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Anax v2.12 sortfilter ze #3175

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Oct 20, 2023
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75 changes: 73 additions & 2 deletions docs/user-guide/ze-use-cases.md
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@@ -1,8 +1,8 @@
# Sample Use Cases
# Sample use cases

The following use cases demonstrate the various functionalities available in Zowe Explorer.

## Working with Data Sets
## Working with data sets

### Viewing data sets and using multiple filters

Expand Down Expand Up @@ -162,6 +162,77 @@ The following use cases demonstrate the various functionalities available in Zow

![Add Profile](../images/ze/ZE-mult-profiles.gif)

### Filtering data set members

Filter partitioned data set members in the **DATA SETS** tree view by **Date Modified** or **User ID**.

#### Filtering all data set members under a specific profile

1. In the **DATA SETS** tree, click on the **Filter** icon to the right of a profile, or right-click on a profile and select the **Filter PDS members…** option.
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The filter selection menu appears in the **picker** field.
2. Select a filter type from the list of available options:
- **Date Modified**
- **User ID**
3. Enter a valid value for the selected filter.
4. Press the `Enter` key to confirm the filter.

Expanded data sets display a filtered list of members under the selected profile in the **DATA SETS** tree.

![Filtering all PDS members under a specific profile](../images/ze/ZE-filtering-profile-PDS-members.gif)

#### Filtering members for a single data set

1. In the **DATA SETS** tree, right-click on a data set and select the **Filter PDS members…** option.

The filter selection menu appears in the **picker** field.
2. Select a filter type from the list of available options:
- **Date Modified**
- **User ID**
3. Enter a valid value for the selected filter.
4. Press the `Enter` key to confirm the filter. This overrides any *profile* filter preferences that might be in effect for the single data set.

The selected data set displays a filtered list of members in the **DATA SETS** tree.

![Filtering PDS members for a single PDS](../images/ze/ZE-filtering-a-specific-PDS.gif)

### Sorting data set members

Sort partitioned data set members in the **DATA SETS** tree view by member **Name**, **Date Modified**, or **User ID**.

#### Sorting all data set members under a specific profile

1. In the **DATA SETS** tree, click on the **Sort** icon to the right of a profile, or right-click on a profile and select the **Sort PDS members…** option.
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Include only one method to sort.


The sorting selection menu appears in the **picker** field.
2. To change the sorting direction, select the **Sort Direction** option and select a direction type from the **picker** menu.
3. Select a sort type from the list of available options:
- **Name**
- **Date Modified**
- **User ID**
4. Enter a valid value for the selected sort type.
5. Press the `Enter` key to confirm the sort type.
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Expanded data sets display a sorted list of members under the selected profile in the **DATA SETS** tree.

![Sorting all PDS members in a profile ](../images/ze/ZE-sorting-profile-PDS-members.gif)

#### Sorting members for a single data set

1. In the **DATA SETS** tree, right-click on a data set and select the **Sort PDS members…** option.
The sort selection menu appears in the **picker** field.
2. To change the sorting direction, select the **Sort Direction** option and select a direction type from the **picker** menu.
3. Select a sort type from the list of available options:
- **Name**
- **Date Modified**
- **User ID**
4. Enter a valid value for the selected sort type.
5. Press the `Enter` key to confirm the sort type. This overrides any *profile* sort preferences that might be in effect for the single PDS.
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The selected data set displays a sorted list of members in the **DATA SETS** tree.

![Sorting a single PDS](../images/ze/ZE-sorting-a-specific-PDS.gif)

### Submiting a JCL

1. Expand **DATA SETS** in the **Side Bar**.
Expand Down
248 changes: 248 additions & 0 deletions docs/user-guide/ze-working-with-data-sets.md
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# Working with data sets

## Viewing data sets and using multiple filters

1. Expand **DATA SETS** in the **Side Bar**, and hover over the profile you want to filter.
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2. Click the **Search** icon.
3. Use the **picker** field to select or enter the patterns you want to apply as filters.

The data sets that match your pattern(s) display in the **Side Bar**.

**Tip:** To use multiple filters, separate individual entries with a comma. You can append or postpend any filter with an \* to indicate a wildcard search. You cannot enter an \* as the entire pattern.

![View Data Set](../images/ze/ZE-multiple-search.gif)

## Viewing data sets with member filters

1. Expand **DATA SETS** in the **Side Bar**, and hover over the profile you want to filter.
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2. Click the **Search** icon.
3. In the **picker** field, enter or select a search pattern in the `HLQ.ZZZ.SSS(MEMBERNAME)` format to filter out and display the specified member in the **Side Bar**.

![View Data Set With Member Pattern](../images/ze/ZE-member-filter-search.gif)

## Refreshing the list of data sets

1. Hover over **DATA SETS** in the **Side Bar**.
2. Click the **Refresh All** icon.

## Renaming data sets

1. Expand **DATA SETS** in the **Side Bar**, and select the data set you want to rename.
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2. Right-click the data set and select the **Rename Data Set** option.
3. Enter the new name of the data set in the **picker** field.

![Rename Data Set](../images/ze/ZE-rename.gif)

## Copying data set members

1. Expand **DATA SETS** in the **Side Bar**, and select the member you want to copy.
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2. Right-click the member and select the **Copy Member** option.
3. Right-click the data set where the member is to be contained and select the **Paste Member** option.
4. In the **picker** field, enter the name of the copied member.

![Copy Data Set Member](../images/ze/ZE-copy-member.gif)

## Editing and uploading a data set member

1. Expand **DATA SETS** in the **Side Bar**, and select a profile to open it.
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2. Open the data set with the member you want to edit.
3. Click on the member name to display it in an **Editor** tab.
4. Edit the document.
5. Press `Ctrl`+`S` or `Command`+`S` to save the changes and upload the data set to the mainframe.

**Note:** If someone else has made changes to the data set member while you were editing, you can merge your changes before uploading to the mainframe. See [Preventing merge conflicts](#preventing-merge-conflicts) for more information.

![Edit and upload a data set member](../images/ze/ZE-edit-upload.gif)

## Preventing merge conflicts

1. Expand **DATA SETS** in the **Side Bar**, and navigate to the member you want to edit.
2. Edit the document in the **Editor** tab.
3. Press `Ctrl`+`S` or `Command`+`S` to save the changes.

If the original content in your local version no longer matches the same file in the mainframe, a warning message displays advising the user to compare both versions.
4. If necessary, use the editor tool bar to resolve merge conflicts.

![Prevent merge conflicts](../images/ze/ZE-save.gif)

## Creating data sets and specifying parameters

1. Expand **DATA SETS** in the **Side Bar**.
2. Right-click the profile you want to create a data set with and select **Create New Data Set**.
3. Enter a name for your data set in the **picker** field and press `Enter`.
4. From the **picker** drop-down menu, select the data set type that you want to create and press `Enter`.
5. Select **Edit Attributes** in the **picker** drop-down menu and press `Enter`.

The attributes list for the data set displays. You can edit the following attributes:

- Allocation Unit

- Average Block Length

- Block Size

- Data Class

- Device Type

- Directory Block

- Data Set Type

- Management Class

- Data Set Name

- Data Set Organization

- Primary Space

- Record Format

- Record Length

- Secondary Space

- Size

- Storage Class

- Volume Serial

6. Select the attribute you want to edit, provide the value in the **picker** field, and press `Enter`.
7. (Optional) Edit the parameters of your data set.
8. Select the **+ Allocate Data Set** option to create the data set and list it in the **Side Bar**.

![Set Parameters](../images/ze/ZE-set-params.gif)

## Creating data sets and data set members

1. Expand **DATA SETS** in the **Side Bar**.

2. Right-click on the profile where you want to create a data set and select **Create New Data Set**.
3. Enter a name for your data set in the **picker** field and press `Enter`.
4. From the **picker** drop-down menu, select the data set type that you want to create.
5. Select **+Allocate Data Set** to create your data set.
6. In the **Side Bar**, right-click your newly-created data set and select **Create New Member**.
7. Enter a name for your new data set member in the **picker** field and press **Enter**.
The member is created and opened in an **Editor** tab.

## Deleting a data set member and a data set

1. Expand **DATA SETS** in the **Side Bar**.
2. Open the profile and data set containing the member you want to delete.
3. Right-click the member and select **Delete Member**.
4. Confirm the deletion by selecting **Delete** on the **picker** drop-down menu.
5. To delete a data set, right-click the data set and select **Delete Data Set**, then confirm the deletion.

**Note:** You can delete a data set before you delete its members.

![Delete](../images/ze/ZE-delete-ds.gif)

## Viewing data set, member attributes

1. Expand **DATA SETS** in the **Side Bar**, and click the **+** icon.
2. Select the **Search** icon.
3. In the **picker** field, enter or select a search pattern to filter search results in the **Side Bar**.
4. Right-click a data set or member and select the **Show Attributes** option.

This displays the attributes in an **Editor** tab.
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![View Data Set, Member Attributes](../images/ze/ZE-show-attributes.gif)

## Viewing and accessing multiple profiles simultaneously

1. Expand **DATA SETS** in the **Side Bar**, and click the **+** icon.
2. Select the profiles from the **picker** drop-down to add them to the **Side Bar**.
3. Click the **Search** icon for each profile to search and select associated data sets.

![Add Profile](../images/ze/ZE-mult-profiles.gif)

## Filtering data set members

Filter partitioned data set members in the **DATA SETS** tree view by **Date Modified** or **User ID**.

### Filtering all data set members under a specific profile

1. In the **DATA SETS** tree, click on the **Filter** icon to the right of a profile, or right-click on a profile and select the **Filter PDS members…** option.

The filter selection menu appears in the **picker** field.
2. Select a filter type from the list of available options:
- **Date Modified**
- **User ID**
3. Enter a valid value for the selected filter.
4. Press the `Enter` key to confirm the filter.

Expanded data sets display a filtered list of members under the selected profile in the **DATA SETS** tree.

![Filtering all PDS members under a specific profile](../images/ze/ZE-filtering-profile-PDS-members.gif)

### Filtering members for a single data set

1. In the **DATA SETS** tree, right-click on a data set and select the **Filter PDS members…** option.

The filter selection menu appears in the **picker** field.
2. Select a filter type from the list of available options:
- **Date Modified**
- **User ID**
3. Enter a valid value for the selected filter.
4. Press the `Enter` key to confirm the filter. This overrides any *profile* filter preferences that might be in effect for the single data set.

The selected data set displays a filtered list of members in the **DATA SETS** tree.

![Filtering PDS members for a single PDS](../images/ze/ZE-filtering-a-specific-PDS.gif)

## Sorting data set members

Sort partitioned data set members in the **DATA SETS** tree view by member **Name**, **Date Modified**, or **User ID**.
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### Sorting all data set members under a specific profile

1. In the **DATA SETS** tree, click on the **Sort** icon to the right of a profile, or right-click on a profile and select the **Sort PDS members…** option.

The sorting selection menu appears in the **picker** field.
2. To change the sorting direction, select the **Sort Direction** option and select a direction type from the **picker** menu.
3. Select a sort type from the list of available options:
- **Name**
- **Date Modified**
- **User ID**
4. Enter a valid value for the selected sort type.
5. Press the `Enter` key to confirm the sort type.

Expanded data sets display a sorted list of members under the selected profile in the **DATA SETS** tree.

![Sorting all PDS members in a profile ](../images/ze/ZE-sorting-profile-PDS-members.gif)

### Sorting members for a single data set

1. In the **DATA SETS** tree, right-click on a data set and select the **Sort PDS members…** option.
The sort selection menu appears in the **picker** field.
2. To change the sorting direction, select the **Sort Direction** option and select a direction type from the **picker** menu.
3. Select a sort type from the list of available options:
- **Name**
- **Date Modified**
- **User ID**
4. Enter a valid value for the selected sort type.
5. Press the `Enter` key to confirm the sort type. This overrides any *profile* sort preferences that might be in effect for the single PDS.

The selected data set displays a sorted list of members in the **DATA SETS** tree.

![Sorting a single PDS](../images/ze/ZE-sorting-a-specific-PDS.gif)

## Submiting a JCL

1. Expand **DATA SETS** in the **Side Bar**.
2. Select the data set or data set member you want to submit.
3. Right-click the data set or member and select the **Submit Job** option.

**Note:** Click on the hyperlink on the notification pop-up message to view the job.

![Submit a JCL](../images/ze/ZE-submit-jcl.gif)

## Allocate like

1. Expand **DATA SETS** in the **Side Bar**.
2. Right-click a data set and select the **Allocate Like (New File with Same Attributes)** option.
3. Enter the new data set name in the **picker** field and press `Enter`.

![Allocate Like](../images/ze/ZE-allocate.gif)
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