Menus

To use a facility, select a command from the menu bar in the main window. Each menu command is described in the following paragraphs.

File menu

The File menu in the main window lists standard commands for opening a new or existing object (action request or definition). It also lists unique commands for reviewing Optim directory and database connections. File menu commands in the main window are different from those available from the editors and dialogs. These differences are explained, as appropriate. Select any of the following commands:

Example of the File menu, described as follows.
New
Open an action or definition editor. This command displays the Actions and Definitions submenus. Choose from either submenu to display an editor in which to create a new process request (action) or Optim definition. The New submenu lists actions and definitions for all products. Functionality is limited according to the site-specific license.
Open
Open a dialog and select an editor to display a specific process request or Optim definition. To display the last action or definition that you edited, select the appropriate editor from the Actions or Definitions menu in the main window. For information about the dialog, see Using the Open dialog.
Optim Directory
Open the Optim directory dialog, listing the directories to which you have access. The directory tables store Optim objects such as action requests and definitions and information that is needed to access a database. For details, see Open the Optim Directory dialog.
Connections
Open the Connections dialog and list the DB aliases to which you have active database connections.
Print Setup
Open the standard Windows Print Setup dialog.
Exit
Quit the Optim solution.

Actions menu

The Actions menu in the main window lists commands for opening the editors that are used to create and edit process requests.

Example of the Actions menu, described as follows.
Note: The Actions menu lists actions for all solutions. Functionality might be limited according to licensing for theOptim solution or solutions purchased.

Choose from the following commands:

Archive
Open the Archive Request Editor. Use this editor as part of your data growth or application retirement solution to edit specifications that are needed to copy a set of related database rows and object definitions to an archive file and delete content that is no longer relevant in your production environment. You can use data in an archive file as input for a convert or restore process, and both data and object definitions as input for a create process.
Compare
Open the Compare Request Editor. Use this editor as part of your test data management solution to edit the specifications that are needed to compare data.
Convert
Open the Convert Request Editor. Use this editor to edit the specifications that are needed to transform the contents of an extract or archive file. The transformed data can be stored in the same or another file. Certain convert functions are limited to data privacy solutions.
Delete
Open the Delete Request Editor. Use this editor as part of your data growth solution to edit the specifications that are needed to delete data from the database. Delete uses an extract or archive file as the source for a relational delete.
Edit
Open the Table Editor. Use this editor as part of your test data management solution to edit or browse data in a specified table or set of tables.
Extract
Open the Extract Request Editor. Use this editor as part of your test data management solution to edit the specifications that are needed to extract a set of related database rows and store the data in an external extract file. You can use an extract file as input for a convert, delete, load, insert, or create process.
Insert
Open the Insert Request Editor. Use this editor to edit the specifications that are needed to insert and update data from an extract or archive file into database tables. If the destination tables do not exist, you can create them from object definitions in the file.
Load
Open the Load Request Editor. Use this editor to edit the specifications that are needed to prepare an extract or archive file for a specific DBMS load utility and to start the utility.
Report
Open the Report Request Editor. Use this editor to edit the specifications that are needed to prepare a report on the contents of an archive or compare File.
Restore
Open the Restore Request Editor. Use this editor as part of your data growth or application retirement solution to edit the specifications that are needed to restore archived data.
Note: Each command opens a process request in the selected editor. The Action/Definition Menu Behavior setting in personal options determines the default for opening the selected editor on the last edited request or to create a new request. See Display tab for information about this setting.

Definitions menu

The Definitions menu in the main window lists commands to open the editors that are used to define (or edit) and save Optim objects. The objects are stored in the Optim directory and are available to any authorized users.

Example of the Definitions menu, described as follows.

Each command opens a request in the selected editor. The Action/Definition Menu Behavior setting in personal options determines the default for opening the selected editor with either the last edited request or a new request. See Display tab for information about this setting. Choose any of the following commands:

Access Definition
Open the Access Definition Editor. An access definition defines a set of related data to be archived or extracted, referencing the tables and designating the relationships and traversal path and criteria to select the related data. For details, see Access Definitions.
Column Map
Open the Column Map Editor. A column map provides specifications for matching source columns to destination columns in a compare, convert, insert, load, or restore process. For details, see Column Maps.
Column Map Proc
Open the Column Map Proc Editor. Use this editor to edit or create column map procedures, used to generate values that cannot otherwise be defined for a destination column, including special processing, such as data privacy and data manipulation. For details, see Column Map Procedures.
DB Alias
Open the DB Alias Editor. A DB alias is a set of specifications that the Optim solutions use to identify, locate, and access a particular database. The DB alias serves as a qualifier for the names of tables that are referenced, defined, or accessed. For details, see DB Aliases.
Primary Key
Open the Primary Key Editor. A primary key is a column or columns that contains unique values that are used to identify each row in a table. Although you can view primary keys that are defined to the database, you can edit only those stored in the Optim directory. For details, see Primary Keys.
Relationship
Open the Relationship Editor. A relationship is a defined connection between the rows of two tables. This connection is generally determined by values in selected columns from a parent table that correspond to values in the child table. Optim permits more flexible "extended relationships" (or Optim relationships) that need not conform to database conventions. Using extended relationships, you can relate parent and child columns without requiring a primary key, use concatenation and substring functions, and emulate data-driven relationships.

Although you can view relationships that are defined to the database, you can edit only those stored in the Optim directory. For details, see Relationships.

Table Map
Open the Table Map Editor. A table map provides specifications for matching source and destination tables when you do a compare, convert, insert, load, or restore process or with the create utility. For details, see Table Maps.

Utilities menu

The Utilities menu in the main window lists commands to open the utilities dialogs.

Example of the Utilities menu, described as follows.

Select any of the following commands:

Restart/Retry
Open the Restart/Retry dialog. Use restart/retry to display a list of processes that ended abnormally or did not process all rows successfully. Select from this list to resume (restart) a process that ended abnormally or to reprocess rows that did not process successfully. Restart/retry is available for insert and delete processes. For details, see Restart/Retry.
Calendar
Open the Calendar Editor. Use calendar to define the calendar year, dates, and business rules that comprise a calendar. Calendars are used for date aging and process scheduling. For details, see Calendars.
Currency
Open the Currency Editor. Use this editor to create, browse, edit, and delete currency tables, used to aid in the conversion of monetary amounts between different currencies. For details, see Currency.
Schedule
Open the Scheduling Editor. Use this editor to review a list of scheduled jobs, edit scheduling specifications for individual jobs, and schedule more jobs. For details, see Schedule.
Browse
Open the Browse dialog. Use this dialog to review the contents of an archive, compare, control, or extract file. For details, see Browse.
Export
Open the Export dialog. Use this dialog to copy one or more object definitions to an external file. These objects include the saved definitions and action requests that are stored in the Optim directory. The external file is used by the import utility to add the object definitions to another directory. Together, the export and import utilities can migrate object definitions between directories. For details, see Export and Import.
Import
Open the Import dialog. Use this dialog to insert object definitions from an external file into the specified directory. For details, see Import.
Create
Open the Create Options dialog. Use this dialog to create database objects from the definitions in an archive or extract file. These objects can include: tables, primary keys, relationships, and indexes. For details, see Create.
Archive
Display a submenu with the Directory Maintenance, Register Files, Index Maintenance, and Archive File Collections commands. Use these commands to register archive files for the archive directory, maintain the archive directory and indexes, and create and maintain archive collections.
Storage Profile
Open the Storage Profile Definition Editor. Use this editor to create, browse, edit, and delete storage profile definitions, which can be used to define parameters for saving archive files to fixed media (such as a network drive) and secondary media (such as a backup device).
Reset
Display the Object Cache and Cancelled Logons commands.

Select Object Cache to reset the cache and to obtain any changes that are made to database objects or configuration parameters. The solution caches data from the database catalogs to improve performance.

Select Cancelled Logons to reset all DB Alias Logon Connection dialogs that you canceled. When you cancel a connection dialog, you cannot access to it again from the same editor unless you reset the canceled logon.

Options menu

The Options menu in the main window lists commands for setting personal and product options. You can use these options to tailor system features to your needs. Select any of the following commands:

Example of the Options menu, described as follows.
Personal
Open the Personal Options dialog. Use this dialog to select settings to customize your system. For details, see Personal Options.
Product
Open the Product Options dialog. For security, you are prompted for a password before the dialog opens. Enter the password to access the product options. Product options customize your system and set options for all users of the Optim solutions at your site.
Security
Display a submenu with the Access Control Domains, File Access Definitions, and Optim Object Template ACL commands that are used with Optim security, which secures archive files, Optim functions, and objects in an Optim directory.
Toolbar
Toggle the toolbar display. You can customize the toolbar in the main window, editors, and other dialogs. For details, see Customize the Toolbar.
Status
Toggle the status bar display. When active, the status bar is at the bottom of the active window or dialog and displays messages about a specific command or the current action.
Customize Toolbar
Open the Customize Toolbar dialog. Use this dialog to select buttons to include in the main window toolbar. For details, see Customize the Toolbar.

Help menu

The Help menu in the main window is used to access online help about Optim features. You can select any of the following commands:

Example of the Help menu, described as follows.
Contents
Open the Help Topics dialog to the Contents tab, displaying the table of contents for help.
Search for Help on
Open the Help Topics dialog to the Index tab, to search for a specific topic.
What's This?
Display the What's This? pointer. Use this pointer to select a dialog control for context‑sensitive help.
Technical Support
Display information that is needed to contact technical support. You can request technical support by phone: 1-800-IBMSERV. If you need to contact technical support, have the following information ready:
  • Information Checklist
  • Product name and build number
  • Full text of all error messages
  • Screen prints of internal or system errors
  • Screen prints of editors or dialogs in use when the error occurred
  • Description of events that lead up to the error
  • Location of trace files in the Temporary Work Directory (defined in Personal Options)
Diagnostics
Display the Diagnostics dialog. Use the this dialog process list to review, save, and print specific module information.
IBM On The Web
Open a connection to the World Wide Web and display the IBM® home page for access to product information, news, and support. See the Optim web page to learn answers to frequently asked questions about the Optim solutions: http://www.optimsolution.com. The web page also makes it easy to download software and learn more about the newest releases of Optim solutions.
Help for IBM Optim
Open the first help topic for the Optim solutions.
About Optim
Display licensing and release information.


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