer FTP

To connect to an FTP server:

In Connection Central, double-click the FTP profile that you want to use to
start the connection.

Note: If the profile does not contain a valid host name, IP address,
or required credentials, you are prompted to supply the
information when starting a connection.

Using an SSH Proxy

HostExplorer FTP supports proxying session connections through an SSH
server when the Open Text Secure Shell add-on is installed. Proxying a
HostExplorer FTP connection over SSH requires two steps: Creating a Open
Text Secure Shell tunnel profile, and setting the appropriate Proxy setting
on the FTP profile's Firewall/Proxy settings page.

To create an FTP profile that uses a Secure Shell server to proxy the
connection:
1 Create a tunnel in Open Text Secure Shell Management Console that
points to the Secure Shell proxy server. You can also configure
appropriate authentication settings.
2 In Connection Central, double-click New FTP Profile. The FTP Site
Properties dialog box opens.

3 On the General Page, in Connection Type, select the type of connection

you want to use.
4 On the Firewall/Proxy page, in the Firewall Type drop-down list, select the
Open Text Secure Shell tunnel you created in Step 1. (For example, SSH
- MyTunnel.csp.)

5 Click OK. The new profile appears in Connection Central.

When you connect using this profile, HostExplorer FTP automatically loads
the specified Open Text Secure Shell tunnel and creates and keeps the proxy
connection open until you close the FTP session.

191
HostExplorer User’s Guide

About FTP Profiles

FTP profiles are saved session configurations that contain the settings
necessary to connect to an FTP server. HostExplorer FTP lets you create,
edit, rename, and delete FTP profiles in the same manner as you would
manage files in Windows Explorer.

To create an FTP profile:

1 In Connection Central, double-click New FTP Profile. The FTP Site
Properties dialog box opens.

Note: The options that appear in this box depend on the type of
connection you select.

For more information, see 2 In Connection Type, select the connection type that matches your desired
Connection Central Help. security level and authentication method.

192
 Chapter 10: HostExplorer FTP

3 If you want to change the default configuration settings for the type of
connection you selected, click the Configure button. The appropriate
dialog box for configuring settings opens.

Note: Administrators can configure Open Text Secure Shell

options by selecting SFTP - Open Text Tunnel in Connection Type.
End users’ machines must have Open Text Secure Shell installed.
For more information about securing an FTP session with SFTP,
see the Securing FTP File Transfers book in Open Text Secure
Shell Help.

4 Click OK. The Save FTP Profile dialog box opens.

5 In the Profile Name box, type a name for the new profile. If you specified
a host name in the Host Address box (on the General page of the FTP Site
Properties dialog box), this name appears by default.

6 Click Save to save the profile and close the dialog box.

The new FTP profile appears in Connection Central. To connect to the host,
double-click the profile.

To edit, rename, or delete a profile:

Right-click the profile, and then click the related menu item. To change
profile settings, click Properties.

193
HostExplorer User’s Guide

Setting the FTP Transfer Mode

Note: HostExplorer FTP defaults to Auto Select when performing

file transfers.

HostExplorer FTP transfer modes include:

• ASCII—Transfers files as ASCII text.
• Binary—Transfers files in pure binary form.
• Auto Select—Lets HostExplorer FTP determine which of the above two
modes is the best mode for the selected file.
Some systems (including MVS and VMCMS) automatically transfer
files as ASCII files when using the Auto Select transfer mode.

You can set the default transfer mode using the toolbar or the FTP Transfer
page of the Connection Central Options dialog box.

194
 Chapter 10: HostExplorer FTP

To set the default transfer mode:

You can set the transfer 1 On the View menu, click Connection Central Options. The Connection
mode by clicking the Central Options dialog box opens.
ASCII, Binary, or Auto
Select button on the 2 Click the FTP Transfer tab.
toolbar.
3 In the File Transfer Mode list, click the desired transfer mode.
4 Click OK.

To override the default transfer mode:

1 In Connection Central, right-click the desired FTP Profile and click
Properties. The FTP Site Properties dialog box opens with the specified
values for the site.
2 Click the Other tab.
3 Select an upload and a download transfer mode for this profile.
4 Click OK.

To override the default timestamp behaviour:

1 On the View menu, click Connection Central Options. The Connection
Central Options dialog box opens.

2 Click the FTP Transfer tab.

3 In Match Server Timestamp, select Never, If File Date And Time Are Known,
or Always to specify options for using the time of the source file for
downloaded files. For more information, see FTP Transfer Page in
Connection Central Help.

Tracing an FTP Session

HostExplorer FTP provides a tracing feature that lets you monitor or debug
an FTP server connection. All information about the FTP server connection
is copied to the trace file.

To trace an FTP session:

1 On the toolbar, click the Enable/Disable FTP Tracing button.
2 Establish an FTP server connection.

195
HostExplorer User’s Guide

To select a trace file:

1 On the View menu, click Connection Central Options. The Connection
Central Options dialog box opens.

2 Click the FTP General tab.

3 In the Trace File box, enter the directory path and file name of the trace
file you want to use, or click Browse to locate the file.
4 Click OK to close the dialog box.

Uploading and Downloading Files

After you connect to an FTP server, you can upload files from your PC to
the server, or download them from the server to your local machine. You
can transfer files using the copy and paste or the drag-and-drop method.
To avoid data loss in the event of an unexpected transfer interruption,
enable Allow Transfer Resume on the Advanced page of the FTP Site Properties
dialog box before beginning the transfer. In the event of a connection drop,
the transfer of data will continue from the point where it stopped.

To transfer files between a remote server and a local PC:

1 In Connection Central, select the FTP profile you want to use.
2 Establish an FTP connection with the selected FTP server. For
information on establishing an FTP connection, see “Connecting to an
FTP Server” on page 190.
Make sure that you have set the appropriate FTP transfer mode (that is,
ASCII, binary, or Auto Select) on the FTP Transfer page (in the
Connection Central Options dialog box).

Note: You can append the contents of a local file to a remote FTP
file by dragging the local file with the right mouse button and
dropping it onto the remote FTP file. In the context menu, select
Append Here.

196
 Chapter 10: HostExplorer FTP

3 In the Windows Explorer window, copy and paste, or select and drag
the file(s) you want to transfer into the destination directory or desired
location on the PC or remote server. The HostExplorer FTP File Transfer
window opens and the transfer process begins.

To transfer files between two servers:

1 In Connection Central, select the FTP profiles you want to use to
connect to the remote servers.
2 Establish FTP connections with the selected FTP servers.
3 Make sure that you have set the appropriate FTP transfer mode (that is,
ASCII, binary, or Auto Select).
4 Copy and paste the file(s) you want to transfer.

To append the contents of an FTP server file to another:

1 Select the source file and drag it with the right mouse button.
2 Drop it onto the target file.
3 In the context menu, select Append Here.

197
HostExplorer User’s Guide

Setting Remote File Permissions

The status of remote file or folder permissions appear in the Attributes
column of the HostExplorer FTP main window. You can change the
permissions of a remote file or directory if the host FTP server supports this
feature and if you have sufficient administrative privileges.

To change remote file or folder permissions:

1 Establish an FTP connection with the selected FTP server.
2 Right-click the file or folder that you want to modify and click
Properties. The File Properties dialog box opens.
The Numeric Value box 3 You can change permissions for a remote file or folder by selecting or
can contain a three-digit clearing the check boxes in the Owner, Group, and Others columns.
number. Each digit Alternatively, you can enter the appropriate value in the Numeric Value
represents the permissions
level of one of the groups.
box.
4 If you are changing permissions for a folder, select Recursive if you want
to apply the selected permissions to all files and folders within that
directory.
5 Click OK to close the dialog box.

To change permissions for groups of remote files or folders:

1 Establish an FTP connection with the selected FTP server.
2 Select the files or folders that you want to change, right-click, and select
Properties. The File Properties dialog box opens.

198
 Chapter 10: HostExplorer FTP

3 The check boxes in the Owner, Group, and Others columns indicate the
permissions status of the selected group as follows:
• If none of the selected files or folders have a specific permission
enabled, the check box is cleared.
• If some of the selected files or folders have a specific permission
enabled and others do not, the check box contains a gray check
mark.
• If all of the selected files or folders have a specific permission
enabled, the check box contains a black check mark.

The Numeric Value box is 4 You can change permissions for a remote group of files or folders by
disabled when the selecting or clearing the check boxes in the Owner, Group, and Others
Properties dialog box columns. If you enable or disable a permission for multiple entries, it
represents multiple files or
folders.
applies to all selected files.
5 Click OK to close the dialog box.

Viewing Files
HostExplorer FTP provides a View feature that lets you open a remote file
for viewing. When you choose this option, HostExplorer FTP saves the file
in a temporary directory on your PC and starts the associated application.

To view a file:
1 Establish an FTP connection with the selected FTP server.
2 Make sure that you have set the appropriate FTP transfer mode (that is,
ASCII, binary, or Auto Select).
3 In the Exploring window, right-click the FTP file and click View.

If there is no program associated with the file, HostExplorer FTP uses

Notepad to display the file.

199
HostExplorer User’s Guide

Synchronizing Files

Connection Central lets you synchronize files and directories to and from a
remote FTP or AS 400 site, allowing you to maintain sets of local and
remote files that have the same content. You can designate either the local or
the remote copy as a master file. When you make changes to the master file,
the mirror file is updated automatically when the synchronization item is
executed.

Determining Synchronization Parameters

HostExplorer FTP lets you determine how synchronization items transfer
files. Remote FTP server files and local files can be synchronized based on
their modification dates as well as the synchronization direction.

Synchronizing Files Based on Modification Date

Selecting Newer Only in the Edit Synchronization Item Proper ties dialog box
instructs Connection Central to compare modification dates and decide
whether or not to upload or download a specified file or directory.
When the synchronization direction is set to Auto and the search for files
detects new or changed files on both local and remote locations, two
separate transfer processes are started. One downloads files that are newer
on the remote server or missing from the local machine, and the other
uploads files that are newer on the local machine or are missing from the
remote server.

Adding New Files and Folders

When a synchronization item specifies a folder for synchronization, the
specified folder and all subfolders are scanned for candidate files to be
synchronized according to the specified direction. If the specified folder
does not exist on the recipient machine, a new folder is created.
For example, you could create a synchronization item that specifies a folder
on a local machine and one on the remote server, and set the direction to
either Auto or To Remote Host. When you synchronize a newly created and
populated folder beneath the folder on the local machine, a new folder is
created on the remote server and the new files are uploaded to it.

200
 Chapter 10: HostExplorer FTP

Appending Local Files

If you are downloading a file from an FTP server to your local PC, you
can select Append to add the contents of the remote file to the existing
local file, without overriding or replacing the original file. If the local file
does not exist it will be created. If this option is not selected, the original
file is replaced.

Creating Synchronization Items

Files and directories to be synchronized must first be set up as
synchronization items in the HostExplorer Synchronization Wizard.

To create a synchronization item:

1 In Connection Central, click Synchronization Wizard on the Open Text
menu. The HostExplorer Synchronization Wizard opens.

201
HostExplorer User’s Guide

2 Click the New Synchronization Item button. The Edit Synchronization

Item Proper ties dialog box opens.

3 Enter a name for the synchronization task.

4 In Profile To Use, specify a name and location for the FTP or 5250 Data
Transfer profile that you want to use for the synchronization item, or
click Browse to search for one.
5 If you are using a 5250 Data Transfer profile, the Additional Settings File
box appears. This option lets you specify a 5250 Data Transfer Wizard
profile to provide more information about the transfer settings. Click
the Browse button to search for a profile, or the Edit button if you want
to modify the specified profile.
This Browse button is 6 In Remote Filename/Directory, type the full path for the remote item you
enabled only when a valid want to synchronize, or click the Browse button to search for a location.
FTP or 5250 Data Transfer
profile is specified in the The Browse button opens the Browse Remote Files And Folders dialog
Profile To Use box. box, which lets you select host files or folders (FTP) or members (5250
Data Transfer) to use in the synchronization item.

7 In Local Filename/Directory, type the full path for the local item you want
to synchronize. To browse to a location, click File or Directory (the
Directory button is available for FTP synchronization items only).

202
 Chapter 10: HostExplorer FTP

8 If you are downloading from an FTP server, you can select Append to
add the contents of the newer synchronization item to the older version,
without overriding or replacing the older file.
You can select Newer Only to let HostExplorer FTP decide if the file on
the server should be downloaded by comparing the synchronization
items based on modification date.

9 Set the synchronization direction by selecting one of the following

options:
• Not Set—Saves the settings but does not synchronize the files.
For FTP transfers only—If • To PC—Sets the remote file as the master file. When synchronized,
Newer Only is selected, the downloading a remote file overrides the local file by default.
remote file is downloaded
only if the remote file is • To Remote Host—Sets the local file as the master file. When
newer than the local. synchronized, uploading a local file overrides the remote file by
default.
• Auto—(For FTP transfers only) HostExplorer FTP determines
which is the best synchronization direction for the selected file(s). If
the file search detects new or changed files on both the remote FTP
server and the local machine, files are synchronized based on their
modification dates.

Note: When a synchronization item that involves uploading a file

from a PC to a host is executed, the modification date on the local
file will change to reflect the modification date of the uploaded file
on the host. This behavior prevents the occurrence of cyclical
updates as a result of the remote file having a newer modification
date immediately after the upload.
If you set the direction to Auto, you must set the Match Server
Timestamp option (on the FTP Transfer page of the Connection
Central Options dialog box) to Always.

203
HostExplorer User’s Guide

10 Select one of the following options to set the file transfer type:
• Auto Select—Lets HostExplorer FTP determine which is the best
transfer mode for the selected file(s). (FTP transfers only.)
• ASCII—Transfers files as ASCII text.
• Binary—Transfers files in binary form. (FTP transfers only.)
• No Conversion—Files are transferred without conversion. (5250
transfers only.)
• Tab Separated—Transfers files with fields separated by the tab
character. (5250 transfers only.)
• Comma Separated (CSV)—Transfers files with fields separated by
the comma character. (5250 transfers only.)
• Microsoft Excel (4.0, 5.0, or 2000)—Transfers files in Microsoft
Excel format. (5250 transfers only.)

11 Click OK to close the dialog box.

The Synchronization Wizard now displays information about the newly

synchronized items. Click Close to close the wizard.

Editing Synchronization Items

You can change the properties of a synchronization item using the Edit
Synchronization Item Properties dialog box.

To edit a synchronization item:

1 In Connection Central, click Synchronization Wizard on the Open Text
menu. The HostExplorer Synchronization Wizard opens.
2 Select the item you want to edit and click the Edit Synchronization Item
button. The Edit Synchronization Item Proper ties dialog box opens.
3 Make the desired changes and click OK to close the dialog box.

The Synchronization Wizard now displays information about the edited

synchronized items. Click Close to close the wizard.

204
 Chapter 10: HostExplorer FTP

Creating Synchronization Profiles

You can save multiple lists of FTP or AS/400 synchronization items as a
synchronization profile, which you can use to perform or to schedule
synchronization tasks. The profile is saved as a Connection Central
Synchronization profile.

To create a synchronization profile:

1 In Connection Central, select the FTP or AS/400 profile for which you
want to create a synchronization profile.
2 Click Synchronization Wizard on the Open Text menu. The
Synchronization Wizard opens with all synchronization items for the
selected profile listed.
3 Click the Save As button. The Save Profile dialog box opens.
4 Type a name for the synchronization profile and select a location in
which to save it. The profile is saved as a Connection Central
Synchronization profile.
5 Click OK to close the dialog box.

To load a synchronization profile:

1 In Connection Central, select the FTP or AS/400 profile associated with
the synchronization profile that you want to load.
2 Click Synchronization Wizard on the Open Text menu. The wizard opens
with the selected synchronization profile active.
3 If no active profile is set, click the Load button. The Open Profile dialog
box opens.
4 Select the profile you want to use and click Open. The synchronization
items in the active profile appear in the Synchronization List in the wizard.

205
HostExplorer User’s Guide

To change the active synchronization profile:

1 Click the Load button. The Open Profile dialog box opens.
2 Select the profile you want to use and click Open. The profile
becomes active.

Scheduling Synchronization Items

You can create schedules for synchronization tasks for all items in a
synchronization profile using Task Scheduler.

To create a schedule for a synchronization item:

1 Open the HostExplorer Synchronization Wizard.
2 In the Synchronization list, click the Schedule Synchronization Profile
button.
If you do not want to schedule all of the items in the Synchronization
List, click Save As to save the entire list as a new profile, and then delete
the items you do not want to include. You can then create a schedule for
the new profile.
For more information, see You can also use the command line to schedule individual or grouped
Connection Central Help. synchronization items.

206
 Chapter 10: HostExplorer FTP

3 The Task Scheduler dialog box opens. Specify the schedule task settings.

If there is no synchronization profile associated with the item(s), the

Save Profile dialog box opens. Type a name and browse to a location in
which you want to save the profile, and then click OK. For more
information, see “Creating Synchronization Profiles” on page 205.

4 Click OK to save the task and close the dialog box.

207
HostExplorer User’s Guide

FTP Directory Caching

HostExplorer FTP maintains a cache of FTP directories and file names on

your local machine, so you can view the directory listing without
establishing a server connection. HostExplorer FTP automatically updates
the local cache when you make changes on the remote host that affect the
file system. Only pointers to the files, not the contents of the files, are stored
in the local cache.

Note: By default, when you create a new FTP profile, directory

caching is enabled.

Press F5 to refresh a HostExplorer FTP also lets you select how often the cache is cleared. The
directory. Clear setting works regardless of whether you have made changes to the file
system on the remote host. The setting is located on the FTP Cache tab in the
Connection Central Options dialog box.

To enable directory caching:

1 In Connection Central, select the FTP profile associated with the cache
that you want to enable.
2 Right-click the profile and click Properties. The FTP Site Properties
dialog box opens.
3 Click the Advanced tab.
4 Select Enable Directory Caching.
5 Click OK.

OLE Automation

OLE Automation is a Windows facility that permits data exchange between

applications and automates tasks. When an object, such as an image file, is
linked to a compound document, such as a spreadsheet, the document
contains only a reference to the object. Any changes made to the contents of
a linked object are seen in the compound document.

208
 Chapter 10: HostExplorer FTP

You can access and control HostExplorer FTP through OLE Automation.
You can write OLE Automation clients using a variety of tools, such as
HostExplorer Basic, Visual Basic, C++, and Java. The name of the
automation object is HclFtp.Engine.
For more information about working with FTP OLE APIs, refer to the
Automating FTP and FTP OLE book in HostExplorer Programming Help.

Note: This Help file is available only when you install the
HostExplorer Development Kit, available through the Custom or
Complete installation of your Open Text Connectivity product.

Creating an OLE Script

You can code OLE Automation containers to implement all of the features
and functions of FTP in another application that uses OLE features, such as
HostExplorer Basic. You can work with FTP session objects to call
functions, such as connecting to a host, transferring files from host to host,
and so on. You can use any tool that supports OLE Automation control,
such as Visual Basic and Visual C++.

To create an OLE Script:

1 Create the main FTP Engine object. All objects support a dual interface.
This lets you fully use the FTP OLE features. For example:
Dim FtpEngine As Object
Set FtpEngine = CreateObject (“HclFtp.Engine”)

2 Retrieve an FTP Sessions collection. This lets you set such things as local
drives, access permissions, and so on. For example:
Dim FtpSessions As Object
Set FtpSessions = FtpEngine.Sessions

3 Create the FTP session object. For example:

Dim FtpSession1 As Object
Set FtpSession1 = FtpSessions.NewSession

209
HostExplorer User’s Guide

4 Set properties such as server name, user name, user account, and so on.
For example:
FtpSession1.ServerName=”ftp.com”

5 Call session methods such as Connect to Host, User Login, Get, and so
on. For example:
FtpSession1.UserLogin

Automating Tasks Using Quick Script Editor

Rather than creating FTP scripts based on the HostExplorer Basic

programming language, you can use the Quick Script Editor, which
provides a graphical environment in which to create and modify FTP
scripts.
You can use Quick Script Editor to do any of the following:
• transfer files and directory trees
• create pop-up messages
• print files
• change transfer modes
• control execution flow of Quick Script commands

To create an FTP Quick Script:

1 In Connection Central, click Quick Script Editor on the Open Text menu.
Quick Script Editor opens.
2 On the File menu of Quick Script Editor, click New. The Quick Script
Type dialog box opens.

3 Select FTP and click OK.

For information on how to work with Quick Scripts, refer to Quick Script
Editor Help.

210
Chapter 11
Print Services

Introducing HostExplorer Print Services 213

Routing Host Reports 213
How a Host Report is Routed to a LAN Printer 213
Using Print Services 215
Starting Console and Service 215
Connecting Console to Service 216
Monitoring Service 217
Creating Printer Profiles 218
Creating Printer Profiles from HostExplorer 218
Creating Printer Profiles from the Console 219
Securing Printer Connections 220
Modifying Profile Properties 220
Loading a Profile 221
Autostarting a Profile 222
Managing Profiles 222
Connecting a Printer to a Host 223
Printing a Test Report 223
Troubleshooting Print Services 224
Troubleshooting Service 224
Troubleshooting a Missing Report 225
 Chapter 11: Print Services

Introducing HostExplorer Print Services

HostExplorer Print Services is a server-based, scalable printing solution that

lets you distribute reports from hosts to any LAN (local area network)
printer in your enterprise network.
HostExplorer connects desktop computers to IBM mainframes, and
IBM-compatible systems to IBM midrange systems (the AS/400 family).

HostExplorer Print Services has two key components:

Service Starts automatically whenever a machine on which it is installed
starts Windows. Service runs in the background as a Windows service,
formatting host reports and routing them to LAN printers.
Console Lets LAN administrators configure and monitor the functions of
Service. Consoleis a Windows application that is used to create printer
definitions that connect LAN printers to a host and to monitor the activities
of Service.

Routing Host Reports

For more information, see Before you connect a LAN printer to a host for the first time, you must first
“Creating Printer Profiles” create and load a printer session profile. In the printer profile, identify the
on page 218. host, the LU name of the host, and the LAN printer to which the host report
is sent.

How a Host Report is Routed to a LAN Printer

In a typical scenario that describes how HostExplorer Print Services routes a
report, a host report is routed to a LAN printer in your company Sales
department (Sales Printer).
Connect the LAN printer specified in the profile to the host specified in the
profile. Reports that the host spools to the specified LU name (for example,
SALES) print on the LAN printer (for example, Sales Printer).

213
HostExplorer User’s Guide

LU Name
For more information about Specify the LU name of the host in the Printer Session Properties dialog box.
specifying the LU name, Your host system administrator can provide you with an LU name (also
see “Creating Printer known as the logical unit name) for the host printer.
Profiles” on page 218.

Note: LU names intended for use with HostExplorer Print Services

are processed by the host TCP/IP package, and the TCP/IP
package must support TN3270E or TN5250E protocols. For more
information, consult with your host system administrator.

How a host report is formatted and routed

When a host report is routed to a LAN printer, the following procedures are
carried out by HostExplorer Print Services:
• The report is routed to Service by the TCP/IP package, which is running
on a PC in your LAN.
• Service translates the text of the report from EBCDIC to ASCII, and
converts the printer codes from host printer codes to ASCII codes.
• Service routes the report to the LAN printer. In most cases, this means
that Service spools the report to the printer queue for the LAN printer.

Note: If Service is not running or is not properly configured, the

reports do not print. They remain in the print queue of the host
until the problem is solved.

In the Sales Department scenario, the LU name of the host printer is SALES.
Use the HostExplorer Print Services Session menu to make the connection
between SALES and Sales Printer.

How a host report is generated and processed

When you submit a batch job to the host, you can use HostExplorer as a
terminal emulator, or use a terminal that is connected directly to the host.
• The host then spools the batch job to a job queue, where it stays until it
is able to run.

214
 Chapter 11: Print Services

• The job runs, generating a report intended for a host printer. The report
is in EBCDIC (not ASCII). EBCDIC uses a system of printer controls
that is different from the ASCII codes for line feed, carriage return,
form feed, and so on.
• Before the report is printed, the host spools the report to a print queue.
For our scenario, reports intended for the Sales department are spooled
to a print queue named SALESQ.
• Reports in the print queue are printed on a host printer with the LU
name. This host printer is normally a real printer (for example, an IBM
3287) if you are not using HostExplorer Print Services. In the scenario,
print jobs in the SALESQ print queue are printed on the host printer
with the LU name of SALES.

Note: Your host system administrator is normally responsible for

ensuring that a print queue is connected to the correct printer LU
name and that reports are spooled to the correct print queue.

Using Print Services

The Print Services process consists of the following steps:

1 Starting Console and Service.
2 Connecting Console to Service.
3 Creating a printer profile.
4 Securing host connections.
5 Connecting a printer to a host.

Starting Console and Service

On the Star t menu, click HostExplorer Print Services Console in the Open Text
program group.

215
HostExplorer User’s Guide

Service automatically runs after the installation of HostExplorer Print

Services is complete.

Note: To view or change the startup options, open Administrative

Tools on the Control Panel and then open Services. Right-click
HostExplorer Print Services and select Properties. Select an
option from the Startup Type box.

Connecting Console to Service

If Service is installed and running on more than one machine in your LAN,
you can connect to an instance of Service that is running on your own
machine or to one on another machine.

To connect Console to Service:

1 On the toolbar, click the Connect To Service button.
2 In the Server Name dialog box, enter the name of the machine on which
Service is running. If Service is running on the same machine as
Console, accept the default, which is [Local Machine].

To disconnect from Service:

To disconnect from a Service, click the Connect To Service button on the
toolbar. Console disconnects from the Service to which it is connected. You
can then connect to a different Service.

Note: If Service is not running, Console starts it before attempting

to connect.

216
 Chapter 11: Print Services

Monitoring Service
You can monitor Service in the main window of Console. Data is displayed
in the Service Messages area at the bottom of the main window when you
connect or disconnect a session (load a profile) to a host and when Service
is processing a host report.

Displaying Recent Messages from Service

If you encounter a problem with Service, you can display the fifty most
recent messages relating to the session.

To display recent messages:

To display recent messages from Service, do one of the following:
• Right-click a session name. On the menu, click Message History.
• Double-click on a session. The Profile Messages dialog box opens.

Monitoring Multiple Instances of Service

If more than one instance of Service is running on different machines, you
can monitor them from your machine. You can then start several instances
of Console on your machine and connect each of these Console instances to
different instances of Service.

Refreshing Console
If one instance of Service is running on more than one PC, each instance of
Console on the different PCs refreshes automatically. Each PC displays a
current version of HostExplorer Print Services activity.

217
HostExplorer User’s Guide

Creating Printer Profiles

A printer profile lets you format a report for your LAN printer and refine
the conversion from host printer output to LAN printer output.
You must create and load a printer profile before you connect a LAN printer
to a host for the first time. You can create printer profile in the New Profile
dialog box in HostExplorer or from the Service menu in the HostExplorer
Print Services Console.

Creating Printer Profiles from HostExplorer

To create a printer profile from HostExplorer:

1 On the Start menu, click HostExplorer in the Open Text product group.
The Open Session dialog box opens.
2 Click the Create New Profile button next to the Folder box. The New
Profile dialog box opens.

3 Type a name for the profile in Profile Name.

4 Select 3270 Printer or 5250 Printer in Profile Type, depending on the type
of host you are connecting to.
For more information about 5 To specify options for the profile, click Proper ties. The Printer Session
the Printer Session Properties dialog box opens.
Properties dialog box, see
HostExplorer Print Services 6 On the General tab, you must include the following information:
Help.
• IP Host/Gateway—Specify the IP address, machine name, or DNS
name of the host from which reports are printed.
• LU Name/Device Name—Specify the logical unit (LU) or device
name (for example, SALES) that the host is using to identify the
host printer that the program is emulating. Consult with your host
system administrator to obtain an LU name or a device name.

7 Click OK when you are finished specifying options.

8 In the New Profile dialog box, select a connection type in Connect By
and specify a machine name or IP address in Host Name.

218
 Chapter 11: Print Services

9 Select Connect Using This Profile After Accepting This Dialog Box if you
want to connect immediately after saving the profile.
10 Click OK to save the profile and close the New Profile dialog box. The
new profile appears in the Connection Central directory.

Creating Printer Profiles from the Console

To create a printer profile from HostExplorer Print Services Console:

1 On the Star t menu, click HostExplorer Print Services Console in the Open
Text product group.
2 In the console, on the File menu, click Connect To Service. In the Server
Name dialog box, type the name of the host you want to connect to.

3 On the Service menu, click Create New Profile On Service.

4 Type a name for the profile in Enter A Profile Name and click OK. The
Printer Session Properties dialog box opens, where you can define
properties for this profile.
For more information about 5 On the General tab, you must include the following information:
the Printer Session
Properties dialog box, see • IP Host/Gateway—Specify the IP address, machine name, or DNS
HostExplorer Print Services name of the host from which reports are printed.
Help.
• LU Name/Device Name—Specify the logical unit (LU) or device
name (for example, SALES) that the host is using to identify the
host printer that the program is emulating. Consult with your host
system administrator to obtain an LU name or a device name.

6 On the Printer Destination tab, click Use Specific Printer, and then Select
Printer. In the Print Setup dialog box, click a printer on your system and
specify printer settings.
7 Make any necessary changes in the remaining tabs. The default settings
are sufficient for most situations.
8 Click OK.

219
HostExplorer User’s Guide

Securing Printer Connections

SSL encryption is provided by the Hummingbird Cryptographic Module.
To secure your printer sessions using Open Text SSL, you can create a new
profile, or enable SSL/TLS in an existing profile.

To configure a secure connection with Open Text SSL:

1 With Console connected to Service, on the Service menu, click Create
New Profile On Service. To change an existing profile, right-click the
profile in the main window and click Proper ties. The Printer Session
Properties dialog box opens.

2 Click the SSL/TLS tab.

3 Select Use SSL/TLS to enable the SSL options.
4 Specify SSL/TLS settings, and then click OK. For more information, see
Printer Session Properties—SSL/TLS Settings Page in HostExplorer
Help.

Modifying Profile Properties

Once you have connected to Service and loaded a profile, you can modify its
properties to:
• Change the format of a report for your LAN printer.
• Modify the conversion from host printer output to LAN printer output.

To change the properties of a profile, use the Printer Session Proper ties dialog
box.

To change the properties of a session:

1 Load the profile into Service (if it is not already loaded) and select it.
2 Right-click the profile, and click Properties. The Printer Session
Properties dialog box opens.

3 Click the tab that pertains to the options you want to change. Make the
session properties changes, and then click OK.

220
 Chapter 11: Print Services

Loading a Profile
To use an existing printer profile to connect a host to a printer, or to modify
it, you must load the profile into service.

Note: Before loading a profile, make sure Console is connected to

the appropriate instance of Service. For more information, see
“Connecting Console to Service” on page 216.

To load a profile into Service:

1 On the Service menu of the main window of Console, click Load Profile
Into Service. The Select A Profile To Load dialog box opens.

2 Select a profile and click OK. A list of profiles that are loaded in the
selected Service displays in the main window.

Note: You can load multiple profiles and run multiple sessions
simultaneously.

To unload a profile from Service:

Select the profile from the list in the main window and right-click it. Select
Unload From Service.

221
HostExplorer User’s Guide

To delete a profile from an instance of Service:

Once you have connected to Service, you can delete one or more profiles for
that service.
1 On the Service menu, click Delete Profile On Service. The Select Profiles
to Delete dialog box opens.

2 Check the profile(s) that you want to delete.

3 Click OK.

Autostarting a Profile
Once you have created and tested a printer profile, you can put it into
production. It is possible to load the profile automatically whenever you
start Service.

To configure Autostart Profiles:

1 On the Service menu, click Autostar t Profiles. The Autostar t Profiles
dialog box opens.
2 From the list of profiles, select one or more profiles that you want to
start automatically.

Managing Profiles
The following tips can help you manage your profiles:
HostExplorer printer session profiles HostExplorer Print Services works
with printer profiles created in HostExplorer. The profiles are saved in the
user Profile folder. To access the User Files folder, on the Star t menu,
click the User Files shortcut in the Open Text product group.
Modifying profiles To modify the properties of a profile, load the profile
into Service, right-click it, and select Proper ties.
New profiles based on old To create a new profile based on an existing
profile, use Windows Explorer to make a copy of the source profile. Rename
the copy and then load the new profile and modify its properties.

222
 Chapter 11: Print Services

Profiles with the same LU name You can keep several profiles on disk
with the same LU name. However, you cannot connect two profiles at the
same time to the same host using the same LU name.

Connecting a Printer to a Host

For more information about Once a profile is loaded into Service, you can connect a LAN printer to a
profiles, see “Creating host.
Printer Profiles” on
page 218.
To start a connection:
On the Session menu in the Console main window, click Connect To Host.
The LAN printer specified in the profile connects to the host that you
specified in the profile. Any reports that the host spools to the specified LU
name (for example, SALES) print on the LAN printer (for example, Sales
Printer). You can monitor connection progress in the Service Messages area
at the bottom of the Console main window.

Printing a Test Report

To make sure that the connection is working, generate a report and check
the following:
• If the report does not reach the printer, see “Troubleshooting a Missing
Report” on page 225.
• If the report prints, but you are not satisfied with the formatting, use
the Printer Session Proper ties dialog box to format the report for the
LAN printer.

Note: If you have created and tested a printer profile, you can
modify the default settings so that the profile loads automatically
whenever you start Service. For more information, see
“Autostarting a Profile” on page 222.

223
HostExplorer User’s Guide

Troubleshooting Print Services

The most common problems you may encounter with HostExplorer Print
Services involve issues with Service and with missing reports.

Create a trace file

Before contacting Customer Support with a problem, enable tracing and
then reproduce the problem. This creates a trace file that you can send by
e-mail to our customer support team.

To enable tracing:
1 In HostExplorer Print Services Console, click Connect To Service on the
File menu.

2 On the Service menu, click Proper ties. The Service Proper ties dialog box
opens.
3 Select Enable Tracing . You can change the name or location of the trace
file in Trace File.

Troubleshooting Service
The following are suggested solutions for some common issues with
HostExplorer Print Services:

Configure Re-connection Attempts

When you select Properties from the Service menu, you can configure
whether Service automatically tries to re-connect with a host. In the Number
Of Times To Attempt AutoReconnect box, use the following list as a guideline:

• 0—Never attempts to automatically reconnect.

• -1—Continually attempts to automatically reconnect.
• >0—Maximum number of times to attempt to automatically reconnect.

224
 Chapter 11: Print Services

You can also set the amount of time between connection attempts in this
dialog box.

Verify Host Settings

Consult your host system administrator to check the following host settings.
• If the host reports do not print on the local printer, the host TCP/IP
package may not be properly configured to support the TN3270E or
TN5250E protocol.
• Verify the print job status and monitor print queues on the host printer.
• If the report spool file is too small, it may not have been recognized by
the host. Retry the print job.

Troubleshooting a Missing Report

For an overview of report If a report did not arrive at the local printer to which it was routed, check
routing, see “How a Host the following to pinpoint the problem.
Report is Routed to a LAN
Printer” on page 213.
Local Printer
Check the local printer status dialog box. If the report is listed, make sure
the printer is online and is functioning properly.

225
HostExplorer User’s Guide

Console
In HostExplorer Print Services Console, make sure Service is still running
(Connect To Service on the File menu is selected) and that the session is
connected (the Connect/Disconnect button is in the On position).
Check the session status messages in the main window to verify the session
is using the correct printer profile for the report.

Printer Profile Properties

For more information, see Click Proper ties on the Session menu to open the Printer Session Proper ties
Printer Session Properties dialog box.
Dialog Box in HostExplorer
Print Services Help.

226
 Chapter 11: Print Services

Check the settings of the profile for the following:

• On the General tab, note the LU name used by the printer profile, then
make sure the print queue has been assigned to the same LU name.
• On the General tab, verify the report is being sent to the correct printer
type. Select IBM-3287-1 for mainframe (3270) hosts or IBM-3812-1 for
AS/400 (5250) hosts.
• On the Printer Destination tab, check the Printing System box. If Print To
File is selected, Service saves the host report as a file instead of routing it
to a printer. Select another option in the list.

227
Appendix A
Troubleshooting HostExplorer

Troubleshooting HostExplorer Sessions 231

Creating a Help Desk Share 231
About Tracing HostExplorer Sessions 233
Recording a Trace Manually 233
Creating a Command Line Trace 234
About HostExplorer Trace Wizard 234
Creating a Trace Using HostExplorer Trace Wizard 235
 Appendix A: Troubleshooting HostExplorer

Troubleshooting HostExplorer Sessions

This section describes methods you can use to troubleshoot HostExplorer

session problems.
You can use any of the following methods to facilitate communications with
Customer Support:
• Creating a Help Desk Share
• Recording a Trace Manually
• Creating a Command Line Trace
• Creating a Trace Using HostExplorer Trace Wizard

Creating a Help Desk Share

You can share your active HostExplorer session(s) with a remote machine
(for example, the Help Desk) and allow the operator of the remote
computer to view and control your local sessions. You must be connected to
a host to establish a Help Desk share.

Note: Windows 7/Server 2008/2008 R2/Vista do not support

NetMeeting for application sharing.

To initialize NetMeeting:
Run the following executable:
C:\Program Files\NetMeeting\conf.exe

To access Help Desk Share:

To access this feature, add the Help Desk Share function (Toggle-HelpDesk-
Sharing) to a menu or toolbar, or create a keyboard shortcut.

Note: If you are running multiple sessions, all active sessions are
shared to the remote machine.

231
HostExplorer User’s Guide

To set up the remote machine:

The remote machine must 1 Start Windows NetMeeting, and select Host Meeting on the Call menu.
be connected to the The Host A Meeting dialog box opens.
network and running
Windows NetMeeting. 2 In the Meeting Name box, type HostExplorer Help Desk. (This field is
case-sensitive.)
3 In the password box, type a meeting password.
4 Click OK.

To share HostExplorer sessions with a remote machine:

1 Start Windows NetMeeting, and then close the NetMeeting window.
2 To begin a shared session with the remote computer, make sure you are
running an active session, and then toggle the System Command
function Toggle-HelpDesk-Sharing on. The Help Desk Sign On dialog
box opens.
3 Enter the name or IP address of the remote machine and the meeting
password. Your remote system administrator can provide this
information. When finished, click OK.

If the Help Desk Sign On dialog box appears again, or the Windows
Password dialog box opens, re-enter the information or contact the
remote system administrator to make sure the credentials are correct. If
the Call Was Rejected error message appears, the remote machine
operator did not accept your call.

4 Once the connection is established, the remote machine operator can

see your HostExplorer session and can request control of the session. If
you allow the operator to control your session, you can transfer control
back to the local machine by pressing any key or clicking the mouse.

232
 Appendix A: Troubleshooting HostExplorer

5 To end the shared session(s), toggle the Toggle-HelpDesk-Sharing

function off.

About Tracing HostExplorer Sessions

A trace is a file that logs PC-to-host interactions to the hetrace.txt file
located in the default user’s directory. When you recreate the steps that
caused the problem, the trace captures all data sent to and received from a
host.

Note: The trace will also log user name and password
information.

You can create a trace using any of the following methods:

• Recording a Trace Manually
• Creating a Trace Using HostExplorer Trace Wizard
• Creating a Command Line Trace

After you have reproduced the steps that caused the problem, you can view
and analyze the logged data or send a ZIP file containing the trace file to
Customer Support.
You can enable and disable tracing and configure more tracing options on
the Advanced Page page of the HostExplorer Global Options dialog box.

Recording a Trace Manually

To start a trace, press Ctrl+Shift+T. This key combination starts recording
events to the HETrace.txt file.

Note: If you modified default keyboard mappings, you may have

to reset the default settings. Open the Keyboard Mapping dialog
box, select the letter T on the keyboard and press Default.

233
HostExplorer User’s Guide

Creating a Command Line Trace

To start a command line trace:

1 On the Start menu, click Run.
2 Browse to the following location:
C:\Program Files\Hummingbird\Connectivity\version\
HostExplorer\HostEx32.exe
where version is the version number of your product.
3 Add the following command line option:
-d

The following is an example of the full command line syntax:

“C:\Program Files\Hummingbird\Connectivity\version\
HostExplorer\HostEx32.exe” –d

About HostExplorer Trace Wizard

The HostExplorer Trace Wizard guides you through the steps needed to
create a trace, package all relevant files, and create a ZIP file that you can
send to Customer Support.
The trace file is saved as an archive (ZIP) file that contains the following:
• the HostExplorer profile used for the trace
• the HostExplorer trace file
• any screen shots captured during the session
• all related schemes and themes for the emulation type

To start HostExplorer Trace Wizard:

On the Start menu, in the HostExplorer Tools group for your Open Text
product, click HostExplorer Trace Wizard. Alternatively, you can run the
following executable program:
C:\Program Files\Hummingbird\Connectivity\version\
HostExplorer\HETraceWizard.exe

where version is the version number of your product.

234
 Appendix A: Troubleshooting HostExplorer

Creating a Trace Using HostExplorer Trace Wizard

The wizard opens on the Welcome page. Click Next to begin the process of
creating a trace.

Profile Selection Page

The Profile Selection page lets you browse for a HostExplorer profile to use
for the trace. The selected profile appears in the Selected Profile area. Click
Next to continue.

Once a profile is selected, HostExplorer starts a session using that profile.

You can then recreate the problem you require help with, using as few steps
as possible to ensure the trace is easy to follow.

If HostExplorer is currently running when you select a profile to use for the
trace, you are prompted to close all HostExplorer sessions before
continuing. Once all current HostExplorer processes are closed, click Next to
continue.

Note: The Check For HostExplorer page appears only if

HostExplorer is currently running. The wizard does not proceed
until all instances are closed.

235
HostExplorer User’s Guide

Capture A Screen Page

You can capture screens to include with the trace file. Include as many
screen shots as you like, and then click Next to continue.

Note: Please clearly document the screen shots in the e-mail

message you send to Customer Support.

Data Packaging Page

The Data Packaging page appears as the data is collected and packaged into
a single ZIP file, which is saved to your Documents/My Documents folder
using the following format:
yyyy-mm-dd-hh-mm-ss-HETrace.zip

236
 Appendix A: Troubleshooting HostExplorer

When the Packaging Complete message appears, click Next to continue.

Note: The ZIP file is saved to the following location, depending on

the Windows operating system that you are using.
Windows 7/Server 2008/2008 R2/Vista:
C:\Users\Username\Documents
Windows XP/Server 2003:
C:\Documents and Settings\Username\My Documents

Summary Page
This page displays the name of the ZIP file that is saved to your
Documents/My Documents folder. If you want to send an e-mail message to
Customer Support immediately, select the check box and click Finish. The
ZIP file is renamed with a new extension ._zip to ensure the file is able to
get through e-mail filters.

237
Appendix B
Migrating and Converting Files

Introducing HostExplorer Migration Wizard 241

Migrating Settings with the Wizard 241
Selecting a Migration Type 242
Customizing the Search Criteria 243
Specifying the Search and Destination Directories 244
Selecting the Files to Migrate 245
Viewing the Migration Summary 246
Finalizing the Migration 247
Migrating Settings from the Command Line 248
Command Syntax 248
Macro and Profile Converter 252
Converting Macros and Profiles 252
 Appendix B: Migrating and Converting Files

Introducing HostExplorer Migration Wizard

HostExplorer Migration Wizard converts user settings files created for

Attachmate Extra!, IBM Personal Communications, and RUMBA into
HostExplorer settings files. This tool assists you with the task of migrating
from any of these products to HostExplorer.
HostExplorer Migration Wizard targets these files and settings for conversion:
• Display Session Profiles, which include multiple settings, such as
toolbar definitions, keyboard maps, color definitions, and hotspot
definitions
• Printer Session Profiles
• Macros
• File transfer settings and lists

For more information on The wizard offers two modes of operation. You can operate it from the
command line options, see wizard interface or from the command line.
“Migrating Settings from
the Command Line” on
page 248.

Migrating Settings with the Wizard

When you run HostExplorer Migration Wizard, the Welcome page opens.
Click Next to proceed with migration. The wizard then presents a number of
pages that let you configure the migration process as follows:
Migration Type page Lets you specify how the wizard migrates files. You
can have the wizard migrate all available files, or you can customize the file
search criteria. See “Selecting a Migration Type” on page 242.
File Types Selection page If you selected the Custom migration type on
the previous page, this page opens. Identify the types of files for which you
want the wizard to search. See “Customizing the Search Criteria” on page 243.

241
HostExplorer User’s Guide

Search and Destination Settings page In Custom mode, you must also
specify the directory in which you want the wizard to search for files and the
destination folder for the HostExplorer files generated by the migration. See
“Specifying the Search and Destination Directories” on page 244.
Search Progress page This page displays a search progress indicator.
Files To Migrate page This page displays the results of the file search and
lets you specify which of the detected files you want to migrate. See
“Selecting the Files to Migrate” on page 245.
Migration Progress page This page displays a migration progress
indicator.
Migration Complete page This page displays the results of the completed
migration. See “Viewing the Migration Summary” on page 246.
Finish page This page lets you open the report file, which summarizes the
migration events. You can also opt to delete all of the original files that the
wizard successfully migrated. See “Finalizing the Migration” on page 247.

Selecting a Migration Type

The Migration Type page lets you specify how you want the wizard to migrate
the files.

242
 Appendix B: Migrating and Converting Files

You have two options:

• In Typical mode, the wizard automatically searches the root folder of the
current drive, as well as all subfolders, for migratable files belonging to
supported products. If you select this option, the wizard proceeds to the
Search Progress page.
• In Custom mode, you can customize the search criteria, including which
product files to search for and where. If you select this option, the
wizard proceeds to the File Types Selection page.

Note: Make sure all files you want to migrate are closed.

Customizing the Search Criteria

The File Types Selection page opens only if you selected the Custom
migration mode in the Migration Type page. It displays the migratable file
types associated with supported products.

Select the file type(s) for which you want the wizard to search. If you have
uninstalled a product, but kept the related configuration files, you can
still select that product’s configuration file types. To select or clear all files
associated with a product, right-click the product name and use the
context menu.

243
HostExplorer User’s Guide

Specifying the Search and Destination Directories

The Search And Destination Settings page opens only if you selected the
Custom migration mode and you have selected the file types for which you
want the wizard to search.

Use the Look In box to specify the directory in which you want the wizard to
search for files of the type(s) you specified in the previous page. Use the Save
In box to specify a destination for the HostExplorer configuration files that
will be created by the migration process.

Note: The location of User files may vary according to the

Windows operating system you are using.

244
 Appendix B: Migrating and Converting Files

Selecting the Files to Migrate

The Files To Migrate page displays the results of the file search.

By default, all files are selected for migration. Click on a file name to select
or clear it. You can also highlight multiple files by holding down the Ctrl or
Shift key as you click on file names. After you do so, right-click on the list
and use the context menu to select or clear all of the highlighted files. The
file list displays the following information:

Column Description

File Specifies the name of the file available for migration.

Ref Indicates the number of files that reference the listed file.
Note: If you attempt to clear a file that is referenced by another
file, a prompt appears that lists the referencing files.

Type Indicates the file type and the product with which it is associated.

245
HostExplorer User’s Guide

Column Description

Output Specifies the name that the wizard will give the new HostExplorer
file upon successful migration.
Note:
• In some cases, a single competitor file extension is the potential
equivalent of more than one HostExplorer file extension. In this
case, the wizard generates more than one output file per
migrated file, each with a different extension.
• If the search produces multiple files with the same name, the
output file name for the first file encountered is the same as the
original (example.EDP). Files encountered subsequently
receive an incremented number in their names
(example_1.EDP).

Destination Specifies the destination folder for the output file.

Viewing the Migration Summary

The Migration Complete page displays the results of the completed migration.

246
 Appendix B: Migrating and Converting Files

The file list displays the following information:

Column Description

File Specifies the name of the file the wizard attempted to migrate.

Status Indicates whether the migration was successful.

Destination Specifies the folder in which the newly generated HostExplorer

file resides.

Finalizing the Migration

The final wizard page lets you open the report file, which summarizes the
migration events and lists the files generated.

You can also choose to delete all of the original files that the wizard
successfully migrated. Click Finish to end the migration session.

247
HostExplorer User’s Guide

Migrating Settings from the Command Line

You can use command line options to perform file conversions with
HostExplorer Migration Wizard (HeMigWiz.exe). As is the case when using
the wizard interface, you can perform both single file conversions as well as
batch file conversions from a specific directory.

Note: When performing batch file conversions from the wizard

interface, you can specify which files in a given directory you want
to convert. Batch file conversions performed from the command
line always convert all files in the specified directory.

Automatic Migration
You can configure HeMigWiz.exe to handle third-party session profile
extensions on demand. In this case, when you double-click a third-party
profile, the wizard automatically migrates the profile, along with any files
the profile references, such as keyboard map and toolbar files. Upon
completion, HostExplorer starts automatically as specified by the newly
migrated profile.
During the product installation, you have the option of enabling automatic
migration. If you do so, third-party session profiles are re-associated to
open with HostExplorer Migration Wizard, at which time they are migrated
to HostExplorer profiles. If you have already installed the product and want
to enable this feature, you can modify the installation. For more
information, see the Installation Guide.
Alternatively, you can auto-migrate specific session profiles with the -a
command. For more information, see the Command Syntax section that
follows.

Command Syntax
You can use standard Windows environment variables (for example
%USERPROFILE%) in paths specified in the command line.

248
 Appendix B: Migrating and Converting Files

You can use the following command line options:

HeMigWiz.exe [-h <extension>] [-a <filename>] [-f <filename>] [-x]
[-ps <Alternate Profile Space ID>\HostExplorer] [-d [sourcedir] [-s]]
[-e <Extra-extension...>] [-r <Rumba-extension...>]
[-p <Pcomm-extension...>] [-o [pathname]]

Option Action

-h Associates the specified file extension with HostExplorer Migration Wizard. When you open a
file with the specified extension by double-clicking it, or from a context menu, HeMigWiz.exe
opens with the -a option in the command line.
Note: This option is only necessary if HostExplorer Migration Wizard is selected in a Custom
installation, but the Wizard Support for <productname> Profiles files are disabled.

Example:
HeMigWiz -h edp
When you double click filename.edp, HeMigWiz opens as follows:
HeMigWiz -a filename.edp

-a Automatically migrates the specified third-party session profile. For more information, see
“Automatic Migration” on page 248.
Example:
HeMigWiz.exe -a “C:\Documents and Settings\Attachmate\Sessions\filename.edp”

-f Converts only the specified file. HostExplorer is not started to open the migrated file.
Example:
HeMigWiz.exe -f “C:\Documents and Settings\Attachmate\Sessions\filename.edp”

-x Deletes the original, third-party file if the conversion is successful.

Example:
HeMigWiz.exe -f “C:\Documents and Settings\Attachmate\Schemes\filename.tbs” -x

249
HostExplorer User’s Guide

Option Action

-ps Sets the destination Profile Space for the converted file(s).
Example:
HeMigWiz.exe -d “C:\Documents and Settings\” -s -ps
<Alternate Profile Space ID>\HostExplorer
Note: You can find the Profile Space ID in the Profile Space Properties dialog box. (In Profile
Space Editor, select the Profile Space in which you want to create the migrated files and click
the Profile Space Properties button.)

HostExplorer recognizes profiles only if they are located within a supported Profile Space. Do
not use this option to specify custom destinations.

If -ps is not set, then the default directory is used:

<My Profile Space>\HostExplorer

-d Specifies the root directory you want to use to search for files to convert. If this is not set, the
local default drive is used. In most cases, the default is C:\.
Example:
HeMigWiz.exe -d :\Documents and Settings\”

-s Indicates that you also want to search the subdirectories of the search location.
Example:
HeMigWiz.exe -d “C:\Documents and Settings\” -s

250
 Appendix B: Migrating and Converting Files

Option Action

-e Searches for Extra! files with the specified extensions.

Example:
HeMigWiz.exe -d “C:\Documents and Settings\” -s -e .ehs .ekm .e3c

-r Searches for RUMBA files with the specified extensions.

Example:
HeMigWiz.exe -d “C:\Documents and Settings\” -s -r .map .rmc

-p Searches for PComm files with the specified extensions. You can set all three product-specific
options in combination. If you do not specify a product, all products are selected with all
extensions.
Example:
HeMigWiz.exe -d “C:\Documents and Settings” -s -p .ws

-o Generates a report file (MigrationReport.txt) that includes the status of all converted files.
If you omit the pathname, the file is saved in the My Documents directory.
Examples:
HeMigWiz.exe -d “C:\Documents and Settings\” -s -o
HeMigWiz.exe -d “C:\Documents and Settings\” -
s -o “C:\Documents and Settings\Default User\Desktop\”

Note: The location of User files may vary according to the

Windows operating system you are using.

251
HostExplorer User’s Guide

Macro and Profile Converter

HostExplorer Macro and Profile Converter lets you convert RUMBA,

Attachmate Extra!, and IBM Personal Communications macros into
HostExplorer Basic macros. This utility also converts Extra! and Personal
Communications profiles into HostExplorer profiles.

Converting Macros and Profiles

The utility keeps the original file intact and lets you specify a destination
folder for storing the converted file. You can convert individual files or
entire directories.

To convert files:
1 On the Start menu, in the HostExplorer Tools group for your Open Text
product, click Macro And Profile Conver ter. The Macro And Profile
Conver ter dialog box opens.

2 In the Conversion Type list, select the type of file you want to convert.
3 In Files Or Directory To Conver t, specify or browse to the files or directory
you want to convert.
4 In Destination Directory, specify or browse to a directory in which to
store the converted files.
5 If you are converting an entire directory and want the utility to include
subfolders in that directory, select the Recursive Search option.
6 If you are converting an entire directory and want to be notified before
each file is actually converted, select the Prompt Before Each Conversion
option.
7 Click Conver t to begin the conversion.

252
Appendix C
General Accessibility and
Customer Support

General Accessibility 255

Microsoft Accessibility Options 256
Customer Support 257
 Appendix C: General Accessibility and Customer Support

General Accessibility

Wherever possible, our software adheres to Microsoft Windows interface

standards and contains a comprehensive set of accessibility features.
Access Keys All menus have associated access keys (mnemonics) that let
you use the keyboard, rather than a mouse, to navigate the user interface
(UI). These access keys appear as underlined letters in the names of most UI
items. (If this is not the case, press Alt to reveal them.) To open a menu,
press Alt and then press the key that corresponds with the underlined letter
in the menu name. For example, to access the File menu in any of our
applications, press Alt+F.
Once you have opened a menu, you can access an item on the menu by
pressing the underlined letter in the menu item name, or you can use the
arrow keys to navigate the menu list.
Keyboard Shortcuts Some often-used menu options also have shortcut
(accelerator) keys. The shortcut key for an item appears beside it on the
menu.
Directional Arrows Use the directional arrows on the keyboard to
navigate through menu items or to scroll vertically and horizontally. You
can also use the directional arrows to navigate through multiple options.
For example, if you have a series of radio buttons, you can use the arrow
keys to navigate the possible selections.
Tab Key Sequence To navigate through a dialog box, press the Tab key.
Selected items appear with a dotted border. You can also press Shift+Tab to
go back to a previous selection within the dialog box.
Spacebar Press the Spacebar to select or clear check boxes, or to select
buttons in a dialog box.
Esc Press the Esc key to close a dialog box without implementing any new
settings.
Enter Press the Enter key to select the highlighted item or to close a dialog
box and apply the new settings. You can also press the Enter key to close all
About boxes.

255
HostExplorer User’s Guide

ToolTips ToolTips appear for all functional icons. This feature lets users
use Screen Reviewers to make interface information available through
synthesized speech or through a refreshable Braille display.

Microsoft Accessibility Options

Microsoft Windows environments contain accessibility options that let you
change how you interact with the software. These options can add sound,
increase the magnification, and create sticky keys.
If you installed the Microsoft Accessibility components for your Windows
system, you can find additional accessibility tools under Accessibility on the
Star t menu.

For Windows XP/Server 2003

To enable/disable Accessibility options:

1 In Control Panel, double-click Accessibility Options.
2 In the Accessibility Options dialog box, select or clear the check boxes as
required. To enable or disable specific options, click Settings.
3 When finished, click Apply to apply the settings, or click OK to accept the
settings and close the dialog box.

For Windows 7/Server 2008/2008 R2/Vista

To enable/disable Accessibility options:

1 In Control Panel, click Ease Of Access.
2 In Ease of Access, click Ease Of Access Center.
3 Use the tools in Quick Access To Common Tools to enable or disable
Accessibility options or specify settings in Explore All Settings.
4 When finished, click Apply to apply the settings, or click Save to accept
the settings and close the dialog box.

For more information about Ease of Access settings in Windows 7, Server

2008, 2008 R2, or Vista refer to Windows Help.

256
 Appendix C: General Accessibility and Customer Support

Customer Support

You can contact the Open Text Connectivity Solutions Customer Support
department Monday to Friday. Please have the following information ready
so that we can assist you faster:
• product name, version, and serial number
• operating system and version

Open Text Connectivity Solutions

38 Leek Crescent, Richmond Hill, Ontario, Canada L4B 4N8

North America and Worldwide

8:00 AM to 8:00 PM (EDT)

USA and Canada International

Telephone: 1-800-486-0095 +1-905-762-6400

Fax: +1-905-762-6407

E-mail: [email protected]

FTP: ftp.opentext.com

Web Support: www.opentext.com/connectivity/support

Web Site: www.opentext.com/connectivity

United Kingdom and Ireland

9:00 AM to 5:30 PM (GMT)

Telephone: + 44 (0) 118 902 9517

E-mail: [email protected]

Germany and Austria

9:00 AM to 6:00 PM (GMT +1)

Telephone: + 49 (0) 89 4629 1925

E-mail: [email protected]

257
 Index

Numerics AS/400
3270 host connecting to.......................................... 12
connecting to.......................................... 12 Single Sign-On ....................................... 12
securing a connection ............................ 12 ASCII reports ............................................... 214
transferring data ...........................101, 102 Attachmate Extra! ........................................ 241
5250 Data Transfer ...................................... 106 Auto Copy.................................................... 119
5250 host Auto Macro Record ..................................... 164
connecting to.......................................... 12 automating
Single Sign-On ....................................... 12 tasks ...................................................... 173
transferring data ...........................101, 105 automating login.......................................... 182
5250 synchronization profiles, creating ...... 205 3270 and 5250....................................... 182
using ELF.............................................. 185
A using Quick Scripts .............................. 184
accessibility using Quick-Keys ................................. 182
general .................................................. 255 autostarting printer profiles......................... 222
Microsoft .............................................. 256
actions B
assigning events to................................ 173 buttons
Administrator Mode toolbar, customizing .............................. 88
enabling .................................................. 78
toggling on and off ................................. 80 C
Append Here ............................................... 197 command line
append here ................................................. 196 trace ...................................................... 234
append option commands, assigned to hotspots................. 170
newer only ............................................ 200 components, HostExplorer .............................5
Application ID ............................................. 132 configuring
applications global options ......................................... 96
included with HostExplorer..................... 5 Kerberos client........................................ 63
keyboard ...........................................92, 95
profile settings ........................................ 24
HostExplorer User’s Guide

connecting E
a LAN printer to a host.........................223 EBCDIC reports .......................................... 214
creating duplicate sessions......................18 editing
creating session profiles..........................21 text........................................................ 120
disconnecting..........................................21 ELF. See Express Logon Feature.
from a jumplist ................................ 15, 16 enabling
methods, overview..................................15 Entry Assist and Word Wrap............... 120
opening multiple sessions ......................18 encrypted format, recording
quick-start.................................. 11, 12, 13 passwords in ................................. 159
securing...................................................59 Entry Assist .................................................. 120
to a mainframe host................................12 environment variables ................................. 248
to a VT host ............................................13 environment, customizing ............................ 78
to an AS/400 host....................................12 events ................................................... 173–176
to hosts....................................................11 assigning to actions .............................. 173
Connection Central .........................................8 creating................................................. 174
Connection Central Synchronization displaying ............................................. 176
Wizard ...........................................200 enabling ................................................ 176
Console handling ............................................... 173
disconnecting from Service ..................216 example
Customer Support .......................................257 mapping keyboard keys ......................... 94
customizing Express Logon Feature (ELF)...................... 185
menu schemes ........................................84 Extra!
mouse actions .........................................91 converting profiles and macros from .. 252
session properties ...................................81
toolbars ...................................................88 F
user interface for sessions .......................71 Feature Access Management ......................... 78
work environment ..................................71 feature availability, customizing.................... 78
features, disabling .......................................... 78
D file migration
data using Migration Wizard....................... 241
saving to a file .......................................128 using the command line ...................... 248
transferring ...........................................101 file transfers
default profiles, disabling display of ..............23 VT......................................................... 110
diagnostic tools files
trace utility ................................... 234, 235 .ebs........................................................ 164
disconnect hetrace.txt..................................... 234, 235
action, changing .....................................21 .keymaps............................................... 164
from a jumplist .......................................20 focus, setting for multiple sessions................ 18
from host ......................................... 20, 21 FTP
downloading files transfers, resume download................. 196
resume after interrupt...........................196 FTP directories
duplicate sessions, creating ............................18 caching ................................................. 208

260
 Index

FTP profiles hosts

creating and managing......................... 192 connecting to ..........................................11
FTP server connection methods ...............................15
transferring data ................................... 101 disconnecting from.......................... 20, 21
FTP synchronization printing from ........................................137
creating profiles.................................... 205 hotspots ................................................168–173
assigning functions ...............................170
G creating .................................................170
general accessibility...................................... 255 enabling ................................................172
global options, configuring ........................... 96
glossary I
file, creating and editing....................... 123 IBM Personal Communications..................241
list ......................................................... 123 icons, toolbar buttons
customizing ............................................88
H IP version support................................. 21, 138
handler, events............................................. 173
Help Desk share, creating............................ 231 J
hetrace.txt ............................................234, 235 jumplist, connecting from ...................... 15, 16
hidden fields, recording............................... 159 jumplist, disconnecting from.........................20
host data
editing................................................... 119 K
saving.................................................... 128 KDC ...............................................................63
host screens KDESTROY ...................................................63
saving screen history ............................ 125 Kerberos .........................................................59
viewing history ..................................... 125 client, configuring...................................63
HostExplorer password .................................................63
applications .............................................. 5 keyboard
environment, overview .......................... 71 customizing ..................................... 92, 95
features, disabling................................... 78 mapping................................................165
IP version support..........................21, 138 mapping example ...................................94
HostExplorer features keyboard mappings........................................93
customizing availability.......................... 78 KINIT .............................................................63
HostExplorer FTP....................................8, 189 KLIST .............................................................63
transferring data ................................... 105 KPASSWD .....................................................63
HostExplorer Migration Wizard ................. 241
HostExplorer Print Services ................129, 130 L
introduction to..................................... 213 LAN printer..................................................223
troubleshooting............................ 224–227 last page ID...................................................132
using ..................................................... 215 layouts
HostExplorer SDK........................................... 6 saving ......................................................25
HostExplorer sessions Line Printer Query .......................................141
sharing with a remote machine............ 231
HostExplorer Trace Wizard ................234, 235

261
HostExplorer User’s Guide

Line Printer Requester .................................139 Migration Wizard ........................................ 241

printing using .......................................138 modification dates (FTP)
sending a print job to............................140 local files ............................................... 203
logging session activity................ 233, 234, 235 synchronizing files using...................... 200
logical unit name. See LU name. modifying
login automating..........................................182 printer profiles ..................................... 220
using Quick Scripts...............................184 monitoring
using Quick-Keys (3270 and 5250)......182 multiple instances of Service................ 217
LU name..............................215, 218, 219, 223 mouse
buttons, mapping................................... 91
M mouse actions, configuring ........................... 91
Macro-List function.....................................167
macros ..........................................................163 N
editing ...................................................163 New Profile dialog box
executing...............................................167 disabling display of default profiles ....... 23
macro list ..............................................167
mapping to a key ......................... 164, 165 O
recording.............................. 163, 164, 166 Open Text Kerberos ...................................... 63
running Open Text Secure Shell ................................. 61
at startup........................................181 connection, creating............................... 62
running from the macro list .................167
macros and profiles P
converting from RUMBA, Extra!, and PASSWD........................................................ 63
Personal Communications ...........252 passwords, recording................................... 159
mainframe host Personal Communications
connecting to ..........................................12 converting profiles and macros from .. 252
transferring data .................. 101, 102, 104 print area reports
mapping creating................................................. 132
functions to a keyboard key..................165 Print Current Report ................................... 131
keyboard .................................................92 print queue .................................................. 214
mouse buttons ........................................91 Print Services ............................................... 130
match server timestamp...............................195 printer
menu items connecting to a host ............................. 223
assigning shortcut keys ...........................86 profiles, creating................................... 137
menus properties, editing ................................ 142
creating custom ......................................84 queue, checking.................................... 141
preconfigured layouts.............................84 remote, connecting .............................. 138
schemes...................................................84 setup ..................................................... 138
Microsoft accessibility..................................256 printer profiles ..................................... 218–219
migrating ........................................................71 autostarting .......................................... 222
migrating files, using the command line .....248 managing...................................... 220, 222
migration
using the wizard interface.....................241

262
 Index

printer sessions publishing profiles

starting.................................................. 137 auxiliary files, selecting .........................153
printer sessions, securing............................. 220 destination Profile Space, specifying....154
printers overview................................................150
defining ................................................ 139 process overview...................................150
printing profile type, selecting ............................151
checking the queue............................... 141 profiles, selecting ..................................152
editing or removing a printer............... 142
LPR...............................................138, 140 Q
print area reports.................................. 131 queue, printer...............................................141
printer sessions..................................... 137 Quick Connect ...............................................15
setup ..................................................... 138 Quick Script Editor, starting........................161
Profile Publishing Wizard ........................... 150 Quick Scripts
starting.................................................. 150 auto-login .............................................184
Profile Space Creation Wizard .................... 147 executing with hotspots........................170
Profile Spaces list, adding to a toolbar.........................163
creating, editing............................148, 149 recording...............................................162
display name button............................. 148 running .................................................162
display name, specifying ...................... 148 running at startup.................................181
displaying in Connection Central........ 149 running from the Quick Script list.......163
displaying in directory tree .................... 17 Quick-Key List function ..............................179
file system settings, specifying.............. 149 Quick-Keys
ID, specifying ....................................... 148 automating login ..................................182
LDAP settings, specifying .................... 149 creating .................................................177
server path, specifying..................148, 149 executing with hotspots........................170
Profile Spaces, displaying .............................. 15 loading ......................................... 177, 179
profiles running ........................................ 177, 179
creating.......................................21, 22–24 running at startup.................................181
default, disabling display of ................... 23
managing................................................ 24 R
modifying ............................................... 24 recent sessions, displaying .............................18
options, setting....................................... 71 recording
pinning to the taskbar in Windows 7 .... 16 macros...................................................166
printer session ...................................... 137 passwords..............................................159
saving as templates ................................. 24 remote printers
proxy connections ......................................... 66 connecting to ........................................138
using Secure Shell................................... 13 properties, editing.................................142
removing...............................................142
Report Wizard
first page ID ..........................................132
introduction..........................................132
reports, printing host data ...........................131
resume transfer.............................................196

263
HostExplorer User’s Guide

RUMBA........................................................241 session
converting profiles and macros from...252 starting.................................................... 11
session list toolbar ......................................... 18
S enabling .................................................. 19
Save Screen To Disk .....................................128 saving in a scheme.................................. 20
schemes scheme, displaying ................................. 20
creating ...................................................71 Session Profile dialog box.............................. 71
introducing .............................................73 session profiles. See profiles, session.
menu .......................................................84 session properties schemes
toolbar, creating......................................90 creating custom...................................... 81
toolbar, customizing...............................90 sessions
screen captures active, switching between....................... 18
printing .................................................129 closing .................................................... 20
saving ....................................................128 creating................................................... 15
screen history ...................................... 125, 126 opening multiple in same window ........ 18
screen history document options, disabling................................... 78
viewing ..................................................126 recent, displaying ................................... 18
Screen History Window...............................126 starting from the taskbar in Windows 7 16
screens SFTP connections........................................ 190
printing .................................................132 sharing HostExplorer sessions .................... 231
viewing history......................................125 shortcut keys, assigning to
scrollback buffer...........................................129 menu items ..................................... 86
Secure Shell shortcuts
creating a proxy connection ...................13 enabling ................................................ 122
Secure Shell protocol. See SSH2. schemes ................................................ 122
Secure Shell, Open Text .................................61 using ..................................................... 122
Secure Socket Layer. See SSL/TLS. Shortcuts feature
secure status, verifying ...................................67 adding to the toolbar............................ 122
securing connections Single Sign-On (AS/400)............................... 12
Kerberos..................................................63 Software Development Kit .............................. 6
proxy .......................................................66 SSH2 ........................................................59, 61
security types...........................................59 SSH-enabled VT profile, creating ................. 62
SSL ..........................................................65 SSL/TLS ...........................................59, 65, 220
SSL/TLS ..................................................65 security ................................................... 64
securing printer sessions ..............................220 synchronization
security items, creating ...................................... 201
SSL/TLS ..................................................64 profiles, creating................................... 205
Service synchronizing (FTP)
monitoring............................................217 based on modification dates ........ 200, 203
with a remote FTP site ......................... 200
synchronizing files ............................... 190, 200

264
 Index

T transition from other products......................71

templates Transport Layer Security. See SSL/TLS.
keyboard files ......................................... 95 troubleshooting
profiles.................................................... 24 creating a trace............................. 234, 235
profiles, folder ........................................ 24 Help Desk share....................................231
text HostExplorer Print Services .........224–227
editing...........................................119, 120 recording a trace ...................................233
selecting and moving ........................... 120
themes U
introducing............................................. 75 user experience, preserving............................71
workspace............................................... 78
timeout V
using macro editor ............................... 163 variables
timestamp options....................................... 195 environment, using ..............................248
toolbar schemes VT
displaying ............................................... 20 data transfers.........................................110
toolbars host, connecting to .................................13
creating, moving .................................... 88 transferring data .......................... 101, 111
customizing ............................................ 88 VT Telnet connection
displaying ............................................... 89 establishing .............................................13
hiding ..................................................... 89
moving ................................................... 89 W
schemes, creating ................................... 90 web access.........................................................4
schemes, customizing ............................ 90 web-based.........................................................4
session list.........................................19, 20 web-enabled .....................................................4
trace
web-to-host ......................................................4
command line ...................................... 234
Web-to-host client
HostExplorer Trace Wizard.........234, 235
full-featured ..............................................5
recording .............................................. 233
Welcome page ..............................................241
recording manually .............................. 233
Windows 7 users ............................... 15, 16, 20
transferring
Windows environment variables .................248
data (3270) ........................................... 102
Word Wrap ..................................................120
unstructured data................................. 101
work environment
transferring data .......................................... 101
customizing ............................................71
from a mainframe ................................ 104
from a VT host ..................................... 113
to a VT host.......................................... 111
to/from a mainframe host.................... 102
to/from a VT host ................................ 110
to/from an AS/400 host........................ 105
to/from an FTP server.......................... 101

265