Creating AccessProfiles for Mainframe or cursor-based applications

Use the AccessProfile Generator to create a logon AccessProfile for a Mainframe or cursor-based application.

1. Open AccessStudio (Start > All Programs > ISAM ESSO AccessStudio > AccessStudio).
2. Start the AccessProfile Generator by clicking the New icon and selecting New AccessProfile (using Assistant).
3. Open the application logon screen that requires an AccessProfile.
4. When you have opened the screen, click Next.
5. Enter a unique name for the application and select Mainframe or cursor-based application as the application type.
6. Click Next.
7. Specify the task you want to automate by selecting the appropriate radio button. For this procedure, select Logon.
8. Click Next.
9. Enter a unique name for the screen or Web page to capture.
10. Based on your selected task, capture identification information for the fields on the application screen.
    1. Click the Finder tool from the AccessProfile Generator.
       Note: If the Finder tool is not enabled, click the Edit Signature link, then close the balloon that opens, which enables the Finder tool.
    2. Drag the Finder tool to the corresponding field in the application screen. As you drag the Finder tool to the application, AccessProfile Generator marks the field or button that can be captured.
    3. When the Finder tool is positioned over the field, release the mouse button. If a field was captured successfully, the Clear option is activated. The default screen name from the application is retrieved. Click Clear to undo the capture.
    4. Click Advanced Settings to perform the task only when a certain condition is satisfied. For more information, see Creating AccessProfiles that perform automation tasks or Setting advanced options.
11. After capturing all the application fields, click Next.
12. In the Identify Screen for Logon window, provide one or more case-sensitive text strings that can accurately identify the screen.
13. Click Add.
14. After adding all the case-sensitive strings, click Next.
15. Select each action to include for logging on in the Available actions group and moving it to the Selected actions group.
    Important: The actions must follow the correct sequence for the logon process.
    1. Highlight each action.
    2. Click Add.
    3. Arrange the order of the selected actions using the Move Up and Move Down icons.
16. After selecting the sequence of actions, click Next.
17. Specify whether you want AccessStudio to identify the successful completion of the logon task.
    • The options are No, continue without identifying successful logon (no success screen or message displays) and Yes, find the screen that appears upon successful logon (capture the success screen of the application).
    • If you selected Yes, find the screen that appears upon successful logon, provide one or more case-sensitive text strings that can accurately identify the screen. Click Add.
18. After adding all the case-sensitive strings, click Next.
19. Select or create an authentication service.

    If there was no previously created authentication service, leave the default selection at Create one for me automatically.

20. Click Finish to return to the AccessStudio user interface.
    Important: Test all the AccessProfiles before uploading to the IMS Server. For more information, see .
21. Upload the AccessProfile to the IMS Server to activate it.
    1. In the Data type pane, right-click on the AccessProfile, and select Upload to IMS.
    2. Click Yes when the IMS Upload Confirmation is displayed.
    The system displays a message, indicating the success or failure of the upload.

Use the AccessProfile Generator to create a change password AccessProfile for a Mainframe or cursor-based application.

1. Follow the steps from Open AccessStudio to Enter a unique name for the application of the Creating a logon AccessProfile for Mainframe or cursor-based applications procedure.
2. Specify the task to automate by selecting the appropriate radio button. For this procedure, select Change password.
3. Click Next.
4. Enter a unique name for the screen or Web page to capture.
5. Based on your selected task, capture identification information for the fields on the application screen.
   1. Click the Finder tool from the AccessProfile Generator.
      Note: If the Finder tool is not enabled, click the Edit Signature link, then close the balloon that opens, which enables the Finder tool.
   2. Drag the Finder tool to the corresponding field in the application screen. As you drag the Finder tool to the application, the AccessProfile Generator marks the field or button that can be captured.
   3. When the Finder tool is positioned over the field, release the mouse button. If a field was captured successfully, the Clear option is activated. The default screen name from the application is retrieved. Click Clear to undo the capture.
   4. Click Advanced Settings to perform the task only when a certain condition is satisfied. For more information, see Creating AccessProfiles that perform automation tasks or Setting advanced options.
6. After capturing all the application fields, click Next.
7. In the Specify Text to Identify Change Password Screen window, provide one or more case-sensitive text strings that can accurately identify the screen.
8. Click Add.
9. After adding all the case-sensitive strings, click Next.
10. Select each action to include for changing a password in the Available actions drop-down list and moving it to the Selected actions group.
    Important: The actions must follow the correct sequence for the password change process.
    1. Select each action, then click Add.
    2. Arrange the order of the selected actions using the Move Up and Move Down icons.
11. Click Next .
12. Specify whether you want AccessStudio to identify the successful completion of the password change task.
    • The options are No, continue without identifying successful change (no success screen or message displays) and Yes, find the screen that appears upon successful change (capture the success screen of the application).
    • If you selected Yes, find the screen that appears upon successful change, provide one or more case-sensitive text strings that can accurately identify the screen. Click Add.
13. Click Finish to return to the AccessStudio user interface.
    Important: Test all the AccessProfiles before uploading to the IMS Server. For more information, see .
14. Upload the AccessProfile to the IMS Server to activate it.
    1. In the Data type pane, right-click on the AccessProfile.
    2. Select Upload to IMS.
    3. Click Yes when the IMS Upload Confirmation is displayed.
    The system displays a message, indicating the success or failure of the upload.

Use the AccessProfile Generator to create a logoff AccessProfile for a Mainframe or cursor-based application.

1. Follow the steps from Open AccessStudio to Enter a unique name for the application of the Creating a logon AccessProfile for Mainframe or cursor-based applications procedure.
2. Specify the task you want to automate by selecting the appropriate radio button. For this procedure, select Logoff.
3. Click Next.
4. Enter a unique name for the screen or Web page to capture.
5. Specify whether the logoff screen is displayed as a Windows dialog by selecting the appropriate radio button.
   1. If you selected Yes, click the Finder tool from the AccessProfile Generator, then drag the icon on the Windows dialog box. When the Finder tool is over the dialog, release the mouse button.
      Note: If the Finder tool is not enabled, click the Edit Signature link, then close the balloon that opens, which enables the Finder tool.
   2. To identify the screen title, click a Finder tool from the AccessProfile Generator, then drag the icon on the matching field in the application screen or Web page.
   3. As you drag the Finder tool to the application, AccessProfile Generator marks the field or button that can be captured. When the Finder tool is positioned over the field, release the mouse button. If the field was captured successfully, the Clear signature option is activated.
   4. The screen title field retrieves its default screen name from the application. Click Clear signature to undo the capture.
   5. Click Advanced settings to perform the task only when a certain condition is satisfied.

      For more information, see Creating AccessProfiles that perform automation tasks or Setting advanced options.

6. After capturing all the application fields, click Next.
7. In the Identify Screen for Logoff window, provide one or more case-sensitive text strings that can accurately identify the screen.
8. Click Add.
9. After adding all the case-sensitive strings, click Next.
10. Select each action to include for logging off in the Available actions drop-down list and moving it to the Selected actions group.
    Important: The actions must follow the correct sequence for the logoff process.
    1. Select each action, then click Add.
    2. Arrange the order of the selected actions using the Move Up and Move Down icons.
11. Click Finish to return to the AccessStudio user interface.
    Important: Test all the AccessProfiles before uploading to the IMS Server. For more information, see .
12. Upload the AccessProfile to the IMS Server to activate it.
    1. In the Data type pane, right-click on the AccessProfile.
    2. Select Upload to IMS.
    3. Click Yes when the IMS Upload Confirmation is displayed.
    The system displays a message, indicating the success or failure of the upload.