Halcyon Announces Document Management System v3.0 for IBM i

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Ensures Reliable Archiving, Rapid Retrieval, Packaging and Distribution of Business Information, Documents and Reports Held in Spooled Files on the IBM i System

Halcyon Software

Halcyon has made a significant investment in the Document Management System software. The new web-based interface modernizes and simplifies a traditionally labor intensive activity and saves significant cost.

Systems management software provider, Halcyon Software Inc., today announced a new product – Document Management System v 3.0 for the IBM i platform.

Document Management System v 3.0 is a comprehensive software package which ensures reliable archiving, rapid retrieval, packaging and distribution of business information, documents and reports held in spooled files on the IBM i system.

Businesses can benefit by significantly reducing costs for what is traditionally a labor intensive activity for managing, finding, re-packaging and distributing the relevant information to users within the organization to allow them to do their jobs effectively. Cost efficiencies are also gained in the rapid retrieval and delivery of information in the right format to external contacts including customers and suppliers.

Key features include indexing of all archived files for rapid retrieval, an easy to use web user interface requiring no specialist IBM i skills, a “sticky note” that marks important information about a particular file that can be instantly viewed by assigned users, and an overlay designer for reports, print overlays to create invoices, orders, dispatch notes, etc. Document Management System v3.0 also has a segmenting and bundling feature that enables subsets of large reports to be created and distributed to pre-defined recipient lists.

The software performs actions on spooled files without the need for program changes such as automatically emailing the summary page of a report or converting them into PDFs or HTML web pages.

John Dominic, Vice President of Sales, Halcyon Software Inc. said, “Halcyon has made a significant investment in the Document Management System software. Our development team has engaged with IBM i sites to create a business solution which offers automatic archiving, indexing and superfast retrieval of important information. The new web-based interface modernizes and simplifies a traditionally labor intensive activity and saves significant cost.”

The indexing functionality eliminates the need for staff to search for spooled files or wade through large reports to find specific information important to their business or job function. Indexing can be applied to archived files for fast retrieval of detailed information and IT administrators can search for archived files using combinations of 15 definable indexes such as invoice numbers. The technology also has a powerful search function through linking indexes across different archived files. For example, indexes for “Invoice Number” could be cross linked to indexes for “Customers,” “Orders” and “Depots.”

Web Based Interface
A web-based graphical user interface (GUI) provides an easy way for staff to access or handle indexed spooled files, assign notes, apply print overlays and export data without the need for specialist skills or training. All documents can be viewed securely and remotely through a web browser. Using the appropriate security settings organizations have the option to allow their customers to carry out their own searches.

Sticky Notes
Users can create a “sticky note” or a line item which appears on the GUI and at the same time on the IBM i green screen, which can highlight key information to all members of their team. Any changes to notes or items are also simultaneously updated on the GUI and the green screen. For example, a note could be created against a customer account containing information which is vital for other team members to know. Security features within the software prevent non-authorized staff or teams being able to view or change information.

Overlay Designer
The new overlay designer enables businesses to easily customize their reports or create print overlays for typical documents such as invoices, dispatch notes, orders, pick lists and customer statements.

Segmenting and Bundling
Organizations can create subsets of large reports, and distribute bundles of information as hard copies or email documents in PDF, HTML and TXT format to a pre-defined recipient list. For example, staff in a distribution company could extract information from reports which identifies depots that only stock certain products, or depots that have residual supplies of an individual item, or customers which reside in particular territories or those that receive regular deliveries of a specific product, etc. Considerable resources can be saved by eliminating the need to manually extract this information from reports often hundreds of pages in length. Another benefit of segmenting and bundling is that the software does not need to use specialist scripts to “slice and dice” the data from spooled files and deliver it efficiently and quickly to the people that require it.

Pricing and availability
Document Management System v3.0 is available immediately. Product pricing is tiered and based on IBM processor groups. In addition, Halcyon have published a fair pricing policy so that if customers increase the Commercial Processing Workload (CPW) rating of their IBM hardware they will not incur software upgrade fees giving long term reassurance on costs.

For more information about Document Management System v3.0 visit:

About Halcyon Software
Halcyon Software is a global leader in multi-platform systems management software. With more than 20 years of delivering proven solutions and first class customer support, Halcyon’s products proactively monitor, manage and automate IT operations to significantly reduce costs. Large IT outsourcing companies as well as small to medium sized corporate and public sector data centers rely on Halcyon Software to ensure their mission-critical systems, core applications and services are available 24/7.

Halcyon’s solutions support IBM® enterprise class systems, including the IBM i®, AIX® as well as Windows® and Linux® platforms.

Halcyon has regional offices in the USA, UK and Australia, and a worldwide network of partners and distributors supporting the Americas, EMEA, and Asia Pac territories.


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John Dominic

Meryl Franzman
Beyond Words Communications Inc.
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