Before You Begin

Read these instructions completely before you begin.

  • This document provides specific instructions on how to convert Robot Replay using the HelpSystems Product Loader. For general information about the HelpSystems Product Loader, see “Using the HelpSystems Product Loader.”

  • To run Robot Replay 3, you need the following release/modification level (or higher) of Robot Schedule: R10M20.

  • You must apply specified PTFs to your operating system before you can run Robot Replay. For more information, visit the Current Versions and OS Compatibility page.

  • In Robot Replay 2, you could create Robot Replay applications and optionally assign your Replay objects to these applications in order to group them logically. In Robot Replay 3, each Replay object must be assigned to a Replay application. When you convert from Robot Replay 2 to Robot Replay 3, the conversion process checks for Replay objects that are not assigned to an application. Any unassigned objects are automatically assigned to the *BLANK application.

  • The Robot Replay conversion process creates or changes two user profiles: RBTUSER and RBTADMIN. These profiles were created for the following reasons:

    • They satisfy requests from corporate auditors that our objects be owned differently from IBM objects.

    • They allow us to build a secure product for your environment.

    • They isolate Robot products from IBM changes to the QPGMR or QSECOFR profile defaults.

    Note: If you’ve made any manual changes to the RBTUSER or RBTADMIN user profiles or their authorities, these changes will be lost with any product installation or conversion.

  • Before loading Robot Replay, we check if RBTSYSLIB needs to be updated. If it does, you’ll be asked to bring down the subsystem RBTSLEEPER. This ends all Robot products running on your system. When the update completes, the subsystem will restart automatically.

  • When you’re finished, read the After You Are Done section for additional information.


Converting Robot Replay

The Robot Replay conversion process downloads everything to your PC and transfers the objects to the IBM i. This process is described in the following section.

  1. Download the Robot Replay installer (setupReplay3.exe) from My Downloads page on our website. Double-click it to start it.

  2. On the Choose Components panel, select which components you want to load. You can choose the Manuals and the Software for IBM i. Click Next.

  3. If you’re only installing the manuals, the process completes and the installer closes. The manuals were installed at the following location, and you can skip the rest of these steps.

    • C:\Program Files (x86)\Help Systems\Robot REPLAY 3\manuals

    If you’re loading the Software for IBM i (with or without the Manuals), continue to step 4.

  4. On the Choose a Destination IBM i panel:

    1. Select or enter the IBM i where you want to load Robot Replay.

    2. Enter a user profile and password that’s a member of the user class *SECOFR and has at least the following special authorities: *ALLOBJ, *SECADM, *JOBCTL, and *IOSYSCFG. The user profile should have Limit capabilities set to *NO. This profile will be used to restore and copy objects, and for product maintenance on the IBM i.

    3. (Optional) In the Advanced Settings section:

      • Enter a port number or use the arrows if you want to change the FTP port number to something other than the default of 21.

      • Select Secure File Transfer if you want to use FTPS (FTP over SSL) during the file transfer. The default FTPS secure port is 990, but it can be changed to the required secure port for your environment.

      • In the Timeout (seconds) field, enter the number of seconds the session should be kept active during an FTP transfer. You can choose anywhere between 25 and 1800 seconds (30 minutes).

        Note: If the transfer takes longer than the amount of time specified, the session will expire.

    4. Click Next.

  5. You have two options on the Product Load Options panel:

    1. Click Immediate Load if you’d like to load the product on the IBM i now.

      Note: This ends Robot Replay until the product load completes. After you are done, we’ll restart the product.

    2. Click Staged Load if you’d like to transfer the objects now and load them on the IBM i at a later time.

      Note: See “Loading Staged Objects on the IBM i” below for instructions on how to load the staged objects on your selected IBM i system.

  6. The Product Load Progress panel for Robot Replay launches. When the processing is complete, you have two choices:

    • If this is the only conversion of Robot Replay that you're doing, click Finish.

    • If you have conversions to do on other IBM i systems, click Restart. Then, return to step 4.

    Note: If the Product Load Progress panel ends with an overall Failed message, the product upload could not complete properly. To find the reason the upload failed, click View Logs and review your logs. You can also use Download at the top of the logs to save the information for future review.


Loading Staged Objects on the IBM i

If you chose to stage your objects during step 5b of the conversion process, do the following to manually load them on the IBM i you identified above.

  1. Execute the following command to make sure no users are signed on to the product you’re converting:


  2. Execute the following command to display the Work with Loads panel:


  3. Enter option 1, Load, next to the Load Name for Robot Replay and press Enter.


After You Are Done

  • After the conversion completes, execute the WRKSPLF command to check the spooled files for any errors that may have occurred. If you have any questions, contact Technical Support.

  • Three libraries were restored to your system for use during the conversion process: HSLOADMGR, HSLOADMGRW, and RBTCDRLIB. We don't remove them from your system in case you're doing multiple conversions. You can delete them when you're finished.

    Note: You can move the library HSLOADMGR to a different system on the IBM i and use it to complete additional conversions. For more information, see “Using the HelpSystems Product Loader.”

Security Modes and Role-Based Security

When you convert to version 3, Robot Replay security works the same way that it did in version 2 (in Robot Replay 2, the user profile that worked with a Replay object had to have *USE authority to the user profile under which the object ran) until you turn on Robot Replay's new role-based security.

In Robot Replay 3, there are three possible security modes: *LEGACY, *ACTIVE, and *INACTIVE (the current security mode displays on certain Robot Replay panels). The *LEGACY mode is the initial security mode only when you first convert from Robot Replay 2 to 3. In this mode, Robot REPLAY security works the same way as it did in version 2. After conversion, this security mode remains in effect until you turn on role-based security.

When you turn on role-based security, the security mode changes to *ACTIVE. At this point, you can turn it off (the security mode becomes *INACTIVE) and on as many times as necessary, but you cannot return to *LEGACY mode.

For more information about role-based security, see the Robot Replay User Guide.


Still have questions? We can help. Submit a case to Technical Support.

Last Modified On: January 09, 2020