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COLD-ERM: Computer Output to Laser Disk – Enterprise Report Management: How it Works

DocFinity® AutoARCHIVE, part of COLD-ERM, monitors a directory for print streams sent from your print spooler to the printer. Once the print stream is captured, it is automatically indexed, filed, and available immediately to end users. DocFinity Define, another component of COLD-ERM, stores and manages overlay templates for statements. The stored streams can then be printed on electronically- stored stationery, so that invoices and other documents can include trademark layouts and logos.

There are seven different reports management modules within the DocFinity suite, each differentiated by the type of print stream (ASCII, EBCDIC, IBM AFP, Xerox Metacode/DJDE, Postscript/PDF and PCL) and the desired output for reports (TIFF and PDF).

Multiple indexes are user-defined. Giving you the ability to categorize or index print streams provides you with the flexibility to store and retrieve information in a way that works for you.

KEY FEATURES

  • Monitors print streams to automatically capture, index, and store reports;
  • Works with ASCII, EBCDIC, IBM AFP, Xerox Metacode/DJDE, Postscript/PDF, and PCL;
  • Provides an audit trail and security features;
  • Permits forms overlay and email distribution;
  • Compresses text reports up to 96 percent;
  • Integrates easily with third-party software packages;
  • Works with standard Web browsers;
  • Provides the capability to associate captured print streams with other documents for easy filing and retrieval.

Some other features of DocFinity COLD-ERM:

  • Automate data extraction - Indexing includes 150 user-defined Column Keys and 150 user-defined Page Keys
  • Graphical Report Definition – Defining reports is easy with DocFinity COLD-ERM’s Define program. Simply highlight the area to be used as an index and press the SAVE button. You can even create a standard template to use when defining new reports.
  • Graphical Forms Overlay – With DocFinity COLD-ERM, you can easily “attach” a graphical form overlay that looks just like the original form on which your data was printed. A single overlay can be assigned to multiple reports or a single report can have multiple overlays (based on date). You can even have a different overlay for viewing, printing, and faxing.
  • Flexible Index Extraction – 150 indexes of 128 characters each can be defined. The indexes can be exported for analysis or imported into the DocFinity COLD-ERM database front end for report retrieval. Also, files that have been converted to PDF or TIFF format from AFP, Metacode/DJDE, Postscript/PDF, or PCL can be trigger-indexed.
  • Exporting Information – Users can retrieve information from their server via push or pull technology. For example, the OIT system can be programmed to process a report at night, set up the indexes and “push” or extract the indexes into the SQL database for review. “Pull” technology is when the user asks the server directly to extract the indexes.
  • Modular Design – The modular design of DocFinity COLD-ERM allows for easy integration with other software packages (i.e. accounting software, POS software). DocFinity COLD-ERM integration is limited ONLY by the capabilities of the other software package.
  • Line data is compressed and stored in a data repository. Indexes to pages or page ranges are extracted from the report and stored within a SQL database, enabling your end users to easily and quickly get to the page or page range that they need.
  • Dynamic Data Exchange libraries included
  • Definition of columns and indexes

The result: a single user interface to search both report data and any other electronic content or document files.

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"DocFinity COLD products are rock solid. We have had some reports auto archiving for years now. They have been running "hands off" with no intervention on our part. It's a great system!"

~ Steve Emrick, CDIA+, BMI

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