DocumentDirect



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DocumentDirect


DocumentDirect is a Windows-based client/server application that is used by the Commonwealth of Kentucky Data Center to access mainframe-resident reports from the user’s desktop computer. It is a companion piece to the 3270-based application, RDS. Both RDS and DocumentDirect access the same reports, which are stored on a mainframe-attached optical disc jukebox system.

DocumentDirect allows more flexibility in viewing, can be used to cut and paste data to other PC applications, and can be used to print to any PC printer that the user has access to.

Requirements for DocumentDirect are a 486 or higher PC, with Windows 3.1, Windows 95, or Windows NT, and a TCP\IP connection. There is no charge at this time for having DocumentDirect loaded on your machine, provided you are a Commonwealth of Kentucky employee or contract employee for a State Agency.

To obtain the required username and password for downloading the software, or for support or more information, contact:

Ray Smith
KY Dept Info Systems
101Cold Harbor Drive
Frankfort, KY 40601
(502) 564-4280
e-mail: rsmith6@mail.state.ky.us

Getting Connected With DocumentDirect


  • After starting DocumentDirect, start Document Explorer. This is done by selecting Document Explorer from the FILE menu, or by selecting the 2nd toolbar icon from the left with your mouse.

  • Click on the LOCATE button within the Document Explorer window. It should highlight the ‘COLD HARBOR MAINFRAME REPORTS’ server.

  • You will now see a LOCATE window. Click on the LOCATE button on the right side of this window for a list of all reports that you have access to view.
    If you only want to view one specific report, you can key the information into the ReportID and Version Id boxes, but this is probably not what most users will need.

  • Now you will see an ATTACH TO SERVER window that asks for your userid and password. The ‘server’ in this case is the Commonwealth Data Center mainframe, and you must provide your Mainframe USERID and PASSWORD , then click the OK button, or simply press the ENTER key.

  • When the connection is completed successfully, the Document Explorer window should contain a list of all the RDS-based reports to which you have access.

Viewing Reports with DocumentDirect


You should now have a valid connection and are ready to begin viewing DocumentDirect reports. You cannot change any reports, as DocumentDirect is a viewing application only. There are many features which allow users to find their most efficient style for viewing their reports. A few basic features are listed below, and users are encouraged to use the excellent HELP facility within DocumentDirect to find the features that best fit their particular needs.

The LEFT side of the DocumentDirect window contains a graphical display of the reports that you are authorized to view. The RIGHT side of the window contains details about the currently selected entry from the left side.



** If you wish to see the Report Names in addition to the Report ID’s, click on VIEW, then remove the check mark from the EXPLORER DETAIL option near the bottom of the menu list. This will remove the split window and give you one viewing window with Report id’s and Report Names.

Clicking directly on the PLUS sign in front of a report name in the left side of the window will expand the list of versions for that report.(To de-expand the list, click on the minus sign.)

Clicking on the plus sign in front of a version will expand the listing of report sections, IF that report is sectioned. (Not all reports are sectioned.)

Locate the specific version or section you wish to view in the right side of the window, and double click on it . If you click on the wrong one, you can cancel this operation by clicking on the stop sign in the lower left corner of the main window.



Changing the font size in the viewing window can be accomplished by using the magnifying glass toolbar icons. Changing the font type can be done by selecting OPTIONS , then PREFERENCES, then Text Viewing, then FONT. (The font will not change until you open a new report.)

Searching for specific text can be done by using the flashlight icons, or selecting EDIT, then FIND, or FIND NEXT. Note that the FIND command defaults to ‘DOWN’; if you want to FIND in an upward direction, you must change the button selection in the FIND window to ‘UP’.

The appearance of data in the viewing window can be significantly changed by using the HIDE and FREEZE options from the VIEW menu.



  • FREEZE can be used to keep the header information within view while you scroll up or down.

  • HIDE can be used to remove columns from view, allowing data that would normally be off the side of you screen to move over within the viewing area.

The GOTO feature allows users to move quickly to different sections of large reports. Select GOTO from the EDIT menu, or select the toolbar icon with the hand and pointing finger. You can also go directly to a specific page of unsectioned reports by entering the page number in the small box at the bottom of the window.

For sectioned reports, the GOTO window will only list the sections to which you have access. You can scroll down to the section you need, or click in the edit window and key in the section you want, then click the flashlight to find it. When the section is found, click the OK button, and the report section should appear in your viewing window. You can go to a specific page of that section by keying in the page number at the bottom of the GOTO window before clicking the OK button.

This feature is very helpful when searching large documents, as it will save time to go to the correct section before starting a FIND operation.

Printing can be done to any PC or LAN attached printer. DocumentDirect uses standard Windows print drivers, and allows for printing single pages, multiple pages, or entire sections of reports.

Document Direct Version 2.1

Customization

After software is installed, start Document Direct and open the OPTIONS menu item.



  • Under OPTIONS, select CONFIGURE DOCUMENT SERVERS

  • Delete the 3 sample Server Configurations.

  • Click on NEW, to configure a new server.

  • For ServerID, enter: Cold Harbor Mainframe Reports

  • Click on the TCP/IP button

  • For Host Name, enter 162.114.217.66

  • Service Name, enter: 1540

  • Transaction Name, enter: IN22

  • Product DLL Path: WSOCK32.DLL

  • Enter your MAINFRAME userid in the RECIPIENT ID field.

  • Leave the PASSWORD field empty, but check the PROMPT FOR PASSWORD box.

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  • Under the OPTIONS menu item, choose CUSTOMIZE EXPLORER.

  • Under the 'AutoExpand' heading, click an 'X' into the Report View box.

  • The ReportID, VersionID, and SectionID boxes should be empty.

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You should be ready to connect to the mainframe and view reports.



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