Berbee MS Office and iSeries Access Integration Access Integration

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BerbeeBerbee

Frank ThomasFrank Thomas

4092 Holland Sylvania Road4092 Holland Sylvania Road

Suite CSuite C

Toledo, OH 43623Toledo, OH 43623

[email protected]@berbee.com

(419) 824(419) 824--96269626

MS Office and iSeries MS Office and iSeries

Access Integration Access Integration

Session 3, More Session 3, More

Functions Functions

ID# 407115ID# 407115

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AgendaAgenda

�� Creating an Excel Spread Sheet with iSeries Creating an Excel Spread Sheet with iSeries Access for the WebAccess for the Web

�� Publisher Publisher –– Catalog MergeCatalog Merge

�� RunrmtcmdRunrmtcmd

�� Access Access --Import and link Files from the AS/400Import and link Files from the AS/400�� Importing Files via ImportImporting Files via Import

�� Importing Files via File TransferImporting Files via File Transfer

�� Building a portable Database using imported 400 Building a portable Database using imported 400 FilesFiles

�� Building extension files to use with linked 400 filesBuilding extension files to use with linked 400 files

�� Cool Access tools to use with AS/400 FilesCool Access tools to use with AS/400 Files

�� A definitive method for creating AS/400 files from A definitive method for creating AS/400 files from PC data.PC data.

�� Web enabling MS OfficeWeb enabling MS Office

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BerbeeBerbee



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Creating an Excel Creating an Excel

Spread Sheet with Spread Sheet with

iSeries Access for the iSeries Access for the

WebWeb

NewNew

CoolCool

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Database TabDatabase Tab

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Run SQLRun SQL

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Start SQL WizardStart SQL Wizard

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Select TableSelect Table

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Pick ColumnsPick Columns

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Add ConditionAdd Condition

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Pick a fieldPick a field

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Pick OperatorPick Operator

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Prompt powerPrompt power

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Use ListUse List

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Define ConditionsDefine Conditions

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More options More options

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Finish PromptFinish Prompt

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Completed conditionCompleted condition

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SortSort

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Run PreviewRun Preview

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OutputOutput

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Output as HTMLOutput as HTML

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Output as ExcelOutput as Excel

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Other OptionsOther Options

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SaveSave

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ShortcutShortcut

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Users requestUsers request

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Catalog with Catalog with

Publisher(2003)Publisher(2003)

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Start PublisherStart Publisher

Click on Click on

blank print blank print

publicationpublication

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Start MergeStart Merge

Click on tools, Mail Click on tools, Mail

and Catalog Merge, and Catalog Merge,

mail and catalog mail and catalog

merge wizard.merge wizard.

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Select Catalog/get data.Select Catalog/get data.

Since 2003 is a Since 2003 is a

beta, I beta, I

downloaded the, downloaded the,

file to excel and file to excel and

then linked to then linked to

excel.excel.

Select catalog merge click next, click select a Select catalog merge click next, click select a

different list and pick your DSN and data, different list and pick your DSN and data,

just like other XP mail merge. Check out your just like other XP mail merge. Check out your

data. Click OK, then next on the wizard.data. Click OK, then next on the wizard.

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Create catalog layoutCreate catalog layoutClick on arrow next Click on arrow next

to the field to insert. to the field to insert.

Select if picture or if Select if picture or if

text. Then size in the text. Then size in the

catalog area. Repeat catalog area. Repeat

for each field. Click for each field. Click

next on the wizard.next on the wizard.

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View outputView output

If your output is Ok click next to merge, click If your output is Ok click next to merge, click

previous if you need to make any changes.previous if you need to make any changes.

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Complete the mergeComplete the merge

Merge to a new Merge to a new

document document –– PrestoPresto……

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Calling a PC Program Calling a PC Program

from the iSeriesfrom the iSeries

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Set the PC to be able Set the PC to be able

to receive a callto receive a callGo to the control panel, Go to the control panel,

then administrative then administrative

tools, then click on tools, then click on

servicesservices

Right click on iSeries Right click on iSeries

access for windows access for windows

remote command, then remote command, then

click on properties.click on properties.

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Change remote Change remote

command propertiescommand properties

On the log on tab, select allow On the log on tab, select allow

service to interact with service to interact with

desktop.desktop.

On the general tab, use the On the general tab, use the

drop down list to change drop down list to change

startup type to automatic. startup type to automatic.

Click the start button. Click Click the start button. Click

OK.OK.

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Get your IP numberGet your IP number

1.1. Using the Windows "Start" menu, select Using the Windows "Start" menu, select StartStart-->Run...>Run...

2.2. In the "Open" field type In the "Open" field type cmdcmd (the Windows 2000 (the Windows 2000 command prompt) and click command prompt) and click OKOK..

3.3. You should see a command prompt window open on You should see a command prompt window open on your desktop with a flashing cursor after C:your desktop with a flashing cursor after C:\\>.>.

4.4. Type Type ipconfigipconfig to get your network configuration to get your network configuration information.information.

5.5. Locate the line Locate the line IP Address IP Address and write the "dotted and write the "dotted decimal" address here: decimal" address here: _____ . _____ . _____ . _____ . _____ . _____ . __________

6.6. Start an emulation session.Start an emulation session.

7.7. Sign on to the iSeries with the user name and Sign on to the iSeries with the user name and password from your worksheet.password from your worksheet.

8.8. From the OS/400 Main Menu, type From the OS/400 Main Menu, type runrmtcmdrunrmtcmd and and hit hit F4 F4 to prompt the command.to prompt the command.

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Running the Running the

runrmtcmdrunrmtcmd

9. In the command field, enter (retaining the single 9. In the command field, enter (retaining the single quotes) quotes) 'C:'C:\\winntwinnt\\system32system32\\write.exe'write.exe'. or . or ‘‘C:C:\\myexcelmyexcel\\cool.xltcool.xlt’’

10. In the remote location field, enter the IP Address 10. In the remote location field, enter the IP Address you wrote down in step 5. Include the decimal points you wrote down in step 5. Include the decimal points between the digits. Your IP Address should look between the digits. Your IP Address should look something like 10.10.10.50, although the numbers something like 10.10.10.50, although the numbers will be different.will be different.

11. In the "Type" field, enter 11. In the "Type" field, enter *IP *IP to use TCP/IP.to use TCP/IP.

12. In the "Remote user ID" field, enter the PC user 12. In the "Remote user ID" field, enter the PC user name.name.

13. Hit the 13. Hit the Page Down Page Down key to see more options.key to see more options.

14. In the "Remote password" field, enter the PC 14. In the "Remote password" field, enter the PC password. The password is case sensitive!password. The password is case sensitive!

15. Hit the 15. Hit the Enter Enter key to run the remote command. The key to run the remote command. The WordPad application should have started on your PC. WordPad application should have started on your PC.

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Import the TableImport the Table

Select Import from the New

Table menu, then

Choose ODBC Database from

the Files of Type dropdown.

Open a new Database

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Import TableImport Table

Use Machine Data Source.

Select your table(s)

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Imported TablesImported Tables

Both the data and the design are

in access. The data is available

disconnected from the AS/400.

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Building a portable DB Building a portable DB

using using

imported 400 Filesimported 400 Files

Portable Database Use this copy of your 400 based Database

for road warriors like Consultants and

Market Reps.

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Extending an Imported Extending an Imported

Database Database

1. Import the File

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DatabaseDatabase

2. Create the picture file

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DatabaseDatabase

3. Link the files

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DatabaseDatabase

4. Enter the Data

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DatabaseDatabase

6. Create a linked query

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DatabaseDatabase

7. Create a form

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DatabaseDatabase

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DatabaseDatabase

8. Create a Web Page

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DatabaseDatabase

Right click

Properties

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DatabaseDatabase

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Linking FilesLinking Files

Works just like Import but

the data is never moved

from the AS/400.

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Select File(s) to linkSelect File(s) to link

Selecting More Than 1 You can select several files at 1 time to link

with by press the Ctrl key when clicking on

a file.

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Linked TablesLinked Tables

In a linked table only the design is

copied into access the data remains on

the 400. So there is very little you can

do without being connected to the

AS/400

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Cool Access tools to Cool Access tools to

use with AS/400 use with AS/400

FilesFiles�� Create Reports or Forms from Linked Create Reports or Forms from Linked

FilesFiles

�� Special Access QueriesSpecial Access Queries

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Once you have your files linked

then go to the report tab.

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Select the fields you want to see on the report

Select new then

choose Report

Wizard

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Select grouping and sorting options

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Choose layout and style

options.

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Save the report

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Now you have

a pretty report

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You can clean up the report, however it does take a little practice.

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This can help you determine if you have

properly “normalized” files

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This query will let you find duplicate records great for mailing files.

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Looking for duplicate names in the file.

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It found 2 records with duplicated names

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This query will help you find orphan records

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Select the files to work with

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Match up the fields

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Add fields to the report

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Now you have a list of

orphaned records

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CrosstabCrosstab--QueryQuery(step(step 1)1)

Click on new query

Select Crosstab

Query Wizard

Select the file you

want to work with

Note you may need

to pull data from a

query instead of a

table since crosstab

will not let you

select data

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CrosstabCrosstab--Query Query (step 2)(step 2)

Select your

row(s)

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Select your Columns

Automatic grouping of dates is

a very powerful and useful

feature

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Enter the field

and function

that you want to

perform on that

field.

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BerbeeBerbee



Suite CSuite C



(419) 824(419) 824--96269626

iSeries files from PC iSeries files from PC

data.data.

1. File transfer wizard1. File transfer wizard

2. Access2. Access

3. iAW3. iAW

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File Transfer WizardFile Transfer Wizard

1. Save as “Excel 5.0/95”

2. Start Transfer TO AS/400

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Transfer Wizard

3. Activate the

Transfer wizard

and pick the PC

file.

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4. Scan builds a FDF

from the PC file.

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5. Scroll to check the fields; Press details to fix

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6. Specify 400

Information click

next to transfer

data.

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1. Open a text file in Excel

Access

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2. Answer the question in the wizard

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3. Cleanup the Columns and

check the end of the file

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4. Save as - in Excel format

5. Open a New Database in Access

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6. Get External Data - retrieve Excel File.

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7. Go through wizard

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8. Cleanup any errors in Excel an

repeat precious step.

9. Assign field types to file using

design. (Non-Calculatable Numbers

= Text, Decimal Numbers = Dbl,

Non-decimal Numbers = Integer)

10. Save As/Export

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Pick ODBC Database

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It’s easier if you built your data

source in advance.

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The file is on the AS/400

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The Properties wont be

what you want so ...

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11. Create a DDS spec and use CHGPF

to re-map the fields getting rid of

variable length fields.

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iSeries Access for WebiSeries Access for Web

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Create TableCreate Table

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Done already?Done already?

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Transfer To iSeries Transfer To iSeries

SummarySummary

Too EasyToo Easy……Too easyToo easy……iSeries Access for iSeries Access for

WebWeb

DDS only required at the end DDS only required at the end

to change file type, no to change file type, no ““parseparse””

program required.program required.

More steps and more More steps and more

user intervention, user intervention,

however, it is easier to however, it is easier to

cleanup bad data.cleanup bad data.

ODBC via AccessODBC via Access

No DDS is required, however,No DDS is required, however,

a RPG program to a RPG program to ““parseparse””

decimal fields is required.decimal fields is required.

Wizard must be run Wizard must be run

against a compatible against a compatible

file type(i.e. Excel file type(i.e. Excel

95)95)

File transferFile transfer

Wizard.Wizard.

Must build DDS before transfer Must build DDS before transfer

so that fields end up in the so that fields end up in the

right place. A RPG program to right place. A RPG program to

““parseparse”” decimal fields is decimal fields is

required.required.

Easiest method on Easiest method on

PC will work with PC will work with

older versions of CA.older versions of CA.

Data Transfer from Data Transfer from

AS/400AS/400 use .FDF to use .FDF to

Data Transfer File Data Transfer File

to AS/400.to AS/400.

AS/400 NotesAS/400 NotesPC NotesPC NotesMethodMethod

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Using Other Using Other

DatabasesDatabases

�� One of the best features One of the best features of ODBC is that what of ODBC is that what works with one DB works with one DB works with another works with another ODBC compliant DB.ODBC compliant DB.

�� You can set up data You can set up data sources forsources for

�� SQL Server 7SQL Server 7

�� OracleOracle

�� FoxPro FoxPro

�� And moreAnd more……

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BerbeeBerbee



Suite CSuite C



(419) 824(419) 824--96269626

Using MSUsing MS--Office with Office with

iSeries Data to iSeries Data to

create Web Contentcreate Web Content

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Creating an Interactive Creating an Interactive

Web Pivot TableWeb Pivot Table

Save as a web page

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Add InteractivityAdd Interactivity

“Select:Sheet”

and “Add

interactivity”

then press

“Publish”

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Publish Pivot TablePublish Pivot Table

Choose Pivot

Table and press

Publish

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IEIE

Internet

Explorer gives

you a linked

Pivot Table.

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Data TransferData Transfer

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Access web wizard Access web wizard

(access 97)(access 97)

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Access web wizardAccess web wizard

Choose what

you want on

the web site.

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Select the basic Select the basic

formatformat

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Static or dynamicStatic or dynamic

Static or

dynamic.

Dynamic

requires that

you setup a

MS web

server on an

NT machine.

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Completing the Completing the

wizardwizard

Create a home page Save your defaults

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Display your dataDisplay your data

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Save for Web Access Save for Web Access

2000 and XP2000 and XP

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Export ASPExport ASP

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Create a Dynamic Create a Dynamic

Access PageAccess Page

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Dynamic Access Dynamic Access

PagePage

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PowerPointPowerPoint

Save as turns your PowerPoint presentation into a web presentation

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PowerPointPowerPoint

You can use PowerPoint to

deliver a presentation over a

network.

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(419) 824(419) 824--96269626

Using office to Using office to

document iSeries DBdocument iSeries DB

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Visio DB ModelsVisio DB Models

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Reverse EngineerReverse Engineer

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Connect to 400Connect to 400

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Build chartBuild chart

CFSALES

PK SALESREP#

SALESREP_NAME

CUSTCHAN

PK CHAIN#

CUSTOMER_NAME SHORT_NAME ADDRESS_1 ADDRESS_2 CITY STATE ZIP CHAIN_PHONE# CHAIN_COMMENTS

CFSTATE

PK STATE_CODE

STATE_NAME

CFCNTTP

PK ITEM_TYPE

ITEM_TYPE_DESCRIPTION

CFTRTY

PK TERRITORY

TERRITORY_DESC

CFCNTY

PK,FK1 STATE_CODE

PK COUNTY_NUMBER

COUNTY_CODE

COUNTY_NAME

CONTACTC

PK,FK3 ACCOUNT#

PK CONTACT_SEQ

CONTACT_NAME CONTACT_TITLE CONTACT_PHONE CONTACT_FAX CONTACT_ALT_PHONE1FK1 CONTACT_ALT_PHONE1_TYPE

CONTACT_ALT_PHONE2FK2 CONTACT_ALT_PHONE2_TYPE EMAIL_ADDRESS COMMENTS CONTACT_TYPE

PRIMARY_CONTACT

CONTACT

PK,FK3 ACCOUNT#

PK CONTACT_SEQ

CONTACT_NAME CONTACT_TITLE CONTACT_PHONE CONTACT_FAX CONTACT_ALT_PHONE1FK1 CONTACT_ALT_PHONE1_TYPE CONTACT_ALT_PHONE2FK2 CONTACT_ALT_PHONE2_TYPE EMAIL_ADDRESS COMMENTS CONTACT_TYPE

PRIMARY_CONTACT

CFCONTER

PK INVENTORY_ITEM_NUMBER

PURCHASE_DATE FISCAL_YEAR_PURCHASED

MANUFACTURER ITEM_DESCRIPTION SHORT_DESCRIPTION

FK1 ITEM_TYPE

PO_NUMBER PRICE_EACH

QTY_PURCHASED

TOTAL_VALUE

CUSTITEM

PK,FK2 PICKUP_LOCATION_NO

PK ACCT_SEQ

FK1 INVENTORY_ITEM_NUMBER

DATE_PLACED SERIAL_NO

CUSTPICK

PK PICKUP_LOCATION_NO

PICKUP_NAME

SHORT_NAME

FK3 SALES_REP#

FK5 TERRITORY

PU_ADDRESS1

PU_ADDRESS2 PU_CITY

FK1,FK4 PU_STATE

PU_ZIP

FK1 PU_COUNTY

FK6 BILLTO#FK7 CHAIN# PU_PHONE#

FK2 PU_STATUS

DIRECTIONS

CUSTBILL

PK BILLTO#

CUSTOMER_NAME SHORT_NAME ADDRESS_1 ADDRESS_2 CITY STATE ZIP

BILL_PHONE# BILL_COMMENTS HOME_ACCUM_CODE

CONTACTB

PK,FK3 ACCOUNT#

PK CONTACT_SEQ

CONTACT_NAME CONTACT_TITLE CONTACT_PHONE CONTACT_FAX CONTACT_ALT_PHONE1

FK1 CONTACT_ALT_PHONE1_TYPE CONTACT_ALT_PHONE2FK2 CONTACT_ALT_PHONE2_TYPE EMAIL_ADDRESS COMMENTS CONTACT_TYPE

PRIMARAY_CONTACT

CFCSTUS

PK PU_STATUS

STATUS_DESCRIPTION

CFPHONET

PK PHONE_TYPE

PHONE_TYPE_DESC

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Using Excel with Using Excel with

““SYSCOLUMNSSYSCOLUMNS””Table Pos Column Short Type Ln Num Dec Null Default Text

TABLE_NAME Total 0 0

CFCNTTP 1 ITEM_TYPE ITEMTP CHAR 2 N Item Type Code (CF)

CFCNTTP 2 ITEM_TYPE_DESCRIPTION ITEMTD CHAR 30 N ' ' Item type Description

CFCNTTP Total 32 0

CFCNTY 1 STATE_CODE STATE CHAR 2 N State

CFCNTY 2 COUNTY_NUMBER COUNTY# NUMERIC 3 3 0 N County_Number

CFCNTY 3 COUNTY_CODE COUNTYC CHAR 3 N County_Code

CFCNTY 4 COUNTY_NAME COUNTYN CHAR 20 N County_Name

CFCNTY Total 28 0

CFCOMNT 1 COMMENT_CODE COMCDE CHAR 2 N ' ' Comment Code1

CFCOMNT 2 COMMENT COMENT CHAR 37 N ' ' Comment

CFCOMNT Total 39 0

CFCONTER 1 INVENTORY_ITEM_NUMBER ITEM# SMALLINT 2 4 0 N 0 Item Number

CFCONTER 2 PURCHASE_DATE PDATE DATE 4 Y NULL Date Purchased

CFCONTER 3 FISCAL_YEAR_PURCHASED FYEAR DECIMAL 4 4 0 N 0 Fiscal_Year Purchased

CFCONTER 4 MANUFACTURER MFG CHAR 20 Y NULL Manufacturier

CFCONTER 5 ITEM_DESCRIPTION ITEMD CHAR 50 Y NULL Item Description

CFCONTER 6 SHORT_DESCRIPTION ITEMS CHAR 10 N ' ' Item Description

CFCONTER 7 ITEM_TYPE ITMTYP CHAR 2 N ' ' Item Type Code (CF)

CFCONTER 8 PO_NUMBER PONUM CHAR 20 Y NULL Purchase Order Number

CFCONTER 9 PRICE_EACH PRICE DECIMAL 9 9 2 N Price

CFCONTER 10 QTY_PURCHASED QTY SMALLINT 2 4 0 N 0 Quantity

CFCONTER 11 TOTAL_VALUE TPRICE DECIMAL 11 11 2 N 0 Total Price

CFCONTER Total 134 0

CFCSTUS 1 PU_STATUS PUSTS CHAR 2 N PU Status

CFCSTUS 2 STATUS_DESCRIPTION PUSTSD CHAR 20 N PU Status Description

CFCSTUS Total 22 0

CFDRIVER 1 DRIVER_CODE DRVCOD CHAR 3 N Driver

CFDRIVER 2 DRIVER_NAME DRVNAM CHAR 30 N ' ' Driver's Name

CFDRIVER 3 DRIVER_STATUS DSTATS CHAR 1 N 'A' Driver Status

CFDRIVER 4 REPORT_SECTION RPTSEC CHAR 2 N '01' Report Section

CFDRIVER 5 DRIVER_INITIALS DRVINT CHAR 3 N Drivers Initials

CFDRIVER 6 DRIVERS_SORT_NAME DRVSORT CHAR 5 N Drivers Sort

CFDRIVER 7 LEADMAN LEADM CHAR 1 N 'N' Leadman

CFDRIVER 8 DRIVERS_LIC_NUM DRVLIC CHAR 15 Y NULL Drivers_Lic_Num

CFDRIVER 9 CELL_PHONE_NUMBER DCELL CHAR 10 Y NULL Drivers_Cell_Phone

CFDRIVER Total 70 0

CFITEM 1 ITEM_NUMBER ITEMNO DECIMAL 5 5 0 N Item Number

CFITEM 2 ITEM_NUMBER_DESCR ITMDSC CHAR 30 N ' ' Item Number Description

CFITEM 3 ITEM_UOFM IUOFM CHAR 2 N 'CW' Unit of Measure

CFITEM Total 37 0

CFIUOFM 1 UNIT_OF_MEASURE UOFM CHAR 2 N Unit of Measure

CFIUOFM 2 UOFM_DESCRIPTION UOFMDS CHAR 30 N ' ' Unit Of Measure Description

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BerbeeBerbee



Suite CSuite C



(419) 824(419) 824--96269626

Crystal ReportsCrystal Reports

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Crystal StartCrystal Start

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ConnectConnect

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ConnectConnect

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Pick filesPick files

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Link FilesLink Files

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Design ReportDesign Report

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GroupingGrouping

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Start Adding FieldsStart Adding Fields

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FormulaFormula

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Add more fieldsAdd more fields

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PreviewPreview

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Add Selection ParameterAdd Selection Parameter

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Still More FieldsStill More Fields

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Add SelectionAdd Selection

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PreviewPreview

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Suite CSuite C



(419) 824(419) 824--96269626

Thank YouThank You

GoGo

DoDo

EnjoyEnjoy

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