PDF Indexing

Use the PDF document format to:
view
Use the PDF document format to:
  • Enhance your efforts to be paperless
  • Increase cost savings
  • Provide document security.
PDF is now being defined as the recommended way to store company documents for later viewing.
With CA View, you can:
  • Back up, archive, and index PDF documents
  • Quickly retrieve and view the documents using CA View or CA Output Management Web Viewer on the intranet.
Use CA Output Management Web Viewer to select and view the PDF indexed document. If a specific index name and value is selected via cross report selection, only the pages specifically associated with the index name and value are displayed.
Set Up and Use PDF Document Indexing
CA View can process PDF documents from the JES print queue. CA View can also capture and index PDF documents being sent to the mainframe from any platform in your intranet. To process your PDF documents through the new CA View PDF indexing functional subsystem, you must get the PDF documents onto the z/OS JES queue. You can use LPR, FTP or CA Spool (which transforms multiple document types into a PDF format).
Note:
 The CA View PDF indexing process does not index every PDF document. For example, it cannot index:
  • Password protected PDF documents
  • PDF documents that have been created by using a character mapping system in their own PDF soft fonts in a PDF document.
Follow these steps:
  1. Define the JES printer and functional subsystem.
  2. Prepare the PDF Collector startup PROC (the FSS PROC).
  3. Create the CA View printer definition (see below).
  4. Set up the PDF Indexing member to produce the PDF Report.
    You can include the XYDUMP coordinates, if they are requested, by specifying XYDUMP=YES in the PDF Indexing member.
  5. Transfer your PDF document onto the z/OS JES queue.
    1. Use LPR, FTP, or CA Spool to make the transfer.
    2. Start the dummy printer that starts the Collector PROC.
    The report is picked up from the JES queue, archived into the CA View database, and a PDF Report is produced.
  6. Do the following to define your PDF document
    1. Review the PDF Report to determine which criteria, (coordinates, text, and so on) is to be used to index the report. 
      Use this information to modify the PDF Indexing member for the report.
    2. Send the report to the JES queue to be picked up by the PDF Collector again. 
      Review the PDF Report to determine if the correct indexing criteria has been set up.
      If the indexing criteria are not correct, make the necessary adjustments and repeat the process until you are satisfied with the results.
      If you have used index names in your PDF Indexing member for the report, your PDF report detailed document displays a message. For example, the following message shows the index name and values found for this index.
      Index NAME 
      indexname
       record above - Index VALUE is 
      index value
    3. Once indexing definitions are working as expected, comment out or remove the XYPAGES and XYDUMP parameters from the PDF Indexing member. Removing these parameters suppresses production of the detailed PDF Report document.
      Note:
      Be sure to delete the versions of the reports from the CA View database that were used for setting up the proper indexing criteria (optional).
  7. Log on to CA View on the mainframe and use the CA View DEFINE VIEW to define the index names you created in your PDF Indexing member. This definition allows CA Output Management Web Viewer to index into the PDF reports you are collecting.
  8. Log on to CA Output Management Web Viewer to view the indexed PDF document and verify that the proper indexes were built for the report pages.