How To Guide

Installing or Updating Easy View

Last Updated:
August 26, 2016

Before You Begin

Read these instructions completely before attempting an installation or update.

  • This document provides specific instructions on how to install or update Robot Easy View using the HelpSystems Product Loader. For general information about the HelpSystems Product Loader, see “Using the HelpSystems Product Loader.”

  • The Easy View installation process creates or changes two user profiles: RBTUSER and RBTADMIN. These profiles own all EASY VIEW objects. RBTADMIN has the characteristics of a QSECOFR profile. RBTUSER has attributes like QPGMR. Directory entries are added automatically for the RBTADMIN and RBTUSER profiles. The RBTADMIN and RBTUSER 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 HelpSystems 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.

  • For installs only: When you’re finished loading Easy View, follow the steps below to enter the license code.

  • Once the installation or update process completes, read the After You Are Done section for additional information.


Installing or Updating EASY VIEW

Use these instructions to install or update Robot Easy View. This process downloads everything to your PC and loads the objects on the IBM i. Read the following steps carefully to proceed.

  1. Download the Easy View installer (setupEasyView8.exe) from My Account page on our website. Double-click it to start it.

  2. On the Choose Components panel, select which components you want to install. You can choose to install the Manuals and the Software for IBM i. Click Next.

  3. If you’re only installing the manuals, the process completes and the installer closes. The manuals were installed at the following location, and you can skip the rest of these steps.

    • C:\Program Files (x86)\Help Systems\EASY VIEW 8\manuals

    If you’re loading the Software for IBM i (with or without the manuals), continue to step 4.

  4. On the IBM i Details panel:

    1. Select or enter the IBM i where you want to load Easy View.

    2. Enter a user profile and password that’s a member of the user class *SECOFR and has at least the following special authorities: *ALLOBJ, *SECADM, *JOBCTL, and *IOSYSCFG. The user profile should have Limit capabilities set to *NO. This profile will be used to restore and copy objects, and for product maintenance on the IBM i.

    3. (Optional) In the Advanced Settings section:

      • Enter a port number or use the arrows if you want to change the FTP port number to something other than the default of 21.

      • Select Secure File Transfer if you want to use FTPS (FTP over SSL) during the file transfer. The default FTPS secure port is 990, but it can be changed to the required secure port for your environment.

      • In the Timeout (seconds) field, enter the number of seconds the session should be kept active during an FTP transfer. You can choose anywhere between 25 and 1800 seconds (30 minutes).

        Note: If the transfer takes longer than the amount of time specified, the session will expire.

    4. Click Next.

  5. You have two options on the Product Load Options panel:

    1. Click Immediate Load if you’d like to load the product on the IBM i now.

      Note: If you're doing an update, this ends Easy View until the product load completes. After you are done, we’ll restart the product.

    2. Click Staged Load if you’d like to transfer the objects now and load them on the IBM i at a later time.

      Note: See “Loading Staged Objects on the IBM i” below for instructions on how to load the staged objects on your selected IBM i system.

  6. The Product Load Progress panel for Easy View launches. When the processing is complete, you have two choices:

    • If this is the only installation or update of Easy View that you're doing, click Finish.

    • If you have installations or updates to do on other IBM i systems, click Restart. Then, return to step 4.

    Note: If the Product Load Progress panel ends with an overall Failed message, the product upload could not complete properly. To find the reason the upload failed, click View Logs and review your logs. You can also use Download at the top of the logs to save the information for future review.


Loading Staged Objects on the IBM i

If you chose to stage your objects during step 5b of the installation or update process, do the following to manually load them on the IBM i you identified above.

  1. Execute the following command to display the Work with Loads panel:


  2. Enter option 1, Load, next to the Load Name for Easy View and press Enter.

    The installation program installs Easy View, the RBTSYSLIB library (as needed), and two user profiles (RBTADMIN and RBTUSER). It adds RBTSYSLIB to the system portion of your library list, if required.


Entering the License Code

Note: You only need to enter a license code after installing Easy View. If you updated Easy View, skip these steps.

After you load Easy View, you must enter a license code in order to use the product. If you haven't received a license code, contact your Regional Sales Manager.

  1. Execute the following command on the IBM i to open the Installed Robot Products panel:


    Note: If this is the only Robot product you install, then RBTSYSLIB is not installed on your system and the RSLVER command cannot be used. To enter the license code, execute the following command instead:


    CALL EV240

  2. Enter option 1 by Easy View to open the Easy View License Setup panel.

  3. Copy your new license code. Then, paste it into the first entry field under License Code (it will automatically fill the other fields).

  4. Press Enter.


After You Are Done

  • To access the product’s Main Menu on the IBM i, execute the command RBO on a command line to display the Robot Automated Operations Solution panel. Then, enter option 17 for Easy View.

  • If Easy View is the only product on this system, execute the following commands (instead of RBO) to access the main menu:



  • Set up Easy View on your system as described in the Easy View User Guide. If you didn't install the manuals on your PC, you can download them from our website.

  • Three libraries were restored to your system for use during the installation or update process: HSLOADMGR, HSLOADMGRW, and RBTCDRLIB. We don't remove them from your system in case you're doing multiple installations. You can delete them when you're finished.

    Note: You can move the library HSLOADMGR to a different system on the IBM i and use it to complete additional installs or updates. For more information, see “Using the HelpSystems Product Loader.”


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