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Robot/REPORTS Optimering af i. Series Output GS Gruppen, 29. november 2001 SOSY A/S Robot/REPORTS Optimering af i. Series Output GS Gruppen, 29. november 2001 SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Report Management • Your goal is to organize and automate the processing of reports Report Management • Your goal is to organize and automate the processing of reports • Users are more productive with customized versions of the standard reports • Report viewing and electronic distribution can get rid of need for paper reports • Reports are not saved on the i. Series unless you use an archive tool • Printing paper is one of the bottlenecks to SOSY A/S lights-out operations

Most report pages are never read. . . So why are they printed? SOSY Most report pages are never read. . . So why are they printed? SOSY A/S

Why do reports get printed? We’ve always gotten a copy! Totals! Action Items: Let’s Why do reports get printed? We’ve always gotten a copy! Totals! Action Items: Let’s find them! SOSY A/S

Each printed page costs approx. 10 cents • Labor for handling – Filing – Each printed page costs approx. 10 cents • Labor for handling – Filing – Retrieving & copying – Re-filing – Lost documents • Material to create report • Report storage SOSY A/S

On-line Data Is More Available • Multiple user access • Customization of data makes On-line Data Is More Available • Multiple user access • Customization of data makes data more available and users more productive • Data can still be printed SOSY A/S

The objectives with Robot/REPORTS are to: ü Reduce the cost of printed output and The objectives with Robot/REPORTS are to: ü Reduce the cost of printed output and equipment by making report viewing so attractive that users will prefer this to printed reports in most cases ü Increase users’ productivity: ü Let Robot/REPORT analyze reports and highlight important items ü Make sure Robot/REPORT only prints what is necessary ü Reduce operation costs for distributing, bursting, and manually archiving reports ü Reduce programming costs because users can change their own views ü Provide automatic balancing SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Operations Overview On-line Storage Spool File Converted to User Space Shortterm Archive Longterm Archive Operations Overview On-line Storage Spool File Converted to User Space Shortterm Archive Longterm Archive Report Viewing & Downloading Print on Demand OPAL Segments Reports Email Report Security SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Robot/REPORTS Pre-Installation Check Points • • Identify reports to be automated Select users to Robot/REPORTS Pre-Installation Check Points • • Identify reports to be automated Select users to be pioneers within area Internal courses are needed Gradual move towards on-line processing: – Keep on printing reports in test if desired period SOSY A/S

Use Robot/GUIDE for Automatic Set Up SOSY A/S Use Robot/GUIDE for Automatic Set Up SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface • Archiving & Retrieval • Report Security SOSY A/S

Types of Distribution Viewing Email PDF file HTML format Microfiche Print on Demand Fax Types of Distribution Viewing Email PDF file HTML format Microfiche Print on Demand Fax PC Download (. txt format) Printing Overrides Bundling SOSY A/S

Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface • Archiving & Retrieval • Report Security SOSY A/S

Bursting, Segmenting Southern Regional Sales Western Northern • Separates a large report into smaller, Bursting, Segmenting Southern Regional Sales Western Northern • Separates a large report into smaller, usable segments • Gives each user only what is needed SOSY A/S

Bursting, Segmenting • There are two ways to create a report segment: – Segment Bursting, Segmenting • There are two ways to create a report segment: – Segment OPAL – Bursting Table SOSY A/S

Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface • Archiving & Retrieval • Report Security SOSY A/S

Bundling • Creates a packet of reports processed for a recipient • Command REPBUNDLE Bundling • Creates a packet of reports processed for a recipient • Command REPBUNDLE can be scheduled on Robot/SCHEDULE SOSY A/S

Print Immediately Sales Report Cost Report Banner Page Jim’s Financials Profit Report Banner Page Print Immediately Sales Report Cost Report Banner Page Jim’s Financials Profit Report Banner Page Karen’s Financials Bundle by Recipient SOSY A/S

Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface • Archiving & Retrieval • Report Security SOSY A/S

Report Viewing • Customization of the columnar layout of a report – Highlight action Report Viewing • Customization of the columnar layout of a report – Highlight action items – Exclude columns – Move columns – Report notes – Scanning /Searching – On demand viewing features • GUI Interface SOSY A/S

Report Notes • Add notes to a Report View • 3 ways to add Report Notes • Add notes to a Report View • 3 ways to add a note: – Private notes (bookmark) – Public notes – List of authorized recipients

Report Highlighting • We analyze the reports for you • Customize review rules by Report Highlighting • We analyze the reports for you • Customize review rules by recipient • Improves readability and usefulness of reports • Encourages viewing rather than printing

Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface • Archiving & Retrieval • Report Security SOSY A/S

Archiving & Retrieval On-line 5 days Short-Term Long-Term 3 months 7 years Each Report Archiving & Retrieval On-line 5 days Short-Term Long-Term 3 months 7 years Each Report Set identifies how many days the report should stay in each stage SOSY A/S

Online Storage Location • Reports are stored in Robot/REPORTS format on your i. Series Online Storage Location • Reports are stored in Robot/REPORTS format on your i. Series • Reports are available for immediate viewing or printing, downloading, etc. SOSY A/S

Shortterm Storage Location • Report is saved to a save file and removed from Shortterm Storage Location • Report is saved to a save file and removed from online storage • Save file is compressed • Users can request the report to be restored so it can be viewed or printed SOSY A/S

Longterm Storage Location • Report save file is saved to the longterm location and Longterm Storage Location • Report save file is saved to the longterm location and removed from shortterm location • Longterm location may be tape or optical • Users can request the report to be restored so it may be viewed or printed SOSY A/S

Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface Robot/REPORTS Features • • Report Distribution Bursting, Segmenting Bundling Viewing – Graphical User Interface • Archiving & Retrieval • Report Security SOSY A/S

Secure Report Data Viewing from a workstation is User Profile specific. Each recipient sees Secure Report Data Viewing from a workstation is User Profile specific. Each recipient sees only what they are eligible to see. This can include specific lines and/or columns of a report. SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Operations • Three Methods of Processing • System setup – System defaults – Recipients Operations • Three Methods of Processing • System setup – System defaults – Recipients – Report sets • Report History SOSY A/S

Three Methods of Processing • SEARCH – Spool file gets created by your programs Three Methods of Processing • SEARCH – Spool file gets created by your programs – Output queue is monitored for specific spool files – Job is submitted to process your report SOSY A/S

Three Methods of Processing • Robot/SCHEDULE - Link your job to Robot/REPORTS which runs Three Methods of Processing • Robot/SCHEDULE - Link your job to Robot/REPORTS which runs the program job that creates your reports • This method reduces maintenance because your programs are already defined in Robot/SCHEDULE SOSY A/S

Three Methods of Processing • EXECUTE - Use our command REPRUNSET to run your Three Methods of Processing • EXECUTE - Use our command REPRUNSET to run your programs that create reports, then process the reports into the Robot/REPORTS archive SOSY A/S

Operations • Three Methods of Processing • System setup – System defaults – Recipients Operations • Three Methods of Processing • System setup – System defaults – Recipients – Report sets • Report History SOSY A/S

Operations • Three Methods of Processing • System setup – System defaults – Recipients Operations • Three Methods of Processing • System setup – System defaults – Recipients – Report sets • Report History SOSY A/S

Report History • Provides a tool to evaluate reporting and archiving needs – Access Report History • Provides a tool to evaluate reporting and archiving needs – Access History – Processing History Report History SOSY A/S

Robot/REPORTS Everyday Administration • • • Run REPARCHIVE at least weekly Back up your Robot/REPORTS Everyday Administration • • • Run REPARCHIVE at least weekly Back up your archive tape (DUPTAP) If you bundle, run REPBUNDLE Purge history Run the Good Morning Report SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Advanced Features • • • Build indexes Exception processing Auto-increment PDF files Laser commands Advanced Features • • • Build indexes Exception processing Auto-increment PDF files Laser commands OPAL features … Let some users do their own customization SOSY A/S

Build Indexes • Types of documents to index – Invoices – Purchase orders – Build Indexes • Types of documents to index – Invoices – Purchase orders – Customer statements • Allows you to retrieve individual documents from your spool files faster • Access point to the entire REPORTS archive SOSY A/S

Advanced Features • • • Build indexes Exception processing Auto-increment PDF files Laser commands Advanced Features • • • Build indexes Exception processing Auto-increment PDF files Laser commands OPAL features … Let some users do their own customization SOSY A/S

Exception Processing • Instructions to limit hard-copy distribution to recipients • Use an Exception Exception Processing • Instructions to limit hard-copy distribution to recipients • Use an Exception Distribution object globally • Use ROBOT date objects to define the exceptions SOSY A/S

Laser commands • Send commands to your laser printer • Do print overrides at Laser commands • Send commands to your laser printer • Do print overrides at the report, segment or recipient level SOSY A/S

OPAL Features • OPAL tables • Compare totals of 2 different reports SOSY A/S OPAL Features • OPAL tables • Compare totals of 2 different reports SOSY A/S

Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Excel in Report Management • • Why Robot/REPORTS? How Does It Work? Basic Setup Features Operations Advanced Features Robot/REPORTS Interfaces SOSY A/S

Robot/REPORTS Interfaces • Robot/SCHEDULE – Links to ROBOT jobs • Robot/ALERT – Pages if Robot/REPORTS Interfaces • Robot/SCHEDULE – Links to ROBOT jobs • Robot/ALERT – Pages if report totals are out of balance – Email report segments • Robot/SAVE – Manages your archive tapes • Robot/CLIENT – Sends PDF file via email • Robot/NETWORK – Sends setup info to remote systems SOSY A/S

Interface to Robot/ALERT · Paging interface · Notification when problems arise · Email interface Interface to Robot/ALERT · Paging interface · Notification when problems arise · Email interface · Attach report segments to emails in PDF, HTML or. txt format · Recipient id and information will automatically be checked (and updated) in Robot/ALERT’s recipient list SOSY A/S

In Summary • Robot/REPORTS provides electronic: – processing – viewing – archiving – distribution In Summary • Robot/REPORTS provides electronic: – processing – viewing – archiving – distribution – history • Robot/REPORTS is a complete report management solution for the i. Series SOSY A/S

More Info on SOSY • What are our main areas of business? • Which More Info on SOSY • What are our main areas of business? • Which countries do we support? • Who is our typical user? SOSY A/S

ROBOT products from HELP/Systems, Inc. > Official distributor in: · Nordic countries: · Denmark, ROBOT products from HELP/Systems, Inc. > Official distributor in: · Nordic countries: · Denmark, Sweden, Norway, Finland, Iceland · Poland · Holland · Belgium > References · More than 1200 licenses · Users in 26 different countries SOSY A/S

What is the Robot Automated Operations Solution? • • • Batch Management Disaster Recovery What is the Robot Automated Operations Solution? • • • Batch Management Disaster Recovery Management Media Management Message Management Network Management Report Management Domino Server Management Performance Management Resource Management Notification Management Client Management SNMP Management SOSY A/S

Products In Automated Operations Solution Are Integrated Robot/NETWORK Robot/SCHEDULE Robot/DOMINO Robot/CONSOLE Robot/ALERT Robot/REPLAY Common Products In Automated Operations Solution Are Integrated Robot/NETWORK Robot/SCHEDULE Robot/DOMINO Robot/CONSOLE Robot/ALERT Robot/REPLAY Common Product Interface Robot/CLIENT Robot/SAVE Robot/CPA Robot/SPACE Robot/REPORTS Robot/CORRAL Robot/AUTOTUNE Robot/UPS SOSY A/S

SOSY References Electrolux Data Shell Unibank Agria Eksportfinans Bøg Madsen AGA GAS Hydro-Texaco Eccolet SOSY References Electrolux Data Shell Unibank Agria Eksportfinans Bøg Madsen AGA GAS Hydro-Texaco Eccolet Sko Toyota OCE Bank Slaski Abbott VOLVO IT Svenska Handelsbanken IBM Global Services Pharmacia & Upjohn Nordbanken Telia Dandy Alfa Laval Securitas Kolberg Motors Bayer Novo Nordisk Hardi International Danske Data Föreningssparbanken IT TYCO Electronics SKF DATASERVICE Entra Dansommer CAP Gemini Lindab Onninen Zürich Forsikring Wisaforest SOSY A/S

Data Availability 1. Mirroring: Data. Mirror · High Availability Suite · Transformation Server 2. Data Availability 1. Mirroring: Data. Mirror · High Availability Suite · Transformation Server 2. Business Intelligence: Dimensional Insight (DI) · DI-Diver, DI-Web. Diver, DI-Report. Diver · DI-Atlantis · Quaestio Programmer’s Tool 1. Software and Hardware Documentation: SOSY Pathfinder from Hawkeye Information Systems A/S

i. Series Performance Speed Up Your Applications · Distribution · Marketed by SOSY in i. Series Performance Speed Up Your Applications · Distribution · Marketed by SOSY in Denmark · Marketed by IBM in 17 countries · References · More than 2400 participants on courses Optimization · Interactive & Batch Applications · No cure - no pay SOSY A/S

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