Using profiles

You can simplify the file transfer process for your users by creating and distributing profiles for all data transfers that need to be run regularly. For example, users might need to create weekly reports or spreadsheets based on host data. To automate the file transfer program, go through the following steps:

1. Analyze the problem.

   Which users transfer data to and from the host on a frequent or regular basis? What kinds of transferred data do they need? How would they best benefit from an automated file transfer procedure?

2. Design individual file transfer profiles.

   Based on your analysis, create customized file transfer profiles to meet the individual needs of your users. This includes configuring:

   • The default communications interface for AS/400 File Transfer
   • Transfer options such as Run minimized, Notify when complete, and Monitor percent complete
   • The location and format of the data files on the PC and the host
3. Use SQL statements if appropriate.

   When sending AS/400 data to the PC, you can use SQL statements to transfer only the AS/400 data that users need, instead of transferring complete files. You can also sort, group, summarize, and perform mathematical calculations on the transferred data.

4. Create batch transfers that run multiple file transfers in a single step.

   You can group individual file transfer profiles in a batch profile so users can run the specified transfers in a single step. Batch transfers can also be scheduled to run once, or on a daily, weekly, or monthly basis.

5. Use the Auto Run option to run file transfers from the Windows Desktop.

   When you save individual or batch transfer profiles with the Auto Run option, users can run their file transfer profile by simply double-clicking a shortcut on the Windows Desktop.