Infomaker 7 Quick Start

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InfoMaker 7 -- Quick Start

For experienced users This document is for experienced InfoMaker users who are moving toversion 7.

Focus on the new user interface

The document describes the new user interface and how to do commtasks.

For more information For complete information about all the new features in InfoMaker 7, uthe What’s New in InfoMaker 7 online Help. To access this help, seleHelp>Welcome to InfoMaker 7.0 from the InfoMaker menu bar.

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New startup methods

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New startup methodsDescription In InfoMaker, you always work within the context of a library. The first time

you start InfoMaker, the default library is TUTOR_IM.PBL, which containssample objects based on the EAS Demo DB.

If you want to create a library of your own for storing new objects, click thNew button in the PowerBar and use the library wizard on the Library tab pto create a new library.

Usage

If you select a library that you built in an earlier version of InfoMaker, the Migrate Application dialog box opens.

The new PowerBar After you’ve specified the library, you’ll notice a PowerBar with fewer buttons:

For more information Accessing tools removed from the PowerBar

Using new tools available in the PowerBar

To do this Use this

Create a new library Library wizard on the New tab page

Browse and select an existing library Browse tab page

Select a library you used recently Recent tab page

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Using new tools available in the PowerBarDescription The new buttons on the left end of the PowerBar represent a major chang

the way you work in InfoMaker.

New and Open buttons Enable you to work with objects anytime without first thinking about the painter you need to use.

Select Library and Library List buttons Enable you to change libraries andspecify query and style libraries.

To-Do List button Enables you to display the To-Do List. InfoMaker wizardadd items to the To-Do List, and you can add items too. Items can have lito the location in InfoMaker where the item will be completed.

For more information Creating, opening, and running objects

To-Do List

Use this PowerBar button To do this

New Create new objects and new libraries and accestools

Open Open an existing object


Select Library Change the current library by selecting an existing library or creating a new library

Library List Specify shared query libraries and libraries containing user-defined form styles


To-Do List Display the To-Do List; track object creation tasks that InfoMaker automatically added to thelist; add items of your own; and for linked items, quickly go to the painter and object you want

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Accessing tools removed from the PowerBar

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Accessing tools removed from the PowerBarDescription These buttons have been removed from the PowerBar:

Customizing the PowerBar You can customize the PowerBar and add buttons to it — but not for accessing painters.

See also Opening painters

InfoMaker 6 PowerBar button Change for InfoMaker 7

All buttons for painters used to create or open objects stored in PBLs

To work with objects, use the New and Open buttonon the PowerBar. You can access painters in the Nedialog box on the Object, Database, and Tool tab pages

Dropdown PowerPanel Both the standalone PowerPanel and the dropdoPowerPanel have been eliminated. You can add a new dropdown PowerPanel to the PowerBar by customizing the PowerBar

Environment painter The Environment painter has been replaced by thLibrary painter

Configure ODBC The ODBC Administrator is now an ODBC utility in the Database painter

Table painter The Table painter no longer exists. Now you creatand alter tables in the Database painter’s Columnsand Object Details views

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Opening paintersPainters that edit objects in PBLs

Painters that edit objects stored in PBLs can no longer be accessed direcclicking a button in the PowerBar.

You access a painter that edits objects in PBLs by:

• Creating a new object By clicking the New button in the PowerBar

In the New dialog box on the Object and Database tab pages, you caaccess painters. The New dialog box also has wizards for creating a library and reports.

• Opening an object By clicking the Open button in the PowerBar and then selecting the object type

• Opening the Library painter And double-clicking an object or selecting Edit from an object’s popup menu

Other painters The Library painter is accessible from the PowerBar and the New dialog b(Tool tab page). The Database painter is accessible from the PowerBar and thNew dialog box (Database tab page).

For more information Creating, opening, and running objects

Report wizards

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Working with objects

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Creating, opening, and running objectsDescription InfoMaker 7 is object-centric. All the painters that you’ve used before to cre

InfoMaker objects (reports, forms, queries, and pipelines) are still there, bnow you focus on the objects you are creating rather than the painters youto create them.

Usage The object-centric environment is apparent in the New and Open buttons oPowerBar:

These buttons get you to the objects you want to work with fast. Since the Nand Open options are no longer specific to painters, you can have existingnew objects open and viewable at the same time and easily move from tatask.

For more information Creating new objects from scratch

Opening existing objects

Running or previewing objects

Creating new objects from scratchNew dialog box To create new objects from scratch, you use the New dialog box:

To do this Do this

Create a new object from scratch

Click the New button in the PowerBar

or

Select File>New from the menu bar

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When the New dialog box opens, you select the appropriate tab page for object you want to create:

Access to wizards painters and tools

The New dialog box has four tab pages from which you access wizards, painters, and tools:

See also Opening existing objects

Running or previewing objects

Report wizards

Opening existing objectsOpen dialog box To open existing objects, you use the Open dialog box:

This tab page Has icons for

Library New library

Object New forms

Report wizards for creating a report in a specific presentatiostyle

Database Database, Query, and Data Pipeline painters

Tool Library painter

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Selecting the object In the Open dialog box, you select the object type frothe Object Type dropdown list and then the object you want to open.

Accessing recently opened objects You can quickly open recently openedobjects by selecting File>Recent Objects from the menu bar.

See also Creating new objects from scratch

Running or previewing objectsOpen dialog box To run a form or preview a report, you use the Run/Preview dialog box:

To do this Do this

Open an existing object Click the Open button in the PowerBar

or

Select File>Open from the menu bar

To do this Do this

Run or preview an object

Select File>Run/Preview from the menu bar

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Selecting the object In the Run/Preview dialog box, you select the objecttype from the Object Type dropdown list and then the object you want to ror preview.

Displaying objects from many librariesTo find an object more easily, you can select more than one library in the Application Libraries listbox. Use CTRL+CLICK to toggle selected libraries andSHIFT+CLICK to select a range.

See also Creating new objects from scratch

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Working with views

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Working with viewsYou can change the layout of the views in a painter window to suit your neand you can save different layouts for different tasks.

For information Displaying the title bar

Moving and resizing panes

Floating and docking panes

Adding and removing panes

Saving a layout

Views in paintersDescription Most of the InfoMaker 7 painters have a painter window with several view

Each view provides a specific way of viewing or modifying the object you acreating or a specific kind of information related to that object. Several viein a painter window mean you can work on more than one task at a time.

Usage When a painter first opens, the default views display in panes. In some painters, several panes are overlapped and have tabs you can click to popane to the top of the stack. Each pane shows a different view. For somepainters, all available views are included in the default layout; for others, oa few views are included.

Each pane has:

• A title bar you can display temporarily or permanently

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• A handle in the top-left corner you can use to drag the pane to a newlocation

• Splitter bars between the pane and each adjacent pane

For more information Working with views

Displaying the title barFor most views a title bar does not permanently display at the top of a pa(because it’s often unnecessary). But you can display a title bar for any peither temporarily or permanently.

� To display a title bar for a pane:

1 Place the pointer on the splitter bar at the top of the pane.

The title bar displays.

2 (Optional) Click the pushpin at the left of the title bar.orSelect Pinned from the title bar’s popup menu.

The title bar remains visible when you move the pointer. Click the pushagain or select Pinned again on the popup menu to hide the title bar.

After you display a title bar either temporarily or permanently, you can usetitle bar’s popup menu.

� To maximize a pane:

• Select Maximize from the title bar’s popup menu.orClick the Maximize button on the title bar.

� To minimize a pane:

• Select Restore from the title bar’s popup menu.orClick the Restore button on the title bar.

Moving and resizing panesYou can move a pane to any location in the painter window.

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Working with views

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� To move a pane:

1 Place the pointer anywhere on the pane’s title bar, hold down the leftmouse button, and start moving the pane.

Moving tabbed panesIf you move tabbed panes using the handle in the top-left corner of thepane or the title bar, all panes in the stack move. To move one of the panout of the stack, drag the tab for the pane you want to move.

A gray outline appears in the pane:

2 Drag the outline to the new location.

The outline changes size as you drag it. When the pointer is over themiddle of a pane, the outline fills the pane. As you drag the pointer towany border, the outline becomes a narrow rectangle adjacent to that boWhen the pointer is over a splitter bar between two panes, rows, or columns, the outline straddles the splitter bar:

When you move the pointer to a cornerWhen you move the pointer to a corner, you’ll find that you have manplaces where you can drop the outline. To see your options, move thepointer around in all directions in the corner and see where the outlindisplays as you move it.

3 Release the mouse button to drop the outline in the new location:

To move a pane here Drop the outline here

Between two panes On the splitter bar between the panes

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� To resize a pane:

• Drag the splitter bars between panes.

Floating and docking panesDescription Panes are docked by default within a painter window. But a particular task

be easier if you float a pane. A floating pane can be moved outside the painframe window or even outside InfoMaker’s frame window.

You can float and dock panes using the title bar or while moving a pane.

� To float a docked pane:

• Select Float from the title bar’s popup menu.orWhile moving the pane, press SHIFT or CTRL.

When you open another painterIf you have a floating pane in a painter and then open another painter, thefloating pane temporarily disappears. It will reappear when the original paiis selected.

� To dock a floating pane:

• Select Dock from the title bar’s popup menu.orWhile moving the pane, press SHIFT or CTRL.

See also Displaying the title bar

Moving and resizing panes

Between a border and a pane At the side of the pane nearest the border

Into a new row On the splitter bar between two rows or at thtop or bottom of the painter window

Into a new column On the splitter bar between two columns or athe left or right edge of the painter window

Onto a stack of panes On the middle of the pane (if the pane was already tabbed, tabs are created)

To move a pane here Drop the outline here

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Working with views

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Adding and removing panesYou may want to add additional views to the painter window. If there are soviews you rarely use, you can move them into an overlapped stack or delthem.

� To add a new pane to the painter window:

1 Select from the View menu the view you want to add.

The new pane displays as a new row.

2 Move the pane where you want it.

For how to move panes, see Moving and resizing panes .

� To remove a pane from the painter window:

• Display the pane's title bar if it is not already visible and select Close frthe popup menu or click the Close button.orSelect Close from the popup menu for a tab in a stack of tabbed pane

Closing tabbed panesSelecting Close in the title bar of a stack of tabbed panes closes all the panes.

Saving a layoutWhen you have rearranged panes in the painter window, InfoMaker savelayout in your InfoMaker initialization file. The next time you open the paintwindow, your last layout displays. You can also save customized layouts soyou can switch from one to another for different kinds of activities.

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� To save a customized layout for a painter window:

1 Select Design>Options and select the Layout tab.

2 Click Save As.

3 Type an appropriate name over [Current] and click OK.

Restoring the default layoutYou can restore the default layout anytime by clicking the Default button.

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New features in painters

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New features in paintersNew in the Database painter

New in the Report painter

New in the Form painter

New in the Library painter

New in the Pipeline painter

New in the Query painter

New in the Select painter

New in the Database painterDescription In InfoMaker 7, all database-related tasks have been consolidated into a s

painter. The functionality that was in the Table, Database Administration, View painters is now in the Database painter.

For more information Views in the Database painter

Dragging and dropping

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Database painter tasks

Views in the Database painter Description The views available in the Database painter are:

Dragging and droppingDescription InfoMaker 7 allows you to select certain database objects from the Objec

view and drag these to the Object Details, Object Layout, Columns, and/oISQL views. Just position your pointer on the database object’s icon and it to the appropriate view.

View Description

Activity Log Displays the SQL syntax generated by the actions you execute

Columns Used to create and/or modify a table’s columns (formerlydone in the Table painter)

Extended Attributes Lists the display formats, edit styles, and validation rulesdefined for the selected database connection

Interactive SQL Used to build, execute or explain SQL (some of this functionality was formerly in the Database Administration painter)

Object Details Displays an object’s properties. For some objects, its properties are read-only; for others, properties can be modified

Object Layout Graphical representation of tables

Objects Lists the database interfaces and profiles. For an active database connection, may also list all or some of the following objects associated with that database: groups, metadata types, procedures and functions, tables, columnprimary and foreign keys, indexes, users, views, driver information, and utilities (the database components listed depend on the database and your user privileges)

Output Displays data in a grid, table, or freeform format (formerlyin the Data Manipulation painter)

Object Can be dragged to

Driver, group, metadata type, procedure or function, table, column, user, primary or foreign key, index

Object Details view

Table or view Object Layout view

Table or column Columns view

Procedure or view ISQL view

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Database painter tasks

Here’s how to do some basic tasks in the Database painter. Most of thesebegin in the Objects view.

Many of these tasks can be accomplished by dragging and dropping objeinto different views. Or, if you prefer, you can use buttons or menu selectifrom the menu bar or from popup menus.

To do this Do this

Modify a database profile Highlight a database profile and select Properties frothe Object or popup menu or use the Properties buttonOr use the new Import and Export Profiles menu selections to copy profiles.

Connect to a database Highlight a database profile and then select Connecfrom the File or popup menu or use the Connect buttonWith File>Recent Connections you can review and return to earlier connections. Database connections caalso be made via the Database Profile button

Create new profiles, tables, views, columns, keys, indexes, and groups

Highlight the database object and select New from theObject or popup menu or use the Create button

Modify database objects Drag the object to the Object Details view

Graphically display tables Drag the table icon from the list in the Objects view the Object Layout view or highlight the table and selecAdd to Layout from the Object or popup menu

Manipulate data Highlight the table and select Grid, Tabular, or Freeforfrom the Object>Data menu or the popup menu Edit Data item or use the appropriate Data Manipulation button

Build, execute, or explain SQL

Use the ISQL view to build SQL statements. Use the Paste SQL button to paste SELECT, INSERT, UPDATEand DELETE statements or type them directly into theview’s workspace. To execute or explain SQL, select Execute SQL and Explain SQL from the Design or popup menu

Define or modify extended attributes

Select the type of extended attribute you want to definor modify from Object>Insert menu, or highlight the extended attributed from the list in the Extended Attributes view and select New or Properties from the popup menu

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New in the Report painter

Specify extended attributes for a column

Drag the column to the Object Details view and select the Extended Attributes tab

Access database utilities Double-click a utility in the Objects view to launch it

Log your work Select Start Log from the Design menu. To see the SQsyntax generated by the actions executed in the Databapainter, display the Activity Log view

To do this Do this

What’s new Highlights

Report wizards Each report presentation style has a wizard to guide you through the process of defining the DataWindow object

Report painter views The Report painter provides six views: Design, Preview, Control List, Data, Properties, and Column Specification

Views are nonmodal and synchronized. You can see many views at once, and work in one and then in another. The changes you make are reflected in all views appropriately

For how to manipulate views, see Working with views

Automatic naming of controls in reports

The Report painter automatically generates names foall controls (formerly called objects) in a report. You can define prefixes for control names

Report painter task quick-reference

The quick-reference includes information on new taskand changed tasks

Unlimited undo/redo Undo/redo works for as many operations as neededProperty changes, control additions/removals, columspecification view changes, and data view changes aall tracked

Improvements in setting property values at execution time

Setting property values at execution time is now tightlycoupled to setting property values in the Report painte

The Properties view has buttons next to properties whose values can be set with expressions evaluatedexecution time. Clicking the button next to a propertylets you define an expression for the property. This keeps together the setting of a property in the painterand the use of an expression to control the value of thproperty at execution time

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Report wizardsDescription Report wizards are accessed in the New dialog box:

Report wizards help you create a report with a specific presentation style

What Report wizards do

Here’s what you do with Report wizards:

New image formats GIF and JPEG images can be read and used by ancontrol that previously supported bitmaps


Using this Report wizard You create a new report

Composite That includes other report objects

Crosstab With summary data in a spreadsheet-like grid

Freeform With the data columns going down the page and labels neto each column

Graph With data displayed in a graph

Grid With data in row and column format with grid lines separating rows and columns

Group With data in rows that are divided into groups

Label That presents data as labels

N-Up With two or more rows of data next to each other

OLE 2.0 That is a single OLE object

RichText That combines input fields that represent database columwith formatted text

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Report painter views

The Report painter provides six views related to the report you are working

Design view Shows a representation of the report and its controls. You uthis view to design the layout and appearance of the report.

Preview view Shows the report with data as it will appear at execution timIf the Print Preview toggle is selected, you see the report as it would appewhen printed.

Properties view Displays the property sheet for the currently selected control(s) in the report, for the currently selected band in the report, or forreport (also known as DataWindow object) itself. You can view and changevalues of properties in this view.

Tabular With data columns going across the page and headers above each column

Using this Report wizard You create a new report

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Control List view Lists all controls in the report. Selecting controls in thisview selects them in Design view too. You can also sort controls by ContrName or Tag.

Data view Replaces the Data Retained On Save dialog box; it displays thdata that can be used to populate a report. Unlike the dialog box, changes to the data are shown in the other views when focus changes. Undo is suppfor this view.

Column Specifications view Replaces functions previously handled in theColumn Specification, Prompt For Criteria, and Modify Result Set dialog boxes.

The view shows a list of the columns in the data source. You can specify you want a column to be included in a prompt for retrieval criteria during dretrieval. To add a column to the report, you can drag and drop the column the Column Specification view to Design view.

For external or stored procedure data sources, you can add, delete, and ecolumns (column name, type, and length).

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Report painter task quick-reference

Use this table to get started with the new Report painter. The table lists common tasks that are new or different in InfoMaker 7.

To do this Do this

Create a new report File>New

Select the Object tab, pick a style, and interact with the wizard

Access an existing report File>Open

Select the object type, the library, and then the object

Set the prefixes for automatic control naming

Design>Options , Prefixes tab

Define a property conditional expression for a control in a report

Select the control. In the properties view, find the property whose value you want to set at execution time. Click the button next to the property

The Modify Expression dialog box displays and you can define the expression as before (the Expressions tabpage is no longer used)

Add a column control to a report Drag the column from Column Specification view to Design view

Rich Text, Crosstab, and Composite presentation styles do not support adding a column

Prompt for criteria In the Column Specification view, select the Prompt checkbox next to each column to be used for prompting at retrieval time

Display a view View> and then select the view you want

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Automatic naming of controls in reportsDescription The Report painter now automatically generates names for all controls

(formerly called objects) in a report. For existing reports, the Report paintassigns names to all unnamed controls when the report is opened in the pa(The Report painter used to assign names to only a few internally generacontrols such as header/label text controls.)

Usage To set the prefixes to be used for the automatically generated names, useDesign>Options , Prefixes tab page. Here’s the page with default naming conventions:

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New in the Form painter


Form painter views The Form painter provides two views: Layout and Properties

The Layout view shows a representation of the form and its controls. You use this view to design the layouand appearance of the form

The Properties view displays the property sheet for thcurrently selected control(s) in the form or for the formitself. You can view and change the values of propertiein this view.

Views are nonmodal and synchronized. You can see both views at once, and work in one and then in another. The changes you make are reflected in bothviews appropriately

For how to manipulate views, see Working with views

Unlimited undo/redo Undo/redo works for as many operations as needed

Improvements in setting property values at execution time

Setting property values at execution time is now tightlycoupled to setting property values in the Form painte

The Properties view has buttons next to properties whose values can be set with expressions evaluatedexecution time. Clicking the button next to a propertylets you define an expression for the property. This keeps together the setting of a property in the painterand the use of an expression to control the value of thproperty at execution time

New image formats GIF and JPEG images can be read and used by ancontrol that previously supported bitmaps

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New in the Library painterDescription The Library painter has views for displaying PBLs and objects.

These views are available in the View menu:

TreeList

Usage The Library painter behaves somewhat like Windows Explorer. You can dand drop objects to move them from one library to another, resize columnthe List view, and sort the columns by clicking a column header.

About creating librariesYou cannot create a library in the Library painter. To create a library, click New button on the PowerBar, select the Library icon and click OK, and spethe library name and location.

These are some of the things you can do in the Library painter:

To do this Do this

Filter the display in either view so you can display libraries, folders, or both

Select Library or Folder or both from the popup menu. For example, you may want to display only folders in the Tree view and display only libraries in the List view

Specify what objects display when you expand a library

Select Design>Options>Include tab page and select or clear entry types. You can override these choices in either view by using a library popup menu and selecting or clearing items on the list of objects

Copy an object to another library Drag the object from the original library to thenew library

Set the root object in either the Tree view or the List view

Use the popup menu or select View>Set Root

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See also Views in painters

New in the Pipeline painterThere are no changes in the Data Pipeline painter.

New in the Query painterDescription The Query painter’s column selection and tab page areas are now views. T

views are available in the View menu and display by default:

Table LayoutSortWhereGroupHavingComputeSyntax

Move back and forward in the Tree view or the List view

Use the popup menu or select View>Back or View>Forward

Change columns displayed in the List view

Use the popup menu or select Design>Options>General tab page and changethe column selections

Delete or optimize a library or print the directory

Select the appropriate menu item from a library’spopup menu

Edit, copy, move, delete, or regenerate objects

Select the appropriate menu item from an object’s popup menu

Return the painter window’s views to the default or save a view layout

Select Design>Options and use the Layout tab page

To do this Do this

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Here you can see Table Layout view and Sort view (the other views are staunder the Sort view):
See also Views in painters

New in the Select painterDescription The Select painter has the same environment as the Query painter.

For information New in the Query painter

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To-Do List Description The To-Do List displays a list of tasks you need to do in the current library

You can create an entry in the To-Do List anytime. You may want to rememsomething or, when you are working in a painter, you may want to create ato a task that you want to remember to complete.

You can create entries that are hot-linked to quickly get you from the To-DList to the painter and the specific object you need.

When you move the pointer over entries on the To-Do list, the pointer chanto a hand when it’s over a linked entry.

You can export and import a To-Do List. Doing this is useful if you want tomove from one computer to another or you need to work with To-Do Listspart of some other system such as a project management system.

UsageTo do this Do this

Open the To-Do List Click the To-Do List button on the PowerBar or select Window>To-Do List from the menu bar

See linked entries Move the pointer over the entries. A hand displays whenentry you are over is linked

Use a linked entry to get to a painter or wizard

Double-click the linked entry or select it and then select GTo Link from the popup menu

Add an entry with no link

Select Add from the popup menu

Add a linked entry to a painter that edits objects

With the painter open, select Add Linked from the popup menu

Change an entry’s position on the list

Drag the entry to the position you want

Edit or delete an entry Select Edit or Delete from the popup menu

Delete checked entries or all entries

Select Delete Checked or Delete All from the popup menu

Check or uncheck an entry

Select an entry and then select Check/Uncheck from the popup menu

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To-Do List

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Export a To-Do List Select Export from the popup menu, name the To-Do Listext file, and click Save

Import a To-Do List Select Import from the popup menu, navigate to an exportTo-Do List text file, and click Open

To do this Do this

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Customizable keyboard shortcutsDescription You can associate your own keyboard shortcuts with InfoMaker menu item

TipCreating keyboard shortcuts means you can use the keyboard instead ofmouse in many situations such as changing libraries, objects, or connectiocreating shortcuts for the File>Recent menu items.

Usage

� To associate a keyboard shortcut with a menu item:

1 Select Window>Keyboard Shortcuts from the menu bar.

The keyboard shortcuts for the current InfoMaker menu bar display.

2 Select a menu item with no shortcut or a menu item with a default shorthat you want to change and then position the cursor in the Press KeyShortcut textbox.

3 Press the keys you want for the shortcut to display the new shortcut intextbox.

If you type a shortcut that is already being used, a message notifies yoyou can type a different shortcut or change the existing shortcut.

� To remove a keyboard shortcut associated with a menu item:

1 Select Window>Keyboard Shortcuts from the menu bar.

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Customizable keyboard shortcuts

2 Select the menu item with the shortcut you want to remove.

3 Click Remove.

� To reset shortcuts to the InfoMaker shortcuts either globally or for the current painter:

• Click the Reset button and respond to the prompt.

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Other environment features

Feature Highlights

Quick access to recent objects, libraries, and connections

Select File>Recent Objects, File>Recent Applications, or File>Recent Connections from the menu bar and select theapplication or object you need or the database to connect t

The lists include the 8 objects or applications most recentlyaccessed and the 5 databases

Increased use of the registry

Your InfoMaker configuration information is now stored in both the IM.INI file and the registry. Some InfoMaker features still require the use of the IM.INI file

Installation related information is in: Hkey_Local_Machine/Software/Sybase/InfoMaker/7.0

User preference information is in: Hkey_Current_User/Software/Sybase/InfoMaker/7.0

Setting system options from the Window menu

Select Window>System options from the menu bar and specify the system option

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Documents

Infomaker 7 Quick Start