Getting Started with TURNOVER for iSeries Client

Lesson Objectives

By the end of this lesson, you will be able to:

  • Understand the purpose and components of TURNOVER® for iSeries Client.
  • Install or update the client software on a Windows PC.
  • Set up connections and filters for efficient use.
  • Configure optional features for IBM i, Java/PC/Web development, and reporting.
  • Access online help and next steps for further learning.

This summary distills the 42-page guide into key sections, focusing on practical steps for system administrators and end users. TURNOVER® for iSeries is a change management tool for IBM i systems, with client components for administration, development, forms, helpdesk, projects, reports, and tasks.

Key Concepts

  • Components and Subsystems: The client is modular. Components include Administration (subsystems: Administration, Applications), Development (Checkouts, Worklists, Object Repository), Forms, Helpdesk (Helpdesk Projects, Requesters, Escalation Queue), Projects Administration, Reports, and Tasks (always included).
  • Perspective and Views: The main interface is the TURNOVER® for iSeries Perspective, with the TURNOVER® for iSeries Explorer view (TurnOver Explorer) showing subsystems and nodes.
  • Prerequisites: Server must run TURNOVER® for iSeries (January 2010 or later). Client needs Windows XP SP2+, 300 MB space, 1 GHz processor, 1 GB RAM (2 GB recommended), and optional Eclipse-based IDE like IBM RDi.

Module 1: Installing or Updating the Client Software

Intended for system administrators. Follow these steps for a first-time install or upgrade.

Prerequisites and Verification

  • Ensure server version matches (use Main Menu option 8 > 6 on IBM i, or Administration > Utilities > Version/Install History in client).
  • Disable antivirus; sign in as administrator.

First-Time Installation

  1. Unzip TurnOverDocsClients.zip; open index.htm > TURNOVER® for iSeries Client > Install link.
  2. Run TnnnClient.exe (nnn = version) as administrator (Windows 7+).
  3. Choose install location (default: C:\Program Files\TurnOver Client).
  4. Select role profile (e.g., End User/Operator for recommended components).
  5. Confirm components (e.g., check Development for SVN support).
  6. Select install options (standalone client or IDE like RDi).
  7. Proceed; install Crystal Reports Runtime if Reports selected.
  8. Finish and restart if prompted.
  • For Eclipse IDEs (e.g., WDSC 7.5+), manually add Extension Locations:
    • Help > Software Updates > Manage Configuration > Add Extension Location.
    • Path for base plugins: C:\Program Files\TurnOver Client\TurnOver\eclipse.
    • Path for RSE subset: C:\Program Files\TurnOver Client\WDSC\eclipse.
    • Restart IDE.

Upgrading or Re-Installing

  • Download cumulative updates from support.softlanding.com.
  • Run installer; confirm upgrade (or check "Do not upgrade" to add components).
  • Follow similar steps as first-time install; review for mid-version fixes via Update Manager.

Module 2: Getting Started

For end users. Set up connections and filters to access data.

Connecting to a Remote System (RDi Users Only)

  1. Open Remote System Explorer Perspective.
  2. Expand New Connection > IBM i.
  3. Provide profile, connection name, host/IP; configure startup program/library list.
  4. Finish; expand to view libraries/objects.

Connecting to TURNOVER® for iSeries

  1. Open TURNOVER® for iSeries Perspective (Window > Open Perspective > Other > TURNOVER® for iSeries).
  2. Click New Connection button in TurnOver Explorer.
  3. Provide description, IBM i details (host, user, password), TURNOVER® library/environment, iASP if applicable.
  4. Skip CODE/400 and RDi pages for now; finish.
  • Manage Connections: Right-click > Properties to edit; Delete to remove.
  • Subsystems appear (e.g., Checkouts, Forms); expand to view nodes.

Managing Filters

Filters customize views (e.g., show only your tasks).

  • Create: Right-click subsystem (e.g., Tasks) > New Filter; provide name/criteria (use % or * wildcards).
  • Change: Right-click filter > Change Filter.
  • Refresh: Right-click > Refresh Filter (for external changes).
  • Delete: Right-click > Delete Filter.
  • View in Table: Right-click > Filter Details View for tabular data.
  • Tip: Avoid blank criteria in Object Repository filters to prevent long loads.

Using Online Help

  • Help > Help Contents > TurnOver.
  • Books for each subsystem; expand for topics (e.g., preferences, tutorials).

Module 3: Configuring Client Features

Review preferences and set up optional tools.

Review Preferences

  • Window > Preferences > TURNOVER® for iSeries.
  • Check pages for subsystems (e.g., Administration: Colors/build jobs; Helpdesk: Default project/dialing; Tasks: General settings).
  • Online help: Getting Started > Set Preferences.

Optional: IBM i Development with CODE/400 (RDi Only)

  1. Define CODE/400 server in Communications Daemon (system tray > Properties > Add New Server; provide IBM i details).
  2. In Preferences > TURNOVER® for iSeries > Code400: Set unique comms library (from user profile) and server name.
  3. Activate Macros: Start > Run > codeedit; type "extras on"; close.

Java/PC/Web Development with TURNOVER® for SVN

Requires server setup (Supplement #66).

  • Get repository URLs (e.g., svn://host/projects/trunk).
  • Define Locations: SVN Repository Exploring Perspective > New Repository Location > Add URL.
  • Join Existing Project: SVN Repository Explorer > Right-click folder > Check Out As Project (or Into... for non-workspace).
  • Start New Project: Create in IDE/Client (e.g., Java Perspective > New Java Project).
    • Share: Right-click project > Team > Share Project > TURNOVER® for SVN > URL > Folder name > Commit resources (select carefully; ignore temp files).
  • Read Subversion book for concepts.

Configuring Reports

  • Set up ODBC data source for TURNOVER® database.
  • Optional: Change report storage location.
  • Details in online help: Reports book > Configuring and Using Reports.
  • Report descriptions in Supplement #65.

Assessment and Next Steps

  • Quiz Ideas: What are the main components? Steps to create a connection? When to use filters?
  • Practice: Install on a test PC; create connection/filter; configure SVN for a sample project.
  • Further Learning: Review online help subsystems; contact support (+1-603-924-8818); explore supplements on support.softlanding.com.

This completes the setup. Experiment safely and refer to the full guide for details!

Resources

Resource 1

TURNOVER Getting Started

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