Implementing Electronic Document Distribution

Document Management
  • Smaller Small Medium Big Bigger
  • Default Helvetica Segoe Georgia Times

Let's start with a definition: Electronic document distribution (EDD) refers to an enterprise-level strategy that uses any combination of print, fax, or email to automatically deliver internally designed digital documents to recipients and automatically route incoming digital documents to specific users or departments. EDD also integrates into archiving/imaging systems, allowing documents to be automatically indexed and archived without user intervention or scanning.

If you're reading this article, then you don't need much convincing when it comes to EDD. You know that you'll save significant time and money by creating and delivering electronic documents. Now, you just need to research the best way to make EDD actually happen at your company.

Easier said than done. Try searching the archives of most iSeries publications and you'll see numerous articles about the reasons for buying EDD. You'll also find lots of material about the specific pieces of document management: electronic forms, fax, and email. What's lacking is a plan for implementing an EDD solution. Here at Quadrant Software, we've been engineering, installing, and servicing EDD solutions for over 14 years at thousands of iSeries-operating companies. We've seen plenty over the years, and we've got a pretty good handle on successful EDD implementation planning.

So we'll assume that you're sold on the concept of EDD. Now, you're interested in what happens after making a purchase. Let's take a scenic stroll through implementing an integrated document management solution. We'll show you how to approach this project and how to avoid common pitfalls.

Surveying the Document Landscape

All successful projects start with a clear, realistic battle plan. Putting EDD in place is no different. A good EDD implementation plan consists of the following components:

Step 1: On Your Mark!--Installation and Training
Step 2: Evolution vs. Revolution--Timelines and Choosing Your First Form
Step 3: Where, Oh Where, Are My Forms Created?--A New Way to Print and Design Forms
Step 4: Delivering on a Promise--Changing the Fundamentals of Document Delivery
Step 4.5: Leveraging an Investment--MICR Check Printing
Step 5: Image and Archiving--The Final Step

EDD is just like any IT project in that it requires careful planning. The good news is that EDD is also very different from many IT projects because it's highly modular. EDD can be implemented in the same way that you bring your car up to the speed limit: by pressing the accelerator at a rate that suits you. You can move slowly, make progress, and gradually work your way toward full speed. Or, if you have the resources, you can floor it and hit Grand Prix speeds in no time at all. It's up to you.

There's no cutover date when operations or systems go "live." EDD can be implemented a little at a time, keeping your business processes in place while you convert a few documents at a time. Let's see how.

Step 1: On Your Mark!--Installation and Training

We'll assume that your goal is a full-blown EDD solution: electronic forms as well as incoming/outgoing fax and email delivery. Storage and retrieval (archiving/imaging) also plays a role in EDD but has a very distinct implementation process that deserves its own article to do it justice. In this article, we'll touch on archiving/imaging to let you know where it fits, but we'll cover forms, fax, and email in more detail.

Let's assume that you've picked the perfect EDD solution. What next? Installation, right? While that's not a bad answer, it overlooks a very important part of changing something as wide-ranging as document management: training. If you don't have deep knowledge of the product you purchased, then you shouldn't expect to achieve the optimum results as quickly as you might expect.

Talk to your chosen vendor about training and support for users and administrators. When budgeting a project, training is often the first line item that gets reduced or cut completely. That's because you can't quantify the benefits of good training until someone makes a big mistake because of bad (or nonexistent) training. Consequently, training is also the first line item the project manager eventually wishes the company had increased.

After installation and training, you have to change the core business process surrounding document management. Take a deep breath. That's sounds scarier than it really is. Remember that you will accomplish your goals gradually without disrupting anything, while still showing benefits and ROI.

Step 2: Evolution vs. Revolution--Timelines and Choosing Your First Form

Most IT projects are like little revolutions: massive, sudden shifts in one area that result in unpredictable and often damaging instabilities in other areas. Meanwhile, EDD is evolutionary: You target a goal and adapt gradually to reach it. When you're setting up your timeline, remember that if you encounter some major or minor challenge, you can easily adjust the process without creating instability in other processes.

In this step, you will pick a single mission-critical document and convert it from its current pre-printed format to a paperless, electronic format.

There are two schools of thought when it comes to picking your first form. Many companies target their most widely used and process-intensive documents (invoices or purchase orders) while others choose less pervasive documents (statements). There's no set rule here because of the numerous variables from company to company. That said, there are a couple of things you need to think about:

Pre-printed Form Inventory

Take an inventory of all your pre-printed forms, and then estimate when you will need to order another batch and how much that will cost. For example, at first you may consider starting with an obscure form, but then (based on your inventory) decide to tackle invoices instead to save a big chunk of money.

Design from Scratch vs. Overlays

It's best to choose a forms design solution that lets you create documents either from scans of pre-printed documents (a.k.a. overlays) or from scratch using WYSIWYG design tools. While overlays offer less flexibility, they also let you reap the benefits of EDD very quickly. If time is big factor in picking your first form, overlays can cut production time sharply.

Eventually, you will want to design your forms using a WYSIWYG forms designer that lets you create and arrange elements like form fields, graphics, or signatures and then uses API commands to ensure that the correct data shows up in the correct position on your form every time. This method provides more flexibility when picking different fonts, shading, lines, colors, and other design elements that improve presentation. Several vendors also offer pre-designed, pre-mapped forms packages that include general or application-specific documents. This will cut your production time considerably.

Don't worry if you must use overlays at first. Any good forms design solution makes it easy to gradually convert from overlays to WYSIWYG design.

Step 3: Where, Oh Where, Are My Forms Created?--A New Way to Print and Design Forms

Now you've picked a form, and you know how you want to redesign it. In this step, we'll look at the "life cycle" of a typical document and how EDD will change it. We'll also look at tools that can drastically alter the effectiveness of your forms design. Consider these factors before you even open your forms design software:

Print process changes: Take a close look at the document's print process. How is the document handled, and what printer does it go to? If it prints to a pre-printed form on a line-feed printer, then you can replace all of that with an easier, cheaper plain-paper printer. Great! So now, ask yourself where that new laser printer will be located and who should have access to it.

Post-processing changes: Do all of your forms get stuffed into envelopes? While that should change once you put fax and email in place (more on that later), there's a chance that a small percentage of your vendors and customers are married to snail mail and paper. How will changing the print process affect the human resources or mechanical equipment required to fold, stuff, and mail documents?

We can't answer these questions here because there are too many variations within a company and amongst the EDD vendors you might choose. The important thing is that you ask these questions up front during the buying process and have a plan in place. Make sure you don't get surprised!

Once you have a grasp on how both pre- and post-print processes will change, you're ready to crack open your forms design solution.

Here's forms design in a nutshell: You're going to map data from a spool file to a specific position on a document design (either overlay or WYSIWYG) so that whenever you print, fax, or email that document, the correct data appears in the correct place on that form every time. Like learning any new application, this will take practice, but if you know who and what will be affected by EDD (and by how much), then designing the form should be easy.

It's not really important to delve into every mouse-click involved in forms design because different packages can vary by a little or a lot, but you should have an awareness of two technologies that make forms design both easier and much more cost- and time-effective:

Conditional logic: This tool eliminates the need to reprogram your application to make your documents look right. Conditional logic automatically determines how certain blocks of text or design elements appear, based on their location and other factors. For example, if you want contact information to appear in Arial Black, 12-point type, while the detail items in the document body should appear in Courier, 8-point type, then you can set that up using conditional logic. Here's how it works: When a design template is applied to a spool file, the API commands that specify customizations are placed directly into the data. When that spool file gets handed off to your fax/email solution, the customizations are performed and the commands are removed before transmission. Keep in mind that not all forms and fax/email solutions can accomplish this level of integration. Don't assume that all vendors provide this functionality!

Spool file pre-processors: Spool file pre-processors eliminate redundant information occurring on every spool file page (such as contact information) as well as reformat multi-line detail items into single line items. They then repaginate the new spool file into a shorter, easy-to-handle document. Pre-processors also prepare spool data for use with forms design solutions, making it easier to apply design elements that increase readability.

So, while most forms solutions require a page-for-page relationship with the unmodified spool data, the next generation of forms designers will create shorter forms from customized, non-uniform spool data.

The result: Page counts are reduced 50-75% via the pre-processor while readability is increased via the forms designer. Beyond increased readability, the benefits fall into three categories:

  • Print benefits --reduced usage of toner, paper, envelopes, and postage
  • Fax benefits--reduced transmission times and long-distance charges
  • Email benefits--smaller attachment sizes that use less disk space

As with conditional logic, not all forms designers currently work with spool data treated with a pre-processor. Be sure to ask before buying.

At the end of this step, you should have an electronic form that you can automatically create and print at a reduced cost and with great time savings. After this, you start work on the next form and follow the same process until all of your forms have been converted. All by itself, electronic forms design provides great ROI, but it's not quite EDD.

Step 4: Delivering on a Promise--Changing the Fundamentals of Document Delivery

Like forms design, document delivery using fax and email requires that you become very familiar with every step of the delivery process for each particular document before you put the solution into production.

If your recipients already get faxed documents, then switching to an enterprise fax/email solution is relatively easy. The only difference they'll notice is that your forms are cleaner and more professional. But if your documents get mailed, you will need to make your vendors and customers aware of your new delivery methods (emphasize the benefits). Then, once they agree to fax or email delivery, you need to ensure that your users can keep customer, vendor, and any other contact information updated across all of your hardware platforms.

This is not as hard as you might suspect, but second to your knowledge of the delivery process, the most critical factor in implementing this kind of delivery solution can be boiled down to one word: integration. And integration cuts two ways. First, your forms and fax/email solutions must integrate with each other to the extent that they behave like a single solution. If your forms and fax/email solutions aren't capable of fully collaborative conversations, your ROI will be reduced. Second, your delivery solution and your business application must integrate seamlessly. Everything should happen within familiar application screens to minimize user training and tech support.

Once you're armed with knowledge of your own document delivery processes plus highly integrated solutions, the next step is installation and implementation. Depending on the size and complexity of your IT environment, this can be challenging. Complex inbound routing conditions, multiple iSeries installations, quantity of users, document volume, and many other factors come into play.

Get a clear idea from your chosen vendor about how big the project will be and ask yourself if you have the resources to get the job done. If the answer is "no," ask about professional services and tech support. Some vendors offer limited professional services, while others will travel onsite to install and test everything in addition to providing user/administrator training. Some vendors provide 24x7 tech support for all platforms, while others support their product only during business hours.

Once you get going, though, you'll be amazed at how quickly you learn. These days, EDD solutions are vastly easier to implement than they were even a couple of years ago.

Ideally, you should be able to send any document (in batch or interactively) and feel confident that the delivery solution will know which recipients want documents delivered as fax, email, or print. If needed, it should also attach the appropriate cover sheet with a customized or pre-written message. And if it's delivering documents by email, it should know which recipients prefer certain attachment formats (TIF, PDF, etc.) and do the conversion without any user intervention. And, most important, it should do all of these things automatically.

It sounds like a tall order, but it really isn't. All of this magic happens when you set up user profiles and your address book database. A lot of flexibility and security lives in the user profiles and address books. Not only do you control all of the functionality mentioned in the previous paragraph, you also determine who can access what documents, who can send faxes using certain signatures, and so forth.

It is also preferable that you have the ability to update user profiles and databases on one platform and then see that information updated automatically to all other platforms. Manual updating isn't uncommon, but it does leave a door open to human error and security risks.

Once you're comfortable with user profiles and such, there's not a lot standing between you and full EDD. Your users shouldn't need a lot of training to send, receive, or manage faxes if the solution is integrated into their application. As far as recipients go, you will have to let them know that they can receive documents by email, by fax, or in print form. Then, gather those preferences and enter them into your address books.

EDD Is a Two-Way Street

We've talked a lot about EDD in terms of outgoing documents, but EDD provides just as many benefits when documents are delivered to your company:

  • Incoming documents in paper format can be scanned and input into an image/archiving solutions for easy retrieval and use by your EDD system.

  • Documents arriving by email are already in digital format and are easily received and routed electronically.
  • Faxed documents are also already digital and are routed to users via telephone technologies like Direct Inward Dialing (DID), Dialed Number Identification Service (DNIS), and Automatic Number Identification (ANI).

These inbound routing methods represent a giant step toward the paperless office and provide several important benefits:

  • Speed and efficiency--Documents get into the right hands faster to reduce business cycles.
  • Reduced costs--EDD eliminates the overhead associated with manually handling documents (including the elimination of fax machines).
  • Privacy--Because documents are handled electronically, they can be secured against unauthorized access.


Step 4.5: Leveraging an Investment--MICR Check Printing

Now that you've conquered the pesky purchase order and the immense invoice, what next? Well, why not leverage your EDD investment even further by printing MICR checks? They're really just a specialized form, not unlike your other business documents.

MICR checks are relatively easy to design, and they provide quick ROI. If you're already printing checks, then a good WYSIWYG check design solution lets you jettison risky pre-printed/signed checks in exchange for cheaper, safer blank check stock that helps prevent fraud.

Implementing MICR checks is easy but requires specialized plain paper printers and toner to print the MICR fonts that bank check processors can "read." While guidelines for placement of the MICR font on the blank check are strict, those guidelines are straightforward and rarely challenging.

Step 5: Image and Archiving--The Final Step

At this point, we're close to the end of a document's life cycle. Archiving/imaging systems represent an efficient way to store mission-critical documents. Basically, you convert documents into a compatible digital format, and then you index them with search criteria for easy retrieval. Minus EDD, much or all of this work is done manually.

Or you can integrate an EDD solution and the document imaging system to allow documents to be automatically routed both to the recipients and directly into the archive without any manual indexing or scanning. Documents are already coming and going in a digital format. They also already have "indexable" information (customer name, phone/fax numbers, etc.) associated with them.

So, once you integrate the two systems, you benefit not just because you're saving time on manual scanning and indexing, but also because you're reducing the potential for human error.

Trust Me. It's Easy.

If you use a step-by-step process, EDD implementation is easier than you think. We've found that over 95% of the time, the customer can't believe how easy it is to implement the kind of EDD solutions described in this article. Even better, they're thrilled by how quickly the benefits roll in. We typically see our customers achieve ROI in about six months or less.

Gradually changing your operations allows your organization to become comfortable with the reality of a paperless office and gives you the breathing room to keep challenges from turning into crises.

Gary Langton is the co-founder and president of Quadrant Software, a leading technology company specializing in Electronic Document Distribution (EDD) solutions for the iSeries 400 enterprise. An IBM Business Partner since opening its doors in 1990, Gary and his partner, CEO Peter DePierro, have built Quadrant Software into a successful venture with worldwide presence that has won every major iSeries industry award for product and service excellence.







  • Mobile Computing and the IBM i

    SB ASNA PPL 5450Mobile computing is rapidly maturing into a solid platform for delivering enterprise applications. Many IBM i shops today are realizing that integrating their IBM i with mobile applications is the fast path to improved business workflows, better customer relations, and more responsive business reporting.

    This ASNA whitepaper takes a look at mobile computing for the IBM i. It discusses the different ways mobile applications may be used within the enterprise and how ASNA products solve the challenges mobile presents. It also presents the case that you already have the mobile programming team your projects need: that team is your existing RPG development team!

    Get your copy today!

  • Automate IBM i Operations using Wireless Devices

    DDL SystemsDownload the technical whitepaper on MANAGING YOUR IBM i WIRELESSLY and (optionally) register to download an absolutely FREE software trail. This whitepaper provides an in-depth review of the native IBM i technology and ACO MONITOR's advanced two-way messaging features to remotely manage your IBM i while in or away from the office. Notify on-duty personnel of system events and remotely respond to complex problems (via your Smartphone) before they become critical-24/7. Problem solved!

    Order your copy here.

  • DR Strategy Guide from Maxava: Brand New Edition - now fully updated to include Cloud!


    Download your free copy of DR Strategy Guide for IBM i from Maxava today.


  • White Paper: Node.js for Enterprise IBM i Modernization

    SB Profound WP 5539

    If your business is thinking about modernizing your legacy IBM i (also known as AS/400 or iSeries) applications, you will want to read this white paper first!

    Download this paper and learn how Node.js can ensure that you:
    - Modernize on-time and budget - no more lengthy, costly, disruptive app rewrites!
    - Retain your IBM i systems of record
    - Find and hire new development talent
    - Integrate new Node.js applications with your existing RPG, Java, .Net, and PHP apps
    - Extend your IBM i capabilties to include Watson API, Cloud, and Internet of Things

    Read Node.js for Enterprise IBM i Modernization Now!


  • 2020 IBM i Marketplace Survey Results


    This year marks the sixth edition of the popular IBM i Marketplace Survey Results. Each year, HelpSystems sets out to gather data about how businesses use the IBM i platform and the IT initiatives it supports. Year over year, the survey has begun to reveal long-term trends that give insight into the future of this trusted technology.

    More than 500 IBM i users from around the globe participated in this year’s survey, and we’re so happy to share the results with you. We hope you’ll find the information interesting and useful as you evaluate your own IT projects.

  • AIX Security Basics eCourse

    Core Security

    With so many organizations depending on AIX day to day, ensuring proper security and configuration is critical to ensure the safety of your environment. Don’t let common threats put your critical AIX servers at risk. Avoid simple mistakes and start to build a long-term plan with this AIX Security eCourse. Enroll today to get easy to follow instructions on topics like:

    • Removing extraneous files
    • Patching systems efficiently
    • Setting and validating permissions
    • Managing service considerations
    • Getting overall visibility into your networks


  • Developer Kit: Making a Business Case for Modernization and Beyond

    Profound Logic Software, Inc.

    Having trouble getting management approval for modernization projects? The problem may be you're not speaking enough "business" to them.

    This Developer Kit provides you study-backed data and a ready-to-use business case template to help get your very next development project approved!

  • What to Do When Your AS/400 Talent Retires

    HelpSystemsIT managers hoping to find new IBM i talent are discovering that the pool of experienced RPG programmers and operators or administrators is small.

    This guide offers strategies and software suggestions to help you plan IT staffing and resources and smooth the transition after your AS/400 talent retires. Read on to learn:

    • Why IBM i skills depletion is a top concern
    • How leading organizations are coping
    • Where automation will make the biggest impact


  • IBM i Resources Retiring?

    SB HelpSystems WC GenericLet’s face it: IBM i experts and RPG programmers are retiring from the workforce. Are you prepared to handle their departure?
    Our panel of IBM i experts—Chuck Losinski, Robin Tatam, Richard Schoen, and Tom Huntington—will outline strategies that allow your company to cope with IBM i skills depletion by adopting these strategies that allow you to get the job done without deep expertise on the OS:
    - Automate IBM i processes
    - Use managed services to help fill the gaps
    - Secure the system against data loss and viruses
    The strategies you discover in this webinar will help you ensure that your system of record—your IBM i—continues to deliver a powerful business advantage, even as staff retires.


  • Backup and Recovery Considerations for Security Data and Encrypted Backups

    SB PowerTech WC GenericSecurity expert Carol Woodbury is joined by Debbie Saugen. Debbie is an expert on IBM i backup and recovery, disaster recovery, and high availability, helping IBM i shops build and implement effective business continuity plans.
    In today’s business climate, business continuity is more important than ever. But 83 percent of organizations are not totally confident in their backup strategy.
    During this webinar, Carol and Debbie discuss the importance of a good backup plan, how to ensure you’re backing up your security information, and your options for encrypted back-ups.

  • Profound.js: The Agile Approach to Legacy Modernization

    SB Profound WC GenericIn this presentation, Alex Roytman and Liam Allan will unveil a completely new and unique way to modernize your legacy applications. Learn how Agile Modernization:
    - Uses the power of Node.js in place of costly system re-writes and migrations
    - Enables you to modernize legacy systems in an iterative, low-risk manner
    - Makes it easier to hire developers for your modernization efforts
    - Integrates with Profound UI (GUI modernization) for a seamless, end-to-end legacy modernization solution


  • Data Breaches: Is IBM i Really at Risk?

    SB PowerTech WC GenericIBM i is known for its security, but this OS could be more vulnerable than you think.
    Although Power Servers often live inside the safety of the perimeter firewall, the risk of suffering a data leak or data corruption remains high.
    Watch noted IBM i security expert Robin Tatam as he discusses common ways that this supposedly “secure” operating system may actually be vulnerable and who the culprits might be.

    Watch the webinar today!


  • Easy Mobile Development

    SB Profound WC GenericWatch this on-demand webinar and learn how to rapidly and easily deploy mobile apps to your organization – even when working with legacy RPG code! IBM Champion Scott Klement will demonstrate how to:
    - Develop RPG applications without mobile development experience
    - Deploy secure applications for any mobile device
    - Build one application for all platforms, including Apple and Android
    - Extend the life and reach of your IBM i (aka iSeries, AS400) platform
    You’ll see examples from customers who have used our products and services to deliver the mobile applications of their dreams, faster and easier than they ever thought possible!


  • Profound UI: Unlock True Modernization from your IBM i Enterprise

    SB Profound PPL 5491Modern, web-based applications can make your Enterprise more efficient, connected and engaged. This session will demonstrate how the Profound UI framework is the best and most native way to convert your existing RPG applications and develop new modern applications for your business. Additionally, you will learn how you can address modernization across your Enterprise, including databases and legacy source code, with Profound Logic.

  • Node Webinar Series Pt. 1: The World of Node.js on IBM i

    Profound Logic Software, Inc.Have you been wondering about Node.js? Our free Node.js Webinar Series takes you from total beginner to creating a fully-functional IBM i Node.js business application.

    Part 1 will teach you what Node.js is, why it's a great option for IBM i shops, and how to take advantage of the ecosystem surrounding Node.

    In addition to background information, our Director of Product Development Scott Klement will demonstrate applications that take advantage of the Node Package Manager (npm).

  • 5 New and Unique Ways to Use the IBM i Audit Journal

    SB HelpSystems ROBOT GenericYou must be asking yourself: am I doing everything I can to protect my organization’s data? Tune in as our panel of IBM i high availability experts discuss:

    - Why companies don’t test role swaps when they know they should
    - Whether high availability in the cloud makes sense for IBM i users
    - Why some organizations don’t have high availability yet
    - How to get high availability up and running at your organization
    - High availability considerations for today’s security concerns

  • Profound.js 2.0: Extend the Power of Node to your IBM i Applications

    SB Profound WC 5541In this Webinar, we'll demonstrate how Profound.js 2.0 enables you to easily adopt Node.js in your business, and to take advantage of the many benefits of Node, including access to a much larger pool of developers for IBM i and access to countless reusable open source code packages on npm (Node Package Manager).
    You will see how Profound.js 2.0 allows you to:

    • Provide RPG-like capabilities for server-side JavaScript.
    • Easily create web and mobile application interfaces for Node on IBM i.
    • Let existing RPG programs call Node.js modules directly, and vice versa.
    • Automatically generate code for Node.js.
    • Automatically converts existing RPGLE code into clean, simplified Node.js code.

    Download and watch today!


  • Make Modern Apps You'll Love with Profound UI & Profound.js

    SB Profound WC 5541Whether you have green screens or a drab GUI, your outdated apps can benefit from modern source code, modern GUIs, and modern tools.
    Profound Logic's Alex Roytman and Liam Allan are here to show you how Free-format RPG and Node.js make it possible to deliver applications your whole business will love:

    • Transform legacy RPG code to modern free-format RPG and Node.js
    • Deliver truly modern application interfaces with Profound UI
    • Extend your RPG applications to include Web Services and NPM packages with Node.js


  • Accelerating Programmer Productivity with Sequel


    Most business intelligence tools are just that: tools, a means to an end but not an accelerator. Yours could even be slowing you down. But what if your BI tool didn't just give you a platform for query-writing but also improved programmer productivity?
    Watch the recorded webinar to see how Sequel:

    • Makes creating complex results simple
    • Eliminates barriers to data sources
    • Increases flexibility with data usage and distribution

    Accelerated productivity makes everyone happy, from programmer to business user.

  • Business Intelligence is Changing: Make Your Game Plan

    SB_HelpSystems_WC_GenericIt’s time to develop a strategy that will help you meet your informational challenges head-on. Watch the webinar to learn how to set your IT department up for business intelligence success. You’ll learn how the right data access tool will help you:

    • Access IBM i data faster
    • Deliver useful information to executives and business users
    • Empower users with secure data access

    Ready to make your game plan and finally keep up with your data access requests?


  • Controlling Insider Threats on IBM i

    SB_HelpSystems_WC_GenericLet’s face facts: servers don’t hack other servers. Despite the avalanche of regulations, news headlines remain chock full of stories about data breaches, all initiated by insiders or intruders masquerading as insiders.
    User profiles are often duplicated or restored and are rarely reviewed for the appropriateness of their current configuration. This increases the risk of the profile being able to access data without the intended authority or having privileges that should be reserved for administrators.
    Watch security expert Robin Tatam as he discusses a new approach for onboarding new users on IBM i and best-practices techniques for managing and monitoring activities after they sign on.

  • Don't Just Settle for Query/400...

    SB_HelpSystems_WC_GenericWhile introducing Sequel Data Access, we’ll address common frustrations with Query/400, discuss major data access, distribution trends, and more advanced query tools. Plus, you’ll learn how a tool like Sequel lightens IT’s load by:

    - Accessing real-time data, so you can make real-time decisions
    - Providing run-time prompts, so users can help themselves
    - Delivering instant results in Microsoft Excel and PDF, without the wait
    - Automating the query process with on-demand data, dashboards, and scheduled jobs

  • How to Manage Documents the Easy Way

    SB_HelpSystems_WC_GenericWhat happens when your company depends on an outdated document management strategy?
    Everything is harder.
    You don’t need to stick with status quo anymore.
    Watch the webinar to learn how to put effective document management into practice and:

    • Capture documents faster, instead of wasting everyone’s time
    • Manage documents easily, so you can always find them
    • Distribute documents automatically, and move on to the next task


  • Lessons Learned from the AS/400 Breach

    SB_PowerTech_WC_GenericGet actionable info to avoid becoming the next cyberattack victim.
    In “Data breach digest—Scenarios from the field,” Verizon documented an AS/400 security breach. Whether you call it AS/400, iSeries, or IBM i, you now have proof that the system has been breached.
    Watch IBM i security expert Robin Tatam give an insightful discussion of the issues surrounding this specific scenario.
    Robin will also draw on his extensive cybersecurity experience to discuss policies, processes, and configuration details that you can implement to help reduce the risk of your system being the next victim of an attack.

  • Overwhelmed by Operating Systems?

    SB_HelpSystems_WC_GenericIn this 30-minute recorded webinar, our experts demonstrate how you can:

    • Manage multiple platforms from a central location
    • View monitoring results in a single pane of glass on your desktop or mobile device
    • Take advantage of best practice, plug-and-play monitoring templates
    • Create rules to automate daily checks across your entire infrastructure
    • Receive notification if something is wrong or about to go wrong

    This presentation includes a live demo of Network Server Suite.


  • Real-Time Disk Monitoring with Robot Monitor

    SB_HelpSystems_WC_GenericYou need to know when IBM i disk space starts to disappear and where it has gone before system performance and productivity start to suffer. Our experts will show you how Robot Monitor can help you pinpoint exactly when your auxiliary storage starts to disappear and why, so you can start taking a proactive approach to disk monitoring and analysis. You’ll also get insight into:

    • The main sources of disk consumption
    • How to monitor temporary storage and QTEMP objects in real time
    • How to monitor objects and libraries in real time and near-real time
    • How to track long-term disk trends



  • Stop Re-keying Data Between IBM I and Other Applications

    SB_HelpSystems_WC_GenericMany business still depend on RPG for their daily business processes and report generation.Wouldn’t it be nice if you could stop re-keying data between IBM i and other applications? Or if you could stop replicating data and start processing orders faster? Or what if you could automatically extract data from existing reports instead of re-keying? It’s all possible. Watch this webinar to learn about:

    • The data dilemma
    • 3 ways to stop re-keying data
    • Data automation in practice

    Plus, see how HelpSystems data automation software will help you stop re-keying data.


  • The Top Five RPG Open Access Myths....BUSTED!

    SB_Profound_WC_GenericWhen it comes to IBM Rational Open Access: RPG Edition, there are still many misconceptions - especially where application modernization is concerned!

    In this Webinar, we'll address some of the biggest myths about RPG Open Access, including:

    • Modernizing with RPG OA requires significant changes to the source code
    • The RPG language is outdated and impractical for modernizing applications
    • Modernizing with RPG OA is the equivalent to "screen scraping"


  • Time to Remove the Paper from Your Desk and Become More Efficient

    SB_HelpSystems_WC_GenericToo much paper is wasted. Attempts to locate documents in endless filing cabinets.And distributing documents is expensive and takes up far too much time.
    These are just three common reasons why it might be time for your company to implement a paperless document management system.
    Watch the webinar to learn more and discover how easy it can be to:

    • Capture
    • Manage
    • And distribute documents digitally


  • IBM i: It’s Not Just AS/400


    IBM’s Steve Will talks AS/400, POWER9, cognitive systems, and everything in between

    Are there still companies that use AS400? Of course!

    IBM i was built on the same foundation.
    Watch this recorded webinar with IBM i Chief Architect Steve Will and IBM Power Champion Tom Huntington to gain a unique perspective on the direction of this platform, including:

    • IBM i development strategies in progress at IBM
    • Ways that Watson will shake hands with IBM i
    • Key takeaways from the AS/400 days


  • Ask the RDi Experts

    SB_HelpSystems_WC_GenericWatch this recording where Jim Buck, Susan Gantner, and Charlie Guarino answered your questions, including:

    • What are the “hidden gems” in RDi that can make me more productive?
    • What makes RDi Debug better than the STRDBG green screen debugger?
    • How can RDi help me find out if I’ve tested all lines of a program?
    • What’s the best way to transition from PDM to RDi?
    • How do I convince my long-term developers to use RDi?

    This is a unique, online opportunity to hear how you can get more out of RDi.


  • Node.js on IBM i Webinar Series Pt. 2: Setting Up Your Development Tools

    Profound Logic Software, Inc.Have you been wondering about Node.js? Our free Node.js Webinar Series takes you from total beginner to creating a fully-functional IBM i Node.js business application. In Part 2, Brian May teaches you the different tooling options available for writing code, debugging, and using Git for version control. Attend this webinar to learn:

    • Different tools to develop Node.js applications on IBM i
    • Debugging Node.js
    • The basics of Git and tools to help those new to it
    • Using as a pre-built development environment



  • Inside the Integrated File System (IFS)

    SB_HelpSystems_WC_GenericDuring this webinar, you’ll learn basic tips, helpful tools, and integrated file system commands—including WRKLNK—for managing your IFS directories and Access Client Solutions (ACS). We’ll answer your most pressing IFS questions, including:

    • What is stored inside my IFS directories?
    • How do I monitor the IFS?
    • How do I replicate the IFS or back it up?
    • How do I secure the IFS?

    Understanding what the integrated file system is and how to work with it must be a critical part of your systems management plans for IBM i.


  • Expert Tips for IBM i Security: Beyond the Basics

    SB PowerTech WC GenericIn this session, IBM i security expert Robin Tatam provides a quick recap of IBM i security basics and guides you through some advanced cybersecurity techniques that can help you take data protection to the next level. Robin will cover:

    • Reducing the risk posed by special authorities
    • Establishing object-level security
    • Overseeing user actions and data access

    Don't miss this chance to take your knowledge of IBM i security beyond the basics.



  • 5 IBM i Security Quick Wins

    SB PowerTech WC GenericIn today’s threat landscape, upper management is laser-focused on cybersecurity. You need to make progress in securing your systems—and make it fast.
    There’s no shortage of actions you could take, but what tactics will actually deliver the results you need? And how can you find a security strategy that fits your budget and time constraints?
    Join top IBM i security expert Robin Tatam as he outlines the five fastest and most impactful changes you can make to strengthen IBM i security this year.
    Your system didn’t become unsecure overnight and you won’t be able to turn it around overnight either. But quick wins are possible with IBM i security, and Robin Tatam will show you how to achieve them.

  • How to Meet the Newest Encryption Requirements on IBM i

    SB PowerTech WC GenericA growing number of compliance mandates require sensitive data to be encrypted. But what kind of encryption solution will satisfy an auditor and how can you implement encryption on IBM i? Watch this on-demand webinar to find out how to meet today’s most common encryption requirements on IBM i. You’ll also learn:

    • Why disk encryption isn’t enough
    • What sets strong encryption apart from other solutions
    • Important considerations before implementing encryption



  • Security Bulletin: Malware Infection Discovered on IBM i Server!

    SB PowerTech WC GenericMalicious programs can bring entire businesses to their knees—and IBM i shops are not immune. It’s critical to grasp the true impact malware can have on IBM i and the network that connects to it. Attend this webinar to gain a thorough understanding of the relationships between:

    • Viruses, native objects, and the integrated file system (IFS)
    • Power Systems and Windows-based viruses and malware
    • PC-based anti-virus scanning versus native IBM i scanning

    There are a number of ways you can minimize your exposure to viruses. IBM i security expert Sandi Moore explains the facts, including how to ensure you're fully protected and compliant with regulations such as PCI.



  • Fight Cyber Threats with IBM i Encryption

    SB PowerTech WC GenericCyber attacks often target mission-critical servers, and those attack strategies are constantly changing. To stay on top of these threats, your cybersecurity strategies must evolve, too. In this session, IBM i security expert Robin Tatam provides a quick recap of IBM i security basics and guides you through some advanced cybersecurity techniques that can help you take data protection to the next level. Robin will cover:

    • Reducing the risk posed by special authorities
    • Establishing object-level security
    • Overseeing user actions and data access




  • 10 Practical IBM i Security Tips for Surviving Covid-19 and Working From Home

    SB PowerTech WC GenericNow that many organizations have moved to a work from home model, security concerns have risen.

    During this session Carol Woodbury will discuss the issues that the world is currently seeing such as increased malware attacks and then provide practical actions you can take to both monitor and protect your IBM i during this challenging time.


  • How to Transfer IBM i Data to Microsoft Excel

    SB_HelpSystems_WC_Generic3 easy ways to get IBM i data into Excel every time
    There’s an easy, more reliable way to import your IBM i data to Excel? It’s called Sequel. During this webinar, our data access experts demonstrate how you can simplify the process of getting data from multiple sources—including Db2 for i—into Excel. Watch to learn how to:

    • Download your IBM i data to Excel in a single step
    • Deliver data to business users in Excel via email or a scheduled job
    • Access IBM i data directly using the Excel add-in in Sequel

    Make 2020 the year you finally see your data clearly, quickly, and securely. Start by giving business users the ability to access crucial business data from IBM i the way they want it—in Microsoft Excel.



  • HA Alternatives: MIMIX Is Not Your Only Option on IBM i

    SB_HelpSystems_WC_GenericIn this recorded webinar, our experts introduce you to the new HA transition technology available with our Robot HA software. You’ll learn how to:

    • Transition your rules from MIMIX (if you’re happy with them)
    • Simplify your day-to-day activities around high availability
    • Gain back time in your work week
    • Make your CEO happy about reducing IT costs

    Don’t stick with a legacy high availability solution that makes you uncomfortable when transitioning to something better can be simple, safe, and cost-effective.



  • Comply in 5! Well, actually UNDER 5 minutes!!

    SB CYBRA PPL 5382

    TRY the one package that solves all your document design and printing challenges on all your platforms.

    Produce bar code labels, electronic forms, ad hoc reports, and RFID tags – without programming! MarkMagic is the only document design and print solution that combines report writing, WYSIWYG label and forms design, and conditional printing in one integrated product.

    Request your trial now!

  • Backup and Recovery on IBM i: Your Strategy for the Unexpected

    SB HelpSystems SC 5413Robot automates the routine tasks of iSeries backup and recovery, saving you time and money and making the process safer and more reliable. Automate your backups with the Robot Backup and Recovery Solution. Key features include:
    - Simplified backup procedures
    - Easy data encryption
    - Save media management
    - Guided restoration
    - Seamless product integration
    Make sure your data survives when catastrophe hits. Try the Robot Backup and Recovery Solution FREE for 30 days.

  • Manage IBM i Messages by Exception with Robot

    SB HelpSystems SC 5413Managing messages on your IBM i can be more than a full-time job if you have to do it manually. How can you be sure you won’t miss important system events?
    Automate your message center with the Robot Message Management Solution. Key features include:
    - Automated message management
    - Tailored notifications and automatic escalation
    - System-wide control of your IBM i partitions
    - Two-way system notifications from your mobile device
    - Seamless product integration
    Try the Robot Message Management Solution FREE for 30 days.

  • Easiest Way to Save Money? Stop Printing IBM i Reports

    SB HelpSystems SC 5413Robot automates report bursting, distribution, bundling, and archiving, and offers secure, selective online report viewing.
    Manage your reports with the Robot Report Management Solution. Key features include:

    - Automated report distribution
    - View online without delay
    - Browser interface to make notes
    - Custom retention capabilities
    - Seamless product integration
    Rerun another report? Never again. Try the Robot Report Management Solution FREE for 30 days.

  • Hassle-Free IBM i Operations around the Clock

    SB HelpSystems SC 5413For over 30 years, Robot has been a leader in systems management for IBM i.
    Manage your job schedule with the Robot Job Scheduling Solution. Key features include:
    - Automated batch, interactive, and cross-platform scheduling
    - Event-driven dependency processing
    - Centralized monitoring and reporting
    - Audit log and ready-to-use reports
    - Seamless product integration
    Scale your software, not your staff. Try the Robot Job Scheduling Solution FREE for 30 days.

  • ACO MONITOR Manages your IBM i 24/7 and Notifies You When Your IBM i Needs Assistance!

    SB DDL Systems 5429More than a paging system - ACO MONITOR is a complete systems management solution for your Power Systems running IBM i. ACO MONITOR manages your Power System 24/7, uses advanced technology (like two-way messaging) to notify on-duty support personnel, and responds to complex problems before they reach critical status.

    ACO MONITOR is proven technology and is capable of processing thousands of mission-critical events daily. The software is pre-configured, easy to install, scalable, and greatly improves data center efficiency.