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Frequently Asked Questions

PREFERENCE Writer


KEYWORD COMMANDS THAT CAN BE USED AT THE WRITER MAIN MENU
Keyword Function Description
BLOCK Block To copy, move, delete, or clear chapters, topics, and sections.
CAPT Capture To access the Capture TID facility in order to add or remove terminal ID.
CH Change Searches a series of items for characters, words, or phrases that are identified and changes them as indicated.
CLEANEND Clean-end Cleans and resets the writer's index tables.
END End Ends session.
FI Find Searches a series of items for characters, words, or phrases that are identified so one may examine them.
FORCETOC Force-toc Rebuilds the table of contents.
FORCEOPT Force-opt For group volumes Æ optimizes a group volume.
INDEX Index Reconstructs the reader's index files.
MOVE Move Brings up the "block" panel where block moves can be performed.
RE Resume To return to the last item that was edited.
RULES Rules Rebuild rules table.

USING 'BLOCK' KEYWORD FROM PREFERENCE MAIN MENU
You can copy, move, delete, or clear chapters, topics, and sections using the BLOCK keyword from the Main Menu. The associated chapter, topic, and section titles are copied, moved, deleted, or cleared along with the text, so your volume's table of contents is automatically updated.

To use do the following:

    1. Type the keyword 'block' at the keyword prompt which is located at the bottom of the Writer Main Menu; press 'enter'. The block table below will be displayed.

===============================================================================
|                                                                             | 
|  COPY  SOURCE                                TARGET                         |
|     Chapter _ ......................... OVER Chapter _                      | 
|     Chapter _ Topic __ ................ OVER Chapter _ Topic __             | 
|        Chapter _ Topic __ Section _ ... OVER Chapter _ Topic __ Section _   | 
|                                                                             |
|  MOVE  SOURCE                                TARGET                         |
|        Chapter _ ...................... OVER Chapter _                      | 
|        Chapter _ Topic __ ............. OVER Chapter _ Topic __             | 
|        Chapter _ Topic __ Section _ ... OVER Chapter _ Topic __ Section _   |
|                                                                             | 
|  DELETE                                  CLEAR                              | 
|        Chapter _                             Chapter _                      |
|        Chapter _ Topic __                    Chapter _ Topic __             | 
|        Chapter _ Topic __ Section _          Chapter _ Topic __ Section _   |
|                                                                             | 
===============================================================================

Enter a block to COPY, MOVE, DELETE, or CLEAR. Then press ENTER. F3 End

Fill in the fields according to the function you want to perform.

EMBEDDING REFERENCE MATERIAL
The embedding process enables writers to embed reference material at the chapter, topic, section, and item levels.

To embed chapters, topics, and sections between different volumes, you must set the writer embed security volume control option for the volume from which you want to embed from to 'Y'. You must also be a registered writer with the same sign-on number to each of the volumes involved.

Once the preliminary security issues outlined above have been resolved, the following steps outline how to embed chapters, topics, and sections. Refer to the PREFERENCE Writer Guide for information regarding embedding at the item level.

EMBEDDING CHAPTER

From Writer Main Menu, select the 'Write Chapter Titles' (F2) option.

Opposite the chapter letter where you want to embed, type the name of the volume in the 'volume' column and the letter of the chapter in the 'chp' column.

EMBEDDING TOPIC

    1. From Writer Main Menu, select 'Write Topic Titles' (F10) option, or from the chapter titles screen press (F5) to display the topic titles screen.
    2. When prompted, enter the letter of the chapter in which the topic will be embedded.
    3. Opposite the topic number where you want to embed, type the volume name containing the topic material in the 'volume name' column, the letter of the chapter containing the topic in the 'chp' column, and the number of the topic in the 'top' column.

EMBEDDING SECTION

  1. From the Writer Main Menu, select the 'Write Section Titles' (F11) option, or from the chapter titles or topic titles screens press (F6) to display the section titles screen.
  2. When prompted, type the letter of the chapter and the number of the topic in which a section will be embedded.
  3. Opposite the section letter where you want to embed, type the volume name containing the section material in the 'volume name' column, the letter of the chapter containing the section in the 'chp' column, the number of the topic containing the section in the 'top' column, and the letter of the section in the 'sec' column.

Note: If you embed a chapter, topic, or section, do not enter a title on the line that the embed is applicable to.

GROUP VOLUME vs. RELATED GROUP VOLUME
With PREFERENCE, you can use either a group volume or a related volumes group to give readers access to multiple volumes.

  • You use a group volume when you want the reader's point of entry to be the group volume list. From this list, the reader can move into individual volumes.
  • You use a related volumes group when you want the reader's point of entry to be an individual volume. From this volume, the reader can display a list of other volumes to access.

The table below summarizes how readers use group volumes, and related volumes groups.

GROUP VOLUME RELATED VOLUMES GROUP
Sign-on. Readers sign on to the group volume.
  • Readers with concurrent access press F4 from the pop-up window menu to display the group volume list.
  • Readers with stand-alone access enter the group volume name or press an F-key on the sign-on screen to display the group volume list.
Sign-on. Readers sign on to one volume.
  • Readers with concurrent access press F4 from the pop-up window menu to access a volume.
  • Readers with stand-alone access enter a volume name or press an F-key on the sign-on screen to access a volume.
F11 (Volumes). After readers move into an individual volume, this option may or may not be displayed on the reader menu. If the current volume's 'related volumes group' option, located in the volume controls, identifies a group, then F11 appears. Pressing F11 displays the volume list for the current volume. (This list may differ from the home group volume list.) F11 (Volumes). This option is displayed on the reader menu. Pressing F11 displays the volume list for the current volume. Readers can select another volume from the list.

Note: The volume list screen displays the title of the current volume.

Master Index. If a master index exists for the group, readers see a Mindex prompt and can use a master index. No Master Index. On the volume list screen, the index prompt always points to the current volume's index.
Group Volume Controls. Readers are controlled by the 3 group volume options defined on page 2 in the group volume's controls. No Group Volume Controls. The current volume's settings control readers.
PA1. On the reader menu, PA1 (Volume list) is displayed whenever readers leave their sign-on point. Thus, PA1 returns them to the group volume list that they signed on to initially. PA1. On the reader menu, PA1 (Home Volume) is displayed whenever readers leave their sign-on point. Thus, PA1 returns them to the table of contents of the volume they signed on to initially.

To learn more about using and creating a Group Volume and a Related Volumes Group, please refer to Chapter 2, Administering a Volume, in the PREFERENCE Supervisor Guide.

THE HIERARCHY OF CONCURRENCY RULES PROCESSING
When processing a help request, PREFERENCE performs a sequential search of the Jobnames Table, the Transaction Descriptor Table, the Screen Rules Table, and the Decision Rules file, in order to determine the appropriate help to provide to the reader.

The following table provides a flowchart of the help process.
JOBNAMES TABLE (Optional)
TRANSACTION DESCRIPTOR TABLE
SCREEN RULES
TABLE
BASE FORM


DECISION RULES

HOW TO TROUBLESHOOT CONCURRENCY RULES PROCESSING
Here are some strategies and hints for dealing with PREFERENCE rules problems:

  • BECOME FAMILIAR WITH RULES TRACE. The trace table can provide details that would be difficult to determine by other means. It provides a map of the processing leading to the display of a help screen. The rules trace option is found on the Supervisor Rules Administration screen and in any volume's rules facility.
  • BECOME FAMILIAR WITH PREFERENCE'S INTERNAL TESTING FACILITY. By typing 'test' in option mode of a rule item (or by pressing pa1), you can test an individual rule or a series of rule items working together. If rules processing works within PREFERENCE test, but not with a "live" application, the problem probably lies with the transaction ID or screen rule processing.
  • BECOME FAMILIAR WITH THE 'FLOW' OF PREFERENCE RULES PROCESSING. The most common sequence of PREFERENCE rules processing is transaction Id, then screen rules, then data analysis, and finally help screen presentation.

Here are some specific things that can go wrong with rule processing:

  • RULES VOLUME IS NOT ACTIVE. Make sure the volume which contains your rules processing is active.
  • 'RBUILD' COMMAND NEEDS TO BE ISSUED. The 'rbuild' command reconstructs the internal rules directory and adds new processing to the directory.
  • PREFERENCE IS NOT CONNECTED TO THE APPLICATION SYSTEM. A quick test of whether PREFERENCE is connected to your application system is to access PREFERENCE through a capture session on the application.
  • THE WRONG PREFERENCE SYSTEM IS CONNECTED TO THE APPLICATION. Determine some points of difference between your PREFERENCE development and production systems, then access PREFERENCE via the method described above to verify the correct PREFERENCE system is attached to your application.
  • THE APPLICATION SCREEN HAS CHANGED. If your application has changed, parts of the PREFERENCE rule processing may no longer match the application, including tranid, screen rules, and data analysis.
  • MORE THAN 1 TRANID WITH THE SAME NAME IS ACTIVE IN PREFERENCE. Use the TRANID SEARCH function in the supervisor RULES facility to determine if the tranid is listed more than once. PREFERENCE processes only the first tranid match.
  • CASING PROBLEM WITH TRANID. A TRANID listed in the PREFERENCE rules tables is case sensitive. So the transaction ID TEST will not match on 'test'.
  • EMPTY TRACE TABLE EXCEPT FOR CURSOR ROW,COL=00,00 indicates a failure to match on a screen rule.
  • COMMON SCREEN RULES PROBLEMS include uppercase/lowercase problems, inadvertent matching on the wrong screen rule, typos. A screen rule may no longer match on an application screen that has changed.
  • MARKED FIELD PROCESSING MAY FAIL IF APPLICATION SCREEN HAS CHANGED, especially if fields have been added or deleted from the screen.
  • CASING PROBLEMS WITH DATA ANALYSIS. Uppercase/lowercase issues affect data analysis processing on rules items.
  • INDEX TERM MISSPELLED OR NO LONGER EXISTS. Help screen processing which relies on index terms will fail if the index term is misspelled. Similarly, processing will fail if a term used in rules is removed from the system, or if its volume is removed from the system.
  • INADVERTENT MATCH IN DATA ANALYSIS can occur when a catch-all (&) group is mistakenly introduced in the middle of rules processing. This typically occurs when an extra group is added to a rule ('&' is the default data analysis match).
  • IMS APPLICATION SCREEN IS NOT RESTORED CORRECTLY when an MOD needs to be recaptured. This is usually a special case of the 'changed application screen' scenario.
  • HIGHLIGHTING IS WRONG ON APPLICATION SCREEN. When a help window is displayed so that a highlghting symbol, or an end-of-field symbol is covered, highlighting may disappear or 'bleed' onto the application screen. To remedy this, position the help window in a place where it won't affect highlighting.

USING HYPERTEXT FOR REFERENCE LINKS
Hypertext is a method of providing reference links for readers. Hypertext lets you link a term or phrase within an item to related material in the same or different PREFERENCE volumes. When a hypertext link is created, readers access pertinent information quickly and easily. Hypertext also lets readers determine their own path through a body of information. The way you set up a PREFERENCE volume determines how readers access hypertext links, which can be from a reference item, a preface or abstract, or pop-up help.

There are two types of Hypertext links, Hypertext/Enter and Hypertext/PA2. The following table summarizes the two methods.

METHOD LINKS CREATED IN READERS ACCESS BY LINKS TO
Hypertext/Enter Edit Mode Positioning cursor on highlighted term and pressing Enter Current Volume
Hypertext/PA2 Option Mode Pressing PA2 from linked item to get related information Current Volume

Different Volume

CBT tutorial

Please refer to the PREFERENCE Writer Guide for additional information regarding using hypertext links.

HOW TO TROUBLESHOOT INDEX PROBLEMS IN A STAND-ALONE VOLUME
Index terms are stored in two sets of files—one for writer editing and one for reader display and navigation. PREFERENCE has special functions to check and maintain the integrity of these files. Use this sequence of commands as a general first response to index problems:

    1. Enter 'cleanend' at the writer menu. ('Cleans' the writer index files).
    2. Enter 'index' at the writer menu. (Reconstructs the reader index from 'clean' writer files processed with 'cleanend').
    3. Enter 'force toc' at the writer menu. (Resets pointers in case volume has been renamed, and compresses empty spaces from reader index.)

When embeds are involved invoke the cleanend/index/force toc sequence on embedded locations first. Then use this sequence on the volumes containing the embeds.

HOW TO TROUBLESHOOT INDEX PROBLEMS IN A GROUP VOLUME
To maintain a group volume index, instead of deleting and then re-adding the index of each member volume, rebuild the master index from scratch after deleting and re-registering the group volume. This ensures a 'clean slate' as a starting point, and often saves time by avoiding lengthy 'delete' steps. Invoke the 'cleanend, index, force toc' sequence on member volumes before reconstructing the group index, should problems occur.

One of the common problems with group volumes and stand-alone volumes containing embeds occurs when the source volume or source items are deleted. This results in index terms 'pointing at' an item or volume that does not exist. Writers need to be careful to monitor changes in volumes upon which other volumes may depend.

Another set of problems occurs when a volume containing index terms is renamed. With a renamed stand-alone volume, a 'force toc' is required to update internal pointers. A renamed group volume needs the index completely rebuilt.

GROUP indexes and stand-alone indexes that depend on external volumes can encounter problems when the index of an external volume changes. Until a group has its index re-added or a force toc is invoked on a stand-alone volume with embeds, new index terms or modifications to index terms will not be reflected. Another set of problems can occur when group volumes or stand-alone volumes depending on external volumes are moved from one system to another. Unless ALL volumes in the group (or all embedded volumes in a stand-alone volume) are moved, an index may end up out-of-sync with its member volumes.

PREPARING VOLUMES FOR PRODUCTION
Here are rules of thumb for moving PREFERENCE volumes into full-scale use:

  • Move everything. If a volume with embedded parts is moved into production move the embedded volumes too. The same for group volumes (move the member volumes). Otherwise your volumes may be out-of-sync with their parts.
  • Don't rename a 'production volume' on your production system. If renaming a volume, do so in your test area, and test thoroughly. A renamed volume needs its index updated with 'force toc', or, in the case of a group volume, its index terms readded. If a renamed volume is itself an embedded volume a member of a larger group, or the target of rules navigation, another set of problems can occur.
  • If concurrency rules have been written for application screens, periodically check to verify that the application screens have not changed. Your rules processing needs to reflect any updates to the production application screens.
  • Run PREFERENCE maintenance before moving to production. If issuing 'force toc', index maintenance, optimization, reassembly, etc., do so in the test area.
  • Make sure rules volumes are 'active' after moving to production.

GD024 ERROR MESSAGES AT TABLE OF CONTENTS
If a GD024 error occurs when paging through a volume table of contents as reader or writer, or when attempting to print titles, use the following to correct the situation:

  • Issue the 'force toc' command. The 'force toc' command will reconstruct the reader table of contents from the writer files where titles are stored, including titles of embedded locations. If this doesn't work...
  • Identify the chapter where the error is occurring. Then access the 'Write topic titles' function and move to the second page of the topic titles, noting which topic titles have been defined. Now access the 'Write section titles' screen for each of the topics and move to the second page of section titles in each section. When all sections in the topic have been updated, issue 'force toc'. This reconstructs the reader index files from 'clean' writer index files.

UNABLE TO SAVE ALL INDICES
Volumes need to be reassembled when receiving 'UNABLE TO SAVE ALL INDICES' on import, creating a group index, or elsewhere. If the warning appears often, change processing values to avoid the error message and the continuous need for reassembly.

  • Type 'extend file' at the writer menu... a string of numbers appears.
  • The security formula is as follows: multiply the 3rd number from the left times the 3rd number from the right. Add 3 to the last digit of the product and ENTER. So for 4779398464, 7 (3rd from left) times 4 (3rd from right) is 28. 3 plus 8 (last digit of the product) is 11, which is entered. A menu appears with Scan, Insert, and Extend values.
  • Change the Scan values to 200, the Insert values to 50, and the Extend values to 200 for both Batch and Edit. Enter the values and F3 to quit (maximum values are Scan=250, Insert=50 and Extend=250).

IS IT POSSIBLE TO MAINTAIN DATA USED TO PROVIDE HELP OUTSIDE OF PREFERENCE AND LINK TO THE DATA WHEN THE HELP REQUEST OCCURS?
Yes. As an example, several customers in the Banking and Insurance industries maintain rate information online in DB2 or in VSAM files. Licensing options are available that enable PREFERENCE to scan the VSAM files and/or a DB2 database and present the information to an application user as a popup Help window on the application screen.

CAN ONE COPY OF PREFERENCE PROVIDE ONLINE HELP FOR MORE THAN ONE APPLICATION?
Yes, PREFERENCE can provide online help for multiple applications running in multiple environments. For example, one copy of PREFERENCE can provide online help for several CICS applications in multiple CICS regions, as well as other applications running under IMS or IDMS, or TSO.

HOW TO PRINT ONLINE PREFERENCE READER/WRITER GUIDES
PREFERENCE Reader and Writer Guides are rguide and wguide. To print these volumes, which are formatted as PREFERENCE volumes, access online (as reader) the manual to be printed and select F19 Print from the reader menu (F7 from second 12-key menu). Choose F4 Volume to print the entire volume (other F-keys allow printing of volume segments). After filling in routing information, F2 to start the print.

PREFERENCE customers can also print these volumes from writer mode. Access the writer menu for the volume you wish to print and select F16 Print controls. Then choose the F11 Print option (F12 Export if you wish to print from a dataset). Again, after filling in routing information, press F2 to start the print.

If you do not know how to access the PREFERENCE online documentation, contact your PREFERENCE system supervisor. Supervisors should contact PATHLORE tech support with questions regarding setup. Additionally, contact the system programmer responsible for PREFERENCE for print routing instructions.

HOW TO SETUP PREFERENCE PRINTER ROUTING
Before submitting a print, a Printer ID (PID) needs to be defined within PREFERENCE. For a Line Printer,

  1. enter "PID" from the supervisor command line or select 'Printer' from the main supervisor menu.
  2. set the Action to "a" for Add
  3. enter the Printer ID that you want to define (up to 8 characters)
  4. set Line Print to "Y" (ensure PSF Printer and 3270 Printer are set to "N")
  5. use the default height and width settings
  6. the SYSOUT class (not shown below) defaults to "A" (A SYSOUT class that contains routing information may be available at your site. Contact your systems administrator to see if such a SYSOUT class has been defined for your system.
  7. Press ENTER to add the PID (and F3 to Quit)
NOTE: If in doubt, there is a greater likelihood that your environment supports a Line printer and not a PSF printer.

Below is part of the PID screen, with values discussed above for Printer ID = testme.

PRINTER ID ADMINISTRATION 07/25/02 -- 2:27 PM

=============================================================================== | | | Action .............. A +------------- ACTIONS ----------+ | | Printer ID .......... testme | Show Add Delete Replace| | | Screen or page width 80 | | | | Screen or page height 54 +--------------------------------+ | | Line printer ........ Y | | PSF printer ......... N | | 3270 printer ........ N | |-----------------------------------------------------------------------------|

Once a PID is defined, print requests are submitted through either the Reader or Writer Print menu. The Reader Print menu appears below and allows routing output to a specific JES printer. Help has been defined for each of the input fields in the menu (place the cursor in the desired field and press F1 Help). Writer Print is accessed using option '16 Set print controls' from the writer menu, then 'F11 Print' and uses a similar format to the Reader Print menu:


===============================================================================
| TO PRINT THE CURRENT VOLUME, COMPLETE THE TABLE AND PRESS F2.               |
|-----------------------------------------------------------------------------|
| Printer          Node .. ________ | Deliver to | F1 Help         F4 Reader  |
| ________    OR   Send to ________ | ________   | F2 Start print     print   |
|                  Use PID ________ | Output     | F3 End             options |
|                  SYSOUT  _        | ________   |                            |
===============================================================================

To route output to a specific JES owned printer you may need the help of the systems administrator responsible for PREFERENCE. Here are some standard options:

  1. For "SYSOUT=" class routing where the PID definition "SYSOUT CLASS" is the same as the "SYSOUT=" value defined for the target printer, enter the PID value under the "Printer" selection.
  2. For other "SYSOUT=" class routing enter in the "Use PID" and the "SYSOUT=" defined for the target printer.
  3. For node printing the user needs to know the destination name for the target printer as defined by the JES system. This name corresponds to the JES OUPUT control card DEST= parameter. Enter this name in the "Node" field, and set "Use PID".
  4. Have a JES OUTPUT statement placed in the startup JCL for the PHOENIX task that associates the actual JES DESTination of a printer with a username. The following is an example OUTPUT statement:
    //PHNXPRT OUTPUT DEST=prtname
    Using this example the reader would specify the PID under "Printer" and specify "PHNXPRT" under the "Output" selection.
After following instructions in one of the options listed above, press the F2 key to Start the Print.

GUIDELINES TO OPTIMIZE PREFERENCE RULES PROCESSING AT THE TRANSACTION DESCRIPTOR LEVEL

  1. Determine what volumes contain active rules processing. To do this access the supervisor screen rules administration table and note what volumes are STATUS=ACTIVE.
  2. Examine transaction descriptor table for all ACTIVE volumes and delete unnecessary descriptors. For each active volume access the writer menu and type 'rules' to display the transaction descriptor table. Delete any transaction descriptors that are known to be unnecessary for production or testing. At the same time as part of an orderly clean-up you may wish to delete any screen rules (F7) and decision rules (F8) associated with the deleted descriptor.
  3. Resolve any duplicate transaction descriptors across the PREFERENCE system. PREFERENCE uses only the first match on a transaction descriptor within rules processing, so duplicate transaction descriptors in active volumes simply waste storage resources. Resolve duplicate entries by making sure no more than one instance of a transaction descriptor is 'active'. Duplicate descriptors in active volumes can occur for many reasons including volume reassembly of an active volume to a new name, unused test volumes, carelessness, etc.
  4. Move any descriptors needed for testing or for some reason other than production into an inactive volume. There are a number of ways to do this, but keep in mind that the objective is for active volumes to contain only descriptors that are being utilized. In other words, test, temporary, and work-in-progress transaction ids should reside in volumes that are generally inactive. Transaction descriptors can be moved manually (copy to another volume and then delete) or by using the F1 Import function from the descriptors table of the target volume.
  5. Inactivate volumes that do not need to be active. Use the supervisor Screen Rules Administration table ('rules' from the command line) F5 Change Status function for this.
  6. INVOKE RBUILD. After rules changes discussed above are complete issue the 'rbuild' command from the Main Supervisor Menu or from the supervisor command line. Invoking this command will rebuild the internal PREFERENCE rules table used for processing transaction descriptors during help requests.