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. Select any of the following commands:

File menu
Note: The New submenu lists Actions and Definitions for all products. Functionality is limited according to the site-specific license.
New
Open an action or definition editor. The New 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.
Open
Open a dialog and select an editor to display a specific process request or Optim definition. For information about the Open dialog, see Using the Open Dialog.
Note: To display the last action or definition that you edited, select the appropriate editor from the Actions or Definitions menu in the main window.
Optim Directory
Open the Optim Directory dialog, listing the Optim Directories to which you have access. The Optim Directory tables store Optim objects (action requests and definitions) and information 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 Optim.
Note: File menu commands available from the editors and dialogs are different from those in the main window. These differences are explained, as appropriate.

Actions Menu

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

actions menu showing these commands: archive, compare, convert, delete, edit, extract, insert, load, report, restore
Note: The Actions menu lists Actions for all Optim components. Functionality may be limited according to the site‑specific license.

Choose from the following commands:

Archive
Open the Archive Request Editor. Use this command to edit specifications needed to archive a set of related database rows and object definitions in an Archive File. 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. See the Archive User Manual for details.
Compare
Open the Compare Request Editor. Use this command to edit specifications needed to compare data. See the Compare User Manual for details.
Convert
Open the Convert Request Editor. Use this command to edit specifications needed to transform the contents of an Extract or Archive File. The transformed data can be stored in the same or another file. See the Move User Manual for details.
Delete
Open the Delete Request Editor. Use this command to edit specifications needed to delete data from the database. Delete uses an Extract or Archive File as the source to perform a relational delete. See the Archive User Manual for details.
Edit
Open the Table Editor. Use this command to edit or browse data in a specified table or set of tables. See the Edit User Manual for details.
Extract
Open the Extract Request Editor. Use this command to edit specifications needed to extract a set of related database rows and store the data in an external file, an Extract File. You use an Extract File as input for a Convert, Delete, Load, Insert, or Create Process. See the Move User Manual for details.
Insert
Open the Insert Request Editor. Use this command to edit specifications needed to insert data from an Extract or Archive File into database tables. If the destination tables do not exist, you are given the opportunity to create them from object definitions in the file. Also, Insert allows you to decide whether existing rows are updated. (New rows are always inserted.) See the Archive User Manual or Move User Manual for details.
Load
Open the Load Request Editor. Use this command to edit specifications needed to prepare an Extract or Archive File for a specific DBMS load utility and to invoke the utility. See the Archive User Manual or Move User Manual for details.
Report
Open the Report Request Editor. Use this command to edit specifications needed to prepare a report on the contents of an Archive or Compare File. See the Archive User Manual or Compare User Manual for details.
Restore
Open the Restore Request Editor. Use this command to edit specifications needed to restore archived data. See the Archive User Manual for details.
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 used to define (or edit) and save Optim objects. The objects are stored in the Optim Directory and are available to any authorized users.

Defintions menu

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. An Access Definition references the tables and designates the relationships and traversal path as well as 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 when performing a Compare, Convert, Insert, Load, or Restore Process. For details, see Column Maps.
Column Map Proc
Open the Column Map Proc Editor. Use the Column Map Proc Editorto edit or create Column Map Procedures. Column Map Procedures can be used to generate values that could not otherwise be defined for a destination column, including special processing 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 enables Optim 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 containing unique values used to identify each row in a table.

Although you can view primary keys 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” (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 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 performing a Compare, Convert, Insert, Load, or Restore Process or using the Create Utility. For details, see Table Maps.
Note: 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.

Utilities Menu

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

Utilities menu

Select any of the following commands:

Restart/Retry
Open the Restart/Retrydialog. Use Restart/Retry to display a list of processes that terminated abnormally or did not process all rows successfully. Select from this list to resume (restart) a process that terminated abnormally or to reprocess (retry) 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 the Currency Editor to create, browse, edit, and delete Currency Tables. Currency Tables are used to aid in the conversion of monetary amounts between different currencies. For details, see Currency.
Schedule
Open the Scheduling Editor. Use Schedule to review a list of scheduled jobs, edit scheduling specifications for individual jobs, and schedule additional jobs. For details, see Schedule.
Browse
Open the Browsedialog. Use the Browsedialog to review the contents of an Archive, Compare, Control, or Extract File. For details, see Browse.
Export
Open the Exportdialog. Use Export to copy one or more Optim object definitions to an external file. These objects include the saved definitions and action requests stored in the Optim Directory.

The external file is used by the Import Utility to add the object definitions to another Optim Directory. Together, the Export and Import Utilities can migrate Optim object definitions between Optim Directories. For details, see Export and Import.

Import
Open the Importdialog. Use Import to insert the Optim object definitions from an external file into the specified Optim Directory. For details, see Import.
Create
Open the Create Options dialog. Use Create 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, Index Maintenance, and Register Files commands. Use Archive to register archive files for the Archive Directory, and to perform Directory and index maintenance. For details, see the Archive User Manual .
Storage Profile
Open the Storage Profile Definition Editor. Use this editor to create, browse, edit, and delete Storage Profile Definitions. Storage Profile Definitions can be used to define parameters for saving Archive Files to fixed media (e.g., a local hard drive or network drive) and secondary media (e.g., zip drive, backup device, etc.).

For details, see the Archive User Manual .

Reset
Display the Object Cache and Cancelled Logons commands.

Select Object Cache to reset the cache and direct Optim to go to the database to obtain any changes made to database objects or configuration parameters. (Optim caches data from the database catalogs to improve performance.)

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

Options Menu

The Options menu in the main window lists commands for setting Personal and Product Options. These options allow you to tailor system features to your needs. Select any of the following commands:

Options menu
Personal
Open the Personal Options dialog. Use Personal Options 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. For details, see the Installation and Configuration Guide .
Security
Display a submenu with the Access Control Domains, File Access Definitions, and Optim Object Template ACL commands used with Optim Security, which secures Archive Files, Optim functions, and objects in an Optim Directory.

For details about Optim Security, see the Installation and Configuration Guide .

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 Toolbardialog. Use Customize Toolbar 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 allows you to access online help regarding Optim features. You can select any of the following commands:

help menu
Contents
Open the Help Topics dialog to the Contents tab. Use Contents to display the Help table of contents.
Search for Help on
Open the Help Topics dialog to the Index tab. Use Index 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 needed to contact Technical Support. You can request Technical Support by phone: 1-800-IBMSERV. If it is necessary to contact Technical Support, have 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 leading up to the error
  • Location of trace files in the Temporary Work Directory (defined in Personal Options)
Diagnostics
Display the Diagnostics dialog. Use the Diagnostics 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. Vist the Optim web page to learn answers to frequently asked questions about Optim: http://www.optimsolution.com. The Optim web page also makes it easy to download software and learn more about the newest Optim releases.
Help for IBM Optim
Open the first help topic for Optim.
About Optim
Display licensing and release information.