WebView

INSTALLATION & USER GUIDE

System i Division
2455 Meadowbrook Parkway
Duluth, GA 30096
770.279.8955
Fax 770.814.7011
www.acom.com
Information in this document is subject to change without notice. Companies, names and data used in
examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express
permission of ACOM Solutions, Inc.

This manual reflects Version 3 Release 2 Mod 0 of the WebView Product. The most current version of
this manual is always available at https://clientcare.acom.com on our customer care site.

© 2016 ACOM Solutions, Inc. All rights reserved.

All trademarks and trade names used are property of their respective companies.

Printed in the United States of America.

ACOM Solutions, Inc.

System i Division
2455 Meadowbrook Parkway NW
Duluth, GA 30096
770.279.8955
FAX 770.814.7011
www.acom.com
 TABLE OF CONTENTS

CHAPTER 1
INSTALLATION & CONFIGURATION
INTRODUCTION........................................................................................................................................ 1-1
SECURITY ................................................................................................................................................. 1-2
SYSTEM REQUIREMENTS ...................................................................................................................... 1-3
DOWNLOAD WEBVIEW FROM THE ACOM CUSTOMER CARE CENTER ........................................... 1-4
INSTALLATION AND ACTIVATION .......................................................................................................... 1-5
LOGGING IN AND OUT........................................................................................................................... 1-16
TIMEOUT FEATURE ............................................................................................................................... 1-17

CHAPTER 2
USING THE DASHBOARD
DASHBOARD ............................................................................................................................................ 2-1
DASHBOARD SETTINGS ......................................................................................................................... 2-3

CHAPTER 3
WORK WITH EMAIL
DOCUMENTS ............................................................................................................................................ 3-1
Display.................................................................................................................................................................. 3-2
Search .................................................................................................................................................................. 3-3
Advanced Search ................................................................................................................................................. 3-3
Edit/Resend .......................................................................................................................................................... 3-6
Redirect ................................................................................................................................................................ 3-7
Release/Hold ........................................................................................................................................................ 3-7
Delete ................................................................................................................................................................... 3-7
View Email/Attachments ....................................................................................................................................... 3-8
CREATE EMAIL ......................................................................................................................................... 3-9
Add Attachments from the IFS ........................................................................................................................... 3-11
Add Attachments from a PC ............................................................................................................................... 3-12
Add Attachments from a System i Output Queue ............................................................................................... 3-13
Add Attachments from a Physical File ................................................................................................................ 3-14
Attachment Parameters ...................................................................................................................................... 3-15
CONFIGURATION ................................................................................................................................... 3-17
Edit a Configuration ............................................................................................................................................ 3-18
Copy a Configuration .......................................................................................................................................... 3-18
Delete a Configuration ........................................................................................................................................ 3-18
Display a Configuration ...................................................................................................................................... 3-19
Print a Configuration ........................................................................................................................................... 3-19
Start/Stop a Configuration .................................................................................................................................. 3-20
Create a Configuration ....................................................................................................................................... 3-20

CHAPTER 4
WORK WITH FAXES
DOCUMENTS ............................................................................................................................................ 4-1
Display.................................................................................................................................................................. 4-2
Search .................................................................................................................................................................. 4-3
Advanced Search ................................................................................................................................................. 4-3
Edit/Resend .......................................................................................................................................................... 4-6
Redirect ................................................................................................................................................................ 4-6
Release/Hold ........................................................................................................................................................ 4-7
Delete ................................................................................................................................................................... 4-7
View Fax............................................................................................................................................................... 4-7
View Attachment .................................................................................................................................................. 4-8
Print Attachment ................................................................................................................................................... 4-8
CONFIGURATION ..................................................................................................................................... 4-9
Edit a Configuration ............................................................................................................................................ 4-10
Copy a Configuration .......................................................................................................................................... 4-10
 Delete a Configuration ........................................................................................................................................ 4-10
Display a Configuration ...................................................................................................................................... 4-11
Print a Configuration ........................................................................................................................................... 4-11
Rename a Configuration..................................................................................................................................... 4-11
Start/Stop a Configuration .................................................................................................................................. 4-12
Create a Configuration ....................................................................................................................................... 4-12

CHAPTER 5
ESIGNATURE
ESIGNATURE TAB .................................................................................................................................... 5-1
Search for a Document......................................................................................................................................... 5-2
Right Click Menu .................................................................................................................................................. 5-2
VIEW AND SIGN DOCUMENTS ............................................................................................................... 5-3
PRINT DOCUMENTS ................................................................................................................................ 5-4
DELETE DOCUMENTS ............................................................................................................................. 5-4
ESIGNATURE SETTINGS ......................................................................................................................... 5-5

CHAPTER 6
EMAIL AND FAX REPORTING
CREATING REPORTS .............................................................................................................................. 6-1

CHAPTER 7
EZCONVERT/400
WORKING WITH EZCONVERT MONITORS............................................................................................ 7-1
The EZConvert Tab .............................................................................................................................................. 7-1
Create a Monitor................................................................................................................................................... 7-2
Print Monitor Details ........................................................................................................................................... 7-16
Edit a Monitor ..................................................................................................................................................... 7-17
Copy a Monitor ................................................................................................................................................... 7-17
Delete a Monitor ................................................................................................................................................. 7-18
Display Monitor Details ....................................................................................................................................... 7-18
Rename a Monitor .............................................................................................................................................. 7-19
START/STOP EZCONVERT MONITORS ............................................................................................... 7-20
 Introduction

CHAPTER 1
INSTALLATION & CONFIGURATION

INTRODUCTION
WebView is a web-based communication module that allows users of certain System i modules
to use a PC to access and act on EZeMail/400 email, EZFax/400 faxes, ESignature documents
and EZConvert/400 files.
EZeMail/400 and EZFax/400 users can:
• Redirect email to fax and vice versa,
• resend an email or fax,
• release/hold an email or fax,
• delete an email or fax,
• view email and fax information,
• view email attachments in PDF format and
• view faxes in TIFF format.
Advanced fax or email searches can be carried out using index values or database values.
Detailed reports about fax or email activity can be created and displayed in a viewer but can also
be exported and saved in HTML, PDF, DOC and XLS formats.
ESignature users can:
• Locate an ESIG document using metadata,
• Display the form in PDF format,
• Add a captured electronic signature to the form,
• Save the signed form on the IFS in PDF format and
• Printed the signed form.

EZConvert/400 users can:

• Create monitor parameters that will convert spool files to reports in XLS or CSV
formats and export them to locations on the IFS,
• Create monitor parameters that will email converted reports via EZeMail/400 and
• Start and stop monitor jobs.

WebView User Guide 1-1

Installation & Configuration

SECURITY
Security set up in the ACOM software on the System i to limit user access to EZeMail/400 and
EZFax/400 functions carries over to WebView.

If Selected Access security is active, it controls a user’s ability to:

• access email
• create email,
• delete email,
• change email configurations,
• access fax,
• create faxes,
• delete faxes,
• change fax configurations and
• access the conversion utility.

The value in the Restrict to emails/faxes field in the ACOM Define Users utility controls a
user’s access fax and email transactions. Users can be allowed access to:
• all fax and email transactions created by all users OR
• only fax and email transactions created under their user ID OR
• only email transactions created under their user ID OR
• only fax transactions created under their user ID.

Access to WebView ESignature functions is also controlled by the ACOM Selected

Access feature. The controls are located in the eforms Selected Access controls under
W/W/SIGCAP. If Selected Access security is active, it controls a user’s ability to:

• access the ESignatures tab

• delete documents,
• display and sign documents and
• print documents.

See the Help file in WebView for additional information. See Chapter 2 in the ACOM
Solutions, Inc. Utilities Manual for details about User Definitions and Selected Access
Security.

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 System Requirements

SYSTEM REQUIREMENTS

System i
ACOM Software EZeMail/400 and/or EZFax/400 v 14.2.00 or higher on the System i
EZConvert/400 module v 10.1.00 on the System i (to use
WebView EZConvert/400 functionality)
ESIG licensing v 9.0.00 or higher on the System i to use the
WebView ESignature functionality
IFS Must be accessible from Windows
Operating System V5R3 or higher or V6.1 or higher

The following system configuration is recommended for optimal performance. WebView may be
installed on a server or on a workstation PC.

Do not install WebView on any server that is running the ACOM EZContentManager software.

Hardware
CPU Pentium 1 GHz or greater
Memory 512 MB or more
Available Disk Space 1 GB or more

Workstation Software
Operating System Windows 7 32 bit (x86) or 64 bit or
Windows 8 32 bit (x86) or 64 bit or
Windows 10 32 bit or 64 bit or
Windows Server 2008 R2 64 bit or
Windows Server 2012 64 bit
Browser Internet Explorer 8.0 or later
Firefox 3.0 or later
OR

Server Software
Operating System Windows Server 2008, 2012

Other Software Java Runtime Environment JRE 7 update 21 or later (32 bit only)
Tomcat 7 or later

WebView User Guide 1-3

Installation & Configuration

DOWNLOAD WEBVIEW FROM THE ACOM CUSTOMER CARE CENTER

Download the WebView software at https://clientcare.acom.com from our customer care site.

Navigate to the location on your PC containing the downloaded file and extract the software.

Continue to Installation and Activation on the next page.

IMPORTANT
You need your Customer Key to install WebView. You can email [email protected] or call
800-603-6768 X133 to request a Customer Key.

Contact ACOM Solutions’ Technical Support at 800-603-6768 x601 if you need assistance after
following these instructions.

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 Installation & Activation

INSTALLATION AND ACTIVATION

1. When the Welcome window opens click on to continue.

2. When the License Agreement window opens read the license agreement and click on
.

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Installation & Configuration

3. If your customer key is not displayed in the Customer Key Information window enter it.
Click on to continue.

4. Click on to accept the destination folder and continue.

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 Installation & Activation

5. If Java Runtime Environment (JRE-7 update 21 or higher) is not installed on this machine
you will be prompted to install it. Click on . Continue to step 6.

If this message does not open, skip to step 8.

6. If JRE was not installed on your machine it will be installed now. Skip steps 8 and 9 if you
are not installing JRE.

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Installation & Configuration

7. Wait while Java is installed. When the installation is complete, click on .

8. If Tomcat is not installed on this machine you will be prompted to install it. Click on
. Continue to step 9.
If this message does not open, skip to step 16.

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 Installation & Activation

9. Click on to begin the Tomcat installation.

10. Click on to accept the Tomcat license and continue.

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Installation & Configuration

11. Select Custom as the type of install and select Core, Service, Native and Start Menu
Items as optional components. Click on + to expand the Tomcat menu if Core, Service and
Native are not displayed. Click on to continue.

12. Keep the default configuration settings and click on to continue.

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 Installation & Activation

13. Click on to accept the path and continue.

14. Click on to accept the destination folder and continue.

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Installation & Configuration

15. Wait while Tomcat is installed. When the Completing the Apache Tomcat Setup Wizard
window opens, verify that Run Apache Tomcat is unchecked , then click on .

16. Wait while the software is installed. When the Installation Complete window opens, click
on to continue.

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 Installation & Activation

17. Click on .

18. If you receive the message below, click on .

19. When the EZLicenseManager window opens select I am online and would like to
activate now and click on .

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Installation & Configuration

20. Highlight WebView and click on .

21. Select I need to Activate or Reactivate and click on .

22. Click on .

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 Installation & Activation

23. Click on when the message Activation code changed successfully displays.

24. Activation is complete when the Activation Complete window opens. Click on .

WebView User Guide 1-15

Installation & Configuration

LOGGING IN AND OUT

Click on the WebView shortcut on your desktop or go to Start>Programs>ACOM

Solutions>WebView>Launch web to start WebView.

Enter a System i IP Address and the name of the Library where the ACOM Solutions, Inc.
programs are located.

Enter a User Name and Password for the ACOM Solutions System i software and click on
.

The upper right of the WebView display shows:

The user logged in to WebView.

The System i being queried by WebView.

The System i date and time.

Click on to open Help.

Click on to log out of the software.

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 Logging In and Out

TIMEOUT FEATURE

The timeout feature logs the current user out of WebView after a specified period of time.

Users with *SECADM authority can set the timeout period.

Go to the Settings>General tab and enter a value in the Session Timeout field up to 999
minutes. If you do not have *SECADM authority you will not see the Settings>General tab.

The WebView login window retains the IP address and Library information if your session times
out. Only your User Name and Password must be entered to log back in.

WebView User Guide 1-17

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 Dashboard

CHAPTER 2
USING THE DASHBOARD

DASHBOARD

The Dashboard EZeMail Monitor and EZFax Monitor display information about processed
and pending email and faxes. The information included in the display is determined by the
settings on the Settings>Dashboard tab.

Click on in an email or fax monitor column heading to sort the display by the values in that
column.

To view details or attachments right click on a fax or email and select

View Detail or View Attachment. View Attachment displays an email
attachment in PDF format and a fax in TIFF format.

View Detail displays information about the email or fax.

Note: A user’s access to fax and email transactions is controlled by the value in the Restrict to
emails/faxes field in the ACOM Define Users utility controls. See Chapter 2 in the
ACOM Solutions, Inc. Utilities manual for details about User Definitions.

WebView User Guide 2-1

Using the Dashboard

Email Details

Fax Details

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 Dashboard Settings

DASHBOARD SETTINGS
Settings on the Settings>Dashboard tab determine the information displayed on the Dashboard
EZeMail Monitor and the Dashboard EZFax Monitor.

Auto refresh dashboard every x second(s)

The amount of time, in seconds, that WebView will wait before querying the System i for new
information to display. Click on to start the WebView query. Click on to end it.
Number of Rows per Page
The number of rows to display on each dashboard page. Use the controls at the bottom of the
dashboard to move to between pages.
EZeMail Monitor
Click on EZeMail Monitor to customize the EZeMail Monitor content displayed on the
dashboard.
Available eMail
The columns that are available for display on the email monitor dashboard. Select an item
and click on to move it to the Selected eMail column. You can also drag and drop items.
Selected eMail
The columns that have been selected for display on the email monitor dashboard. Select an
item and click on to remove it from the list. At least one column must be selected. Up to
10 columns are allowed.
The columns are displayed on the dashboard in the order in which they appear in the list,
with the item at the top of the list as the first column on the dashboard. Click on an item and
drag it up or down in the list to change its position on the dashboard.

WebView User Guide 2-3

Using the Dashboard

Filter by Status
Select the statuses to include in the monitor display:
RDY Ready
RSD Resend
HLD Hold
SND Sending
SNT Sent
ERR Error

Click on to apply changes. Click on to reset all values to the system

defaults.

EZFax Monitor
Click on EZFax Monitor to customize the EZFaxMonitor content displayed on the dashboard.

Available Fax
The columns that are available for display on the Fax Monitor dashboard. Select an item and
click on to move it to the Selected Fax column. You can also drag and drop items.
Selected Fax
The columns that have been selected for display on the Fax Monitor dashboard. Select an
item and click on to remove it from the list. At least one column must be selected. Up to
10 columns are allowed.
The columns are displayed on the dashboard in the order in which they appear in the list,
with the item at the top of the list as the first column on the dashboard. Click on an item and
drag it up or down in the list to change its position on the dashboard.

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 Dashboard Settings

Filter by Status
Select the statuses to include in the monitor display:
RDY Ready
RSD Resend
HLD Hold
SND Sending
SNT Sent
ERR Error

Click on to apply changes. Click on to reset all values to the system

defaults.

WebView User Guide 2-5

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 Documents

CHAPTER 3
WORK WITH EMAIL
Go to the EZeMail tab to work with email documents, create email and manage email
configurations. The EZeMail tab will not be available if you have not purchased and licensed the
ACOM System i EZeMail module or if your ACOM System i user ID does not allow access to
EZeMail.

DOCUMENTS
Select Documents at the top of the EZeMail tab. A user’s access to email documents is controlled
by the value in the Restrict to emails/faxes field in the ACOM Define Users utility controls. See
Chapter 2 in the ACOM Solutions, Inc. Utilities manual for details about User Definitions.

Email Menu

Right click on an email entry to open the Email menu and select an action for that entry.
Actions that are not available for the selected entry are shown in gray.
Email can be:
• edited and re-sent,
• redirected to fax,
• released from hold,
• placed on hold,
• deleted,
• viewed and
• viewed with a PDF reader.

Attachments can be viewed in PDF format.

Advanced searches can be carried out on index values or database values. Index values are
created by including an entry in the WebView field of at least one STEXT command in a form
overlay that is used to create email and/or fax jobs. Database values pertain to email properties,
for example: document name, subject, sender, etc.

WebView User Guide 3-1

Work with Email

Display
The columns displayed on the EZeMail tab when you login are controlled on the
Settings>EZeMail tab. To change the initial display, go to the Settings>EZeMail tab, select an
item in the Available eMail column and click on to move it to the Selected eMail column.
To remove a column from the initial display, select it in the Selected eMail column and click on
. You can also drag and drop items.
The columns are displayed on the EZeMail tab in the order in which they appear in the Selected
eMail list, with the item at the top of the list as the first column on the tab. Click on an item and
drag it up or down in the list to change its position on the tab.

To make changes to the display while you are working in the EZeMail tab:

To sort the display or to add/remove columns from the display,

hover on a column name to display the selection box .
Click on the selection box to open the Display menu. Click on Sort Ascending
or Sort Descending to sort the display based on the values in the column from
which the Display menu was opened.

Select the columns to display or hide .

Press F5 to remove your changes and return to the initial display format as defined on the
Settings>EZeMail tab.
Display Menu
Changes to the display that you make from within the EZeMail tab are lost when you
log out of WebView.

3-2 WebView User Guide

 Documents

Search
Use the fields at the top of the display to search for specific documents.

Select search parameters in as many fields as necessary. When working

with dates, enter a date in the field or click on to open a calendar and
select a date.

The wildcard symbols ? and * can be used to replace individual letters or sequences of letters in
a search. Use ? to replace one character in a search. Use * to replace multiple characters.

The email list will update as new search criteria is selected.

Advanced Search
Advanced searches can be carried out using index values or database values.

Index searches use spool file data extracted by STEXT commands in an email document
overlay. Index data is only available when is an entry of *YES in the WebView field of at
least one STEXT command in a form overlay that is used to create email. (See example on the
next page.)

Database searches use values pertaining to email properties, for example: overlay name, subject,
sender, etc.

The example on the left shows an

EZeDocs System i STEXT command
with *YES in the WebView field.

Values captured by this STEXT

command will be available for Index
searches in WebView.

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Work with Email

Build a New Advanced Search Query

Click on to open the search query window.

Multiple search statements can be included in a search, connected by AND or OR. To build a
search query:
1. Select Index Search to search for email using STEXT values. To build a database search
using email property values, leave the box unchecked.
2. Select a search criterion in the Column field. If this is an Index search the drop down will
list all of the STEXT commands available. When creating a data base search, the drop down
will list email properties.
Available Database search email properties:
Overlay Name Document Name/ID
Subject Sender
Email Server Creation Data
User ID CC
Configuration Name Processed Date
BCC From Email
Status Recipient

3. Select a condition in the Condition field.

= equal to
>= greater than or equal to
> greater than
<= less than or equal to
< less than
!= not equal to
LIKE similar to
RANGE a range of values: From X - To Y
4. Enter a search value (or values if working with a range). When
working with dates, enter a date or click on to open the
calendar and select a date.
5. Click on to add the statement to the query box.

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 Documents

6. To add another statement to the query, select AND or OR in the field to the left of the
Column Field. AND groups search statements. OR separates search statements.
7. Repeat steps 1 – 4 to build the next query statement.

8. Click on to run the query when all of the query statements are complete. The results
will be displayed in the document list.

Insert a Query Statement

Query statements are processed in the order in which they appear in the query box. To insert a
statement between two existing statements:
1. Click on a statement in the query box to select it.

2. Select AND or OR in the field to the left of the Column Field.

3. Build the new query statement.
4. Click on to add the statement to the query box. The statement will be added below the
statement selected in step 1 of this procedure.

Edit a Query Statement

To edit a query statement:
1. Click on a statement in the query box to select it and display it in the query criteria fields.
2. Edit the query criteria.

3. Click on Update Query to apply the changes to the query statement.

Delete a Query Statement

To delete a query statement:
1. Click on a statement in the query box to select it.
2. Click on Delete Query to delete the statement.

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Work with Email

Edit/Resend
Right click on an email entry and select to edit an email with a status of HLD or
to edit and resend an email with a status of SNT or ERR.

Only email with a status of SNT or ERR can be re-sent. Email with a status of HLD can be
edited and then released from hold so that it can be sent.

Edit the email entries and add attachments as necessary. See Create Email on page 3-9 for
information about the email fields and working with attachments.

Click on to send an email that has a status of SNT or ERR.

Click on to save changes made to an email with a status of HLD. To send the email,
release it from hold.

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 Documents

Redirect
Use the redirect option to send an email attachment as a fax if email is not available. Right click
on an email entry and select from the Email menu to redirect an email to fax.
An email can only be redirected if it has a status of SNT or ERR and has at least one attachment.
If an email has multiple attachments, each attachment will be sent as a separate fax. Attachment
files in PDF, TIF, ASC and SCS format can be redirected.

Enter the Fax To, Fax From and Cover Sheet information if you are using a cover sheet. You
can create custom cover sheets on the System i via menu option 3, Work with Fax Cover Sheets,
on the EZFax/400 menu.

Click on to redirect the email.

Release/Hold
Right click on an email entry in HLD status and select from the Email menu to
release it.

Right click on an email entry in RDY status and select from the Email menu to
put it on hold.

Delete
Right click on an email entry and select
from the Email menu to delete the entry. When
the confirmation message displays select Yes to
delete or No to cancel the deletion.
Note: The Delete function is only available if you have the ACOM Selected Access security
feature installed in your ACOM System i software.

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Work with Email

View Email/Attachments
Right click on an email entry and select from the Email menu to view email details.

If the email has attachments, click on an attachment in the Attachments section at the bottom of
the window to view the attachment.

You can also view a PDF attachment by right clicking on an email in the list of emails and then
clicking on in the Email menu.

3-8 WebView User Guide

 Create Email

CREATE EMAIL
Individual email messages can be created and sent through WebView. Attachments can be IFS
stream files (a maximum of 10) and/or spool files from an output queue and/or files from a PC.
User access to the Create Email function is controlled by the ACOM Solutions Selected Access
security function on the System i. If Selected Access is not enabled, all users with access to
WebView can use the Create Email function.
Go to the EZeMail tab and click on Create Email.
Enter addresses, a subject and an email message on the upper part of the screen. Add attachments
to the email on the lower portion of the screen. Click on to send the email.

Information in the Sender Name, User ID and Config Name fields comes from the System i and
cannot be modified:
Template
The name of an email template to use when sending or resending the email. Any information
entered on the Create Email screen takes precedence over information in the email template.
Attachments are taken from the email template AND any attachments added to the email in
WebView.
To
An address book or address(es) to send the email to. Multiple addresses must be separated by a
semicolon. If you use an address book you cannot use individual email addresses. Up to 3000
characters are allowed in the field. Click on to open the Select Address Book window.
(see Address Books on the next page.)

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Work with Email

Carbon Copy
An address book or address(es) to which carbon copies of the email should be sent. Multiple
addresses must be separated by a semicolon. If you use an address book you cannot use
individual email addresses. Up to 3000 characters are allowed in the field. Click on to open
the Select Address Book window. (see Address Books on this page.)
Blind Carbon Copy
An address book or address(es) to which blind carbon copies of the email should be sent.
Multiple addresses must be separated by a semicolon. Up to 3000 characters are allowed in the
field. Click on to open the Select Address Book window. (see Address Books on this
page.)
Subject
Text identifying the email subject. The subject can be up to 100 characters long. A subject is not
required.
Body
The email message. The message can be up to 96 lines long. Up to 74 characters are allowed in
each line.
Embedded Signature
Select to embed the sender's email signature in the email. The signature is set up on the
System i in the Embedded Signature fields in the sender's ACOM user definition.
Address Books
Click on , or to open the Select Address Book window for that field. Address
books are set up in the ACOM software on the System i.

Find an address book

To find an address book, select it from a drop down list or enter an address book name in the
search field. You can also use the page controls to move through the address book list.

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 Create Email

Select an address book

Double click on an address book name to add it to the To, Cc or Bcc field and then click on
to close the window. Only one address book can be used as the To, Cc or Bcc address for
the email but you can name a different address book in each of those fields. If an address book is
selected in a field you cannot also enter individual email addresses in that field.
Select email address from an address book
Click on the + next to an address book in the list to see the addresses in the book. Double click
on addresses in an address book to add them to the To, Cc or Bcc field and then click on
to close the window. You can select multiple addresses from multiple address books.
Add Attachments from the IFS
An email can have up to 99 attachments. A maximum of 10 of those attachments can be files
from the IFS. IFS attachments must all come from the same IFS path source. If you attach IFS
files to an email you can also attach spool files from a System i output queue to the email. You
cannot attach PC files to an email that has IFS file attachments.
IFS files in the following formats can be attached to an email:
TIF TIFF RTF
DOC DOCX TXT
XLS XLSX PCL
PDF ASC SCS

To add IFS attachments:

1. On the Create Email screen, , select IFS and then click on to open a
list of the IFS folders on your System i.

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Work with Email

2. Locate the IFS folder containing the file to attach, select the file and click on to add it to
the attachment list on the Create Email screen.

3. Repeat the process to attach additional IFS files. IFS attachments must all come from the
same IFS path source. You can also attach spool files from a System i output queue to an
email with IFS attachments. You cannot attach PC files to an email that has IFS file
attachments.
4. Right click on an attachment in the attachment list and select Edit to edit the file parameters
if necessary. (see page 3-14 for information about attachment file parameters.)

Add Attachments from a PC

An email can have up to 99 attachments. PC attachments must all come from the same directory.
If you attach PC files to an email you can also attach spool files from a System i output queue to
the email. You cannot attach IFS files to an email that has PC file attachments.
PC files in the following formats can be attached to an email:
TIF TIFF RTF
DOC DOCX TXT
XLS XLSX PCL
PDF ASC SCS

To add attachments from a PC:

1. On the Create Email screen click on , select PC and then click on to

open your file browser.

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 Create Email

2. Browse to the file you need to attach and select it to add it to the attachment list on the Create
Email screen.
3. Repeat the process to attach additional PC files. PC attachments must all come from the same
directory. You can also attach spool files from a System i output queue to an email with PC
attachments. You cannot attach IFS files to an email that has PC file attachments.
4. Right click on an attachment in the attachment list and select Edit to edit the file parameters
if necessary. (see page 3-14 for information about attachment file parameters.)

Add Attachments from a System i Output Queue

An email can have up to 99 attachments. Spool files from a System i output queue can be
attached to an email that also has attached PF files or IFS files.
To add attachments from a System i output queue:

1. On the Create Email screen, click on to open the Get attachment files from
OutQueue window and select a Library and then an Output Queue to view the files in
the output queue.

2. Select a spool file to attach and click on to add it to the attachment list on the Create
WebView User Guide 3-13
Work with Email

Email screen.

3. Repeat the process to attach additional spool files. You can also attach IFS files or PC files,
but not both.
4. Right click on an attachment in the attachment list and select Edit to edit the file parameters
if necessary. (See below for information about attachment file parameters.)

Add Attachments from a Physical File

An email can have up to 99 attachments. Up to 10 physical files from a System i can be attached
to an email that also has attached spool files from an output queue and PC files or IFS files.
To add attachments from a physical file:

1. On the Create Email screen, click on to open the Select Physical Files window.

2. Select a file to add its first member as an attachment or click to select the member to add.
3. Click on to add a member to the attachment list on the Create Email screen.
4. Repeat the process to attach up to 9 additional files. Click on when you are done
adding attachments to return to the Create Email screen.
5. Right click on an attachment in the attachment list and select Edit to edit the file parameters
if necessary. (See below for information about attachment file parameters.)

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 Create Email

Attachment Parameters
Attachment file parameters can be edited. Not all parameters can be edited for all files. If a
parameter cannot be edited it will be inactive.
To edit attachment file parameters:
1. Right click on an attachment in the attachments list at the bottom of the Create Email screen
and click on Edit.

2. Edit the parameters for the file. Not all parameters can be changed for all file types. Fields
will be activated depending on the file type.

Attachment Name
A new name to identify the attachment file.
Translate To
Some attachment files from a PC, the IFS or QDLS can be translated to PDF format. Select
NONE if the file should be left in its native format.

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Work with Email

Physical files can be translated to ASCII TXT, EBCDIC or CSV format. Select one of
those options or select NONE if the file should be left in its native format
Password
A password for the file. Recipients will be required to enter the password before the
attachment can be opened. The password can be up to 30 positions long.
Compress
Select to compress the attachment file.
Font Name
Select a font to use in the attachment file.
Page Size
The attachment file(s) will be sized to fit on the paper selected here.
LETTER 8 ½ x 11 inches
LEGAL 8 ½ x 14 inches
LEDGER 11 x 17 inches
EXECUTIVE 7 ¼ x 10 ½ inches
A3 297 x 420 mm
A4 210 x 297 mm

Page Orientation
Select a page orientation.
Portrait Portrait orientation (taller than wide)
Landscape Landscape orientation (wider than tall)
Page Range From/ To
The range of pages to include in the attachment. Keep the default values of 1 and 99999 to
attach all pages or key a From and To value to include a specific range of pages.

3. Click on to save the changes and return to the Create Email screen.

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 Configuration

CONFIGURATION
An email configuration defines the SMTP parameters and communication defaults used by
email. An active email configuration is required to create email. An email configuration name
must be entered in the Email Configuration Name field in the ACOM User Definition (ACOM
Solutions System i software Utilities menu option 1) of any user who starts an email monitor or
runs a merge that will create email from a merged form.
Select Configuration at the top of the EZeMail tab to work with email configurations. Changes
made to email configurations in WebView are carried over to the System i.
User access to WebView Email Configuration is controlled by the ACOM Solutions Selected
Access security function on the System i. If Selected Access is not enabled, only users with
SECADM authority can access the email configurations.

Configuration
Menu

The Name, Description and Status of all email configurations is displayed. Valid statuses are
Active and Not Active. Click on to refresh the display.
Right click on an email configuration to open the Configuration menu and select an action for
that configuration. Actions that are not available for the configuration are shown in gray.
Configurations can be:
• edited,
• copied,
• deleted,
• displayed,
• printed
• started/stopped and
• new configurations can be created.

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Work with Email

Edit a Configuration
Right click on an email configuration and select from the menu to edit the configuration.
Configurations that are Active cannot be edited.

Edit the configuration and click on to save the changes.

See page 3-20 for information about the configuration fields.

Copy a Configuration
Right click on an email configuration and select from the
menu to copy the configuration.

Enter a New Name for the configuration and click on .

Delete a Configuration
Right click on a configuration and select from the menu to delete the configuration.
Click on Yes when the message Do you want to delete? is displayed.

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 Configuration

Display a Configuration
Right click on a configuration and select from the menu to view information about the
configuration. The configuration cannot be modified when it is displayed. To make changes to a
configuration, select from the menu.

See page 3-20 for information about the configuration fields.

Print a Configuration
Right click on a configuration and select from the menu to print a configuration listing.
The listing can be sent to a System i output queue or a Windows printer.

Define the print parameters and click on .

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Work with Email

Start/Stop a Configuration
A configuration must be started before email can be sent. ACTIVE displays in the Status
column on the Email Configuration screen for configurations that have been started.
To Start a configuration, right click on a configuration in Not Active status and click on
. The status will change to Active.

To Stop a configuration, right click on a configuration in Active status and click on . The
status will change to Not Active.
Create a Configuration
To create an email configuration, right click on the Email Configuration list and select
.

Each email configuration must be given a unique name, assigned to an SMTP server, and set up
with communication information. See your Network Administrator if you are not sure of the
values to enter.

Click on when the configuration is complete to save the configuration on the System i
and for use in WebView.
Configuration Name
A user defined name to identify the configuration. Configuration names may be up to 10
characters in length. This is the name that must be entered in the Email Configuration Name
field in the User Definition of any user who will start an email monitor or run a merge that will
create email from a merged form.
Description
User defined text identifying the configuration. The description will display on the EZeMail/400
Work with Email Configurations screen.
3-20 WebView User Guide
 Configuration

Company
Your company name, a division name, etc.
SMTP Server Name/ IP Address
The name or IP address of the SMTP server assigned to the configuration. If a value is entered in
the SMTP Server IP Address field, a value may also be entered here but is not required.
The server name must already be defined in Configure TCP/IP (use command CFGTCP) in the
Work with TCP/IP Host table entries. See your Network Administrator if you are not sure of the
value to enter here.
SMTP
See your Network Administrator if you are not sure of the values to enter in these fields.
Account/User
The account/user name required to send mail through the email server.
Password
The password used in conjunction with the account/user.
Port
The communication port.
Encrypted Connection Type
The type of email encryption to use. The default is *NONE but you can select *SSL or *TLS.
Domain Name
The name of your company’s domain.
Connection Attempts
The number of connection attempts to the internet to allow, from 0-9.
Connection Timeout
The number of minutes, from 01-10, to wait before trying to connect with the internet service
provider (ISP).
Communication Timeout
The number of seconds, from 005-120, to wait for a response from the internet.
Type of PDF
The type of PDF file to create when emailing spool files.
*TEXT create searchable text PDF files.
Batch Run Priority
The run priority assigned to email jobs.
20-49 Enter a value from 20 to 49 to speed the batch jobs.
50 The normal priority assigned to batch jobs.
51-99 Enter a value from 51 to 99 to slow the batch job.

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Work with Email

Hold Email Transactions

Select *YES to automatically assign a status of Hold to any email created by a user with this
configuration name in his/her User Definition Email Configuration Name field. This includes
email created by this user via:
• merges, auto merges, merge APIs
• SCS email monitor
• EZeMail/400 menu option 3 (create email)
• Email a Template
• EZConvert
• Email remittance notifications (ACH and CPA)

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 Documents

CHAPTER 4
WORK WITH FAXES
Go to the EZFax tab to work with fax documents and manage fax configurations. The EZFax tab
will not be available if you have not purchased and licensed the ACOM System i EZFax module
or if your ACOM System i user ID does not allow access to EZFax.

DOCUMENTS
Select Documents at the top of the EZFax tab to work with faxes. A user’s access to fax
documents is controlled by the value in the Restrict to emails/faxes field in the ACOM Define
Users utility. (See page 1-5.)

Fax Menu

Right click on a fax entry to open the Fax menu and select an action for that entry. Actions that
are not available for the selected entry are shown in gray.
Faxes can be:

• edited and re-sent,

• redirected to email,
• released from hold
• placed on hold ,
• deleted,
• viewed and
• printed.
Attachments can be viewed in TIFF format.
Advanced searches can be carried out on index values or database values. Index values are
created by including an entry in the WebView field of at least one STEXT command in a form
overlay that is used to create email and/or fax jobs.

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Work with Faxes

Display
The columns displayed on the EZFax tab when you login are controlled on the Settings>EZFax
tab. To change the initial display, go to the Settings>EZFax tab, select an item in the Available
Fax column and click on to move it to the Selected Fax column. To remove a column from
the initial display, select it in the Selected Fax column and click on . You can also drag and
drop items.
The columns are displayed on the EZFax tab in the order in which they appear in the Selected
Fax list, with the item at the top of the list as the first column on the tab. Click on an item and
drag it up or down in the list to change its position on the tab.

To make changes to the display while you are working in the EZFax tab:
To sort the display or to add/remove columns from the
display, hover on a column name to display the selection
box .

Click on the selection box to open the Display menu. Click on Sort Ascending or Sort
Descending to sort the display based on the values in the column from which the Display menu
Display Menu
was opened.

Select the columns to display or hide on the EZFax tab.

Press F5 to remove your changes and return to the initial display format as defined on the
Settings>EZFax tab.
Changes to the display that you make from within the EZFax tab are lost when you
log out of WebView.

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 Documents

Search
Use the fields at the top of the display to search for specific documents.

Select search parameters in as many fields as necessary. When working

with dates, enter a date in the field or click on to open a calendar and
select a date.

The wildcard symbols ? and * can be used to replace individual letters or sequences of letters in
a search. Use ? to replace one character in a search. Use * to replace multiple characters.

The fax list will update each time new search criteria is selected.

Advanced Search
Advanced searches can be carried out using index values or database values.

Index searches use spool file data extracted by STEXT commands in a fax document overlay.
Index data is only available when is an entry of *YES in the WebView field of at
least one STEXT command in a form overlay that is used to create faxes. (See example on the
next page.)

Database searches use values pertaining to fax properties, for example: User ID, Fax Number, To
Company, etc.

The example on the left shows an

EZeDocs System i STEXT command
with *YES in the WebView field.

Values captured by this STEXT

command will be available for Index
searches in WebView.

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Work with Faxes

Build a New Advanced Search Query

Click on to open the search query window.

Multiple search statements can be included in a search, connected by AND or OR. To build a
search query:
1. Select Index Search to search for faxes using STEXT values. To build a database search
using fax property values, leave the box unchecked.
2. Select a search criterion in the Column field. If this is an Index search the drop down will
list all of the STEXT commands available for use. When creating a data base search, the drop
down will list fax properties.
Available Database search fax properties:
Description Fax Line
From Name Creation Date
From Company Processed Data
User ID Coversheet Note
Status To Company
Document Name/ID To Name
Fax Number Retry

3. Select a condition in the Condition field.

= equal to
>= greater than or equal to
> greater than
<= less than or equal to
< less than
!= not equal to
LIKE similar to
RANGE a range of values: From X - To Y
4. Enter a search value (or values if working with a range). When
working with dates, enter a date or click on to open the
calendar and select a date.
5. Click on to add the statement to the query box.

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 Documents

6. To add another statement to the query, select AND or OR in the field to the left of the
Column Field. AND groups search statements. OR separates search statements.
7. Repeat steps 1 – 4 to build the next query statement.

8. Click on to run the query when all of the query statements are complete. The results
will be displayed in the document list.

Insert a Query Statement

Query statements are processed in the order in which they appear in the query box. To insert a
statement between two existing statements:
1. Click on a statement in the query box to select it.

2. Select AND or OR in the field to the left of the Column Field.

3. Build the new query statement.
4. Click on to add the statement to the query box. The statement will be added below the
statement selected in step 1 of this procedure.

Edit a Query Statement

To edit a query statement:
1. Click on a statement in the query box to select it and display it in the query criteria fields.
2. Edit the query criteria.

3. Click on Update Query to apply the changes to the query statement.

Delete a Query Statement

To delete a query statement:
1. Click on a statement in the query box to select it.
2. Click on Delete Query to delete the statement.

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Work with Faxes

Edit/Resend
Only faxes with a status of SNT or ERR can be re-sent. Right click on a fax entry and select
from the Fax menu to edit and resend the fax.
Edit the entries as necessary. Not all fields can be edited.

Click on to resend the fax.

Redirect
Use the redirect option to send a fax as an email attachment if fax is not available. Right click on
a fax entry and select from the Fax menu to redirect a fax to email. A fax can only be
redirected if it has a status of SNT or ERR.

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 Documents

Enter email address information and a message (optional). You can also select an email template
to use (optional). The original fax is listed in the attachments list at the bottom of the screen. You
can add attachments if necessary.
See page 3-9 for more information about email fields and adding attachments.

Click on to redirect the fax.

Release/Hold
Right click on a fax entry in HLD status and select from the Fax menu to release
it.

Right click on a fax entry in RDY status and select from the Fax menu to put it
on hold.

Delete
Right click on a fax entry and select
from the Fax menu to delete the entry. When the
confirmation message displays select Yes to
delete or No to cancel the deletion.

Note: The Delete function is only available if you have the ACOM Selected Access security
feature installed in your ACOM System i software.

View Fax
Right click on a fax entry and select from the Fax menu to view fax details.

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Work with Faxes

View Attachment
Right click on a fax entry and select from the Fax menu to view the
attachment in TIFF format.

Print Attachment
Right click on a fax entry and select from the Fax menu to print the fax to
your default printer.

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 Configuration

CONFIGURATION
A fax configuration defines the setup for each fax line used to transmit faxes. Up to 99 fax lines
can be used. Fax jobs are routed automatically between multiple fax lines. Both internal and
external modems can be used.
Select Configuration at the top of the EZFax tab to work with fax line configurations. Changes
made to configurations in WebView are carried over to the System i.
User access to WebView Fax Configuration is controlled by Selected Access security if it is
enabled on the System i. If Selected Access is not enabled, only users with SECADM authority
can access the fax configurations.

Configuration
Menu

The Line number, Description, Speed and Status of all fax line configurations are displayed.
Valid statuses are Active and Inactive. Click on to refresh the display.
Right click on a fax configuration to open the Configuration menu and select an action for that
configuration. Actions that are not available for the configuration are shown in gray.
Configurations can be:
• edited,
• copied,
• deleted,
• displayed,
• printed
• renamed,
• started/stopped and
• new configurations can be created.

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Work with Faxes

Edit a Configuration
Right click on a fax configuration and select from the menu to edit the fax line
configuration. Fax lines that are Active cannot be edited.

The Line, Line Description, Controller Description and Device Description fields cannot be
edited.

When editing is complete, click on to save the changes.

See page 4-12 for information about the fax line configuration fields.

Copy a Configuration
Right click on a fax configuration and select from the
menu to copy the configuration.

Enter a New Name for the fax line and click on to copy it.

Delete a Configuration
Right click on a configuration and select from the menu to delete the fax line
configuration.
Click on Yes when the message Do you want to delete? is displayed.

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 Configuration

Display a Configuration
Right click on a configuration and select from the menu to view information about the
fax line configuration. Configurations cannot be modified in display mode. To make changes to a
fax line configuration, select from the menu.

See page 4-12 for information about the fax line configuration fields.

Print a Configuration
Right click on a configuration and select from the menu to print a fax line configuration
listing. The listing can be sent to a System i output queue or a Windows printer.

Define the print parameters and click on .

Rename a Configuration
Right click on a configuration and select from the
menu to rename a fax line configuration.

Enter a New Name and click on to rename it.

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Work with Faxes

Start/Stop a Configuration
A fax line must be started before it can be used to send faxes. ACTIVE displays in the Status
column on the Fax Configuration screen for fax line configurations that have been started.
To Start a fax line configuration, right click on a configuration in Inactive status and click on
. The status will change to Active.
To Stop a fax line configuration, right click on a configuration in Active status and click on
. The status will change to Inactive.

Create a Configuration
To create a fax line configuration, right click on the Fax Configuration list and select .

Each fax line configuration must be given a unique line number, and configured to process faxes.
IBM internal modems and external Class 2.0 modems are supported.

Click on when the fax line configuration is complete to save the configuration on the
System i and for use in WebView.
Line
Each fax line must be assigned a unique number, from 01 through 99.
Fax Hardware Resource Name
The resource associated with the modem. Use the WRKHDWRSC TYPE(*CMN) command or
see your Network Administrator if you are not sure of the value to enter.

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 Configuration

Integrated Modem
Whether or not to use an IBM integrated modem.
*NO Use an external modem (default)
*YES Use an IBM integrated modem.
Speed
The fax line speed. The recommended speed is 57600 bits per second. Valid values are 50, 75,
110, 150, 300, 600, 1200, 2400, 4800, 7200, 9600, 14400, 19200, 28800, 38400, 57600, 76800
or 115200.
Prefix for Dialing Out
Enter any prefix that must be dialed to reach an outside line.
Delete or Hold Orig Splf
Whether or not to hold or delete the original spool file after the fax is processed.
*HLD Hold the spool file. (default)
*DLT Delete the spool file.
Save Converted TIFF
Whether or not to save the TIFF files required to send or resend faxes. Saving TIFF files speeds
up the process if a fax must be re-sent. If TIFF files are saved, they should be periodically
deleted manually from the ACOM/EDOCS/EZFAX directory
*YES Save TIFF files. (default)
*NO Do not save TIFF files.
Purge sent faxes
Whether or not to purge fax files after a fax has been sent. Fax files can also be purged manually
via the Purge Documents option on the EZFax/400 menu on the System i.
*NO Do not purge sent faxes. (default)
*YES Purge the sent fax files.
Completion Notifications
Whether or not to send a notification to the user’s message queue when a fax has been
successfully sent.
*NO Do not send a completion notification. (default)
*YES Send a completion notification.
Run Priority
The priority to assign to the fax job. Valid values are from 10 through 50 with 10 being the
lowest priority and 50 the highest.
Description
User defined text identifying the fax line. The description will display on the EZFax/400 Work
with Fax Line Setup list screen.

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 ESignature Tab

CHAPTER 5
ESIGNATURE
When an ESIG command is added to a form overlay on the System i, a PCL file is
created for each merged form and stored on the IFS along with associated metadata. Go
to the WebView ESignature tab to:
• Locate an ESIG document using metadata,
• Display the form in PDF format,
• Add a captured electronic signature to the form,
• Save the signed form on the IFS in PDF format,
• Printed the signed form.
The ESignature tab will not be available if you have not purchased and licensed the
ACOM ESignature module or if your ACOM System i user ID does not allow access to
ESignature.
Captured signatures can also be saved (see page 5-5 for details).
The Topaz S460 and L460 are currently the only signature pads that ACOM has certified
for use with the WebView software.
Access to ESignature functions is controlled by the ACOM selected access feature on the
System i. The controls can be accessed under W/W/SIGCAP in the eforms Selected
Access controls.

ESIGNATURE TAB
The ESignature tab lists information about ESIG documents:
• ID, Description, and Date metadata
• Processed Date
• Status

ESignature Menu

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ESignature

The ID, Description and Date columns are populated with metadata entries based on the System
i ESIG command.

The Processed Date is the date that the document was merged on the System i.

There are three possible Statuses:

• RDY Documents that have not been signed or printed

• SGD Documents that have been signed but not printed
• PRT Documents that have been signed and printed

Search for a Document

Enter or select search criteria in the ID and Descriptions metadata fields or in the Status field.

Enter a date in the date fields or click on the in a date field to open a
calendar and select a date.

Right Click Menu

Right click on an entry in the list to open the eSignature menu and select an
action for that entry:
View
View and sign the document.
Print
Print the document. If the document has a status of SGD the signature will print on the
document.
Refresh
Refresh the document status.
Delete
Delete the document.

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 View and Sign Documents

VIEW AND SIGN DOCUMENTS

There must be a signature capture pad attached to the WebView PC in order to sign a document.
The Topaz S460 and L460 are currently the only signature pads that ACOM has certified for use
with the WebView software.
To view and sign a document in WebView:
1. On the ESignature tab, search for and locate the document to be signed.
Note: A document with a status of SGD has already been signed and cannot be signed again.
2. Right click on the document in the list and select View from the right
click menu to open the document in the PDF viewer and display the
signature capture box.

3. If this is the document that should be signed,

sign on the signature capture pad. The signature
will appear in the signature capture box.

4. Click on to add the signature to the document.

WebView User Guide 5-3

ESignature

5. Click on Save at the top of the PDF viewer to save the signed document in PDF
format on the IFS.

6. Click on Print at the top of the viewer to

print the signed document. Select a printer and
click on .

PRINT DOCUMENTS
To print a document:
1. On the ESignature tab, search for and locate the document to be printed.
2. Right click on the document in the list and select Print from the right
click menu.

3. Select a printer and click on .

DELETE DOCUMENTS

The delete function deletes the document PCL file from the IFS. It does not delete the signed
PDF file. PCL files can also be deleted via the eForms Work with Signatures option (see the
eForms Manual) and the Utilities Purge Signature Documents option (see the Utilities Manual).

To delete a document:
1. On the ESignature tab, search for and locate the document to be deleted.

2. Right click on the document in the list and select Delete from the right
click menu.

3. Click on YES when the delete confirmation message opens.

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 ESignature Settings

ESIGNATURE SETTINGS

Click on the WebView tab and go to the tab to configure the settings

Keep Signature
Select to save signature .bmp files on the IFS. If this is not selected, signature files will not be
saved. ( is the default)
This setting has no impact on signed documents. Once a document is signed and saved as a PDF
file, the signature is permanently associated with that document.

Print on
Select First page to add the signature to the first page of a multi-page document.
Select Last page to add the signature to the last page of a multi-page document. (Default)
The signature will be added the selected page at the coordinates specified in the System i ESIG
command.

Click on Apply to apply the settings.

Click on Restore to Default to reset the fields to their defaults.

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 Creating Reports

CHAPTER 6
EMAIL AND FAX REPORTING
Go to the Report Email and Fax tab to generate detailed reports about fax or email activity.
Reports are displayed in a viewer but can also be exported and saved in HTML, PDF, DOC and
XLS formats.
The reporting function is available to any user defined as an Administrator in the ACOM
Solutions System i software. (On the Utilities-Define Users screen: Security level = *USER,
Department = *All, Restrict to department = *NO)

CREATING REPORTS
To create a report:
1. Go to the Report Email and Fax tab.

2. Select Email or Fax as the type of report.

3. Select the report columns.
Click on a column heading in the Available Columns field to select it and click on to
move it to the Selected Columns field. The column at the top of the Selected Columns list
will be the first column in the report, the second in the list will be second, etc.
Click on a column in the Selected Columns field to select it and click on to move it to
the Available Columns field.
4. Define the report filters.
Select a filter property in the Column field.
Select a filter operator in the Condition field.
= equal to
>= greater than or equal to
> greater than
<= less than or equal to
< less than
!= not equal to
LIKE similar to
BETWEEN available when filtering by date

Enter a filter Value.

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Email and Fax Reporting

5. Click on to create and display the report.

6. To export the report in PDF, DOC, XLS or HTML format, select a document type in the
Export to: field in the upper left corner of the report viewer and click on .

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 Working with EZConvert Monitors

CHAPTER 7
EZCONVERT/400

WORKING WITH EZCONVERT MONITORS

EZConvert/400 converts SCS spool files in RDY status to *XLS or *CSV format and exports
the converted files to the IFS. Converted files can be optionally emailed as attachments. Files
can be split into multiple files for export and email distribution.
To convert files a conversion monitor must be creat ed and configured to watch a designated
output queue for specific types of spool files. Those spool files can then be converted to the
file type specified in the monitor configuration, *XLS or *CSV, and exported to an IFS
location that is also specified in the monitor configuration.
You must have an EZeMail/400 license to have EZConvert distribute converted files via email.
The distribution process takes email addresses from Notification IDs that you create in
EZeMail/400 on your System i. A Notification ID can contain individual email addresses or
take email addresses from address books. You can include up to 10 Notification IDs in a
monitor configuration. Files can also be emailed using email addresses.
Once configured, a monitor must be started before it can convert, export a n d d i s t r i b u t e
files.
EZConvert is only available in WebView if EZConvert/400 is licensed on your System i.

The EZConvert Tab

For each EZConvert Monitor the EZConvert tab shows the:
• Monitor ID
• Output Queue monitored
• Library
• Form Type
• Convert To
• Status

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To help locate specific monitors use the filter fields at the top of the columns to reduce the
number of monitors listed. You can enter a value or select a value.
Right click on a monitor in the list to display a drop down menu with options to:

• Copy
• Delete
• Display
• Edit
• Rename
• Refresh
• Print or
• Start/Stop.

Create a Monitor
To create a monitor, click on Create_Monitor at the top of the EZConvert tab to open the Create
Monitor tabs.
Click on when you have completed all of the information necessary to create the
monitor.

Monitor ID
A user defined, unique name for the monitor. The name can be up to 10 positions in length.
Convert To
The conversion format. Select :
*XLS Convert to a .xls Excel spread sheet
*CSV Convert to a comma delimited .csv file
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Library
The library where the output queue is located. Enter the name of a specific library or keep the
default of *LIBL to search all libraries until the output queue is located.
Output Queue
The name of the output queue to monitor. Click on to search for an output queue from a list of
available output queues.
Complete the information on the Input (see below), Export (page 7-8), Distribute (page 7-12)
and Suppress (page 7-15) tabs.

Input Tab
Entries on the Input tab (See previous page) identify the spool files to convert. Commands
entered in the Selections Grid define the format of the converted file and the spool data to
included.
Spool file criteria
The spool file criteria identify the spool file to convert. An entry is required in at least one of the
fields. Entries may be made in multiple fields in any combination.
Form type
The SCS spool file form type to select. This field is case sensitive.
Name Key a specific form type to select only that form type.
*ALL Select all form types.
Printer file name
The printer file name used when the spool file was created.
Spool file number
A spool file number.
User ID
A user ID associated with a spool file(s).
Job name
A job name associated with a spool file(s).
Job number
A job number associated with a spool file.
User data
The user data information attribute of a spool file(s). Key a specific name here to select every
RDY SCS spool file in the output queue that has this user data value.
Suppress Empty Rows
Select to remove empty rows in the spool file when the file is converted. This applies to empty
rows in the spool file and empty rows created using conditions on the Suppress tab function (see
page7-15).
Email Distribute
Converted files can be distributed using Notification IDs or emailed using email addresses.
Select an option to indicate which method this monitor will use.
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Selections
Add Title and Detail commands for the converted file in the Selections area.

Click on to add a command and open the Location, Format and Suppress tabs.
Select an entry and click on to edit the command or click on to delete the
command.
Click on to refresh the display.
Click on when all of the entries are complete on the Location, Format and Suppress tabs.

Seq#
The command sequence number. This is created automatically. You can drag and drop
commands in the list to change the sequence.
Important: When you are creating a CSV formatted file the sequence numbers determine the
order in which the command results appear in the file.
Type
The command type. Select :
T Title
D Data
Text
User defined text to identify the command. This text does not print in the converted file. It serves
only to identify the command in the Selections grid.

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Data
Identifies the data for the command. Select the spool data location fields to extract variable
data from the spool file or select the Constant field and enter constant data, for example as a
column title.
Line
Line number on the spool page where the data is located.
Pos
Position on the spool page where the data begins.
Len
Number of positions occupied by the data.
Reps
The number of lines to search for the data, starting at the line number in the Line field.
Spreadsheet Location
The spreadsheet location fields define the location of the data on the spreadsheet when
converting to XLS format. These fields are not valid for CSV conversions.
Row
The spreadsheet row. Enter a value from 1 to 65536.
Column
The spreadsheet column. Enter a value from A to IV.
Note: The row and column values entered must be unique for each command.

Entries on the Format tab determine the appearance of the current command results on the report.
The Format tab is only available if *XLS is selected in the Convert To field.
Font Name
The font to use for the command. Select a font from the drop down.
Select Italic, Bold and/or Underline to apply one or more styles to the font.
Font color
A color to apply to the font. The default is Black. Select a color.

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Alignment
How the data is aligned in the spreadsheet cells. Select :
*GENERAL Aligns text to the left and numbers to the right (default)
*LEFT Left justify
*RIGHT Right Justify
*CENTER Center the data in the cells
Number Format
The format to use for numeric data in a cell. Select :
General
No special formatting. (default)
Number
Right Justified.

Select the number of decimal places, from 0 to 5.

Indicate whether or not to include a 1000 separator.
Select a negative number format.
Currency
Right justified.

Select the number of decimal places, from 0 to 5.

Select a symbol.
Select a negative number format.
Date
Right justified.

Select a date format.

Time
Right justified.

Select a time format.

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Percentage
Right justified.

Select the number of decimal places, from 0 to 5.

Set up conditions on the Suppress tab for the current command to suppress spool data that you do
not want to include in the converted file.
An S is displayed in the Selections grid on the Input tab to the left of each command that has
suppression conditioning.
Select a condition and click on to edit it or click on to delete the condition.
Click on to refresh the display.
Click on to add a condition.
When the information for a condition is complete, click on to add the condition to the
command.

And/Or
Multiple conditions must be grouped/separated by AND/OR. Select AND to group conditions.
Select OR to separate conditions.
Pos
Position where the Value for the condition begins.
Len
Number of positions to search for the Value.

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Test
Select the test to apply to the Value.
= Equal to
!= Not equal to
<= Less than or equal to
>= Greater than or equal to
< Less than
> Greater than
Value
The characters and/or numbers to apply the Test to.

Export Tab

Entries on the Export tab tell EZConvert where to place your converted files on the IFS and what
to name them.
IFS Path
The IFS Path fields tell EZConvert where to send the converted files. Destinations can be
retrieved from spool file or you can indicate a constant destination.
To retrieve destinations from the spool file, complete the spool data location fields.
Line
Line number on the spool page where the data is located.
Pos
Position on the spool page where the data begins.
Len
Number of positions occupied by the data.
Del
Select if the destination information should be deleted from the spool file after it is retrieved.
To send all converted files to the same IFS destination, enter a path in the Constant field or
click on to browse to a path and leave the spool data location fields blank.

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File Name
Entries in the File Name fields determine the name applied to converted files sent to the IFS. File
names can be retrieved from spool file or you can indicate a constant file name.
Complete the spool data location fields to extract the file name from a spool page.
Line
Line number on the spool page
Pos
Starting position on the spool page
Len
Number of positions occupied by the data
Del
Select if the file name information should be deleted from the spool file after it is retrieved.
If you don’t want to take the file name from the spool file, leave the spool data location fields blank and
enter a value in the Name field.
*DFT
Files will be assigned a name based on the conversion date and time.
*PATH
Select *PATH when the file name is included at the end of the export destination path. This
applies to a path taken from a spool file as well as to a constant path entered in the IFS Path
Constant field.
Be aware that if a constant file name is included at the end of a constant path in the IFS Path
Constant field, the constant file name will be applied to the first file created. Subsequent files
will be named with a default name based on a date/time stamp.
Name
Enter a name to use that name for converted files.
When a name is entered here and Overwrite is selected, this file name will be applied and the
file will be overwritten (contents replaced) each time a new file is created.
When a name is entered here but Overwrite is not selected, this file name will be applied to
the first file created and subsequent files will be named with the default date/time stamp.
Overwrite
Select to overwrite a file (replace the contents) when a new file is created with the same
name.
When Overwrite is not selected, a default name based on a date/time stamp is applied to new
files that would otherwise have the same name.
Optional Break and Retain Destination
Optional Break is used to create additional file breaks. When a value is found in the spool data
location specified in the Optional Break spool data location fields, it signals the conversion
process to create a new file. If the location does not contain a value (is blank) a break will not
occur.

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Complete the spool data location fields to create a break whenever a value is found at the
specified location.
Line
Line number on the spool page where the data is located.
Pos
Position on the spool page where the data begins.
Len
Number of positions occupied by the data.
Del
Select if the destination information should be deleted from the spool file after it is retrieved.
Use as File Prefix
Select if the optional break value should be applied to the file name as a prefix to ensure a
unique file name. A prefix can be applied to a constant file name or to a file name taken from the
spool file. It cannot be used when *PATH or *DFT are selected in the Name field.
Retain Destination allows you to use the last known export destination to convert a spool page
without a specified destination. When selected , any spool page without a destination will be
converted and the converted file will be placed in the last known export destination.
When Retain Destination is not selected, pages without destination information will not be
converted.
Retain Destination and Optional Break
When you are using the Optional Break feature and Retain Destination is selected, if the current
spool page does not contain an optional break value then the last known optional break value will
be used and pages without an optional break value will be included in the file. The last known
optional break value will be used until a new optional break value is found in the spool file.
When you use the Optional Break feature and Retain Destination is NOT selected, if the current
spool page does not contain an optional break value then the pages without an optional break
value will not be converted and included in the file.

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Email Tab

Entries on the Email tab tell EZConvert the email addresses to send converted files to, the email
subject and the email message. Information can be retrieved from the spool file or you can enter
the information on this tab.

Select Spool location to the right of any field to open spool coordinate fields to retrieve
information for that field from the spool file. Complete the spool data location fields:
Line Line number on the spool page
Pos Starting position on the spool page
Len Number of positions occupied by the data
Reps The number of lines to search for data
To, CC, BCC
Converted files will be sent to any email address defined in these fields. Use the spool data
location fields to extract email addresses from the spool data or enter email addresses in the field.
Separate addresses with a semi- colon ( ; ).
Subject
The email Subject line. Use the spool data location fields to extract the subject from the spool
data or enter the email subject here.
Body
The email message. Use the spool data location fields to extract the message from the spool data
or enter the email message here.
Embedded Signature
Select to embed the sender's email signature in the email. The signature is set up in the
Embedded Signature fields in the sender's ACOM user definition on the System i.

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Distribute Tab

Converted files can be automatically emailed as attachments to addresses in a Notification ID.

You must have an EZeMail/400 license to email your converted files. Entries on the Distribute
tab tell EZConvert how to break a converted file into attachments and where to send the
attachments.
File name
Entries are not required in the File Name fields. If you leave all File Name fields blank, a date/time
name in the format yyyymmddhhmmsssss is applied to the distributed files.
File breaks are not based on file names when distributing files. Use the Optional Break Value 1 and
Value 2 fields to create file breaks.
Complete the spool data location fields to extract file names from the spool data. The file name is reset
each time an optional break occurs.
Line
Line number on the spool page
Pos
Starting position on the spool page
Len
Number of positions occupied by the data
Del
Select to delete the data from the spool file after it is extracted.

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Enter a file name in the Constant field and leave the spool data location fields blank to apply the
constant name to each distributed file. The file name will not be reset after each optional break.
Retain Destination determines whether to distribute spool file pages that follow a break but do
not have a file name value on the first page after the break.
When Retain Destination is not selected, pages that follow the break but do not have a file name
value on the first page after the break will not be distributed until the next time a break occurs
AND there is a file name value found on the first page after a break.
When Retain Destination is selected, the last known file name will be used to distribute the
pages without a file name until the next time a break occurs AND there is a value found on the
first page after a break at the coordinates specified here.
Optional Break Value 1 and Value 2
Used to break a converted file into multiple files for distribution. Value 1 creates a primary break
and Value 2 creates a secondary break within a Value 1 break.
A new file is created when a value is found in the spool data location specified in Value 1.
If you specify spool data locations in Value 1 and in Value 2, when a primary break occurs at the
Value 1 location a secondary break will occur each time a value is found at the Value 2 location.
The next time a value is found in the Value1 location a new primary break will occur.
Complete the Value 1/Value 2 spool data location fields to create a primary/secondary break
whenever a value is found at the specified location. You cannot enter a spool data location for a
Value2 break until coordinates are first entered for a Value1 break.
Line
Line number on the spool page
Pos
Starting position on the spool page
Len
Number of positions occupied by the data
Del
Select to delete the data from the spool file after it is extracted.
Distribute
Set up distribution commands in the Distribute grid. You must create at least one Notification ID
in EZeMail/400 on your System i before you can complete a Distribute command.
Select a command in the list and click on to edit it or click on to delete it.
Click on to refresh the display.
Click on to add a command.

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Seq#
The sequence number. This is created automatically.
Value1
Enter the value to search for at the Optional Break Value 1 location. When the value found at
that location matches the value here a primary break is created and the converted file will be
distributed to the addresses in the selected Notification ID. This field is case sensitive.
Instead of a entering value you can select :
*ALL
Send the entire converted file to the addresses in the Notification ID. Value2 must be left blank
when *ALL is entered in here.
*ELSE
Send anything that does not match any of the notification Values to the addresses in the
Notification ID. Value2 must be left blank when *ELSE is entered in here.
*BLANK
Send the file to the addresses in the Notification ID when all blanks are found in the Value1
Optional Break location. If the value is other than all blanks the file will not be distributed.
You can also enter a value in the Value2 field when *BLANK is entered here.
Value2
Value2 is used in conjunction with Value1. Enter the value to search for at the Optional Break Value 2
location. An entry cannot be made here unless there is a value in Value1. This field can be left blank and
is case sensitive.
When the value found in the Value 1 Optional Break location matches the value entered in the
Value1 field
AND
the value found in the Value 2 Optional Break location matches the value entered in this field,
the converted files will be sent to the addresses in the Notification ID named in the Notification
ID field.
Instead of a entering value you can select :
*BLANK
Send the file to the addresses in the Notification ID when the value found in the Value 1
Optional Break location matches the value entered in the Value1 field AND all blanks are
found in the Value 2 Optional Break location. If the value in the Value 2 Optional Break
location is other than all blanks the file will not be distributed.
Notification ID
The Notification ID to take the distribution addresses from. Select a Notification ID from a list of
Notification IDs. (Notification IDs are created in EZeMail/400 on your system i via EZeMail/400 menu
option 8, Work with Notification ID.)
When the information for a command is complete, click on to add the command to the
Distribute list.

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Suppress Tab

You can set up conditions on the Suppress tab to exclude entire lines of spool data from
converted files. When a condition is met, the line of data is excluded.
Select Suppress Empty Rows on the Input tab to remove empty lines that are created when a
row of data is suppressed.
Select a condition in the list and click on to edit it or click on to delete it.
Click on to refresh the display.
Click on to add a condition.

And/Or
Select AND or OR when there is more than one statement in the condition. AND groups
condition statements. OR separates condition statements.
Pos
The position where the Value for the condition begins.
Len
The number of positions to search for the Value.

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Test
The test to apply to the Value. Select :
= Equal to
!= Not equal to
<= Less than or equal to
>= Greater than or equal to
< Less than
> Greater than
Value
The characters/numbers to apply the Test to.

When the information for a condition is complete, click on to add the condition to the list.

Print Monitor Details

You can create a report listing all of the configuration information for a monitor. The report can
be sent to a System i output queue or to a Windows PC Printer.
To create a report:
1. Go to the EZConvert tab.
2. Right click on a monitor in the list, select Print and then select:
Print to i Series Output Queue

3. Select an Output Queue, Library and a Source Drawer.

4. Click on
Print to Windows PC

3. Select an Output Queue, Library and a Source Drawer.

4. Click on

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Edit a Monitor
Conversion monitors can be edited as requirements change. A monitor must be stopped before it
can be edited.

To edit a monitor:
1. Go to the EZConvert tab.
2. Right click on a monitor in the list and select on Edit on the right
click menu to open the Edit Monitor window.

All of the information except the Monitor ID can be edited.

3. Click on when editing is complete to save the changes.

Copy a Monitor
Conversion monitors can be copied and then edited to create a new monitor. This is sometimes easier
than creating a new monitor from scratch.

To copy a monitor:
1. Go to the EZConvert tab.
2. Right click on the monitor ID to copy and select Copy on the right
click menu to open the Copy Monitor Job dialog box.

3. Enter a New Name.

4. Click on to copy the monitor.

or
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Click on to exit without copying the monitor.

Delete a Monitor
A monitor must be stopped before it can be deleted. To delete a monitor:
1. Go to the EZConvert tab.
2. Right click on the monitor ID to delete and select Delete on the right
click menu.

3. When the confirmation dialog box opens click on

to delete the monitor or to cancel
the deletion.

Display Monitor Details

To display monitor details:
1. Go to the EZConvert tab.
2. Right click on a monitor in the list and select Display on the right click
menu to open the Display Monitor window.

Editing is not allowed in Display mode.

3. Click on to close the display window.

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Rename a Monitor
To rename a monitor job:
1. Go to the Utilities tab.
2. Right click on a monitor in the list and select Rename on the right click
menu to open the Rename Monitor Job window.

3. Enter a New Name.

4. Click on .

5. When the confirmation dialog box opens, click on to rename the monitor job.

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START/STOP EZCONVERT MONITORS

Start an EZConvert Monitor
An EZConvert monitor must be started before spool files can be converted. Once a monitor is
started, any SCS spool files in RDY status matching the Criteria to select spool files in the
monitor Input tab will be converted. Converted files will be output to the IFS location specified
in the monitor Export tab.
To start an EZConvert monitor:
1. Go to the EZConvert tab.
2. Right click on the ID of the monitor to start and select Start on the right click
menu to open the Start Monitor window.

3. Verify the job information and make any required changes before starting the monitor.

Delay Interval
The number of seconds to allow between monitoring searches of the output queue. The delay
interval must be 0 if a data queue is attached to the output queue being monitored.
Submit job options:
Job Queue
The job queue in which to run the job.
*JOBD Run the job in the job queue specified in the job description for the session
Name Enter the name of a specific job queue.
Library
Location of the job queue.
*LIBL Search all libraries until a match is found.
*CURLIB Use the current library to locate the job queue.
Name Key a specific library name up to 10 characters long.

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Job Description
The description to use for the monitor job.
*USERPRF Use the job description listed on the user profile.
Name Key a job description up to 10 characters long.
Library
Location of the job description.
*LIBL Search all libraries until a match is found.
*CURLIB Use the current library to locate the job description.
Name Key a specific library name up to 10 characters long.

Job Priority
The job scheduling priority. Accept the default of *JOBD to use the priority specified in the
job description or key a priority from 1-9 where 1 is the highest priority and 9 is the lowest.
Message Queue
Where to send messages pertaining to the job.
*USRPRF Use the message queue listed in the user profile.
*WRKSTN Use the workstation message queue.
*NONE Do not send messages.
Name Key a message queue name up to 10 characters long.
Library
The location of the message queue.
*LIBL Search all libraries until a match is found.
*CURLIB Use the current library to locate the message queue.
Name Key a specific library name up to 10 characters long.

4. Click on .

5. Click on when the confirmation dialog box opens.

Stop an EZConvert Monitor
To stop an EZConvert monitor:
1. Go to the EZConvert tab.
2. Right click on the ID of the monitor to stop and click on Stop on the right click menu.

3. Click on to confirm stopping the monitor.

4. Click on when the “Stopping monitor

successfully” message opens.

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