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i5/OS and Microsoft Office Integration Handbook
preview of book i5/OS and Microsoft Office Integration Handbook
text of book i5/OS and Microsoft Office Integration Handbook

i5/OS and Microsoft Office Integration Handbook

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Publisher: MC Press Online
Publication Date: September 2005
Subject: Computer: Microsoft Office
Number of Pages: 385

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About this title
In this, the third edition of the perennial best-seller, iSeries gurus Chris Peters and Brian Singleton have completely updated this essential resource to reflect all of the latest changes and enhancements of iSeries Access and Express Client and Microsoft Office. Now, you can use iSeries Access or Express Client to combine the presentation capabilities of all versions of Microsoft Office with the database capabilities of the i5/iSeries to provide your company with the best of both worlds.

Tasks that used to be almost impossible are now an easy reality...if you know the integration secrets revealed in this book. Discover how to use your iSeries output with PC data-formatting tools, make visually appealing reports using iSeries data, use visual query tools to point and click to create sophisticated information output, analyze and summarize the detailed and often cumbersome iSeries reports, tap into the power of Microsoft's powerful Universal Data Access using ADO.NET, ODBC, and OLE DB, and much more.

Singleton and Peters provide you with the essential knowledge you need to use iSeries Access or Express Access as a means to integrate iSeries or AS/400 data with Microsoft Office applications. i5/OS and Microsoft Office Integration Handbook, Third Edition covers installing and configuring iSeries Access or Express Client, using ODBC to seamlessly integrate iSeries with Microsoft Office, and leveraging the iSeries Access data transfer function. The book also explains how to bring data from the iSeries to your PC by using NetServer, TCP/IP's FTP file transfer function, and/or Universal Data Access with OLE DB and ADO.NET.

Other chapters of the book explore the multitude of Microsoft Office functions by devoting a specific chapter to each Office application to show you how to use each function with the i5/iSeries. You'll learn how to use Excel, Word, Query, Access, and Outlook to generate spreadsheets, mailing labels, form letters, and envelopes; to produce queries and perform data retrieval; to create beautiful, sophisticated reports; and much more.

If you have PCs attached to your i5/iSeries, this book has the essential information that will allow you to harness the power of Microsoft Office and exploit the iSeries database.

This book will show you how to:
  • Create spreadsheets, reports, and graphs using Microsoft Excel and iSeries data
  • Merge iSeries data to create letters, labels, and envelopes in MS Word
  • Install and configure iSeries Access or Express Client for Microsoft Office integration
  • Sort, filter, join, summarize, and total iSeries data with MS Query and MS Access
  • Transfer data between PCs and the iSeries and automate the process
  • Set up Outlook as an email client on an iSeries or AS/400 server
  • Configure Network Neighborhood to access your i5/iSeries and make sure your files are secure
  • Create VBA macros for iSeries data integration with MS Office applications
  • Integrate iSeries data into .NET applications with ADO.NET
About authors
Chris Peters
Chris Peters has worked with S/36, AS/400, and PC networked platforms for 21 years. A specialist in client/server applications at Evergreen Interactive Systems, Peters frequently writes magazine articles for the AS/400 community and is a popular speaker at numerous conferences and events.

Brian Singleton
Brian Singleton is former editor of Midrange Computing. He has worked in the IBM midrange arena for many years, performing every job from backup operator to programmer to systems analyst to technology analyst for major corporations and IBM Business Partners. He also has an extensive background in the PC world and has spoken at many popular seminars and conferences.

Contents
CONTENTS
INTRODUCTION
COMBINING CAPABILITIES
ABOUT THIS BOOK
FOLLOWING ALONG WITH THE SAMPLE DATA

Chapter 1: CONNECTIVITY OVERVIEW
IBM ISERIES ACCESS AND EXPRESS CLIENT
ISERIES ACCESS COMPONENTS
ISERIES ACCESS LICENSES
INSTALLING MICROSOFT OFFICE INTEGRATION
CONFIGURING A CONNECTION

Chapter 2: ODBC
WHAT IS ODBC?
WHY USE ODBC?
ARCHITECTURE
CONFIGURING AN ISERIES ACCESS ODBC DSN
  Step 1: Create the iSeries Directory Entry
  Step 2: Create a Data Source
  Creating a System DSN
ODBC SECURITY
  Security and Data Updates
  Password Sniffing Using Trace
ODBC TIPS AND TECHNIQUES
  Automating DSN Setup
  Accessing Multimember Database Files
  Making Data Updateable through ODBC
SUMMARY

Chapter 3: RETRIEVING ISERIES DATA WITH MICROSOFT QUERY
COMING TO TERMS
INSTALLATION
  Installing Microsoft Query
  Creating a Shortcut
A QUICK LESSON
CREATING A SIMPLE QUERY USING THE WIZARD
CREATING A QUERY WITHOUT THE WIZARD
SAVING THE QUERY
SORTING RECORDS
THE SQL STATEMENT GENERATED BY MS QUERY
UPDATING DATA
SPEEDING UP THE DESIGN PROCESS
FILTERING RECORDS
JOINING TABLES
TOTALING AND GROUPING
PERFORMANCE CAUTIONS
SUMMARY

Chapter 4: USING ISERIES DATA WITH MS WORD
USING ODBC OR OLE DB/ADO TO RETRIEVE ISERIES DATA
CREATING MAILING LABELS WITH ODBC
CREATING FORM LETTERS
CREATING OTHER MAIL MERGE LISTS
INSERTING DATA INTO A TABLE
ADDITIONAL FEATURES OF THE MAIL MERGE WIZARD
MOVING ISERIES DATA INTO WORD WITH OLE DB/ADO
  OLE DB/ADO Dynamic Connection
  Using OLE DB/ADO with Word
  Creating a Word Macro
  An OLE DB/ADO Macro for Word
SUMMARY

Chapter 5: ANALYZING DB2/400 DATA WITH EXCEL
RETRIEVING DATA IN A LIST WITH MICROSOFT QUERY
CREATING A CHART FROM ISERIES DATA
  Preparing the Data
  Creating Charts
CREATING A PIVOTTABLE
  PivotTable, Step 1
  PivotTable, Step 2
  PivotTable, Step 3
  PivotTable, Step 4
THE ISERIES ACCESS ADD-IN FOR EXCEL
  Installing the iSeries Access Excel Add-In
  Using the iSeries Access Excel Add-In
ACCESSING DB2/400 DATA WITH A VBA MACRO
ACCESSING DB2/400 DATA WITH ODBC
ACCESSING DB2/400 DATA WITH OLE DB
IMPORTING DATA WITHOUT ISERIES ACCESS
  Create and Run a Data Extract on the iSeries
  Import the Data into Excel
THE EASY DOWNLOAD UTILITY
OLE DB Versus ODBC
  Standard Requirements for the Utility
  Before You Run the Spreadsheet
  Putting the Utility to Use
  Entering the Code Yourself
  Examining the Code
  Take It from Here
SUMMARY

Chapter 6: EXPANDING YOUR OPTIONS WITH MICROSOFT ACCESS
TERMINOLOGY
USING ISERIES DATA
  What Is Linking?
  Linking, Step by Step
  What Is Importing?
  Importing, Step by Step
  Linking Versus Importing
  Deleting Tables
THE DATASHEET VIEW
ACCESS QUERIES
  Select Queries
  Viewing Queries within Access
  Sorting and Filtering Data
  Joining Tables
  Summary Queries
  Parameter Queries
  Join Types
  Action Queries to Add, Update, and Delete Records
  Update Query
  Performance Cautions
ACCESS FORMS
  Form Types
  Creating a Form
  Customizing Forms
  Tabular AutoForms
  Creating Graphs with iSeries Data
ACCESS REPORTS
  Creating a Report
  The Report Editor
  Grouping and Totaling
  Mailing Labels
  Exporting Data
  Export Limitations
SPEED TIPS
  Pass-Through Queries
  Pass-Through Query Limitations
  Offloading Processing
  Limiting Library Searching
SECURITY WITH ACCESS, ODBC, AND ISERIES DATA
SUMMARY

Chapter 7: THE ISERIES, EMAIL, AND OUTLOOK
BACKGROUND
SIMPLE TCP/IP MAIL AND MIME MAIL
ISERIES TCP/IP EMAIL FUNCTIONS AND SNADS
  The SNADS Extended Bridge Function
SETTING UP THE ISERIES AS A MAIL SERVER
  Setting Up i5/OS Email Servers from a 5250 Terminal
  Configuring i5/OS or OS/400 Email with Operations Navigator
CONFIGURING YOUR EMAIL CLIENTS
  Reading Your Email
SUMMARY

Chapter 8: THE ISERIES IN THE NETWORK NEIGHBORHOOD
CLIENT VERSUS SERVER EMULATION
ISERIES NETSERVER
NETWORK NEIGHBORHOOD CAPABILITIES
CONFIGURATION AND USAGE
USING THE NETWORK-DRIVE FUNCTION
UNDERSTANDING THE DIRECTORIES
CREATING A SEND-TO-NOTEPAD OPTION
MAPPING A PC DRIVE TO THE ISERIES
WHAT ABOUT SECURITY?
SUMMARY

Chapter 9: THE ISERIES ACCESS DATA-TRANSFER FUNCTION
BACKGROUND
PC FILE FORMATS
TRANSFERRING DATA FROM AN ISERIES TO YOUR PC
TRANSFERRING DATA FROM A PC TO AN ISERIES
THE CREATE DATABASE FILE WIZARD
AUTOMATING WITH BATCH FILES
WHY DOES MY DATA LOOK LIKE GARBAGE?
SUMMARY

Chapter 10: TRANSFERRING DATA WITH FTP
WHAT IS FTP?
  FTP Pros
  FTP Cons
  FTP Basics
FTP SECURITY
FTP ON THE ISERIES
TRANSFERRING FILES WITH FTP
FTP COMMANDS
FILE LISTING FORMATS
  Changing the FTP Server Default Name Format
  Handling FTP Clients
SUMMARY: TO FTP OR NOT TO FTP?

Chapter 11: MICROSOFT'S OLE DB/ADO TECHNOLOGY
MICROSOFT UNIVERSAL DATA ACCESS
  OLE DB and ADO
  ActiveX Data Object (ADO)
  The Two Parts of OLE DB/ADO
  The iSeries Data Access Provider
  Acquiring and Installing Microsoft OLE DB/ADO Support
  The ADO Object Model
  Using OLE DB/ADO
OLE DB/ADO PROGRAMMING EXAMPLES WITH VISUAL BASIC FOR APPLICATIONS
  Using OLE DB/ADO with an ODBC Data Source
  Performance Considerations When Using ODBC with ADO
OLE DB/ADO AND .NET ACCESS TO THE ISERIES
SUMMARY

APPENDIX
INDEX
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