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

SOSY A/S 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 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 iSeries unless you use an archive tool Printing paper is one of the bottlenecks to lights-out operations

SOSY A/S 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! Action Items: Let’s find them! Totals!

SOSY A/S 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 data more available and users more productive Data can still be printed

SOSY A/S The objectives with Robot/REPORTS are to: 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 Increase users’ productivity: Let Robot/REPORT analyze reports and highlight important items Make sure Robot/REPORT only prints what is necessary Reduce operation costs for distributing, bursting, and manually archiving reports Reduce programming costs because users can change their own views Provide automatic balancing

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

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

SOSY A/S 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 be pioneers within area Internal courses are needed Gradual move towards on-line processing: –Keep on printing reports in test period if desired

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 Features Operations Advanced Features Robot/REPORTS Interfaces

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

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

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

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

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

SOSY A/S 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 can be scheduled on Robot/SCHEDULE

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

SOSY A/S 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 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 a note: –Private notes (bookmark) –Public notes –List of authorized recipients

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

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

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

SOSY A/S Online Storage Location Reports are stored in Robot/REPORTS format on your iSeries 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 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 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 Archiving & Retrieval Report Security

SOSY A/S 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 Features Operations Advanced Features Robot/REPORTS Interfaces

SOSY A/S 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 –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 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 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 –Report sets Report History

SOSY A/S 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 History –Processing History Report History

SOSY A/S 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 Features Operations Advanced Features Robot/REPORTS Interfaces

SOSY A/S 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 –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 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 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 the report, segment or recipient level

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 Features Operations Advanced Features Robot/REPORTS Interfaces

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

SOSY A/S Interface to Robot/ALERT  Paging interface  Notification when problems arise  interface  Attach report segments to s 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 –history Robot/REPORTS is a complete report management solution for the iSeries

SOSY A/S 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, 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 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/CONSOLE Robot/ALERT Robot/CLIENT Robot/REPORTS Robot/SPACE Robot/CPA Robot/REPLAY Robot/SAVE Robot/AUTOTUNE Robot/CORRAL CommonProductInterface Robot/DOMINO Robot/UPS Robot/SCHEDULE

SOSY A/S SOSY References Electrolux Data ShellUnibankAgriaEksportfinans Bøg Madsen AGA GAS Hydro-Texaco Eccolet Sko ToyotaOCE Bank Slaski Abbott VOLVO IT Svenska Handelsbanken NordbankenTeliaSecuritas Kolberg Motors Bayer Novo Nordisk Hardi International Danske Data Föreningssparbanken IT TYCO Electronics IBM Global Services Pharmacia & Upjohn Dandy Alfa Laval SKF DATASERVICE EntraDansommer CAP Gemini LindabOnninen Zürich Forsikring Wisaforest

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

SOSY A/S iSeries 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