Installing Robot/CPA
Before You Begin
Read these instructions completely before you begin.
The Robot/CPA installation process calls a Help/Systems program to create or change the two Help/Systems user profiles, RBTUSER and RBTADMIN. The RBTUSER and RBTADMIN profiles were created for the following reasons:
- They satisfy requests from corporate auditors that our objects be owned differently from IBM objects.
- They allow us to build a secure product for your environment.
- They isolate Help/Systems products from IBM changes to the QPGMR or QSECOFR profile defaults.
Note: If you have made any manual changes to the RBTUSER or RBTADMIN user profiles and their authorities, these changes will be lost with any product installation or conversion.
Preparing for Installation
Complete the following steps before starting the installation:
- Enter the command, RBTSYSLIB/RSLVER on a command line to display a list of current release/ modification levels on your system.
- Verify whether job accounting is already active on your system by entering the following command: WRKJRNA JRN(QSYS/QACGJRN)
- If a journal receiver is attached, determine whether you will run Robot/CPA in parallel with your receiver in demonstration (*DEMO) mode, or if you will delete the existing receiver and run in production mode (*PROD).
- For the PC installation, you need a Host file and you need to know the IP address of the System i host to which you are connecting.
Reviewing Your Account Codes
If possible, generate and review a report displaying the relationships between account codes, job descriptions, and user profiles on your system. It is very important that each user profile and job description has a valid account code. Robot/CPA uses this account code to track usage, create reports, and generate billing information.
Edit any user profiles and job descriptions that do not have account codes using the Change User Profile (CHGUSRPRF) and Change Job Description (CHGJOBD) commands to give them a valid account code. This helps the Automated Setup feature set up your master files, and saves you time and effort.
Reviewing Your Accounting Structure
Plan (or review) your accounting structure logically. Your structure will consist of user profiles, account codes, departments, and locations. This structure determines how Robot/CPA tracks usage and determines billing charges.
Defining Your Calendar
Decide whether you will be using a standard (January–January) calendar, or a special fiscal year calendar.
Note: If you plan to use a special fiscal calendar, you must have Robot/SCHEDULE installed and your calendar defined.
Saving Statistical Records
Important: Plan how long to save statistical records carefully—the number of days to retain is critical. The first time you execute a purge, any records no longer within this range will be removed. You no longer will be able to use them for reporting, reviewing, or billing purposes. Robot/CPA is shipped with default retention periods that you can use.
Consider the level of statistical summarization (location, department, profile, and so forth) that you want for each period (daily, weekly, and so forth). Once records have been summarized, they cannot be changed.
Completing the Installation Fields
During installation, the following fields are displayed. Some of these fields are read-only; others can be filled in.
| Installation Field | Description | Options |
| Installation Device | Displays your installation device | N/A |
| New Installation or Upgrade | Displays the type of installation | *NEW |
| Change Printer File Settings | Allows you to specify printer settings | Use Yes (default) to specify your printer settings; No otherwise. |
| Type of Installation | Indicates the type of installation |
*DEMO - Robot/CPA has detected active, non-CPA journal accounting receivers. You can use these receivers until you are ready to switch to production mode. *PROD - Robot/CPA has not detected active, non-CPA journal accounting receivers. Robot/CPA will attach its journal receivers to the system accounting journal (QSYS/QACGJRN). |
| Company Name Information | Identifies customer information | Enter your company’s name (for billing and reporting purposes). |
| Read Journals from Date | Robot/CPA uses the date of the oldest non-CPA receiver still in the system that is associated with IBM’s accounting journal (QSYS/QACGJRN). | If you want to use a newer date, enter the date from which Robot/CPA should read the accounting journals. Do not use an older date. This prompt appears only in *DEMO mode. |
| Robot/SCHEDULE Calendar 1 (optional) | Indicates the fiscal calendar name for the first year | If you plan to use a fiscal calendar, specify the name of the Robot/SCHEDULE calendar for the first fiscal year (the calendar must exist in Robot/SCHEDULE). |
| Fiscal Year for Calendar 1 (optional) | Indicates the first fiscal calendar year | Specify the date for the first fiscal year (such as 2006). |
| Robot/SCHEDULE Calendar 2 (optional) | Indicates the fiscal calendar name for the second year | If you plan to use a fiscal calendar, specify the name of the Robot/SCHEDULE calendar for the second fiscal year (the calendar must exist in Robot/SCHEDULE). |
| Fiscal Year for Calendar 2 (optional) | Indicates the second fiscal calendar year | Specify the date for the second fiscal year (such as 2007). |
| Day Number for End of Week | Allows you to choose the day of the week on which the accounting week ends. This value is used to create weekly summary reports in Robot/CPA. | Specify the number for the day of the week on which the accounting week ends (for example, 1 = Monday, 2 = Tuesday, and so on). Press function key 4 to select a day number. |
Starting the Installation
Press Enter to start the installation. The Robot/CPA Automatic Setup procedures perform a number of behind-the-scenes activities, which can take an extended amount of time to complete.
After You Are Done
Completing the Installation
Perform these steps to complete your installation:
- If the installation is successful, a message displays indicating that you are done with the installation; go to Step 6. If you do not see a message, what you do depends on whether this is a demonstration installation (*DEMO) or a production one (*PROD).
- Delete the accounting journal receiver using following command:
- Delete the CPA library using the following command:
- Type I to the message indicating that a journal was not completely saved.
- Repeat the installation process.
- Enter the following command to display the Robot/CPA Main Menu:
- Set up Robot/CPA on your system and install it on your PC(s) as described in the Robot/CPA User Guide.
• If this is *PROD mode, go to Step 2.
• If this is *DEMO mode, go to Step 3.
DLTJRN QSYS/QACGJRN
WARNING: Do not perform this command if this was a *DEMO installation—doing so will cause you to lose your accounting data. If you are unsure, contact Help/Systems technical support at 952-933-0609.
DLTLIB RBTCPALIB
RBTCPALIB/RBTCPA
Note: The installation process restored the following temporary libraries to your system: HSBOOT, RBTCDRLIB, and HSSAVF. The process does not remove these libraries in case you are performing multiple installations. You can delete these libraries when you are finished with all of your installations.