Do It Guidance for Knowledge Worker System

DRAFT

4 April 95 Edition

by

Charles G. Schroeder and Wayne J. Schmidt

INTRODUCTION

The Knowledge Worker System (KWS) solves many problems faced by knowledge workers today such as coordination of individual and workgroup activities, group task management, task prioritization, retention and reuse of institutional knowledge, and access to the right information at the right time to complete work.

One feature of KWS that enables knowledge workers to complete tasks more efficiently and effectively is a facility for associating software agents with procedural activities in a KWS to-do list that can be partially or fully automated. In general, an agent is something or someone authorized to act in place of another to produce an effect. In computer terms, it follows that an agent is programmable and capable of acting automatically in place of a knowledge worker with the knowledge worker's authority. KWS refers to these agents as Do Its.

Do Its developed for use with KWS may ideally be considered either simple or complex. Simple Do Its can currently be classified into three general categories:

  1. those developed using batch or script file languages,
  2. those developed using application macro languages, and
  3. those developed using program development languages.

Simple Do Its may operate alone to automate tasks, or two or more simple Do Its may be integrated to form a complex Do It.

Complex Do Its might often be developed that are discipline specific, i.e., developed uniquely to automate work for a particular job function or business process at a given organization. The program structure and behavior of a complex Do It may be dependent upon a particular organization's business process and information technology (IT) environment. As a result, many complex Do Its may not be readily reusable from one organization to the next. However, every effort should be made to make simple Do Its as reusable as possible.

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DO IT GUIDELINES

User Interface

Introduction

KWS is a Microsoft® Windows™ graphical environment application. To promote visual and functional consistency within the KWS performance support environment, it's recommended that Do Its and other applications typically used by knowledge workers, such as word processors, spreadsheets, databases, etc., be Windows-based.

Advantages

Windows-based software offers several advantages: More than one Windows-based application, e.g., a KWS Do It, can be run at a time. Information can be transferred between applications using Windows editing features and the Windows Clipboard. Information between files can be shared using object linking and embedding (OLE) or data can be continuously and automatically exchanged using dynamic data exchange (DDE). (Note: Not all Windows-based applications support DDE. Consult the documentation for your Windows application to see if it supports DDE.) With the appropriate hardware devices and software, Windows multimedia capabilities can be utilized. A consistent interface allows users to move from one application to another with ease and speed. Consistency facilitates the learning process and can minimize the need for training when new applications are introduced into the workplace, resulting in increased productivity.

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References

KWS Do It developers may wish to reference a book-and-disk package published by Microsoft Press® titled The Windows Interface: An Application Design Guide. The book contains the Microsoft guidelines for creating well-designed, visually and functionally consistent user interfaces for applications that run on the Microsoft Windows operating system. Topics covered in the book include:

Software features of the book-and-disk package include:

Additionally, KWS Do It developers may wish to join the Microsoft Developer Network, a membership program that streamlines access to Microsoft development information and technology. Depending on your development needs, two membership levels of the Developer Network are available. Developer Network Level 1 delivers all information needed to develop for Microsoft Windows and Windows NT. At the time of this writing, those who join Level 1 will receive:

Developer Network Level 2 includes all Level 1 benefits plus all the operating systems and Windows-related Software Development Kits (SDKs) and Device Development Kits (DDKs) on the Development Platform CD that's published at least once each quarter.

Perhaps the most valuable item listed above is the Developer Library CD. This CD-ROM contains over 1.5 gigabytes of information when decompressed, including over 200 technical articles written exclusively for the Developer Network by Microsoft technical experts, key Microsoft Press books, complete resource kits for Windows, self-study courses, conference papers and presentations, selected journal articles, and more than 1,300 sample applications that demonstrate development techniques using C/C++, Visual Basic, FoxPro, and Access.

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Recommended Do It Development Tools

To promote functional consistency and integration of Do Its as well as reusability of program source code, it makes sense for Do It developers to standardize on a set of Do It development tools. As standard practice, USACERL researchers evaluate commercial software products that might effectively be used for Do It development. In general, software development products are considered more favorably if they meet the following criteria:

As mentioned in the Introduction, Simple Do Its are classified into three general categories: those developed using batch or script file languages, those developed using application macro languages, and those developed using program development languages. Recommended products for developing Do Its in each of these categories are suggested below.

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Batch or Script File Languages

Windows batch file languages, sometimes referred to as cross-application macro languages, offer features for developing simple and complex Do Its, with an integration capability for developing compound applications from commercial, off-the-shelf (COTS) software packages of the same vendor or different vendors. Among the Windows batch file languages reviewed, two products most readily meet the selection criteria defined above. These products are Wilson WindowWare, Inc's. WinBatch Compiler and Symantec Corp's. ScriptMaker. The latest version of WinBatch Compiler, version 5.0, is sold as a stand-alone utility while ScriptMaker version 1.01 is integrated into Symantec's Norton Desktop™ Version 3.0 for Windows. Stand-alone, executable code can be developed with both of these products and the executables can be distributed royalty-free.

Features common to both WinBatch and ScriptMaker include a simple BASIC-like syntax, string-handling and array-handling capabilities, keystroke recording and various functions for file management, directory management, disk drive management, Window management, network management, mathematical computation, DDE, messaging and multi-media.

In general, when it makes sense to use a Windows batch file language to create a Do It, Do It developers are encouraged to use ScriptMaker as the standard. ScriptMaker appears to offer the most powerful features and a more advanced capability to integrate with other programming languages, e.g., Do Its written with ScriptMaker can be inserted into other Do Its, or applications, written with Visual Basic. When using ScriptMaker, it helps if one has had some programming experience. KWS users who have had no programming experience and who wish to develop simple Do Its for themselves may find WinBatch easier to use.

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Application Macro Language

MS-DOS® or PC-DOS®-based micro-computer users have worked with scripting languages to write small custom programs, known as "macros," since Lotus® 1-2-3® first came to market in the early 1980s. Since then, scripting languages have become more sophisticated as they have moved into the Windows environment. Use of Windows-based, COTS applications offers knowledge workers several advantages, some of which were mentioned earlier in the section titled User Interface. Another implicit advantage in using Windows-based COTS is that most of them include a scripting language for developing Windows-based macros, or KWS Do Its, for the a particular application, and sometimes across a suite of same-vendor applications.

Recently, computer industry journals report that Microsoft Visual Basic® Programming System, Applications Edition, has set a standard for cross-product, drag-and-drop macro programming in the Windows environment. This edition of Visual Basic has just recently been introduced as the macro language in Microsoft Excel, Version 5.0. Many other large software development firms, like Symantec, Lotus, and WordPerfect, are building, or have built, on the standard being set by Visual Basic. As mentioned earlier, Symantec has developed the BASIC-like ScriptMaker language. Lotus is refining its BASIC-like LotusScript language that was first included with their Improv spreadsheet application. WordPerfect, instead of extending their own macro language, has chosen to offer programming hooks to more powerful third-party scripting languages such as Visual Basic and a new Visual Basic competitor from Borland International, Inc. (PC Week, 22 November 1993, v10, n46, p41 (2)).

In general, it's recommended that Do It developers make use of Windows-based application macro languages whenever possible, noting that those same-vendor COTS applications that share a common, BASIC-like macro language offer a more robust capability for integrating a Do It with other Do Its or applications, and for reusing Do It program modules.

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Program Development Languages

Windows-based program development languages offer the greatest versatility for developing Do Its with reusable program modules that can be integrated with other Windows or non-Windows applications, including other Do Its. It is recommended that the Microsoft Visual Basic Programming System for Windows Professional Edition, Version 3.0, be used as the standard Do It program development language.

Visual Basic was selected as the standard Do It program development language for several reasons:

  1. Using Visual Basic as the program development language is consistent with the trend towards COTS applications using Visual Basic, or other BASIC-like proprietary languages, as application macro languages. This increases the chances of successful integration of Do Its developed using various tools ranging from script file languages, application macro languages and Visual Basic Professional Edition.
  2. Programming in Visual Basic is relatively easy to learn and use compared to other Windows-based program development languages, such as Microsoft C++.
  3. It is expected that the availability of skilled Visual Basic programmers will be far greater than any other class of Windows programmers.
  4. Compared to C++ code, for example, it is expected that existing Visual Basic code will be far easier to support by programmers who did not author the original code.
  5. The capabilities of Visual Basic can be greatly extended using many third-party add-on utilities.

The Visual Basic, Professional Edition, provides a rich environment for creating program user interfaces by assembling prebuilt components in a visual way. It includes over forty controls, half a dozen toolkits, programmatic access to data, a report writer, OLE Automation (an extension of OLE version 2.0), the Microsoft Access® version 1.1 database engine and more. With OLE Automation support, you can use desktop applications such as spreadsheets and wordprocessors as components in Do Its developed with Visual Basic. You can also extend Visual Basic with hundreds of third-party add-on tools, many of which are listed in the catalog BasicPro - The Magazine for BASIC Programmers. (BasicPro - The Magazine for Basic Programmers may be obtained by contacting Fawcette Technical Publications, 299 California Avenue, Ste 120, Palo Alto, CA 94306-1912; Telephone: 415/688-1808.)

The Access database engine provides simultaneous data access for many popular data formats including Access, FoxPro, dBASE, Paradox, Oracle, Microsoft SQL Server, SYBASE SQL Server, Btrieve and virtually any other format via the vendor neutral open Database Connectivity (ODBC) programming interface. For Do It developers, the current version of Microsoft Access, version 2.0, is an ideal complement to Visual Basic. Microsoft Access can be used to create database-centric Do Its, while Visual Basic can be integrated with Microsoft Access to create complex Do Its that go beyond traditional database solutions. In general, when a program development language is required for Do It development, it is recommended that Do It developers use either Visual Basic 3.0, Professional Edition, or Microsoft Access version 2.0, or an integrated combination of both software packages. Visual Basic comes with a compiler so Do It developers can create stand-alone, executable code and distribute the executables royalty-free. The Microsoft Access Distribution Kit can be purchased separately so that Access code can be compiled and distributed royalty-free as well. See Appendix A for additional information on Microsoft Visual Basic 3.0 and Microsoft Access 2.0.

Note that if you plan to use Access 2.0 with Visual Basic 3.0, Access 2.0 uses a file format for database (.MDB) files that is different from the format used by Microsoft Access versions 1.1 and 1.0. Since Visual Basic 3.0's database engine as shipped is compatible with Access version 1.1, Visual Basic 3.0 cannot, by default, use databases in Access 2.0 format. If you want to share .MDB format databases between Access 2.0 and Visual Basic 3.0 applications, you must either:

The Compatibility Layer software enables Visual Basic 3.0 and applications created with Visual Basic 3.0 to use data stored in Microsoft Access 2.0 databases. It is recommended that Do It developers install the Compatibility Layer and use Access 2.0 database format as the standard.

The Compatibility Layer software can be obtained via modem from the Microsoft Download Service Bulletin Board System (BBS) by dialing (206) 936-6735 and downloading the self-extracting, compressed file named COMLYR.EXE, or via the Internet by connecting to Microsoft's Internet host computer using Microsoft's Internet host name ftp.microsoft.com and downloading the file COMLYR.EXE from the remote host directory /Softlib/MSLFILES. If you are unable to retrieve the Compatibility Layer software electronically, you can call Microsoft Customer Service at (800) 426-9400 and request assistance.

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Add-on Visual Basic Programming Tools

Add-on tools for Visual Basic can greatly enhance the Visual Basic development environment by adding rich custom controls and other features not found in the Professional Edition of Visual Basic 3.0. Add-on tools for Visual Basic currently recommended as standard for Do It development include VBTools™ 4, Muscle™ 2.0 and Communications Library 3 (VBComm) by MicroHelp, Inc., QuickPak Professional for Windows by Crescent Software, Inc., and DataWidgets by Sheridan Software Systems, Inc. Note that these add-on tools are not required for developing Do Its with Visual Basic. Before purchasing these ad-on tools or any others not mentioned, Do It developers should first evaluate their program requirements and determine whether or not any add-on tools provide the features that meet those requirements. Appendix B contains brief descriptions of each of the standard add-on tools mentioned.

Do It Development Conventions using Visual Basic

Naming Conventions for Controls. (Introduction to Programming for Microsoft Windows Using Microsoft Visual Basic 3.0 Student Workbook, 1993 Microsoft Corporation, p12.) Visual Basic keeps track of all controls used in an application and lists them alphabetically. To take advantage of this, it is recommended that prefixes be added to the names of all the controls in a Visual Basic Do It application. In addition to helping the Do It developer organize the list of controls, the name prefixes will also help facilitate consistency and readability by non-authors of Do It source code. By adopting the naming conventions shown in Table 1, Do It source code should be more easily understood and maintained by non-authors of the source code.

Table 1: Naming Conventions for Visual Basic Controls
Control Type Name Prefix
Check Box chk
Combo Box cbo
Command button cmd
Directory list box dir
Drive list box drv
File list box fil
Form frm
Frame fra
Grid grd
Horizontal scroll bar hsb
Image img
Label lbl
Line lin
List box lst
Menu mnu
OLE client ole
Option button opt
Picture box pic
Shape shp
Text box txt
Timer tmr
Vertical scroll bar vsb

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User Interface Design Guidelines. (Introduction to Programming for Microsoft Windows Using Microsoft Visual Basic 3.0 Student Workbook, 1993 Microsoft Corporation, p47-48.) User interface design guidelines are an agreement to create consistent user interfaces. User interface guidelines are important for ease of learning by the user. They also prevent programmers and developers from "reinventing the wheel." For good references on user interface design guidelines that should be followed when developing Windows-based Do Its, see The Windows Interface: An Application Design Guide book previously mentioned in the User Interface/References section of this document, and the Visual Design Guide contained within Visual Basic. After installing the Visual Basic software, an icon for the Visual Design Guide should appear in the Windows Visual Basic program group.

Menu Guidelines. (Introduction to Programming for Microsoft Windows Using Microsoft Visual Basic 3.0 Student Workbook, 1993 Microsoft Corporation, p79-80.) If a Do It created with Visual Basic utilizes menus, under normal circumstances it's recommended that the Do It have a minimum of three main menu items -- File, Edit and Help. The File menu should be located as the first menu item on the left and the Help menu should be located as the last menu on the right. An option to quit the Do It should always be made available by selecting Exit from the File menu, where Exit is located at the bottom of that menu. At a minimum, the Help main menu should contain an About option that identifies the name and version number of the Do It, as well as any other brief, pertinent information. If the Help menu contains more than one option, About should be located at the bottom of the list. Generally, the Edit menu should at least contain the options Undo, Cut, Copy and Paste.

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Standard Do It Variable Parameters To promote reusability of Do Its, it is recommended that certain Do It parameters always be variable, i.e., such parameters should never be embedded in the source code of the Do It. The basic list of these variable parameters include:

When an instance of a Do It is created, such variable parameters should be defined by the user of the Do It. A .INI file can be created for the Do It to save this variable information.

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Organization of Shared Do Its

Most Do Its will likely be shared among KWS workgroup members. In some cases a shared Do It will be a single executable or application macro file. In other cases, a shared Do It may consist of a whole set of files. A Do It file set may include, for example, executable, configuration, overlay, initialization, database or Visual Basic project (.MAK), form (.FRM), module (.BAS) and custom control (.VBX) files, thus appearing much like a COTS application to the KWS user. This section outlines a scheme for organizing and managing shared Do Its. Adherence to these principles for organizing Do Its will help KWS users and administrators identify, maintain and make use of KWS Do Its.

Directory Naming Scheme

A directory naming scheme is required to handle both scenarios discussed above, where a Do It is either a single file, or a Do It is made up of many files. To accommodate both scenarios, all KWS workgroups should begin by defining a directory named x:\DOITS on a network shared file service, where x is the network drive name. The x:\DOITS directory should be included in the PATH environment variable of KWS workstations. The PATH environment variable may be changed in the AUTOEXEC.BAT file to include the x:\DOITS directory, or many network operating systems have the capability to append directories to the PATH environment variable via a user login profile.

Additionally, a subdirectory named ARCHIVES should be created under the x:\DOITS directory. The purpose of the ARCHIVES subdirectory will be explained later in the section titled Archiving Do Its.

All KWS Do Its that are a single file, such as a single .EXE, .COM, or .BAT file, should be stored in the x:\DOITS directory. Note that many application macro and script files are saved with unique file name extensions. For example, a WordPerfect® for Windows macro is stored as a file with a .WCM file name extension; a PROCOMM PLUS™ for Windows aspect script file is saved with a .WAS file name extension; and a PROCOMM PLUS for Windows compiled aspect file is stored with a .WAX file name extension. These types of macro and script files, in addition to .EXE, .COM and .BAT files, that are single-file KWS Do Its should also be saved in x:\DOITS.

Only those Do Its that are a single file should be saved in the x:\DOITS directory. A separate subdirectory under x:\DOITS should be created for saving a KWS Do It that is made up of many files. The location where a multiple-file Do It is saved can be generically represented as x:\DOITS\SDIRNAME, where SDIRNAME is any valid DOS directory name and preferably a descriptive name with respect to the function of the Do It. For example, suppose a KWS workgroup shared a Do It, developed using Visual Basic and consisting of many files, that assisted with the origination of a travel order. The workgroup might choose to save this Do It in a subdirectory named TRVLORD. If so, and this were the only multiple-file Do It the workgroup shared, a hierarchical tree diagram of this workgroups' Do It directory structure should appear as shown in Figure 1.


Figure 1. Tree Diagram of Do It Directory.

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The Do It User Documentation

User documentation for each single-file Do It should be saved in American Standard Code for Information Interchange (ASCII) file format in the x:\DOITS directory as filename.TXT, where filename is the same name as the corresponding .EXE, .COM, .BAT or application macro file name. The .TXT files should explain the functional description of the Do It and any instructions that may be required to use the Do It.

User documentation for each multiple-file Do It should be saved in ASCII file format in the same subdirectory where all of the other files for that Do It are saved, i.e., in x:\DOITS\SDIRNAME. For the example shown in Figure 1, the user documentation file would be saved in the x:\DOITS\TRVLORD subdirectory. If a multi-file Do It is made up of more than one executable, batch or macro file, each of those files should have a corresponding user documentation file named filename.TXT. Also for multiple-file Do Its, other files, such as README.TXT or READ1ST.TXT, may be saved in ASCII format with the other Do It files to convey special information to the user.

The Do It Technical Note

In addition to user documentation, a technical note should accompany each Do It. For single-file Do Its, the technical note should be saved in the x:\DOITS directory as an ASCII file named filename.TEC, where filename is the same name as the corresponding .EXE, .COM, .BAT or application macro file name.

For a multiple-file Do It, the technical note should be saved as an ASCII file named sdirname.TEC in the same subdirectory where all of the other files for that Do It are saved, i.e., in x:\DOITS\SDIRNAME. For any Do It, there should be only one technical note file and it should always be named with a .TEC file name extension.

The Do It technical note will contain technical information about the Do It such as:

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Archiving Do Its

The x:\DOITS\ARCHIVES subdirectory is where each KWS Do It should be archived. For each single-file Do It stored in x:\DOITS and for each multiple-file Do It saved in a subdirectory of x:\DOITS, there should be a corresponding compressed file created using PKZIP® file compression software. See Appendix C for a brief description of the PKZIP and related software.

For single-file Do Its, the compressed (.ZIP) file should be named filename.ZIP where filename is the same name as the corresponding .EXE, .COM, .BAT or application macro file name. Each of these compressed files will minimally contain three files: the Do It (i.e., the .EXE, .COM, .BAT or macro file from x:\DOITS), the corresponding user documntation file (i.e., filename.TXT), and the filename.TEC technical note file. Any source code files that exist for a .EXE or .COM file should also be included in the .ZIP file.

For a multiple-file Do It, the compressed (.ZIP) file should be named sdirname.ZIP where sdirname is the same name as the corresponding subdirectory of x:\DOITS where the multiple-file Do It is saved and executed from. The compressed archive file should contain all files, including any dynamic-link library (DLL) or custom control files, needed to execute the Do It, all user documentation files, the Do It technical note and any available source code associated with the Do It.

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Maintaining the Library of Do Its

KWS DoItBase has been developed to assist the KWS administrator with the maintenance of archived Do Its and to provide a means for KWS users to easily browse a descriptive list of Do Its available for their use. KWS DoItBase is a Windows application that allows the KWS administrator to maintain a list of .ZIP files found in the x:\DOITS\ARCHIVES subdirectory. Each .ZIP entry in KWS DoItBase has a short, 40-character description and a long, 256-character description associated with it so that a KWS user might quickly determine whether or not a particular Do It can be of use without referring to the user documentation files or technical notes of various Do Its. It is recommended that the KWS DoItBase executable file named DOITBASE.EXE be saved in the KWS application directory, which is most often C:\KWS. It is recommended that the KWS DoItBase data file be named DOITBASE.MDB. DOITBASE.MDB should be saved in the x:\DOITS\ARCHIVES directory so users can have shared access to this file. Note that the KWS DoItBase data file can be named any valid file name, but it must have the .MDB file name extension since it's a Microsoft Access database file.

Example Illustration of Directory and File Structure

A hierarchical illustration of the directory and file structure as described above is shown as Figure 2, where directory names are denoted with upper-case text and file names as lower-case.


Figure 2. Tree Diagram of Do It Directory and File Structure.

Based on the above discussion, the compressed files shown in the Figure 2 example would contain the files as depicted in Figure 3.


Figure 3. Tree Diagram of Compressed File Contents.

Note that the compressed files trvlord.zip and sdirnam1.zip each contain many files not found in their corresponding directories x:\DOITS\TRVLORD and x:\DOITS\SDIRNAM1 respectively. This is because each .ZIP file contains all files associated with a Do It, including sharable system files and Do It source code files, whereas the TRVLORD and SDIRNAM1 subdirectories each contain only those files required to properly execute the Do It installed in each of those subdirectories.

The dynamic-link library (DLL) files and the Visual Basic custom control (.VBX) files found in trvlord.zip and sdirnam1.zip are files that may be used by many Do Its. These files would normally be installed in the \WINDOWS\SYSTEM subdirectory to permit shared access by Do Its and to avoid unnecessary, duplicate copies of these files on a local or shared hard disk. Instructions to install the .DLL and .VBX files in the \WINDOWS\SYSTEM subdirectory should be given in the user documentation files of each Do It. Other files, such as those with .FRM, .BAS, and .MAK file name extensions, represent Visual Basic source code files for each Do It. Since a Do It's source code is not required for execution of the Do It, the source code shouldn't be saved with the Do It executable file. It's recommended the source code be included in the Do It archive (.ZIP) file in case a user of the Do It wishes to modify for custom use.

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Access to Shared Do Its

To prevent potentially many KWS users from adding Do Its to the x:\DOITS directory, or subdirectories of x:\DOITS, without providing the proper Do It documentation, without maintaining archive copies of Do Its or without updating the KWS DoItBase, it's recommended that KWS users be granted only file read and file execute user privileges to x:\DOITS and x:\DOITS\ARCHIVES. A designated KWS administrator should then have file read, execute and write privileges to all Do It directories and should be assigned the responsibility of maintaining shared Do Its according to the guidelines discussed in this document. KWS Do It developers and KWS users who develop Do Its they wish to share should coordinate with the KWS administrator to have their Do Its posted to x:\DOITS or an appropriate subdirectory of x:\DOITS and to the x:\DOITS\ARCHIVES directory in compressed (.ZIP) file format.

Organization of Personal Do Its

Do Its created by a KWS user for personal use can be saved and maintained in the same manner as shared Do Its for a workgroup, with the exception that the directory and file structure described in the section above can be created on drive C of the users workstation instead of a shared network drive. Those KWS users who have personal Do Its should include the C:\DOITS directory in the PATH environment variable of their workstation.

Although some Do Its may be developed by KWS users that have no use to other KWS users, in general, when a Do It is developed by a KWS user, the user should follow this Do It guidance document to create the proper user documentation and technical note files, as well as a Do It archive file with the .ZIP compressed file format. The KWS user should then forward a copy Do It archive file to the KWS administrator who can decide whether or not to make it available on the network shared directory.

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A Model for Organizing Applications and Data

An organized, consistent method of storing applications and data files on KWS workstations and shared network file services should be used to facilitate efficient administration of KWS workstations, retrieval of data files, file indexing and fixed disk backup procedures.

In this section, the model for organizing applications and data will first be discussed in terms of applications and data used by an individual. Next applications and data used by workgroups will be addressed. Final consideration is given to organization of classified or other sensitive data.,

While reading this section, keep in mind that some Do Its are essentially custom-developed applications and Do Its may be integrated to work transparently with one or more COTS applications. Data files may be associated with simply a COTS application, a Do It that's integrated with one or more COTS applications, or with strictly a custom-developed Do It that operates much like a stand-alone application.

Organization of Personal Applications and Data

Drive Designation

It is recommended that KWS workstations have two local hard drive designations, C and D, where operating system, Do Its and COTS word processing, spreadsheet, database, accounting, presentation, etc., software are installed on drive C and personal data files created and used by application software and Do Its are stored on drive D. Drives C and D can be two physical hard disks, or logical drive partitions on one physical hard disk. Advantages associated with this drive designation scheme include:

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Naming Data Directories

It is recommended to adhere to a consistent naming scheme when defining data directories on drive D. In general, it is advised to create a separate data directory for each application on drive C that produces data files, e.g., Microsoft Excel produces spreadsheet files with .XLS file name extensions, Lotus® Freelance Graphics™ for Windows produces presentation files with .PRE file name extensions, and Microsoft Windows Write produces files with a .WRI file name extension. In most cases, the default file name extension can be used in naming the application data directory on drive D by following the format "D:\extFILES" where ext is the default file name extension for data files created by an application installed on drive C. For other cases ext could be a two or three character abbreviation of the application, e.g., using D:\WPFILES as the data directory for WordPerfect for Windows. Table 2 shows a sample list of applications along with the corresponding executable file names, application directory names on drive C, and data directory names on drive D.

Table 2: Corresponding Application and Main Data Directories
Application
Executable File Name)
Drive C
Application File Directory
Drive D
Data File Directory
Microsoft Excel
(EXCEL.EXE)
C:\EXCEL D:\XLSFILES
Microsoft Windows Write
(WRITE.EXE)
C:\WINDOWS D:\WRIFILES
Lotus Freelance Graphics
(FLW.EXE)
C:\FLW D:\PREFILES
WordPerfect for Windows
(WPWIN.EXE)
C:\WPWIN D:\WPFILES
(POWERPNT.EXE) C:\POWERPNT D:\PPTFILES
Microsoft Windows Cardfile
(CARDFILE.EXE)
C:\WINDOWS D:\CRDFILES

In each of the data directories, e.g., D:\XLSFILES, many different subdirectories can be created to save data files that are associated with projects, activities, tasks, or other subject matters. Ideally, these subject matter subdirectories would be consistent from main directory to main directory. An illustration of this concept is shown as Figure 4.


Figure 4. Sample Tree Diagram of Data Directory Structure.

As Figure 4 illustrates, notice that it is not necessary for all main data directories to have the same number of common subdirectories, since it may not be appropriate to have each subject matter associated with each application. However, when it is appropriate to have subdirectories defined in multiple main data directories for the same project or subject matter, these subdirectories should be named the same.

Table 3 further illustrates this method of storing data files created as a result of executing a Do It.

Table 3: Corresponding Do It and Do It Data Directories
Application
(Executable File Name)
Drive C
Application File Directory
Drive D
Data File Directory
Total Quality Management Report Do It
(TQM.EXE)
C:\DOITS D:\WPFILES\TQM
Master Planning Do It
(MASTPLAN.EXE)
C:\DOITS D:\MPLFILES

Assume the first Do It in Table 3 named Total Quality Management Report Do It is a Visual Basic application named TQM.EXE that actually prompts the user for certain information and then executes WordPerfect for Windows and generates a report that's a WordPerfect document. In some cases, it might make sense to save this report as an attachment to a task or step within KWS. Alternatively, it might be appropriate to store the report document obtained as a result from running the TQM.EXE Do It in the data directory D:\WPFILES\TQM. Table 3 illustrates the latter scenario.

Assume the second Do It in Table 3 named Master Planning Do It is a Visual Basic application named MASTPLAN.EXE that produces many output files. In this example, suppose the various output files created as a result of executing the MASTPLAN.EXE Do It are saved using a custom file format where the Do It developer chose to use a .MPL file name extension to uniquely identify the files. It would then be appropriate to define a main data directory named D:\MPLFILES, as shown in Table 3, for storing these output files. As for any other main data directory, subdirectories associated with various projects or subject matters could be created under D:\MPLFILES if it would be advantageous to do so for file organization purposes.

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Defining Working Directories for Applications

Another advantage to using this directory structure is apparent when defining working directories for Windows applications. Working directories are normally defined using the Program Item Properties dialog box which is accessed by highlighting the application icon and choosing File from the Windows Program Manager main menu and then Properties from the File menu. An example of a Program Item Properties dialog box for the Microsoft Windows Write application is shown as Figure 5 with the working directory specified as D:\WRIFILES.


Figure 5. Program Item Properties Dialog Box.

When the Microsoft Windows Write application is executed and a *.WRI file is to be opened, the File Open dialog box defaults to the D:\WRIFILES directory with the directory tree displaying all subdirectories of D:\WRIFILES as shown in Figure 6. This makes it very easy to search for other .WRI files since the only place on the hard disk that .WRI files should be stored are within D:\WRIFILES and it's subdirectories.


Figure 6. File Open Dialog Box.

Single-Drive Workstations

In some cases, it may not be feasible to configure a KWS workstation with two drive designations. For those KWS workstations that have only one hard drive designation, i.e., drive C, the recommended model for saving data files varies only slightly from the two-drive model described where all data files are stored on the drive D.

For single-drive KWS workstations, it's recommended that a directory named C:\FILES be created. This directory then replaces the root directory of drive D in the model for saving data files. For example, compared to the data directory structure of a dual-drive workstation illustrated in Figure 4 where all main data directories are in the root directory of drive D, Figure 7 shows a comparable directory structure where all main data directories are located in C:\FILES.


Figure 7. Data Directory Structure for Single-Drive Workstation.

For the single-drive workstation, having all main data directories under the C:\FILES directory helps to facilitate efficient data file backup and file indexing since all data can be backed up and indexed recursively into all subdirectories from C:\FILES.

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Organization of Shared Applications and Data

Shared applications should be made available to KWS users on a network file server. If possible, the network drive designator corresponding to the location of shared workgroup applications should be different than the drive designator used for shared data directories.

It's recommended that data to be shared by a workgroup be saved on a network shared file service. For consistency advantages, the same directory structure shown in Figure 4 should be used on the network drive. If everyone in the workgroup understands and uses this data directory structure on their drive D, finding and retrieving shared data files should be intuitive.

Organization of Classified or Other Sensitive Data

For KWS user's that work with classified data or other sensitive information, it's recommended that this data be saved on removable disk media such as a standard removable fixed disk, floptical disk, Bernoulli cartridge disk, or magneto-optical disk. Any of these types of disks can be secured in a locking safe and retrieved for use as needed. Again, the same directory structure shown in Figure 4 should be used on the removable data disk.

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EXCEPTIONS

Situations will probably occur that will make it infeasible to follow all guidelines mentioned above. This type of exception as well as others should be handled on a case-by-case basis by a KWS administrator and any other individuals involved, such as KWS Do It developers, local area network (LAN) administrators, and KWS users.

APPENDIX A

Specifications for Microsoft Visual Basic and Access

Microsoft Visual Basic with Professional Toolkit (V.1.0)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, February 1995

Company:

Microsoft Corp.

Address:

One Microsoft Way

Redmond, WA 98052-6399

8004269400; 206/882-8080

Direct sales: 800-MSPRESS

FAX: 206/635-6100

Tech support: 206/454-2030; 206/637-7098 (Windows)

Tech support BBS: 206/936-6735

-

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Design, Testing Software

Specifications:

Manufacturer's suggested list price: $495

Release date: 1992

Application: Application Development Systems

Compatible with: Windows 3.X

Additional hardware/software required: Windows 3.X

Product Summary:

Includes custom controls and programming tools to enhance applications with technologies including OLE, penbased computing, multimedia, graphing, grids and multiple document interfaces. Features Windows help compiler, Windows API online reference, setup kit and custom control development kit.

Full Description:

Programming tools and controls allow programmers to access newest technology in Windows, including multimedia, handwriting recognition and object linking and embedding. Custom controls allow programmers to quickly plug advanced features and functionality into their programs such as graphing, spreadsheetlike grids and graphical 3D userinterface components. Provides singlesource solution for broad range of fullfeatured Windowsbased applications. Enhances existing applications and creates new ones.

Features include controls to enhance object linking and embedding technology, penbased computing, multimedia, graphing, grids and Multiple Document Interfaces. Features access to 15 new controls, Windows help controller and Windows API online reference. Includes setup kit that helps developers create standard installation programs for their applications, plus sample applications, bitmaps and business clipart library. Contains complete documentation and sample code for creating custom controls with a compiler such as Microsoft C 6.0 or later and Microsoft QuickC graphical development for Windows.

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Microsoft Access (V.2.0)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, March 1995

Company:

Microsoft Corp.

Address:

One Microsoft Way

Redmond, WA 98052-6399

800/426-9400; 206/882-8080

Direct sales: 800-MSPRESS

FAX: 206/635-6100

Tech support: 206/454-2030; 206/637-7098 (Windows)

Tech support BBS: 206/936-6735

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Data Base/File Management

Specifications:

Manufacturer's suggested list price: $495

Release date: 1994

Application: Data Base/File Management

Compatible with: Windows 3.X

Minimum RAM required: 6 MB

Disk storage required: 6 MB

Additional hardware/software required: Windows 3.X

Network compatibility: Novell; 3Com; NetBIOS; Banyan; LAN Manager; LAN Server; Windows for Workgroups

Product Summary:

Client/server DBMS for Windows. Allows user to build database that contains text, numbers, pictures, sound and fullmotion video. Reads and writes data in popular file formats. Includes Table Wizard, Query Wizards and Command Button Wizard. Includes Graphical Relationship Design, Expression Builder, builtin Database Documentor and AddIn Manager. Queries database 100,000 records, and 1,052 records are returned in 2.85 seconds.

Full Description:

Relational database management system for Windows. Features IntelliSense technology, which senses what the user wants to do and produces the desired result. Includes more than 30 Wizards that facilitate complex tasks. Table Wizard designs tables, Command Button Window creates command buttons, and Cue Cards provide stepbystep instruction alongside the task on which the user is working. Graphical relationship tools help the user design relationships between tables and allow the user to see the database design at a glance.

AutoForm and AutoReport allow the user to create dataentry forms and reports with a single mouse click. Form and Report Wizards create forms and reports. Top Value queries allow the user to zero in on the most important data. Includes OfficeLinks with OLE that allow the user to add spreadsheets from Microsoft Excel and documents from Word to the database, and then edit them. Analyze It and Publish It buttons allow the user to send data to Microsoft Excel or Word automatically for analysis or mail merging. Mail Merge Wizard automatically works with Microsoft Word to facilitate mail merges. Includes direct support for Microsoft FoxPro, SQL Server, dBase, Paradox, and other popular file formats. The Mail It button allows the user to send information via Microsoft Mail or other mail programs. Additional tools include referential integrity, enginelevel validation, menu builder, and expression builder.

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Microsoft Access Distribution Kit (V.1.1)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, March 1995

Company:

Microsoft Corp.

Address:

One Microsoft Way

Redmond, WA 98052-6399

800/426-9400; 206/882-8080

Direct sales: 800-MSPRESS

FAX: 206/635-6100

Tech support: 206/454-2030; 206/637-7098 (Windows)

Tech support BBS: 206/936-6735

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Data Base/File Management

Specifications:

Manufacturers suggested list price: $495

Release date: 1993

Application: Data Base/File Management

Compatible with: Windows 3.X

Minimum RAM required: 4 MB

Additional hardware/software required: Windows 3.X; Microsoft Access DBMS V.1.1

Product Summary:

System that allows developers to distribute free runtime applications written with Access database. Applications are bootable from Windows Program Manager. Includes Windows help compiler and setup system that helps developers create installation routines and final disks.

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APPENDIX B

Descriptions of Standard Add-on Tools for Visual Basic

VBTools (V.4.0)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, February 1995

Company:

MicroHelp, Inc.

Address:

4359 Shallowford Industrial Pkwy.

Marietta, GA 30066

800/922-3383; 404/516-0899

FAX: 404/516-1099

Tech support: 404/516-0898

Tech support BBS: 404/516-1497

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Programming Utilities

Specifications:

Manufacturer's suggested list price: $129

Number sold: 11,500

Release date: 1994

Application: Programming Utilities

Compatible with: Windows 3.X

Minimum RAM required: 2 MB

Disk storage required: 2 MB

Additional hardware/software required: Windows 3.X

Source language: C++; Visual Basic

Customer support: Free phone support

Site licensing available: Yes

Product Summary:

Collection of 54 custom controls including spreadsheet, 3 custom list boxes, and masked edit control. Allows user to write professional Visual Basic programs. Includes prewritten toolbox routines and forms, Assembly language routines, key words and graphics. Features 3D enhanced controls and includes Farpoint Technology Grid/VBX.

Full Description:

Custom control package for Visual Basic. Includes more than 50 controls, including all of the 3D Gizmos controls, a tab control, and a splitter control. VB and Windows enhancements include 3D Label, 3D Button, Button, Tag Box, Spin, File List Box, Flip, Text Box, Tree, Horizontal and Vertical Scrollbars and MDI.

Graphics with Pizzazz includes Picture control that displays bitmaps in multiple formats. Provides security identification, real estate sales systems and human resource applications. Supports DIB and PCX file formats. Gauge, Invisible, Slide, Multi, Line, Cards and Dice are among the tools provided.

Advanced Controls includes Grid spreadsheet, Chart, Icon Tag, Tool, Callback and Stretch. With Timer Oriented Controls user may set an Alarm. Animate custom control is an enhanced picture box control that can display a sequence of bitmaps. Includes Clock, Histograph, Marquee, Screen Saver, Keyboard State and Timer controls.

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MicroHelp Muscle for Visual Basic (V.2.1)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, February 1995

Company:

MicroHelp, Inc.

Address:

4359 Shallowford Industrial Pkwy.

Marietta, GA 30066

800/922-3383; 404/516-0899

FAX: 404/516-1099

Tech support: 404/516-0898

Tech support BBS: 404/516-1497

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Programming Utilities

Specifications:

Manufacturer's suggested list price: $129

Number sold: 4,000

Release date: 1993

Application: Programming Utilities

Compatible with: Windows 3.X

Minimum RAM required: 2 MB

Disk storage required: 2 MB

Additional hardware/software required: Windows 3.X

Source language: Assembly

Customer support: Free phone support

Site licensing available: Yes

Product Summary:

Windows DLL includes more than 600 routines that can replace hundreds of lines of Visual Basic code. Provides file browser, floating popup menus, ASCII table, tree display, calendar, calculator and file manager. Handles DOS and other errors internally. Customizable.

Full Description:

Handles errors internally. Provides popup routines, dialog popups, Visual Basic controls, Visual Basic missing keywords, windows services, string routines, display routines, file and device routines and disk and directory routines. Includes basic array and MicroHelp array routines, error handling, memory and keyboard routines, system routines, date and time routines, bit manipulation and miscellaneous routines.

Popup routines appear in popup windows and allow the user to select a directory via mouse or keyboard. Dialog popups provide floating, popup menus anywhere on the display, and allow user to select from all available fonts and set size, color, italics and bold. Visual Basic controls change the style of a control at runtime.

Visual Basic missing keywords swap any two variables of the same kind. Windows services return an array filled with the keywords from the indicated .INI file. String routines include six functions that handle simple data compression while display routines include 13 string functions that return ANSI sequences as a result.

File and device routines open a file in the indicated mode. Directory routines return a string containing the complete drive and path for the specified drive. Disk routines set the default drive. Basic array routines delete Basic array elements while MicroHelp array routines utilize all available memory to hold array data.

Memory routines replace PEEK and POKE. Date and time routines configure Muscle to automatically format time and date operations to user's specific formats.

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MicroHelp Communications Library for VB (V.3.0)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, February 1995

Company:

MicroHelp, Inc.

Address:

4359 Shallowford Industrial Pkwy.

Marietta, GA 30066

800/922-3383; 404/516-0899

FAX: 404/516-1099

Tech support: 404/516-0898

Tech support BBS: 404/516-1497

Category:

Software, Communications

PC Communications Utilities

Specifications:

Manufacturer's suggested list price: $149

Number sold: 3,500

Release date: 1995

Application: PC Communications Utilities

Compatible with: Windows 3.X

Minimum RAM required: 4 MB

Disk storage required: 4 MB

Additional hardware/software required: Windows 3.X; Visual Basic 2 or later

Source language: Assembly

Customer support: Free phone support

Site licensing available: Yes

Product Summary:

Set of communications routines with various terminal emulations and file transfer protocols to add data communications to Visual Basic applications. Provides up to 115,200 baud interruptdriven routines working in background, allowing program to continue other foreground tasks.

Full Description:

Allows the user to simultaneously access up to eight serial ports. Includes Xmodem, Ymodem, YmodemG, Zmodem, Kermit and CompuServe B+ protocols for automatic file transfers that take place in the background, while the user's program is performing other chores. A text box display routine is included for terminal emulation. Includes limited ANSI command support. Includes Visual Basic Subprograms and Forms for serial port and parameter selection, dialing the phone and selecting files for transfers. Includes fullyfunctional example programs.

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QuickPak Professional for Windows (V.3.22)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, February 1995

Company:

Progress Software Corp. (Crescent Division)

Address:

11 Bailey Ave.

Ridgefield, CT 06877-4505

800/352-2742; 203/438-5300

FAX: 203/431-4626

Tech support: Use main no.

Tech support BBS: 203/438-3314

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Programming Utilities

Specifications:

Manufacturer's suggested list price: $199 (source code incl.)

Release date: 1994

Application: Programming Utilities

Compatible with: Windows 3.X

Minimum RAM required: 256 KB

Disk storage required: 2 MB

Additional hardware/software required: Windows 3.X

Source language: Assembly; BASIC

Customer support: phone support; tech support via BBS

Site licensing available: Yes

Product Summary:

Add-on library for use with Visual Basic. Collection of subroutines, functions and custom controls. Includes array manipulation, lowlevel routines and complete set of hardware routines.

Full Description:

Collection of subroutines, functions and custom controls for Visual Basic. Includes 400 services to help user improve quality of programs. Offers low-level routines written in assembly language and highlevel services written in Visual Basic and C.

Creates programs that are interpreted at runtime. Provides routines for searching and sorting all data types including floating point and currency arrays. Loads and saves entire arrays in one operation. Provides access to the Windows API services and the hardware ports. Allows user to set up hot keys and intercept all keyboard events before they are passed to program or other Windows application.

Highlevel file services include file searching, encryption and copying multiple files based on wild card specifications. Accepts formulas even with nested parentheses and computes the result. Includes contouring routines for creating a sculpted look on Visual Basic forms. Supplies special enhanced dialog boxes for file open and save and selecting colors and dates.

Provides input controls with dataspecific editing for data types including currency, dates, floating point numbers, integers, general text with data masks and times. Offers text justification when control does not have the focus. Provides character lookup tables that allow user to specify acceptable characters for data entry. Allows password entry where all typed characters are echoed to the screen using a single selectable character.

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DataWidgets (V.1.0)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, February 1995

Company:

Sheridan Software Systems, Inc.

Address:

35 Pinelawn Rd., Ste. 206E

Melville, NY 11747

516/753-0985

Direct sales: 800-VBDIRECT

FAX: 516/753-3661

Tech support: Use main no.

Tech support BBS: 516/753-5452

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Design, Testing Software

Specifications:

Manufacturer's suggested list price: $129

Release date: 1993

Application: Application Development Systems

Compatible with: Windows 3.X

Minimum RAM required: 2 MB

Disk storage required: 3 MB

Additional hardware/software required: Windows 3.X; Visual Basic

Customer support: phone support; tech support via BBS

Site licensing available: No

Product Summary:

Set of bound data controls for Visual Basic 3.0. Includes bound DataGrid with inplace editing, DataDropDown for lookup tables, enhanced data control with nth increment scrolling and bookmark features, 3D DataOption button, 3D command Data Button and DataCombo.

Full Description:

Set of bound custom data controls for use with Microsoft Visual Basic 3.0. Allows the developer to design front ends for database applications. Creates a frontend that has the look and feel of the Microsoft Access data grid. Features include the DataGrid, a bound data grid with inplace editing. It is bound to Visual Basic's data control and by placing a DataGrid and a data control on a Visual Basic form, users create a fully editable grid without writing any code.

Also includes a DataDropDown for adding lookup tables to the bound grid. Both DataGrid and the DataDropDown utilize only the memory needed to fill the grid or table and allow unbound columns for calculated fields. Includes the Enhanced Data Control which adds nth increment forward and backward scrolling and a bookmark feature. Other features include the DataOption Button which is a 3D option button, the Data Button which is a 3D command button and the DataCombo in which the edit and drop down portions can be linked to separate data controls.

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APPENDIX C

Description of PKZIP, PKUNZIP, PKSFX Software

PKZIP, PKUNZIP, PKSFX (V.2.0)

Data Sources Report COPYRIGHT 1995 Information Access Company

Computer Select, March 1995

Company:

PKWARE, Inc.

Address:

9025 N. Deerwood Dr.

Brown Deer, WI 53223-2437

414/354-8699

FAX: 414/354-8559

Tech support: Use main no.

Tech support BBS: 414/354-8670

Category:

Software, Systems (DBMS, Languages, Utilities, ...)

Disk, Tape, and File Utilities

Specifications:

Manufacturer's suggested list price: $47

Release date: 1994

Application: Disk/Tape/File Utilities

Compatible with: PCMS/DOS; OS/2; DEC VAX/VMS

Minimum RAM required: 71 KB (PKSFX); 86 KB (PKUNZIP); 206 KB (PKZIP)

Disk storage required: 71 KB

Source language: Assembly

Customer support: Maintenance fee $8 per yr.; technical support via BBS; technical support via online access

Site licensing available: Yes

Product Summary:

Data compression utilities for saving disk space and file transmission time. PKZIP creates ZIP archive files. PKUNZIP extracts files from ZIP archive files. PKSFX is executable file that automatically extracts files when run and includes ZIP2EXE utility which adds PKSFX to existing ZIP files, turning them into selfextracting files.

Full Description:

This utility creates archive files called ZIP files containing one or more files in a compressed state. All attributes of a file, as well as directory structure, can be stored. The program uses an external configuration file, allowing the user to keep the program set up and customized. Includes optional keyword encryption, providing secure protection for sensitive data.

Features PKUNZIP, which extracts files from the ZIP archive files, recognizes all PKZIP compressed formats and ensures data integrity by the use of a 32bit CRC. Uses list files and returns DOS error codes. Includes the PKSFX utility in two versions: the standard selfextractor and the junior selfextractor. A PKSFX file is an executable file that automatically extracts the user's files when run.

The authenticity verification feature ensures that a file is not tampered with between its creation and its extraction. Returns an exit code in the DOS errorlevel variable for automated applications. Creates files which span more than one disk, allowing the user to create large files, including backup copies of the hard drive. During the backup procedure the program can format floppy disks onthefly, so the user does not need to anticipate the number of disks needed ahead of time. Detects the exact type of CPU and EMS memory the computer is using.


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