installing and using smartsuite products

Transcription

The Best Suite for Today's Connected World
— Powered by 1-2-3
INSTALLING AND USING
SMARTSUITE PRODUCTS
OS/2 WARP 4
COPYRIGHT
Under the copyright laws, neither the documentation nor the software may be copied,
photocopied, reproduced, translated, or reduced to any electronic medium or
machine-readable form, in whole or part, without the prior written consent of Lotus
Development Corporation, except in the manner described in the software agreement.
© Copyright 1998
Lotus Development Corporation
55 Cambridge Parkway
Cambridge, MA 02142
All rights reserved. Printed in the United States.
Lotus, Lotus 1-2-3, Lotus Notes, Lotus Organizer, Lotus SmartSuite, LotusScript, 1-2-3,
Ami Pro, Approach, Freelance Graphics, Organizer, PowerKey, SmartIcons, SmartSuite,
and Word Pro are registered trademarks, and LotusObjects, Notes, SmartMaster,
TeamConsolidate, TeamMail, TeamReview, and TeamShow are trademarks, of Lotus
Development Corporation. cc:Mail is a trademark of cc:Mail, Inc., a wholly owned
subsidiary of Lotus Development Corporation. IBM, DB2, and OS/2 are registered
trademarks, and OS/2 Warp and QMF are trademarks, of International Business Machines
Corporation.
Other product and company names mentioned herein may be the trademarks or registered
trademarks of their respective owners.
Contents
1 Read Me First . . . . . . . . . . . . . . 1-1
How to use this book . . . . . . . . . . . . . . . .
Conventions used in this book . . . . . .
Checking your package . . . . . . . . . . . . . .
Software . . . . . . . . . . . . . . . . . . . . . . .
Documentation . . . . . . . . . . . . . . . . . .
2 Installing SmartSuite
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1-1
1-1
1-2
1-2
1-2
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System requirements . . . . . . . . . . . . . . . . .
Hardware . . . . . . . . . . . . . . . . . . . . . . .
Software . . . . . . . . . . . . . . . . . . . . . . . .
Disk space . . . . . . . . . . . . . . . . . . . . . . .
Supported networks . . . . . . . . . . . . . . .
Installing FixPak 5 “Special Edition” for
OS/2 Warp 4 . . . . . . . . . . . . . . . . . .
Installing SmartSuite for OS/2 Warp 4 . . .
Obtaining technical information about
SmartSuite products . . . . . . . . . . . . .
Getting Help while installing
SmartSuite . . . . . . . . . . . . . . . . . . . .
Choosing products to install . . . . . . . . .
Installing on a stand-alone computer . .
Installing on a network . . . . . . . . . . . . .
Uninstalling SmartSuite for OS/2
Warp 4 products . . . . . . . . . . . . . . .
Additional products and documentation .
Additional products in the \EXTRA
directory . . . . . . . . . . . . . . . . . . . . . .
Product README files . . . . . . . . . . . . .
Starting the SmartSuite products . . . . . . . .
Running SmartSuite products . . . . . . . .
Installing the Adobe Acrobat Reader . .
Opening online books in the Reader . . .
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2-1
2-1
2-1
2-2
2-2
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2-5
2-5
2-6
2-6
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2-7
2-7
2-8
2-9
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3 What’s New in SmartSuite
Products . . . . . . . . . . . . . . . . . . . . 3-1
New features in 1-2-3 for OS/2 Warp 4 . . .
Upgrading from earlier releases of 1-2-3 . .
Using the 1-2-3 and Freelance
Graphics File Translator . . . . . . . . . .
New features for Approach 96 users . . . . .
New features for Approach Release 3
users . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading from earlier releases of
Approach . . . . . . . . . . . . . . . . . . . . .
Enhancements for Freelance Graphics 96
for OS/2 Warp users . . . . . . . . . . . .
New features for Freelance Graphics 2.1
users . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading from Freelance Graphics
Release 2.1 . . . . . . . . . . . . . . . . . . . .
Converting Freelance Graphics 2.1
presentations to Freelance Graphics
for OS/2 Warp 4 . . . . . . . . . . . . . . .
Using the 1-2-3 & Freelance Graphics
File Translator . . . . . . . . . . . . . . . . .
New features in Organizer for OS/2
Warp 4 . . . . . . . . . . . . . . . . . . . . . . .
Upgrading from earlier releases of
Organizer . . . . . . . . . . . . . . . . . . . . .
When you convert a file from earlier
releases of Organizer (2.x or 3.0) . . .
Converting an Organizer file from a
previous release . . . . . . . . . . . . . . . .
Archiving information . . . . . . . . . . . . .
New features for Word Pro 96 users . . . . .
. . 3-1
. . 3-3
. . 3-3
. . 3-4
. . 3-5
. . 3-7
. . 3-8
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. 3-15
. 3-15
Contents iii
Upgrading from Ami Pro 3.0 for OS/2 .
The Word Pro window . . . . . . . . . . .
Converting Ami Pro 3.0 files to Word
Pro format . . . . . . . . . . . . . . . . . .
Running Ami Pro 3.0 macros in Word
Pro . . . . . . . . . . . . . . . . . . . . . . . .
Saving Ami Pro 3.0 style sheets as
SmartMaster templates . . . . . . . .
. . 3-17
. . 3-17
. . 3-18
. . 3-18
. . 3-18
4 SmartSuite Tools . . . . . . . . . . . 4-1
The right tools . . . . . . . . . . . . . . . . . . . . .
How context-sensitive tools work . . . . . .
Common menus . . . . . . . . . . . . . . . . . . .
SmartIcons . . . . . . . . . . . . . . . . . . . . . . . .
The status bar . . . . . . . . . . . . . . . . . . . . .
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SmartMaster templates . . . . . . . . . . . . . .
The InfoBox . . . . . . . . . . . . . . . . . . . . . . .
Working with SmartSuite products on the
OS/2 Desktop . . . . . . . . . . . . . . . .
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4-1
4-2
4-3
4-3
4-4
4-4
4-5
4-5
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5 Learning More About
SmartSuite Products . . . . . . . . . . 5-1
Using online Help . . . . . . . . . . . . . . . . . .
What sort of online Help is available?
Accessing Help . . . . . . . . . . . . . . . . . .
Using Help windows . . . . . . . . . . . . .
How SmartSuite product Help is
different from OS/2 Help . . . . . . .
Viewing SmartSuite online books . . . . . .
The Product Tours . . . . . . . . . . . . . . . . . .
Getting Customer Support . . . . . . . . . . . .
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5-6
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6 Team Computing with
SmartSuite . . . . . . . . . . . . . . . . . . 6-1
TeamMail: versatile and quick . . . . . . . . .
TeamReview: getting feedback efficiently
TeamConsolidate: keeping it all together
TeamShow: serving a far-flung audience
TeamSecurity: sharing data safely . . . . . .
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iv Installing and Using SmartSuite Products
6-2
6-3
6-4
6-5
6-6
7 The SmartSuite – Internet
Connection . . . . . . . . . . . . . . . . . 7-1
Publishing to the Web . . . . . . . . . . . . . . .
Internet SmartIcons . . . . . . . . . . . . . . . . .
The Internet SmartIcons set . . . . . . . .
Sharing files on the Internet . . . . . . . . . . .
Opening files from the Web or from an
FTP server . . . . . . . . . . . . . . . . . . .
Distributing files using the Internet . .
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7-1
7-2
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7-3
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8 Using LotusScript with
SmartSuite Products . . . . . . . . . . 8-1
What is LotusScript? . . . . . . . . . . . . . . . .
Automating frequent tasks . . . . . . . . .
Customizing SmartSuite products . . .
Integrating information . . . . . . . . . . .
An overview of the LotusScript
development process . . . . . . . . . . .
The LotusScript Integrated
Development Environment and the
Dialog Editor . . . . . . . . . . . . . . . . .
LotusObjects: The SmartSuite
application programming interface
Using REXX and LotusScript together . . .
Using the System Object Model (SOM)
and LotusScript together . . . . . . . .
Getting more information on LotusScript
Information in online Help . . . . . . . . .
Information on the Internet . . . . . . . . .
Information in online and printed
books . . . . . . . . . . . . . . . . . . . . . . .
Ordering printed books on LotusScript
Fulfillment information . . . . . . . . . . .
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8-2
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8-9
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8-9
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. 8-11
Index . . . . . . . . . . . . . . . . . . . . Index-1
Chapter 1
Read Me First
Welcome to Lotus SmartSuite® for OS/2 Warp™ 4, a complete suite of
award-winning products for OS/2 Warp from Lotus® Development
Corporation.
SmartSuite® is comprised of the following products:
Lotus 1-2-3®, the only spreadsheet for you and your team
Lotus Approach®, the high-powered database the whole team can use
Lotus Freelance Graphics®, the presentation graphics package for
everyday communication
Lotus Organizer®, the personal information management tool
Lotus Word Pro®, the team word processor
How to use this book
This book serves as an introduction to SmartSuite. In addition to providing
the installation instructions and information for upgraders, this book
includes information on:
SmartSuite tools
Team Computing concepts
The types of assistance available
Internet features
LotusScript®
Once you are familiar with the basics of SmartSuite, use the individual
product Exploring books to learn more about the products. Complete
information about the products is available in online Help.
Conventions used in this book
Both this book and the product Exploring books assume you know how to
perform basic operations in OS/2®. All these books use the following
conventions:
Key names appear in small bold capitals, for example, ENTER.
1-1
Information that you are to type appears in a different typeface, for example,
Operating Expenses.
To get started gets you to the starting point—to the dialog box, InfoBox, or
Assistant for the task you are doing. Then you can click the Help button or
press F1 to display online Help.
To do it describes all you need to do to accomplish a task.
Checking your package
Check the contents of your SmartSuite package against the following lists. If
your package is not complete, contact your computer dealer or supplier.
Software
SmartSuite for OS/2 Warp 4 CD-ROM
Documentation
In addition to this book, the SmartSuite package includes the following
printed documentation:
Exploring 1-2-3
Exploring Approach
Exploring Freelance Graphics
Exploring Organizer
Organizer Print Layout Guide
Exploring Word Pro
Lotus Customer Support Guide
1-2 Installing and Using SmartSuite Products
Chapter 2
Installing SmartSuite
This chapter describes system requirements for SmartSuite for OS/2 Warp 4
and explains how to install IBM FixPak 5 “Special Edition” for OS/2 Warp 4
and the SmartSuite products on a stand-alone personal computer and on a
network file server. The chapter also provides information about additional
products and documentation included with SmartSuite.
System requirements
This section describes the hardware, software, memory, and disk space
requirements for installing and using SmartSuite on a stand-alone computer,
and provides information about supported networks.
Hardware
An IBM® PC or compatible (Pentium 90 or higher) with 32 MB of
random access memory (RAM)
A VGA or higher video adapter and display
A mouse or other pointing device
A CD-ROM drive (installed and running in OS/2)
Software
OS/2 Warp 4
IBM FixPak 5 “Special Edition” or higher
2-1
Disk space
You will need approximately 20 MB of disk space to install FixPak 5 “Special
Edition.” Other disk space requirements depend on the SmartSuite products
you install. The SmartSuite products are listed below, with approximate disk
space requirements for a default install on a stand-alone computer.
SmartSuite for OS/2 Warp 4
Shared Components and Products
Disk Space Required for Default Install
Shared Components (installed once)
38 MB
1-2-3
18 MB
Approach
15 MB
Freelance Graphics
32 MB
Organizer
12 MB
Word Pro
48 MB
Books and Scripts
Default install of all products
5 MB
168 MB
The Shared Components include DLLs and other files and tools that provide
common installation, functionality, and integration for the SmartSuite
products. The Shared Components are installed once and shared by each
product. To determine the total amount of disk space required to install one
or more of the SmartSuite products using the “Default install” option, simply
add the disk space for the Shared Components (approximately 38 MB) to the
disk space required for a Default install of each product you intend to install.
You can use the “Custom install” option of the Install program to select and
deselect certain features for each product, and thereby increase or decrease
the disk space required, taking more or less disk space than that shown
above.
Supported networks
For network installation, SmartSuite supports the following:
IBM LAN Server, versions 3.0 and 4.0
NetWare Requestor, versions 2.11 and higher
Novell NetWare, versions 3.12 (with current OS/2 patches from Novell),
4.0x, and 4.1
Installing FixPak 5 “Special Edition” for OS/2 Warp 4
You must install IBM FixPak 5 “Special Edition” or higher on OS/2 Warp 4
before you install the SmartSuite products. FixPak 5 “Special Edition”
contains updates not contained in earlier versions of FixPak available from
IBM. Additional detailed information about FixPak 5 “Special Edition” is
available in the README.TXT file located in the root directory and the
READ.ME file located in the OS2 subdirectory of the SmartSuite for OS/2
Warp 4 CD-ROM.
1. Close any applications that are running.
2. Insert the SmartSuite for OS/2 Warp 4 CD-ROM in the CD-ROM drive.
3. Open an OS/2 window.
4. Type x:\os2\os2serv (where x is the letter of your CD-ROM drive) and
press ENTER to bring up the “Open 32 Easy Installation” screen.
The Install program will take time to query your OS/2 system and make
the Install button available for selection.
5. Click the Install button.
The FixPak/Open32 install program may prompt you to name
ARCHIVE and BACKUP subdirectories.
If you want to watch the progress of FixPak installation in full-screen
display, press CTRL+ESC to bring up the OS/2 Window List and select
FSERVICE.EXE.
6. After the installation is complete, exit the Install program, shut down
and restart your computer, and then restart OS/2 Warp 4.
After you install this FixPak and restart your OS/2 system, you will be ready
to install the SmartSuite products.
Installing SmartSuite 2-3
Installing SmartSuite for OS/2 Warp 4
The SmartSuite for OS/2 Warp 4 Install program transfers the SmartSuite
products to your hard disk or to a network file server. The Install program
lets you install all SmartSuite products at once or the individual products as
you need them.
You can install one or more of the SmartSuite products: 1-2-3®, Approach,
Freelance Graphics, Organizer®, and Word Pro.
You can also select Books and Scripts, which installs the Installer for Adobe
Acrobat Reader, online books about SmartSuite products (which you can
open in the Reader), and sample LotusScript® application files.
Obtaining technical information about SmartSuite products
README files that provide important information about SmartSuite are
available on the SmartSuite for OS/2 Warp 4 CD-ROM. The README.TXT
file provides information about installing SmartSuite products, using other
products with SmartSuite, and troubleshooting problems. READNET.TXT
has information for network administrators.
These files are located in the root directory of the SmartSuite for OS/2 Warp
4 CD-ROM. You can read or print these files before you begin the installation
by opening them in the Enhanced Editor (located in the Utilities folder in the
OS/2 Warp 4 Programs folder). During installation, you can read these files
by clicking “Open” when the Install program asks if you want to read them.
To access README.TXT and READNET.TXT after you install one or more
SmartSuite products, follow the procedure in the section “Product README
files,” later in this chapter.
Getting Help while installing SmartSuite
Information about installing the SmartSuite products on a stand-alone
computer and on a network file server is also available in online Help.
Online Help is accessible from Install dialog boxes and provides information
about dialog box options.
To see information, click the Help button.
To print any displayed Help topic, click the Print button.
To switch between Help and the Install program, click the title bar of
either the Help topic or the Install program.
To return to the Install program from Help, press ESC or double-click the
icon in the top-left corner of the Help window.
Choosing products to install
When you are installing SmartSuite, you can choose “Default install” or
“Custom install.”
Default install automatically installs the typical features of each
SmartSuite product; this may not include all features of each product.
For example, Default install includes all product Help files, but it does
not include product Tours. If you want Tours and other features not
installed by default, you must do a Custom install.
Default install also automatically installs the Installer for Adobe Acrobat
Reader, and the online version of this book, Installing and Using
SmartSuite Products, which you can open in the Reader. If you want other
online books and the sample LotusScript application files, you must do a
Custom install.
Custom install lets you decide which features, including additional
SmartMaster™ templates, art, filters and so on, are installed for each
application, and whether online books and scripts are installed.
If you want to install additional products or product features, remove
features, or install another language version of a product after you install
SmartSuite, you must run the Install program again.
Installing on a stand-alone computer
To install the SmartSuite products on a stand-alone computer, follow the
steps below.
Note IBM FixPak 5 “Special Edition” or higher must be installed before you
install SmartSuite products.
1. Start OS/2 Warp 4.
2. Insert the SmartSuite for OS/2 Warp 4 CD-ROM in the CD-ROM drive.
3. Open an OS/2 window.
4. Type x:\install (where x is the letter of your CD-ROM drive).
5. Press ENTER.
6. Follow the instructions on the screen.
7. After you have completed the installation, exit the Install program, shut
down and restart your computer, and then restart OS/2 Warp 4.
Installing on a network
To install SmartSuite products on a network file server, you must have
attribute and read-write authority for the server.
Note IBM FixPak 5 “Special Edition” or higher must be installed before you
install SmartSuite products.
1. Start the Install program (see steps 1 - 5 in the section “Installing on a
stand-alone computer” above).
2. At the bottom of the Install program Welcome screen, enter your
company name, select “Install on a file server,” and click NEXT.
3. Follow the instructions on the remaining screens.
4. After you have completed the installation, exit the Install program.
Important additional information about network and CID (Configuration,
Installation, and Distribution) installation is included in the READNET.TXT
file located in the root directory of the SmartSuite for OS/2 Warp 4
CD-ROM. READNET.TXT provides information about installing to a node
and installing multiple language versions of the SmartSuite products.
Uninstalling SmartSuite for OS/2 Warp 4 products
When you use Uninstall, you can select which SmartSuite for OS/2 Warp 4
products (1-2-3, Approach, Freelance Graphics, Organizer, Word Pro, and
Books and Scripts) to remove. To remove these products from a stand-alone
computer, follow the steps below.
1. Double-click the Lotus SmartSuite for OS/2 Warp 4 folder.
2. Double-click the Lotus Accessories folder.
3. Double-click the Lotus SmartSuite for OS/2 Warp 4 Uninstall icon.
4. Select the SmartSuite product version from which to remove products,
and click NEXT.
5. Select the products to remove, and click NEXT.
6. In the Confirm Uninstall dialog box, click YES.
7. Follow the instructions on the remaining screens.
8. When uninstall is finished, exit the Uninstall program, and then shut
down and restart your computer.
For information about uninstalling products from a network server, see the
READNET.TXT file.
Additional products and documentation
The following sections describe additional products and documentation
available with SmartSuite that are not installed by the Install program. You
must copy these products and files to your hard disk.
Additional products in the \EXTRA directory
Additional products that you can copy to your hard disk and use in OS/2
Warp 4 are included in the \EXTRA directory of the SmartSuite for OS/2
Warp 4 CD-ROM. These include language dictionaries you may want to use
with the SmartSuite products, and the 1-2-3 and Freelance Graphics File
Translator, which you can use to share files between older OS/2 versions
and this release.
Information about these products is included in the \EXTRA.TXT file and
other text files included in the EXTRA directory. You can read or print a text
file by copying it to your hard disk and opening it in the Enhanced Editor.
Product README files
README files are available for each SmartSuite product you install. These
files contain information about using the individual products that is not
included in online Help and printed books. Product README files are
located in subdirectories on the SmartSuite CD-ROM and, after installation,
in each product subdirectory. You can read or print these files by opening
them in the Enhanced Editor.
The following table lists the location of product README files on the
CD-ROM and online after they have been installed.
Product
On the CD-ROM
After installation
1-2-3
ENGLISH\123\README.12
LOTUSW4\123\README.TXT
Approach
ENGLISH\APPROACH\
README.AP
LOTUSW4\APPROACH\
README.TXT
Freelance Graphics
ENGLISH\FLG\README.FL LOTUSW4\FLG\README.TXT
Organizer
ENGLISH\ORGANIZE\
README.OR
LOTUSW4\ORGANIZE\
README.TXT
Word Pro
ENGLISH\WORDPRO\
README.WP
LOTUSW4\WORDPRO\
README.TXT
After installation, you can access README files for individual products as
follows:
1. On the OS/2 desktop, double-click the Lotus SmartSuite for OS/2 Warp
4 folder.
2. Double-click the Lotus Assistance Center folder.
3. Do one of the following:
To open a product README file, double-click the Product Updates
icon for the product.
To open the README file for SmartSuite, double-click the SmartSuite
Product Updates icon.
To read information for network administrators, double-click the
Network Administrator’s Guide icon (only available if SmartSuite has
been installed on a network file server).
Starting the SmartSuite products
After you install SmartSuite products and restart OS/2 Warp 4, you can:
Run the SmartSuite applications
Install Adobe Acrobat Reader
Open online books (.PDF files) in the Reader
Running SmartSuite products
2. Double-click the icon for the product you want to run.
Installing the Adobe Acrobat Reader
Note If you already have Adobe Acrobat Reader 3.0 (for OS/2) or later
installed, you do not need to install it from the Lotus SmartSuite folder. You
can open the online books in your copy of the Reader.
3. Double-click the Online Books folder.
4. Double-click the icon for installing the Adobe Acrobat Reader.
This starts the installation of the Reader and creates an Adobe Acrobat
folder.
Opening online books in the Reader
4. Double-click the icon for the book you want to open.
To change the size of the text while you are viewing a book, from the View
menu, choose Zoom To and then select a magnification level in the
Magnification drop-down box.
Chapter 3
What’s New in SmartSuite Products
This chapter describes key new features in the SmartSuite products and tells
how to use files created in earlier releases of the products.
New features in 1-2-3 for OS/2 Warp 4
This release of 1-2-3 provides new team computing features, Internet access,
and a variety of other features that help you become productive quickly.
Assistants
Assistants give you step-by-step instructions for performing complex tasks
such as creating charts and maps, publishing a range to the Internet, and
managing multiple versions of data. You will see Assistants throughout
1-2-3.
AutoTotal
You can use AutoTotal to sum values automatically by simply typing the
word “Total” or “Totals” as a column or row heading in your sheet.
Enter the word "Total"
or "Totals," and 1-2-3
automatically sums
your columns or rows.
Comments
You can improve communication with other members of your team by
attaching comments to any cell. Visual markers indicate at a glance which
cells contain comments. You can also display markers on cells that have
formulas to make those cells easy to find.
To get started Click the cell you want to add a comment to, and from the
Range menu choose Cell Comment.
3-1
InfoBox
Use the InfoBox to view and change properties for any object in 1-2-3; you
can see the changes as you make them. You can leave the InfoBox open while
you work, or collapse it to view more of your workspace.
To get started From the Range, Sheet, or an object’s menu, choose the
Properties option.
Internet access
Feature
To get started
You can open files from the Internet and
from FTP servers, and can save files to
FTP servers, directly from 1-2-3.
From the File menu, choose Internet,
and then choose Open from Internet or
Save to Internet.
A palette of Internet SmartIcons® gives
From the View menu, choose Show
you one-click access to the Web, including Internet Tools to bring up the
access to the Lotus home page, the Lotus SmartIcons palette.
Customer Support home page, and the
Lotus Customer Support FTP server.
You can attach any URL to a macro button Click the “Create a button with a link
in a worksheet for a fast connection to a
to a URL” icon in the set of Internet
Web site.
icons.
LotusScript support
LotusScript, a BASIC-compatible cross-product scripting language, allows
you to create even more advanced 1-2-3 applications. LotusScript can also
work with the OS/2 REXX scripting language to help automate complex
tasks.
To get started From the Edit menu, choose Scripts & Macros, and then
choose Show Script Editor.
Outlining
Use the 1-2-3 outlining features to collapse and expand data so you can view
and print summary data or details.
To get started From the Sheet menu, choose Sheet Properties, and click the
Outline tab.
Print Preview
Use dynamic print preview to check your work before printing, make
adjustments, and see the results immediately. You can even print out
formulas and cell comments.
To get started From the File menu, choose Preview & Page Setup.
SmartMaster templates
You can use the pre-designed SmartMaster templates to speed up the
preparation of expense reports, invoices, purchase orders, and other
frequently used forms.
To get started Select a SmartMaster in the Welcome dialog box, or from the
File menu choose New Workbook, and then select a SmartMaster.
Team computing features
Feature
To get started
TeamMailTM lets you distribute data to
coworkers from within 1-2-3.
From the File menu, choose TeamMail.
TeamReviewTM helps you incorporate
comments and changes you’ve received
from coworkers.
From the File menu, choose
TeamReview.
Version management tools help you keep From the Range menu, choose Version,
track of changes to data, either from
and then choose New Version.
coworkers’ review comments or from
your own modifications.
Upgrading from earlier releases of 1-2-3
You can open and save these file types in 1-2-3 for OS/2 Warp 4:
1-2-3 97 for Windows and 1-2-3 for OS/2 Warp 4 (.123)
1-2-3 for Windows Releases 4 and 5 (.WK4)
1-2-3 for Windows Release 1 (.WK3)
You can open 1-2-3 for OS/2 Release 2.x (.WG2) files in 1-2-3 for
OS/2 Warp 4. However, there is no support for .DSK files.
Using the 1-2-3 and Freelance Graphics File Translator
If you have macros in .WG2 files, you must first use the File Translator to
convert the .WG2 files to .WK4 format. 1-2-3 for OS/2 Warp 4 will then be
able to read the macros in the .WK4 files.
The File Translator is in the \EXTRA\TRANS directory on the SmartSuite
for OS/2 Warp 4 CD-ROM. Additional information on the File Translator is
available in the TRANS.TXT file in the same directory. To read or print
TRANS.TXT, open the file using the OS/2 Enhanced Editor (located in the
Utilities folder in the OS/2 Warp 4 Programs folder).
What's New in SmartSuite Products 3-3
New features for Approach 96 users
Approach provides many new features to help you work more productively
and better manage your data.
DB2 Binary Large Object (BLOB) support
You can now store and retrieve pictures and sounds in DB2® databases.
Enhanced SQL support
Approach now offers significantly improved speed and flexibility when
accessing and analyzing SQL data.
IBM QMF support
You can now display the results of QMFTM Queries and Procedures in
Approach forms and worksheets and import QMF Forms to create an
Approach report.
Internet capabilities
You can save Approach .APT files to the Internet or to an FTP server, as well
as open .APT files from the Internet or an FTP server. Approach lets you
save views in HTML format, which you can then upload to the Internet or an
FTP server.
To get started To save files to or open files from the Internet or an FTP
server, from the File menu choose Internet, and then choose Save to Internet
or Open from Internet.
ISO and system date identification
Approach lets you easily identify and select International Standards
Organization (ISO) and system date formats.
To get started In Design, double-click the date field, click the Format tab in
the InfoBox, and select the date format you want to use.
LotusScript support
Approach extends the power and flexibility of LotusScript with the Find and
Sort class and enhanced online Help. LotusScript can also work with the
OS/2 REXX scripting language to help automate complex tasks.
To get started From the Edit menu, choose Show Script Editor.
Recording macros and scripts
You can now record, name, and save operations in Approach as either
scripts or macros.
To get started From the Edit menu, choose Record Transcript.
RTF support
You can save an Approach view in .RTF format. You can also copy .RTF text
from Approach and paste it into other applications without losing character
and paragraph formatting.
To get started From the File menu, choose Save View As or select the text
you want to use in another application, then from the Edit menu choose Cut
or Copy.
Send Key
A new macro command lets you compose sequences of keystrokes to include
in your macros.
To get started From the Edit menu, choose Macros.
New features for Approach Release 3 users
The following lists describe features that will be new to Approach Release 3
users.
Usability features
The Approach Welcome screen, the first dialog box you’ll see, gives you
easy access to your most recently opened files and to the wide range of
database templates and applications you can use to start your database
application.
The action bar provides immediate access to the most frequently used
Approach commands.
New SmartMaster applications are complete database applications for
common tasks such as managing contacts, entering orders, keeping a
video library, and more.
Named finds and sorts make your most used finds immediately
available from the action bar.
The new Find Assistant helps you find specific records using language
phrases instead of operators or symbols. Top and lowest value finds are
available through options in the Find Assistant. This release also brings
you Query by box so you can construct finds using graphical
representations of find conditions and use the mouse to change logical
relationships between the conditions.
The one-step find-and-replace text features makes updating data easy.
The Envelope Assistant helps you design envelopes for your database of
addresses.
Moving between fields in worksheets and crosstabs is done just like it is
in spreadsheets.
Context-sensitive online Help provides focused answers for your current
activity.
Analysis features
The Chart Assistant helps you analyze and present data. New series
charting provides comparisons.
Drill-down to data instantly shows you the individual values that make
up the summarized results in a chart or crosstab.
Custom grouping options in the Chart, Crosstab, and Report Assistants
help you present data in meaningful groupings. You can group dates
into months, quarters, or years; group numbers by tens or hundreds, and
so on.
Crosstabs and reports properties in the InfoBox now include a control
for whether zero-valued records display with crosstab header or report
summary.
New speed-optimized caching and indexing give you dramatic
performance improvements when finding, sorting, and displaying
records.
Run SELECT commands from inside Approach. The SQL Assistant helps
you generate the SQL command using intuitive dialog boxes.
Automation features
LotusScript, a BASIC-compatible cross-product scripting language,
allows you to automate your applications beyond the already powerful
Approach macros.
Use Approach UI controls to create customized lists, check boxes, and
radio buttons for non-database selections.
Forms can display as dialog boxes that contain controls for your macros
or scripts.
Macro message buttons enhance your custom application interface.
Design features
Use new data-entry controls in worksheets to simplify data entry and
find selections.
Rearrange radio buttons with a simple click and drag of the mouse. Drag
a selection rectangle around a group of radio buttons to rearrange them.
Your views can be any size; resize view margins by dragging the mouse
or using the InfoBox.
Integration features
Lotus Notes® PowerKey® enhances database access and makes data
entry and analysis on live Notes data faster and easier.
The common menu structure across Lotus products helps you find your
way around quickly.
Team computing features
TeamSecurity enables your entire team to share information from the
same database at the same time. You can set up customized access
privileges to data and views.
TeamMail lets you send and route Approach views using electronic mail
systems like NotesTM and cc:Mail.
Upgrading from earlier releases of Approach
When you open and save Approach Release 2.x .VEW files, Approach
Release 3.x .APR files, or Approach 96 for Windows .APR files in Approach
for OS/2 Warp 4, Approach converts the files to Approach for OS/2 format.
Once converted, you cannot open the .APR file in an earlier release of
Approach.
Approach for OS/2 files are fully compatible with Approach 97 for
Windows files. You can open and save Approach 97 for Windows files in
Approach for OS/2 without conversion, and vice versa.
Note Approach for OS/2 does not convert the actual database file. You can
still open the database using Approach 3.x or Approach 96. To open the
databases in the 2.x release, you must delete the Approach index (.ADX) files
associated with the database. To ensure that any information in your
database and/or APR or ADX files is not lost, you should make backup
copies of your data before opening these files in Approach for OS/2.
Enhancements for Freelance Graphics 96 for OS/2 Warp users
Freelance Graphics for OS/2 Warp 4 is functionally similar to Freelance
Graphics 96 for OS/2 Warp, but offers improved performance and the
following enhancements:
Interoperability enhancements for cross-suite product tasks
Increased customizable settings of Undo (up to 25 levels)
A 1998 SmartMaster look
International character set handling for Eastern European languages and
Cyrillic
Improved printer output
Fixes for customer-reported problems
New features for Freelance Graphics 2.1 users
If you’re upgrading from Freelance Graphics release 2.1 or earlier, you will
see many new features. This section describes some of these.
Copying pages from other presentations
You can now easily copy pages from one presentation to another. The copied
pages automatically take on the look of the presentation you copy them to.
To get started Open the presentation you want to paste pages into, and go
to Page Sorter or Outliner view. Then from the File menu, choose Copy
Pages from Other Files.
Current Page, Page Sorter, and Outliner views
In this release of Freelance Graphics, you can easily switch from one view to
another by clicking a tab at the top of the presentation window.
Current Page view offers a cleaner, less-cluttered look at the current
page.
In Page Sorter view, you can zoom out to view more pages, or zoom in
for a closer look.
Outliner view can display page images in the left margin, so you can see
the page design and layout without moving between views. Outliner
view also has an improved toolbar that makes it easier to manipulate the
outline.
Improved and new text features
Handling text is now faster and more powerful.
Feature
To get started
New text effects, such as shadowed text,
Click the text block, then from the
superscripts, and subscripts are now available. Text menu choose Text properties.
You can now adjust the space between bullets
and text.
Click a filled-in bulleted list text
block, and from the Text menu
choose Bullets & Numbers.
The Reset to Style command removes all local
character formatting.
Click the text block, and from the
Text menu choose Named Styles,
and then choose Reset to Style.
You can globally change the text font for an
entire presentation.
From the Presentation menu,
choose Change the Typeface
Globally.
There are new features for building bulleted
Click the bulleted list to select it,
lists in screen shows, including easier ways to and from the Text menu choose
set up a page that “builds” a bulleted list
Bullet Build.
without having to add extra pages to a
presentation; the ability to assign a visual or
sound effect to each bulleted item as it appears;
and automatic detection of when the text will
run to the next page.
LotusScript support
LotusScript, a BASIC-compatible cross-product scripting language, lets you
automate tasks done on a regular basis.
To get started From the Edit menu, choose Script, and then choose Show
Script Editor.
New Drawing & Text palette
The Drawing & Text palette has a new look and new functionality. It now
has ready-made shapes with text, a selection of flowcharts, and connectors.
To get started In Current Page view, click the Drawing & Text button.
Printing enhancements
New printing features include the ability to preview a presentation before
printing it. Also, you can now easily change the font of headers and footers,
and add page numbers, dates and times, and the presentation file name to
headers and footer.
To get started From the File menu, choose Preview or Page Setup.
Ready-made diagrams
There are over 100 ready-made diagrams — just choose the diagram you
want and type the text, or customize a blank one to suit your needs.
To get started Click the New Page button, select the diagram page layout,
and click OK. Then click the “Click here” diagram block, and select “Use a
ready-made diagram.”
SmartMaster content topics
SmartMaster templates called content topics provide suggested content for
your presentations. Content topics guide you through the process of creating
different types of presentations, such as business plans or project updates.
Freelance Graphics content topics provide:
“Click here” blocks that prompt you for relevant information or graphics
(for example, “Click here to add organization chart”)
Content advice to help you complete a page
Pages with text and graphics already filled in, to keep or change as you
see fit
Ready-made chart types — all you need to do is enter the data
To get started Choose a SmartMaster content topic from the Freelance
Graphics Welcome screen. If you are in the product, from the File menu
choose New Presentation.
Upgrading from Freelance Graphics Release 2.1
This section describes how to work with files from Freelance Graphics
Release 2.1.
Converting Freelance Graphics 2.1 presentations to
Freelance Graphics for OS/2 Warp 4
1. From the Freelance Graphics for OS/2 Warp 4 File menu, choose Open.
2. Under Type of file, select “Lotus Freelance 2.x for OS/2 (PRS).”
3. Locate the drive and directory where the Freelance Graphics file resides.
4. Select the Freelance Graphics file to convert.
5. Click OK.
6. From the Freelance Graphics for OS/2 File menu, choose Save As.
7. Under Type of file, select “Lotus Freelance Presentation (PRZ).”
8. Specify the drive, directory, and name for the Freelance Graphics file.
9. Click OK.
Using the 1-2-3 & Freelance Graphics File Translator
If you want to share a Freelance Graphics for OS/2 Warp 4 (.PRZ) file with
someone using Freelance Graphics 2.1 for OS/2 (.PRS file format), you need
to save the file as a .PRE file and use the File Translator to make it a .PRS file.
The File Translator is in the \EXTRA\TRANS directory on the SmartSuite
for OS/2 Warp 4 CD-ROM. Additional information on the File Translator is
available in the TRANS.TXT file in the same directory. To read or print
TRANS.TXT, open it in the Enhanced Editor (located in the Utilities folder in
the OS/2 Warp 4 Programs folder).
New features in Organizer for OS/2 Warp 4
Organizer includes a new, more graphically manipulated Calendar; support
for automated dialing; sounds and symbols that make Organizer fun to use;
expanded support for international addresses; and a variety of additional
enhancements.
Calendar features
A new graphical Day per Page view using time slots and a time ruler lets
you display and block time for your appointments.
Organizer provides an easy way to view your To Do tasks, Calls entries,
Planner events, and Anniversary entries in your Calendar. Your entries
in the To Do, Calls, Planner, and Anniversary sections are now shown
into the Calendar section by default.
A new graphical Multiple Calendar view lets you display more than one
calendar. Organizer lets you display two or more calendars side by side
using Multiple Calendar view so you can review your calendar and
another user’s calendar at the same time.
To get started In Day per page, time slot view, from the View menu choose
Multiple Calendars.
Calls features
Both the Calls and the Address sections have support for more
streamlined automatic number dialing capabilities.
Calls remain active from one day to the next until the call is completed.
File enhancements
There are new ways to set access rights to your file using passwords.
There is easy conversion of Organizer 2.x and Organizer 97 files to
Organizer for OS/2 Warp 4 files (with the new .OR4 extension).
Internet access
Support for linking World Wide Web (Web) URLs is available on
Notepad pages.
A new icon available in your set of SmartIcons lets you go directly to the
Web page (www.lotus.com/Organizer/content) where you can
download an updated and expanded Almanac file (ALMANAC.OR4).
You can consult ALMANAC.OR4 for reference information that includes
holidays, time zones, telephone area codes, important 800 telephone
numbers, travel tips, time management information, and more.
Printing features
Professional-looking printout combines information from several
sections. For example, print your Calendar appointments and To Do
tasks in a trifold printout.
Organizer provides address label and envelope printing for International
address formats.
To get started From the Address menu, choose Change Envelope, and then
choose Label Format.
Text enhancements
Notepad has rich text formatting, such as bold, italic, underlining, and
font size, type, and color.
Upgrading from earlier releases of Organizer
Organizer has a new file format, and the extension is .OR4. You upgrade
existing Organizer Release 2.x .OR2 or Organizer 97 .OR3 files to Organizer
for OS/2 Warp 4 .OR4 files by converting them. When you upgrade a file,
Organizer creates an Organizer for OS/2 Warp 4 file and leaves the old file
in its original format and location.
After you convert your 2.x or Organizer 97 file, the new Organizer file will
be larger than your original file. This is due to the many new features in
Organizer. You can archive your new Organizer file to delete information
that’s no longer needed on a daily basis. You can also compact your
converted Organizer file to reduce its size.
When you convert a file from earlier releases of Organizer (2.x or 3.0)
When you convert a file, Organizer changes the file extension from the 2.x
extension (.OR2) or Organizer 97 (.OR3) extension to the most current
Organizer extension (.OR4). You can’t use an .OR4 file with Organizer 2.x or
Organizer 97. Your Organizer 2.x or Organizer 97 file still exists in its
original format and location.
In Organizer for OS/2 Warp 4, when you open a file created in earlier
versions of Organizer, you’re automatically prompted to upgrade (or
convert) your file to the new file format. Organizer keeps the file information
in the converted file as it appears in the original version, with the following
exceptions:
Anniversary entries are set to repeat annually on the same date.
Included sections from Organizer 2.x or Organizer 97 files aren’t
automatically included in the new Organizer file. Only Organizer (.OR4)
sections can be included in the new Organizer file. The conversion
process automatically removes included sections from Organizer 2.x and
Organizer 97 files.
For Organizer 2.x files, addresses without company names show
alphabetically under the tabs where they were placed originally.
Caution The default extension for Organizer for OS/2 Warp 4 is .OR4.
When you convert a file, Organizer changes the extension from the
Organizer 2.x .OR2 extension or Organizer 97 .OR3 extension to the new
Organizer .OR4 extension. After you convert the file, the Organizer 2.x or
Organizer 97 file still exists in its original format and location. While you
may open an Organizer 2.x .OR2 or Organizer 97 .OR3 file in Organizer for
OS/2 Warp 4, you can’t open a new Organizer .OR4 file in Organizer 2.x or
Organizer 97.
Converting an Organizer file from a previous release
1. Compact your Organizer 2.x or Organizer 97 file.
Note You compact your Organizer 2.x file in Organizer 2.x; you
compact your Organizer 3.x file in Organizer 97.
2. Start Organizer for OS/2 Warp 4.
3. From the File menu, choose Open.
Note By default, the most current release of Organizer displays
Organizer for OS/2 Warp 4 (.OR4) in the file list of the Open dialog box.
Click the “Files of type” box and select Organizer 2.x (.OR2) or
Organizer 97 (.OR3), depending on which release of Organizer you’re
upgrading from, to display your files. Select the drive, directory, and file
name, if necessary.
4. Select your file.
5. Click OK to open the file.
6. Click OK to confirm that you want to convert the file.
7. Click OK when you see the message saying that the upgrade is complete.
8. Click Yes if you want to open this file automatically every time you start
Organizer. Click No if you don’t want to open this file automatically.
Your Organizer 2.x or Organizer 97 file is now an updated Organizer file
with the same name, but with the new extension .OR4.
Archiving information
Organizer for OS/2 Warp 4 lets you archive any information in your file that
isn’t needed on a daily basis, for example, a previous year’s appointments or
To Do tasks. You still have access to archived information; however, it is
stored in a separate file. Archiving streamlines your Organizer file.
New features for Word Pro 96 users
Word Pro provides new formatting, Internet access, and printing features
that enable you to create and distribute more professional-looking
documents.
Booklet printing
You can use the booklet SmartMaster to set up a document that prints so you
fold the pages in half and staple them. For example, if you have a document
with the page settings 8.5” × 5” that you want to print as a booklet, Word
Pro first checks to see that the pages will fit on a landscape 8.5” × 11” page. It
then prints the pages so that you can fold them to create a pocket-size book.
To get started
To print any document as a booklet, from the File menu choose Print,
click Options, and select “As booklet.”
To create a new document as a booklet, from the File menu choose New
Document, and select the Booklet SmartMaster.
Cross-references
In Word Pro, you can reference a page number, section number, or title in
your document from another location within that document. For example:
For more information, see Chapter 15, “Organizing a Document” on page 56.
Word Pro fills in the chapter number, the page number, and even the title of
the chapter for you. The numbering stays correct no matter how much
editing you do.
To get started From the Create menu, choose Other Document Part, and
then choose Cross Reference.
Drop caps
You can insert a drop cap into your document to highlight a letter. For
example, the classic drop cap is used in stories for “Once upon a time...,”
where the point size of the letter “O” is larger than the rest of the word.
To get started From the Create menu, choose Drop Cap.
Internet access
The updated Internet features in Word Pro include:
Web authoring tools
HTML SmartMaster templates
Automated process for creating links
Previewing HTML documents in a Browser
Publishing HTML documents as Web pages
Setting import and export options
Viewing source code
Linked frames
Using linked frames, you can create documents where text automatically
flows from one frame to the next as you insert and delete text. You can create
special effects, such as starting an article on page one, and continuing it on
page four.
You can link together as many frames as you want, and the text will continue
between the frames.
To get started Place the insertion point in the first frame you want to link.
From the Frame menu, choose Link Frame Contents, then click on the next
frame you want the data to flow to.
Open and Save to Lotus Notes
You can open and save files directly to Lotus Notes. You can open files that
are attached to Lotus Notes documents without having to open Notes itself.
You can also save any Word Pro file as an attachment to a Notes document.
To get started From the File menu, choose Open or Save As, and then click
the Lotus Notes button.
Watermarks
A watermark is a background graphic that you can apply to pages, tables,
table cells, frames, headers, footers, and columns. For example, if you are
working on sensitive government documents, you can display the
“Confidential” watermark on every page to remind the reader to keep the
information secure.
You can also import your own pictures as watermarks. For example, you can
import a favorite vacation photo as a page watermark and create custom
stationery. If you want to add a caption to a graphic, you can import a
picture as a watermark and then type the caption in the same frame.
To get started From the File menu, choose Document Properties, and then
choose Page, then click the Watermark tab in the InfoBox.
Upgrading from Ami Pro 3.0 for OS/2
This section describes the appearance of the new Word Pro window and
provides information on how to open and save your Ami Pro® for OS/2
documents in Word Pro, run Ami Pro macros, and save Ami Pro style sheets
as SmartMaster templates.
The Word Pro window
Word Pro has a new look and dozens of new features that help you work
more productively. One of the first things you’ll notice when you start Word
Pro is the new window.
Some of the new features that enhance productivity are:
Divider tabs represent divisions or sections in a document, and allow
you to organize and navigate easily inside a document.
The status bar has new functionality that lets you quickly apply fonts,
paragraph styles, and attributes like underline, bold, italics, and color to
selected text.
New SmartIcons provide shortcuts for repetitive tasks. Bubble Help
displays a description of the action an icon performs.
The menus have been streamlined. Some are context-sensitive and
appear only when you need them.
Converting Ami Pro 3.0 files to Word Pro format
Documents saved in Ami Pro 3.0 can be opened and saved in Word Pro. The
procedure below provides the steps to convert an Ami Pro 3.0 file into a
Word Pro file.
1. In Word Pro, from the File menu choose Open.
2. Under Type of file, select “Lotus Ami Pro.”
3. Locate the drive and directory where the Ami Pro file resides.
4. Select the Ami Pro file to convert to Word Pro and click Open.
5. From the File menu, choose Save As.
6. Under Save file as type, select “Lotus Word Pro.”
7. Specify the drive, directory, and name for the Word Pro file. The default
directory is \LOTUSW4\SMASTERS\WORDPRO.
8. Click OK.
You can also convert a Word Pro file to Ami Pro 3.0. Simply follow the same
procedure above and substitute the appropriate file type and file name for
the steps. For example, in step 2 select “Lotus Word Pro” instead of “Lotus
Ami Pro.” The new Word Pro features that are not available or supported in
Ami Pro will not be converted.
Running Ami Pro 3.0 macros in Word Pro
Macros created in Ami Pro will execute properly if there are comparable
functions available in Word Pro. More complex Ami Pro macros may require
some modification in order to execute properly in Word Pro, especially
macros that use operating system calls. Instructions for playing Ami Pro
macros in Word Pro are available in online Help.
Note Ami Pro macros created using Record and Playback are not
supported in Word Pro. You will need to recreate these macros in Word Pro.
Saving Ami Pro 3.0 style sheets as SmartMaster templates
Style sheets created in Ami Pro can be saved as Word Pro SmartMaster
templates.
1. In Word Pro, from the File menu choose Open.
2. Under Type of file, select “Lotus Ami Pro 3.x Styles.”
3. Locate the drive and directory where the Ami Pro style sheet (.STY)
resides.
4. Select the Ami Pro style sheet and click Open.
5. From the File menu, choose Save As.
6. Under Save file as type, select “Lotus Word Pro SmartMaster.”
7. Specify the drive, directory, and name for the Word Pro SmartMaster.
8. Click OK.
Automated Ami Pro style sheets that contain macros may need to be
modified before they can be used in Word Pro. SmartMaster templates offer
a whole new range of functionality. For example, the Word Pro “Click here”
blocks can be used to enhance Ami Pro style sheets that have been converted
to SmartMaster templates. In some cases where an Ami Pro style sheet is
very complex, it is beneficial to create a new SmartMaster.
Chapter 4
SmartSuite Tools
All SmartSuite products offer you common tools to help you work more
productively. SmartSuite products have a common look and feel, so you can
focus on your work and not the software. This chapter shows you where to
find these tools and how to use them. Once you know where to go and what
to do, you’ll save training costs and time because you’ll learn all the products
more quickly.
The right tools
The following illustration shows some of the tools described in this chapter.
Menu bar
SmartIcons
Tabs
InfoBox
SmartMaster
Status bar
4-1
How context-sensitive tools work
Tools in SmartSuite products are context-sensitive — they appear when you
need them. For example, if you are working on a chart (as shown below), the
menu, SmartIcons, InfoBox, and status bar reflect options specific to charts.
When you click outside the chart, the options for charts disappear.
Compare this window with the one on the previous page, where the tools
reflect options for working with ranges.
Menu items
InfoBox
Status bar
SmartIcons
Common menus
All SmartSuite menus work the same way, with the same basic commands.
Once you know that User Setup is under the File command in Approach,
you know that it is under File in 1-2-3, Freelance Graphics, Organizer, and
Word Pro as well.
Menus are also context-sensitive, meaning that the commands change
depending on what you are doing. For example, when you select a chart, the
menu bar displays the Chart menu; when you select a table, the menu bar
displays the Table menu.
SmartIcons
SmartIcons are small pictures that appear in a row just beneath the menu
bar. They give you single-click access to frequently used features. Click an
icon to save a file, cut a selected object, preview what you are printing, and
perform dozens of other actions as you are working in SmartSuite products.
Many SmartIcons are common to all SmartSuite products, so when you learn
to use an icon in one product, you learn it for all products. Each product also
has SmartIcons to perform tasks specific to that product.
To display the description of the action an icon performs, let the mouse
pointer hover on the icon. A description appears in a bubble.
To make it easy to get started, each product contains several sets of
SmartIcons. Once you gain experience, you can:
Remove SmartIcons you don’t use or add SmartIcons you want from the
many SmartIcons that come with the products.
Size and move the SmartIcons to any position on the screen.
Create your own icons and assign actions to them.
Turn off bubble help.
To get started From the File menu, choose User Setup, and then choose
SmartIcons Setup.
SmartSuite Tools 4-3
The status bar
The status bar, located at the bottom of the product window, offers
immediate feedback on current selections and shortcuts for many
commands. The status bar lets you display and change settings, such as font
and point size in Word Pro, number formats in 1-2-3, page layouts in
Freelance Graphics, and views and environments in Approach. Some status
bar buttons display a list when you click them; other buttons toggle between
options.
Tabs
Tabs make it easy to organize and manage large volumes of information.
In 1-2-3, sheet tabs organize your sheets within a workbook.
In Approach, tabs let you see all the views of your database application.
In Word Pro, you can use divider tabs to organize all the sections of a long
document or to keep related documents together.
Freelance Graphics provides tabs for views that make it easy to concentrate
on the text in your presentation or to rearrange your presentation.
In Organizer, tabs let you move to different sections of your Organizer
notebook.
In addition, the tabs on assistants lead you through all the steps in a
procedure. For example, tabs lead you through all the steps in setting up a
team review of a document.
SmartMaster templates
A SmartMaster is a professionally designed template that gives you a quick
start with everyday tasks—all you do is add your own data. 1-2-3,
Approach, Freelance Graphics, and Word Pro each come with a library of
SmartMaster templates. You can start any new workbook, database,
presentation, or document with a SmartMaster. With its Click here blocks, a
SmartMaster can be more than an attractive format; it can help you think
through your tasks.
This business plan
SmartMaster for
Word Pro includes
tabs to organize your
information
Click here blocks
show you where and
what information to
type
The InfoBox
Think of the InfoBox when you want to change the look of a range, text, or
an object in 1-2-3, Approach, Freelance Graphics, or Word Pro. The InfoBox
stays open so you can make multiple changes. The options change as you
change the focus of your work.
For example, if you click inside a table in Freelance Graphics, the InfoBox
displays options for changing the table’s properties. If you click in the text
above the table, the InfoBox displays options for text.
The illustration below shows how to use the InfoBox to modify a table.
Here is what you have selected
Lines & Colors tab
Click a button to
choose the option.
Click the arrow to
see other line styles.
What makes the InfoBox so useful?
It stays open and on top so you don’t have to open and close multiple
dialog boxes.
It displays different options as you change your selection.
You immediately see the results of options you select.
To display the InfoBox
Select the text or object you want to change, then from the object’s menu
choose the Properties option. You can also display the InfoBox by clicking an
InfoBox icon:
InfoBox SmartIcons vary somewhat because they show you what you have
selected, but you can recognize an InfoBox icon by the yellow diamond on a
blue square:
To display different InfoBox options
You can click the “Properties for” box in the InfoBox to see a drop-down list
of other InfoBox options. For example, if you selected text when you clicked
the InfoBox icon, the “Properties for” box will read “Text.” But you can click
the down arrow to see a list of options currently available.
Collapsing the InfoBox
When you expect to make multiple changes to the look of something,
collapse the InfoBox to keep it handy without crowding your desktop.
1. Double-click the title bar to collapse the InfoBox.
Result
2. Double-click the title bar to return the InfoBox to normal size.
Result
Moving the InfoBox
Click the title bar and drag the box to a different part of the screen.
Closing the InfoBox
Click the Close button.
Working with SmartSuite products on the OS/2 Desktop
You can quickly perform many everyday tasks on the OS/2 Desktop. To
display the menu choices for a product, click the product or document icon
on the OS/2 Desktop with the right mouse button.
Some of the tasks you can perform include:
Opening and editing documents
Displaying document properties
Printing documents
Copying documents
Note Different products are able to do different tasks.
Chapter 5
Learning More About SmartSuite Products
SmartSuite products deliver the kind of assistance you need when you need
it. The following table describes the types of assistance in the SmartSuite
products. The features listed are available in all products unless qualified in
the Location column.
Feature
Description
Location
Printed and online books
This book provides
installation information and
describes common tools, new
features, and scripting
capabilities. Each product’s
Exploring book introduces the
product and gives procedural
and conceptual information.
Included in the SmartSuite
package. Also available as
online books in the Online
Books folder within the
Lotus Assistance Center
folder.
Provides overviews of
features and detailed
information about all the
tasks you may want to
perform.
Available when you click
Help in a dialog box or from
the Help menu.
Online Help
Lotus Assistants
Guides you through the
Available as a dialog box for
completion of tasks, such as complex tasks.
merging or building an index.
continued
5-1
Feature
Description
Location
Tours
Provides a quick introduction Available from the product
to the product and lets you
Help menu (if tours were
learn at your own speed.
installed).
Bubble help
Tells you what each icon in
the SmartIcons bar and each
tab in the InfoBox does.
Available by letting the
mouse pointer hover on the
icon or an InfoBox tab.
Ask the Expert
Recognizes questions you ask Available in Word Pro from
in your own words, including the Help menu.
understanding over 2,000
word processing terms and
their relationship to your
task. Takes you to the
appropriate Help topic.
Guide Me
Presents you with a list of
questions related to what you
are doing. Questions guide
you to the appropriate Help
topic.
Available in Freelance
Graphics from the Guide
Me button or the Help
menu.
In addition, when you highlight a menu command in 1-2-3 and Approach, a
description appears in the title bar (where the product name usually
displays).
Using online Help
The Help systems in SmartSuite products contain a variety of topic types,
including overviews, procedures, technical details, and examples. Help also
contains reference information on all LotusScript objects and language
elements, @functions, and macros.
To get started From the Help menu, choose Help Topics.
The Help Contents window displays on top of your workspace. In this
window, entries that have a plus (+) or minus (-) sign next to them are
category names and do not link directly to Help topics. To display a Help
topic, click the plus (+) sign to expand each category until Help topic titles
appear. Then double-click the title of the topic you want to display. The
graphic below shows how to navigate in the How Do I? category to a specific
topic.
Start by clicking
the + button that
precedes How Do I?
Help displays a list
of general How
Do I? topics.
Click + buttons until
you find the Help
topic you want.
Double-click the Help
topic to display it.
Learning More About SmartSuite Products 5-3
There are several ways to look for information in Help:
To find information by reading a Contents page and selecting a Help
topic (like using the Table of Contents in a book), click the Contents
button. To display a Help topic, click the plus (+) sign to expand each
category until Help topic titles appear. Then double-click the title of the
topic you want to display.
To find information by searching for a Help topic by keywords (like
using an index in a book), click the Index button and then double-click
an index entry. If an index entry is associated with only one Help topic,
that Help topic appears. If an index entry is associated with multiple
Help topics, a list of Help topic titles appears in a small window. To
display one of those Help topics, double-click a title.
To find information by searching for specific words or phrases, click the
Search button. Select “All sections” to search all the Help topics for the
words or phrases you want. Select “Index” to quickly locate a particular
word or phrase in the Index.
When you find the information you need in Help, you can leave the Help
windows open while you work. The Help windows stay on top of the
product window, so you can follow a procedure as you perform the task.
You can also print a topic when it is open.
What sort of online Help is available?
The SmartSuite product Help systems contain different types of information
that assist you in completing your work.
Overview topics provide general information about a feature.
Steps topics guide you through a task step by step.
Details topics provide additional information about the task you are
performing.
Examples topics identify parts of the screen, illustrate types of data, or
visually illustrate a concept.
Definitions appear in pop-up windows.
Tips are integrated into the procedures so you can quickly learn
shortcuts and cool tricks.
Accessing Help
The following table describes ways to access Help in the SmartSuite
products.
To get Help:
Do this:
In a dialog box
Click Help or press F1.
In the InfoBox
Click the Help question mark button or
press F1.
On SmartIcons or tabs in the InfoBox
Hold the mouse pointer over an icon or
tab to display a short description.
On @functions
Press F1 to see a summary of commands
on that menu.
In the Script Editor or Script Debugger
Use the Help menu or highlight a
keyword in the Editor or Browser
window and press F1.
Using Help windows
The following table describes how to use the Help windows.
To:
Do this:
Restore, move, size, or maximize the Help Use the System menu in the upper left
window
corner.
Scroll up or down one screen in a Help
topic
Press PG UP or PG DN or use the vertical
scroll bar.
Scroll left or right in a Help topic (this is
helpful in topics that have tables or
graphics wider than the Help window)
Press CTRL+PG UP or CTRL+PG DN or use
the horizontal scroll bar.
Close a pop-up window
Press ESC, click the Previous button, or
click outside the window.
Switch between different Help windows Click in the desired window.
Close the Help windows
From the System menu, choose Close, or
click the Close button in the upper right
corner.
How SmartSuite product Help is different from OS/2 Help
SmartSuite product Help is similar to OS/2 Help but differs in the following
ways:
For easy access to the Contents window, click the Contents button at the
bottom of the Help window.
The entries in the Contents window that have a plus (+) or minus (-) sign
next to them are category names and do not link directly to the Help
topics. To display a Help topic, click the plus (+) sign to expand each
category until Help topic titles appear. Then double-click the desired
title.
In the Index window, double-click an index entry. If an index entry is
associated with only one Help topic, that Help topic appears. If an index
entry is associated with multiple Help topics, a list of Help topic titles
appears in a small window. To display one of those Help topics,
double-click a title.
You can size Help topic windows, but you cannot minimize them.
You cannot select more than one Help topic at a time in the Contents
window.
Viewing SmartSuite online books
If you selected Books and Scripts when you installed the SmartSuite
products, the SmartSuite Install program created an Online Books folder in
the Lotus Assistance Center folder.
The following online books are available:
Exploring 1-2-3
Exploring Approach
Exploring Freelance Graphics
Exploring Organizer
Exploring Word Pro
Installing and Using SmartSuite Products
Organizer Print Layout Guide
LotusScript Programmer’s Guide
LotusScript Language Reference
Note If the icon for one or more of these books isn't displayed, you need to
do a Custom install to install the books.
To view an online book, do the following:
4. Double-click the icon for the book you want to view.
The Product Tours
Each SmartSuite product includes a Tour, an online overview of the main
capabilities of the product.
To get started From the Help menu, choose Tour.
You control the pace
and direction by
clicking the buttons.
Note Tours are not installed if you do a Default install. You must do a
Custom install and select the product tours you want.
Getting Customer Support
To get the latest support information on Lotus products, see the Lotus
Customer Support Web site at http://www.support.lotus.com. You can also
refer to the Lotus Customer Support Guide in the SmartSuite for OS/2 package.
In addition, customer support information is provided in online Help in
every product. From the Help menu, choose Help Topics, expand the
“Troubleshooting” category, and double-click the desired Help topic.
Chapter 6
Team Computing with SmartSuite
Team computing offers you new ways to communicate, collaborate, and
coordinate with your coworkers. Whether you are working on a project with
one person or working in a large, structured group, team computing tools
automate how you gather, work with, and distribute information.
Here’s a list of the team features covered in this chapter:
TeamMail lets you mail a file directly from any SmartSuite product.
TeamReview lets you automate and control reviews of 1-2-3 ranges, Word
Pro documents, and Freelance Graphics presentations.
TeamConsolidate™ lets you put all review copies into one file to simplify
updating your Word Pro document or Freelance Graphics presentation.
TeamShow™ lets you deliver a Freelance Graphics presentation to remote
locations.
TeamSecurity provides controls in Approach and Word Pro to secure data
in files you store across networks.
6-1
TeamMail: versatile and quick
If you use an electronic mail system like cc:Mail™ or Lotus Notes, you can
send a mail message without leaving your SmartSuite product. You can
attach a file to a mail message and send it to a list of people.
For example, suppose you are working in 1-2-3 and remember you need to
send information to two coworkers. From 1-2-3 you can create a note, attach
your workbook, and send it to your coworkers using your e-mail system.
To get started From the File menu, choose TeamMail.
TeamReview: getting feedback efficiently
TeamReview lets you send a range of data, a document, or a presentation to
review. With TeamReview, you can send a message to reviewers and control
the editing privileges for individuals or for teams. You can also distribute the
material for review in a number of ways: on a network drive, through e-mail,
or by floppy disks.
Mark-up tools let reviewers highlight information and tie the highlighted
information to a review note. These notes are color-coded so that when you
consolidate the range, document, or presentation, you can easily identify the
reviewer.
To get started From the File menu in 1-2-3, Freelance Graphics, or Word
Pro, choose TeamReview.
Team Computing with SmartSuite 6-3
TeamConsolidate: keeping it all together
TeamConsolidate lets you consolidate multiple documents into one file so
you can easily evaluate reviews from your coworkers. This feature also lets
you consolidate presentations.
To get started From the Freelance Graphics File menu, choose
TeamReview and then choose Consolidate Comments. From the Word Pro
File menu, choose TeamConsolidate.
Here’s what a consolidated document looks like in Word Pro, with the edits
for each reviewer appearing in identified sections.
Toolbar lets you
control consolidation.
Color coding also
helps you keep track
of each editor's
changes.
TeamShow: serving a far-flung audience
TeamShow lets you deliver a Freelance Graphics presentation to an audience
in another location. When you use the Mobile Screen Show Player, a viewer
in another city can watch your presentation or give you feedback on a
presentation you are planning — even if the viewer doesn’t have a complete
copy of Freelance Graphics.
When you use TeamShow, you see the speaker notes as well as the
presentation, while your audience sees only the presentation.
To get started From the Freelance Graphics File menu, choose TeamShow.
.
Team Computing with SmartSuite 6-5
TeamSecurity: sharing data safely
Team Security lets you protect your data while sharing it. You set
file-sharing controls to secure your data while your coworkers view or
manipulate it across a network.
You can set access privileges for teams or individuals. In Approach, you can
set privileges that range from reading, editing, designing, and managing a
database that you have created. In Word Pro, you can set privileges for a
document from reading it, editing it, and designing it.
To get started From the File menu in Approach or Word Pro, choose
TeamSecurity.
Read-only
with no print
and no save
Owner
privileges
Chapter 7
The SmartSuite – Internet Connection
With SmartSuite products, you have direct access to the Internet or an
intranet. You can open, save, or share files from an FTP (File Transfer
Protocol) server or a World Wide Web (Web) server. When you find
information on the Web that you want to use, you can open the document
in HTML (Hypertext Markup Language) format and use the data in a
SmartSuite product. You can also create HTML files and publish them
to the Web.
Note For information on the Internet features available in each product,
refer to that product’s book or online Help.
Publishing to the Web
You need no special know-how to publish to the Web using SmartSuite
products, which means you don’t have to hire a specialist or buy and learn
add-ons to create your own Web pages.
To get started
From the File menu in Approach or Word Pro, choose Internet, and
then choose Publish as Web Page(s).
From the 1-2-3 File menu, choose Internet, and then choose Publish a
Range to the Internet.
From the Freelance Graphics File menu, choose Publish to Internet.
Approach lets you publish reports, tables, and forms in HTML format.
Word Pro is the perfect Internet publisher because it lets you use an HTML
SmartMaster to create home pages that you can design with URLs (Uniform
Resource Locator), graphics, tables, and even wallpaper backgrounds. The
process is as simple as creating a regular word processing document.
1-2-3 lets you create an HTML table from a range, which you can then merge
into an existing Web page or use to create a new Web page, complete with
title and text.
Freelance Graphics supports HTML frames for layouts so that text and
graphics are automatically converted to HTM and GIF formats. Readers can
set up a Web browser to navigate through a Web-based presentation.
7-1
Internet SmartIcons
SmartSuite products have Internet SmartIcons that allow you one-click
access to Internet functions. The following illustration shows some of the
SmartIcons available in the different products.
Publish to the Internet
Open a file from the Internet
Save a file to the Internet
Go to Lotus Home page
Go to Lotus Customer Support Home page
Go to Lotus Customer Support FTP Server
Go to the SmartSuite Internet Directory
Perform Internet search on selected text
The Internet SmartIcons set
To display the Internet SmartIcons set, look for the small arrow in the upper
left corner of the SmartIcons palette. The graphic below shows how to
display the Internet SmartIcons set in Organizer.
Click the arrow to select
the Internet SmartIcons set.
You can hide the Internet SmartIcons set by repeating these steps.
Sharing files on the Internet
SmartSuite products let you use the Internet to share files with others.
Opening files from the Web or from an FTP server
In 1-2-3, Approach, and Word Pro, you can open files from the Internet and
copy them to your computer, where you can edit them.
To get started From the File menu in 1-2-3, Approach, or Word Pro, choose
Internet, and then choose Open from Internet.
The graphic below shows the Browse from Internet dialog box that displays
in Word Pro.
Choose the server type.
Enter the server or
Web address and
the file name.
Choose the type of file.
In 1-2-3, Approach, and Word Pro, you can maintain an address list of the
FTP servers and Web sites you use.
The SmartSuite – Internet Connection 7-3
Distributing files using the Internet
By saving documents to the Internet or an intranet, you can share data using
SmartSuite features like TeamReview, TeamConsolidate, and TeamShow.
For example, you can send your Word Pro document to colleagues half-way
around the world to get feedback. Your colleagues can use the Word Pro
editing tools and send back notes, and marked up and highlighted copy.
To get started
From the Word Pro File menu, choose TeamReview or
TeamConsolidate.
From the Freelance Graphics File menu, choose TeamReview or
TeamShow.
The graphic below shows how you can distribute a Word Pro file by saving
it to the Internet.
The How tab of the
TeamReview Assistant
lets you distribute a
document using the
Internet.
Chapter 8
Using LotusScript with SmartSuite Products
This chapter introduces you to the basics of LotusScript, describes how you
can use LotusScript with REXX and SOM, and tells how to get more
information on LotusScript.
What is LotusScript?
LotusScript is an object-oriented scripting language that is available in 1-2-3,
Approach, Freelance Graphics, and Word Pro. LotusScript lets you automate
tasks and develop your own products. With LotusScript you can:
Write programs that store and manipulate data
Test conditions in data so that you can control when actions are
performed
Automate repetitive tasks
Pass data to and from parts of products
Note 1-2-3, Approach, and Word Pro use LotusScript Release 3.1; Freelance
Graphics uses LotusScript Release 3.0.
LotusScript is a version of BASIC that offers not only the standard
capabilities of structured programming languages, but a powerful set of
language extensions that enable object-oriented development within and
across products. If you have worked with other versions of BASIC, you will
be on familiar ground during your first sessions with LotusScript.
SmartSuite products are composed of many objects — text, columns, rows,
cells, and so on. To develop applications that manipulate these objects, you
need a programming language that knows the structure of objects — classes,
methods, properties, events, inheritance, and containment. With LotusScript,
you can work with all the objects in SmartSuite products and new classes of
objects that you define as you go.
8-1
Automating frequent tasks
There are some tasks you probably do over and over again. LotusScript lets
you automate tasks that involve a series of steps or require integrating files
from one SmartSuite product into another. For example, with LotusScript
you can:
Instantly incorporate the latest currency exchange rates into your
expense reports
Automatically import up-to-the-minute customer information into
your sales presentations
Get monthly data from your corporate files and quickly turn it into
a graph
You don’t have to be a programmer to automate simple tasks. In 1-2-3,
Approach, and Word Pro you can perform a task while the product
automatically records your mouse clicks and keystrokes as LotusScript code.
To perform that task again, simply run the recorded script.
Customizing SmartSuite products
When you install SmartSuite, all the menus, SmartIcons, commands, and
display options appear in a default configuration. Although these defaults
work for most people and for most tasks, you may find that the way your
workgroup uses a product may differ from the way the defaults are set up.
You may want to modify the menus or hide SmartIcons that people do not
use or create a custom dialog box assisting people through a difficult task.
This is all possible with LotusScript.
All the menus, SmartIcons, commands, and display options in your
SmartSuite products are programmable with LotusScript. You can write
scripts to modify the defaults or to create an alternate interface for the tasks
that your group performs most frequently.
Customizing SmartSuite products so they support your work helps you
manage change. You can update a dozen memos each time your business
encounters a new requirement or you can invest in LotusScript to manage
new requirements centrally.
An example
Suppose that your underwriting department uses Word Pro to build profiles
of potential clients. To evaluate clients consistently, the profiles must be
developed with accurate data and in a consistent format. You could write a
five-page memo explaining how to create and manage these profiles, but
there’s a better solution with LotusScript.
You can use the Lotus Dialog Editor to create a custom dialog box that
presents people in your group with the most common tasks for managing
client profiles. People in your group can launch this dialog box every time
they start Word Pro or only when they need it. Adding the name of this
dialog box to a Word Pro menu is easy. If the document containing the
dialog box is stored on a department server, you can make changes to that
master copy of the dialog box and everyone in your department will see the
changes automatically. When they need to create, edit, or submit a profile,
they click a button in the dialog box and Word Pro handles the mundane
tasks of loading the appropriate SmartMaster and retrieving the appropriate
default values for the SmartMaster. Here’s how it might look.
You might even use LotusScript to launch other SmartSuite products from
this custom dialog box. For example, the button labeled “View evaluation
tables” could start 1-2-3 and open a workbook containing tables for
evaluating clients.
Integrating information
If your organization stores important information in several products or
at multiple sites, LotusScript can help you integrate that information and
make it work for you. Gathering the information and getting it into shape for
a report can be time-consuming work. And sometimes not all of that work is
really necessary. If the tools that contain the information are not designed to
work together, you can spend more time reformatting the information than
analyzing it.
SmartSuite is already great at integrating information. SmartSuite products
are designed to share text, graphics, multimedia, database tables, and
spreadsheet ranges. LotusScript provides the glue to assemble and update
these pieces of information.
Using LotusScript with SmartSuite Products 8-3
An overview of the LotusScript development process
Whether you’re writing a simple script to automate a task or you’re
developing a large application, the process is essentially the same. Here
are the basic steps you follow to develop a LotusScript application:
1. Create some objects like text, graphics, or tables in a SmartSuite product.
These are called LotusObjectsTM.
2. Write some LotusScript code in the Integrated Development
Environment (IDE) to program the behavior of these objects. The code
can be stored in one script in your document or distributed across
multiple scripts and documents.
3. Optionally, add some code that takes advantage of the advanced
programming features in LotusScript.
4. Run and debug the scripts in your document.
5. Save the document containing your scripts.
6. Distribute the document containing the scripts to others in your
workgroup.
The LotusScript Integrated Development Environment
and the Dialog Editor
The LotusScript IDE and Dialog Editor offer all the specialized programming
tools that you would expect in a professional programming environment. If
you have used the development environments of other scripting languages,
you’ll be on familiar ground with the LotusScript IDE and Dialog Editor.
However, the LotusScript IDE and Dialog Editor are different from other
programming environments, such as Visual Basic or Visual Age, in the
following ways:
The IDE and Dialog Editor are not stand-alone applications. Instead, the
IDE is incorporated into each SmartSuite product that supports
LotusScript, so you get the full complement of development tools where
you need them.
Script applications that you write in LotusScript are stored in SmartSuite
product documents. You do not have to create separate files for your
scripts, dialog boxes, or data files.
The IDE does not use a separate window for each tool. IDE tools are
conveniently integrated into one IDE window. The Dialog Editor is the
only tool that uses a separate window.
To get started
To display the IDE window in 1-2-3, Freelance Graphics, or Word Pro,
from the Edit menu choose Scripts & Macros, and then choose Show
Script Editor.
To display the IDE window in Approach, from the Edit menu choose
Show Script Editor.
To display the Dialog Editor in 1-2-3 or Word Pro, from the Edit menu
choose Scripts & Macros, and then choose Show Dialog Editor.
The following illustration shows the parts of the Integrated Development
Environment (IDE).
Script drop-down box
Object drop-down box
Script Editor pane
Errors drop-down box
Pane splitter
Browser panel
Breakpoints panel
Ouptut panel
Variables panel
The Lotus Dialog Editor, illustrated below, provides a workspace to create
dialog boxes and write scripts for individual controls.
To navigate to a dialog box,
click the dialog box tab.
Click the plus or minus
scroll buttons to navigate to
a dialog box that isn't
visible.
Use the Toolbar to add
controls to your dialog box.
Creating a simple script
Do the following to create a very basic script.
1. Start any one of the SmartSuite applications that support LotusScript:
1-2-3, Approach, Freelance Graphics, or Word Pro.
2. From the Edit menu in 1-2-3, Freelance Graphics, or Word Pro, choose
Script, and then choose Show Script Editor.
From the Edit menu in Approach, choose Show Script Editor.
3. From the Create menu in 1-2-3, Approach, or Word Pro, choose Sub.
From the Freelance Graphics Script menu, choose New Sub.
The Create Sub dialog box appears.
4. In the “Name” box, type samplesub and click OK.
The blinking cursor in the Script Editor indicates that the editor is ready
for you to type your first LotusScript statement.
5. Type the following statement and press ENTER:
MsgBox "So this is LotusScript!"
6. From the Script menu, choose Run Current Sub to see the script execute
and display the following message box.
7. To close the message box, click OK.
This one statement does a lot — displays the message box, displays your
message in the box, adds an OK button, and defines the behavior of the
message box when you click OK.
LotusObjects: The SmartSuite application programming interface
SmartSuite products can be easily automated, customized, and integrated
because they have compatible user interfaces, functionality, and a common
application programming interface (API).
The SmartSuite API is composed of LotusObjects, which are blocks of code
that describe a component of a SmartSuite product. LotusObjects are specific
to Lotus products. Each Lotus product that uses LotusScript has its own set
of LotusObjects that can be programmed with LotusScript. LotusObjects are
comprised of properties, methods, and events.
Properties
Objects have characteristics called properties that allow you to control the
way an object looks or acts. Properties have predefined values that you can
change or set to control the behavior or appearance of an object. For
example, in a script you can set the Visible property of an Approach
FieldBox object to TRUE, causing the field box to be displayed. Similarly,
when you name the FieldBox “IncomeSummary,” you are changing its
Name property.
Methods
Objects also have methods, which are actions performed on or by the objects.
The actions change the object or give you control over certain aspects of the
object’s behavior. For example, the FieldBox object has a Refresh method,
which refreshes the value in a field box.
Events
Most objects respond to one or more events. When an object in your
document receives an event, for example, a mouse click, it looks for a script
associated with that event and executes it. For example, each FieldBox object
in an Approach form can have a script associated with the click event. To
make FieldBox1 display a message box when it is clicked, add a message box
statement to the Click script for FieldBox1. By writing scripts for objects and
their events, you determine the overall behavior of your application.
Although objects differ in individual SmartSuite applications, they share
a common design. This allows you to manipulate one SmartSuite product’s
objects with another SmartSuite application.
Using REXX and LotusScript together
REXX, a scripting language provided with the OS/2 Warp 4 operating
system, allows you to pass data to and from the operating system. You can
use REXX with LotusScript to create programs to automate complex tasks.
For example, you can write a LotusScript program that calls a REXX
command file to retrieve sales data from a mainframe or another OS/2
application. Once the data has been retrieved, LotusScript can manipulate
the information in the SmartSuite products. You can also write REXX
programs that invoke the SmartSuite products, and execute a specific
LotusScript file to initiate actions across the operating system.
Using the System Object Model (SOM) and LotusScript together
The System Object Model (SOM), a standard component of OS/2, enables
objects to interact with other objects by exchanging messages. By using SOM,
objects written in different programming languages or running on different
platforms can work together.
To enable cross-application scripting in SmartSuite for OS/2 Warp 4,
LotusScript has been enhanced with the SOM Adapter.
The SOM Adapter is a LotusScript Extension (LSX ) that allows you to use
objects that are derived from SOM Classes. The SOM Adapter is
automatically loaded when you use any of the SmartSuite products in
conjunction with the Dialog Editor and when you load the Lotus REXX
Manager. The Dialog Editor’s dialogs and controls and the Lotus REXX
Manager are implementations that use the SOM Adapter to expose their
class interfaces. For more information on how to use SOM in LotusScript,
please see the SOM Adapter README file (SOMADAPT.TXT) located in
\LOTUSW4\EXTRA\SOMADAPT directory of your Lotus SmartSuite for
OS/2 Warp 4 CD-ROM.
Getting more information on LotusScript
You can get detailed information on LotusScript from online Help, the
Internet, and online and printed books.
Information in online Help
You can refer to online Help to find information about LotusScript functions
and statements, the IDE, and LotusObjects.
To access online Help for LotusScript, from the Help menu in 1-2-3,
Approach, Freelance Graphics, or Word Pro choose Help Topics to
display the main Help contents. Then click the plus sign (+) next to
“LotusScript.”
Within the Script Editor, you can get context-sensitive Help on any
LotusScript statement or LotusObject by selecting the statement or object
and pressing F1.
Information on the Internet
You can refer to the LotusScript Web page, which has the most current
source of publications, code examples, and white papers about LotusScript
programming, at http://www.lotus.com/home.nsf/sswin.
The LotusScript Extension (LSX) Toolkit has information about developing
LSX modules. LSX modules are Dynamic-Link Libraries (DLLs) that contain
public class definitions for products that support LotusScript. Typically, LSX
modules add classes to your SmartSuite product, effectively expanding the
number of classes available for all your scripts.
The Toolkit is designed for developers with some experience in the C or C++
programming language. You can get information on the LSX Toolkit from
the Lotus Web site at http://www.lotus.com.
Information in online and printed books
Two books, LotusScript Language Reference and LotusScript Programmer’s
Guide, are available online as Adobe Acrobat PDF files. (See Chapter 2 for
more information about installing and accessing online books.)
You can order printed versions of these books, as well as the book Developing
SmartSuite Applications Using LotusScript, which offers an in-depth
explanation of using LotusScript with SmartSuite for OS/2 Warp 4. For
information, see “Ordering printed books on LotusScript” below.
Ordering printed books on LotusScript
The following books are available in printed form in the LotusScript
Documentation Set for OS/2. These books are available only in English.
Developing SmartSuite Applications Using LotusScript is a comprehensive
introduction to developing applications for SmartSuite for OS/2 Warp 4.
It offers chapters on key programming concepts, using LotusScript
programming tools, programming individual SmartSuite products, and
developing cross-product scripts.
LotusScript Language Reference provides a comprehensive summary of
conventions and basic commands for the LotusScript language. This
book provides the foundation for programming any product that
supports the LotusScript programming language.
The LotusScript Programmer’s Guide describes the basic building blocks for
LotusScript applications and provides many working examples.
Note The LotusScript Language Reference and The LotusScript Programmer’s
Guide are also available as Adobe Acrobat files on the SmartSuite CD-ROM.
You can receive one complimentary copy of the SmartSuite for OS/2 Warp 4
LotusScript Documentation Set (Part number XA-081425). To take advantage
of this offer, copy the form below, fill it out, and mail it with your payment
in a sealed envelope to the appropriate address (see the section “Fulfillment
information” below). The envelope must be postmarked no later than
December 31, 1998. The only additional charge you are responsible for is the
shipping and handling fee. U.S. customers can pay by credit card or by check
(payable to Lotus Development Corporation and drawn on a U.S. bank);
others must pay by credit card. Please allow 4 - 6 weeks for delivery.
Name
____________________________________________________________
Company _________________________________________________________
Address (no PO boxes, please)
___________________________________________________________________
___________________________________________________________________
City _________________________ State/Province ______________________
Zip/Postal Code ____________ Phone ( ____ ) _____ - _________ ext. ______
Shipping and handling charge: ___________
Payment Method:
Visa / Mastercard / Amex / Check (circle one)
Card Number ________________________ Exp Date ________ / _____
Signature
___________________________________________________
Fulfillment information
Refer to the following table when ordering the LotusScript Documentation
Set for OS/2.
Determine the appropriate shipping and handling charge for your
country.
Identify the fulfillment center for your country and send your order
form to that address.
Note The following charges include VAT (Value Added Tax) where
applicable.
Country
Currency
Charge
Fulfillment Center Mailing Address
Australia
Australian
Dollar
A$35
Lotus Development Pty Ltd
Customer Service Department
Level 12, 321 Kent Street
Sydney NSW 2000
Australia
Austria
Austrian
Schilling
300 OS
Product Fulfillment Programme
Lotus Development, Unit 12
Airways Industrial Estate
Cloghran
Dublin 17
Ireland
Belgium
Belgian
Franc
900BF
Cloghran
Dublin 17
Ireland
Canada
Canadian
Dollar
C$15
SmartSuite Documentation
P.O. Box 670
Scarborough, Ontario M1K 5C5
Canada
Denmark
Danish
Krone
Dkr 175
Cloghran
Dublin 17
Ireland
continued
Country
Currency
Charge
Finland
Markka
130 mk
Cloghran
Dublin 17
Ireland
France
French
Franc
150F
Cloghran
Dublin 17
Ireland
Germany
Deutsche
Mark
45 DM
Cloghran
Dublin 17
Ireland
Ireland
Punt
IR£15
Cloghran
Dublin 17
Ireland
Italy
Lira
L. 4500
Cloghran
Dublin 17
Ireland
Netherlands
Guilder
F 50
Cloghran
Dublin 17
Ireland
continued
Country
Currency
Charge
New Zealand
New
Zealand
Dollar
NZ$40
Lotus Development New Zealand Ltd
Customer Service Dept
Level 20, ASB Bank Centre
Cnr Albert & Wellesley Sts
Auckland, New Zealand
Norway
Norwegian
Krone
Nkr 190
Cloghran
Dublin 17
Ireland
Portugal
Escudo
4500 Esc. Product Fulfillment Programme
Cloghran
Dublin 17
Ireland
South Africa
South
African
Rand
R135
Cloghran
Dublin 17
Ireland
Spain
Peseta
3500Pts
Cloghran
Dublin 17
Ireland
Sweden
Krona
200 Skr
Cloghran
Dublin 17
Ireland
continued
Country
Currency
Charge
Switzerland
Swiss Franc SFr 35
Cloghran
Dublin 17
Ireland
United States
US Dollar
$10
SmartSuite Documentation
P.O. Box 25367
Rochester NY 14625-0367 USA
United
Kingdom
Sterling
£15
Cloghran
Dublin 17
Ireland
Index
Numbers
C
1-2-3
.123 files, 3-3
.DSK files, 3-3
.WG2 files, 3-3
.WK3 files, 3-3
.WK4 files, 3-3
and LotusScript, 8-1
new features, 3-1
upgraders information, 3-3
1-2-3 and Freelance Graphics File
Translator, 2-7, 3-3, 3-11
123 files, 3-3
Changing icon palettes, 7-2
Click here blocks, 4-5
Collapsing the InfoBox, 4-7
Common menus items, 4-3
Consolidating comments, 6-4
Context-sensitive menus, 4-2, 4-3
Converting between Ami Pro and
Word Pro, 3-18
Copying from the Desktop, 4-8
Custom install, 2-5
Customer support
book, 1-2, 5-8
getting, 5-8
online Help, 1-2
Web home page, 5-8
A
Accessing Help, 5-5
Adobe Acrobat Reader,
installing, 2-8
ADX files, 3-8
Ami Pro. See also Word Pro
upgrading to Word Pro, 3-17
Approach
.ADX files, 3-8
.APR files, 3-7
.VEW files, 3-7
new features, 3-4, 3-5
APR files, 3-7
Ask the Expert, 5-2
Assistants, 4-5, 5-1
B
Books
installing online, 2-5
online, 5-1
opening online, 2-9
printed, 1-2, 5-1, 8-9
viewing online, 2-9, 5-7
Bubble help, 4-3, 5-2
D
Database security, 6-6
Default install, 2-5
Dialog Editor, 8-4
illustration of, 8-6
Disk space requirements, 2-2
Divider tabs, 4-4
Document properties, displaying
from the Desktop, 4-8
Documentation, printed, 1-2, 8-9
DSK files, 3-3
E
E-mail, sending, 6-2
Electronic mail, sending, 6-2
Expanding the InfoBox, 4-7
Expert, 5-2
EXTRA directory, 2-7
F
Files, sharing on the Internet, 7-3, 7-4
FixPak
installation, 2-3
README files, 2-3
Fonts, changing, 4-4
Freelance Graphics
.PRS files, 3-11
.PRZ files, 3-11
new features, 3-8
Freelance Graphics File
Translator, 2-7
FTP servers, 7-1, 7-3
G
GIF images, 7-1
Guide Me, 5-2
H
Hardware requirements, 2-1
Help
accessing, 5-5
Ask the Expert, 5-1
Assistants, 5-1
bubble help, 5-1
Contents window, 5-3, 5-4
for SmartIcons, 4-3
Guide Me, 5-1
index, 5-4
installation, 2-5
online, 5-1, 5-3
online books, 5-1, 5-7
OS/2 vs. SmartSuite, 5-6
printed books, 5-1
search, 5-4
topic types, 5-4
tours, 5-1
using, 5-3, 5-5
HTML
documents, 7-1
opening documents, 7-3
publishing documents, 7-1
SmartMaster templates, 7-1
Index-1
order form for printed
books, 8-10
overview, 8-1
properties, 8-7
releases used in products, 8-1
I
IBM LAN Server, 2-2
IDE, 8-4
Index, using in Help, 5-4
InfoBox, 4-5
closing, 4-8
displaying, 4-6
maximizing, 4-7
minimizing, 4-7
moving, 4-8
options, 4-7
Installation
Adobe Acrobat Reader, 2-8
custom install, 2-5
default install, 2-5
FixPak, 2-3
Help, 2-5
network, 2-2, 2-6
program, 2-4
README files, 2-3, 2-4, 2-7
SmartSuite, 2-4
stand-alone, 2-6
uninstalling SmartSuite, 2-6
Integrated Development
Environment, 8-4
Internet
getting LotusScript information
from, 8-9
opening files from, 7-3
saving files to, 7-4
sharing files on, 7-3
SmartIcons, 7-2
using with SmartSuite, 7-1
Intranet, 7-1, 7-4
L
Lotus Assistants, 5-1
Lotus Customer Support Guide, 1-2
LotusObjects, 8-7
LotusScript
and REXX, 8-8
and SOM, 8-8
development process, 8-4
Dialog Editor, 8-4
events, 8-7
IDE, 8-4
information on Internet, 8-9
LotusObjects, 8-7
methods, 8-7
M
Macros
converting 1-2-3, 3-3
converting Ami Pro, 3-18
Mail, sending, 6-2
Markup tools in TeamReview, 6-3
Maximizing the InfoBox, 4-7
Menu bar, illustration of, 4-1
Menu commands, 5-2
Menus
common, 4-3
context-sensitive, 4-3
Minimizing the InfoBox, 4-7
Minus sign (-) in Help, 5-3
Mobile Screen Show Player, 6-5
Multiple documents,
consolidating, 6-4
N
.OR4 files, 3-13
archiving information, 3-15
new features, 3-11
OS/2 Desktop, working from, 4-8
OS/2 Help vs. SmartSuite Help, 5-6
P
Package contents, 1-2
Page layouts, changing in Freelance
Graphics, 4-4
Plus sign (+) in Help, 5-3
Presentations, delivering
remotely, 6-5
Printed books, 5-1, 8-9
order form for LotusScript, 8-10
Printing
from the Desktop, 4-8
Install Help, 2-5
Properties box. See InfoBox, 4-5
PRS files, 3-11
PRZ files, 3-11
Publishing
HTML documents, 7-1
to the Web, 7-1
NetWare Requestor, 2-2
Network installation, 2-2, 2-6
New features
in 1-2-3, 3-1
in Approach, 3-4, 3-5
in Freelance Graphics, 3-8
in Organizer, 3-11
in Word Pro, 3-15
Novell NetWare, 2-2
R
O
S
Online Books
for LotusScript, 8-9
installing, 2-5
opening, 2-9, 5-7
Online Help, 5-1, 5-3
for LotusScript, 8-9
Opening
documents from the desktop, 4-8
HTML documents, 7-1, 7-3
OR2 files, 3-13
OR3 files, 3-13
OR4 files, 3-13
Organizer
.OR2 files, 3-13
.OR3 files, 3-13
Search, using Help, 5-4
Security, 6-6
Settings
changing from InfoBox, 4-5
changing from the status bar, 4-4
Shared Components, 2-2
Sheet tabs, 4-4
SmartIcons, 4-3
changing sets, 7-2
customizing, 4-3
for Internet, 7-2
SmartMaster
templates, 4-5
Index-2 Installing and Using SmartSuite Products
README files
FixPak, 2-3
SmartSuite, 2-4
SmartSuite products, 2-7
READNET file, 2-4
Requirements for installation, 2-1
REXX, 8-8
SmartSuite
installation, 2-4
package contents, 1-2
product README files, 2-7
products, 1-1
README files, 2-4
running applications, 2-8
starting, 2-8
SmartSuite Help vs. OS/2 Help, 5-6
Software requirements, 2-1
SOM, 8-8
Stand-alone installation, 2-6
Starting SmartSuite products, 2-8
Status bar, 4-1, 4-4
Support, customer, 5-8
System Object Model (SOM), 8-8
System requirements, 2-1
W
WG2 files, 3-3
WK3 files, 3-3
WK4 files, 3-3
Word Pro
converting files between Ami Pro
and, 3-18
new features, 3-15
Workplace Shell Enabling, 4-8
World Wide Web, 5-8, 7-1, 7-3
T
Tabs, 4-1, 4-4
Task-sensitive menus, 4-2
Team Computing, 6-1
TeamConsolidate, 6-4, 7-4
TeamMail, 6-2
TeamReview, 6-3, 7-4
TeamSecurity, 6-6
TeamShow, 6-5, 7-4
Templates, 4-5
Title bar Help, 5-2
Tools, 4-1
Topics, types of Help, 5-4
Tours, of products, 5-2
Tutorials, 5-2
Typographical conventions, 1-1
U
Uninstall program, 2-6
Upgrading
to 1-2-3, 3-3
to Approach, 3-7
to Freelance Graphics, 3-11
to Organizer, 3-13
to Word Pro, 3-17
URLs, 7-1
Using, Help, 5-3, 5-5
V
VEW files, 3-7
Viewing online books, 2-9, 5-7
Index-3

installing and using smartsuite products

Transcription

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