KeyesMail(tm) - FAQ

How Do I

Create a Template

Templates can be used with many of the API's and the KeyesMail output queue (KMLOUTQ) to assist you in sending e-mail messages, with attachments. The template provides the message that goes along with the attachments. It can also include the subject, options, addresses, and even other attachments.

1. Choose a mailbox that you want to e-mail from. If you have only a single mailbox, or if you intend the mail to be sent from a lot of different users, then you should use the POSTMASTER mailbox.
2. Start item 1 KeyesMail from the menu and change to the selected mailbox, (Ex: POSTMASTER). You do this by moving the cursor (back tabbing) to the mailbox field and entering the correct mailbox name.
3. Press F6 to create a new message. KeyesMail will create a new message and place you in the Recipient addresses window.
4. If this template will be used to mail attachments to the same recipients every time, then key their addresses in the window. But, if this template will be used for different recipients each time, then do not key any addresses. Close the window by pressing the Enter key or F12 (Cancel).
5. Type a generic subject that could be used each time you send the attachments, such as: Weekly Sales Report
6. Type a generic message that will be used each time you send the attachments, such as: The following attachment is your Weekly Sales Report ... You may wish to include contact information, in case the recipient has any questions.
7. Move the cursor up to the Options> line and press Enter to open the Options window.
8. Set the From: address to any valid address. You may also want to set the Auto Purge: parameter to Y. This will make the system self cleaning.
9. Note the member name at the top of the screen. This will be the Template name that you use in the API's. Press F3 when you are finished preparing the message.
10. On the Work with KeyesMail screen enter an option 2 Change for the newly created mail member. Tab to the second field and change the Status to read "Template". This will allow you to recognize your templates, so you will not accidentally delete them. You may also wish to move them to a special Category, to keep them all together.
11. Use item 31 User Setup from the menu and enter a 5 on the selected mailbox (Ex: POSTMASTER).
12. Add *TEMPLATE to the Authorization list. This will allow all the API's to use the templates out of this mailbox, even when the user running the API does not have specific authority to that mailbox.

Create a Rich Text Overlay

Use any PC word processor that can create a Rich Text document, such as MS WordTM or Lotus WordProTM. You will define substitutable fields within the document. After creating the overlay (RTF document) on the PC, you must upload this to the System i into a file called KMLTEMP in the KeyesMail Data library (KMDATA), without translating it (see below for details).

• Substitutable fields
  Use a caret symbol (^) for each substitutable field that you want to be mapped onto the overlay from the System i spooled file printer data. Define tab stops for one or more lines to position multiple fields on each line. Place the caret symbol exactly where you want the field to start on the form, using a single tab between each caret and a carriage return at the end of each line. Select a font for each of the carets as you would like the substituted field to be printed.
• Text Boxes
  Do not place any of the carets in any Text Box or Frame. All carets must be coded in the main body of the document. Headings, lines, logos, etc. can be positioned using Text Boxes. However, the Text Boxes should be positioned relative to the Page top and side (not the Column or Paragraph). To force an object to print on top of another, do not use the ORDER method. Instead you must create each object in the order you want them to be written on the page. The last one created will be on top.
• Making the overlay small
  The smaller you can make the RTF document, the faster the system can map the data and mail the completed documents. Documents can be made smaller by creating as many of the document features within the word processor rather than importing pictures. Pictures will create large amounts of graphic code, as opposed to the smaller RTF commands that you can define. An imported logo or signature is a necessary exception. Otherwise, try to draw all the lines, boxes, shading, and field headings with the word processor itself.
• Uploading the overlay to the System i
  You may use any transfer program that you have available to copy the RTF document data into the KMLTEMP file, without translating it. As an example, you may copy the file from your PC to one of the System i's Shared Folders. Then use the CPYFRMPCD command on the System i to transfer the Shared Folder file to the KMLTEMP file, with *NONE for translation and *NOTEXT, selected.