OctoTools™

JBM Systems, Inc

4 Bald Hill Lane
Peabody, MA 01960
978-535-7676
sales@jbmsystems.com

1
 OctoTools Outline
Since I am not presenting to you in person
and people that read this document may
have varying degrees of knowledge, I
may have some concepts and pages that
you are already aware of, I apologize.
My goals are:
• Provide some general background about
technologies that OctoTools incorporates
like Electronic Forms and archiving.
• Provide overview of OctoTools features.
• Provide some ideas about financial
justification.
• Sample forms and reports

2
 Why Electronics Forms ?
Electronic Forms supported by
OctoTools™ are pre-designed
images of a desired PDF or paper
form (to be printed).
• Electronic forms are not preprinted, they
are printed “on demand”.
• No inventory is required
• When forms are changed, there is
nothing to be discarded.
• No degradation in copies verses a multi-
part form.
• Each form may be electronically altered
based on input data.
• Inexpensive production and merging with
data, without reentering.
• Inexpensive storage.

3
 Why Document Archiving ?
You may ask, “Why should I make
document archiving available to my
clients, it will reduce business”?
There are many reasons it is required and
should not decrease revenue.
• Sarbanes-Oxley Act of 2002 requires records
(report retention) and prohibits destruction
thereof. Paper reports take lots of space and are
difficult to store and retrieve. Archiving to disk or
DVD solves those problems.
• Online retrieval of documents such as invoices
are major part a CRM application, they save time
and improve productivity.
• These days all customers are looking to save
money. Printing paper can be a big target. If you
supply the document archiving solution you can
tackle the problem and still retain the account.

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 Why PDF ?
• PDF is a Portable Document Format that was
created by Adobe® to allow a document to be
created on one system and viewed or printed on
any other. For example, you can design a
document on a Mac® and view on Windows® or
Linux and print on Xerox®, HP®, Canon®,
Ricoh® or printers.
• It is universally accepted document medium
across all major software platforms. The Adobe
reader is freely available.
• Documents are saved and transmitted to the
reader in compressed format. This saved
bandwidth and disk space.
• Documents may be encrypted and electronically
signed.
• PDF documents are completely searchable as
opposed to TIFF and many other imaging
formats.

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OctoTools Saves Money & Trees
• Depending on the reduction of your print output volume,
you can save thousands of dollars per day in paper,
supplies, labor and overhead costs.
• The data recorded on a single CDROM can save a
minimum of $1570 and storage space for almost 1000
pounds of paper.
• A common 100 gb hard disk can save an organization
over $875,000 and storage space for more than 25
million pages, 480,000 pounds of paper.

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 How Can You Benefit ?
OctoTools is a versatile low cost Variable
Data Printing (VDP) package that can
help sell solutions at higher profit margin.
• Many clients require interfacing between
copiers/MFP’s and host computers.
• Host computers from many platforms contain
valuable data that must be printed.
• Many Information Technology (IT) shops use
proprietary printing systems like Xerox, IBM 3900
and Oce® for legacy.
• HP, Xerox and Generic printers may replace
proprietary ones when used with VDP packages
like Paris(tm), Dot(tm) and Planet Press®. They
can take data and reformat it to match customer
needs, but are very expensive. Many vendors
charge for speed of the printers and for number of
printers used. Software charges for a high speed
printer can cost $15,000 each.
• Report archiving is integrated in OctoTools at no
addition cost.

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 How can OctoTools™ help ?
• OctoTools is multipurpose VDP printing/archiving
software that has most of the features of other
VDP programs but at lower cost.
• Justify technology upgrades in existing clients for
color printers. Color output can improve looks
and can increase customer response.
• There are no charges for additional printers or for
the speed of the printer. Many competitors
charge up to $15,000 for high speed printers.
• A lower cost basis allows you to build in more
profit margin, add more professional services or
just win bids that you could not otherwise have
done due to price.
• OctoTools support all platforms, you don’t need
one system for AS/400 and another for Unix.
• OctoTools is feature rich and continues to add
more capabilities. Print, PDF archiving, email, fax
are all supported for one price and without
changing a single line of source code.
• The full OctoTools system list price is under
$3,000 without restrictions on print speed or
number of printers. We have a base option,
OctoTools RTE to perform PDF conversion with
striping for as little as $1200.

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 Octotools Capabilities
• Fully Unattended Operation
• Create Electronic Forms
• Replace Pre-printed forms
• Print to any Windows printer- PCL, PS, GDI, Digital Copiers
• Reformatting Legacy Applications to be Web Accessible
• Enhance Text Reports to User Friendly Format
• Bursting/Splitting/Distributing Reports as PDF
• Archiving Reports for LAN/WAN/Internet access, as PDF
Archive reports can eliminate or replace sensitive fields as
desired. An example is, removing the signature and MICR
characters from an archived check.
• Option to create/copy a form under MS Word using RTF
• Mail merge
• Automatic Emailing and faxing of report
• 128 bit Encryption of PDFs that are archived and/or emailed.
This allows sending documents securely by email.
• Act as a “feeder system” for content managers like Xerox’s
DocuShare®, Filenet®, IBM’s Content Manager® and
Documentum®.

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Additional OctoTools Capabilities
• GUI based design environment
• Built-in Post Script and PCL
printer output
• Drag and Drop placement of all
elements
• Automatic dynamic text and
forms merge
• Text boxes for dynamic and
static text & Data
• Design elements, objects,
images & text boxes
• User defined "green bar" type
striping
• "Watched" directory support
• Conditioned based data
formatting
• Dynamic switch of overlays
based on data
• Barcodes including 2D PDF417
& Postnet
• Email URL or whole file
• Bookmarks
• •
Multiprocessor support
• •
Variable opacity of elements
and backgrounds
• Multiple counters for page/line
• •
Convert GIF, JPEG, BMP,
EMF, WMF to PDF
• Conditional formatting -
changing format and values
based in input
• Conditional paper control
including duplexing and paper
source selection
• Automatic Text to PDF
generation
• Dynamic line and character
position indicator
• Report bursting and drill down
• Specify paper orientation &
size
• Generate file name based on
data in the file
• Select from any true-type font
and size
• Immediate visual results
• Color JPG, TIFF, GIF, BNP,
PNG image import
• Automatic email and report
distribution
Searchable PDF
Watermarking
• Acrobat® compatible
encryption
Accounting statistics
• Non-stop operatorless
conversion
• CSV Input
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 Hardware/Software
Platforms
OctoTools is Windows based but
supports virtually all hardware
platforms that have TCP/IP
• i/Series(AS400)
• Unix, Linux, AIX, HP/UX, SCO
• zSeries (Z/OS, OS/390, VM, VSE)
• Windows (all versions)
• MSDOS
• Open VMS
• Tandem
• HP3000

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Reports may be sent from any system using an LPR
printer interface, FTP, or dropped into a watched folder.

i/Series
S/390 (AS400)

Windows
2003/XP/2000/NT
RPM (LPD)
OctoTools

SCO, HP/UX, AIX Linux

“any flavor”

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HP3000
 OctoTools Data Flow
Designer - Build a One Time Design

OctoTools OctoTools
Template(OTP) RunTime (ORN)

Run Time

Output
Profile

Data from
RPM/FTP or
WATCHER
Outputs

PCL/PS/Digital 13
E-mail PDF Fax Xerox DT180
copier
 OctoTools Customer
Base
OctoTools’ customer base is
composed of
• 50% iSeries (AS400)
• 35% Unix/Linux/Aix etc
• 15 % Windows, Open VMS,
zSeries, HP3000

Applications
• 60% Invoicing
• 30% Financial GL, AP, AR and
other Reporting
• 10% Other

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 Hardware/Software

OctoTools was built using the .NET

Framework 1.1 using C#
• OctoTools runs with Windows XP/2003/2000/NT4
on server, professional or home editions.
• OctoTools has been certified by Veritest to run
2003 server
• OctoTools has run on 4 way servers without any
problems and will support multiple streams being
processed simultaneously.
Minimum Configuration
• Any x86 system that supports .NET
• 1 GHZ and 256MB for light print loads
Recommended Configuration
• 2.8+ Pentium 4 or equivalent
• 512-1024MB depending on OS and concurrent
processing streams
• A $500-$700 commodity PC can perform the job
for most users, big “industrial strength servers”
are not required.

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 OctoTools – Anticipated Future
Features
We Listen To Our Customers. Many new features have
been added to meet customer needs.

• PCL Macros - Create, Store and Upload to

printer.
1. Reduce resource hogging “Terms and Conditions” and
other fixed text/graphics from 100,000 bytes or more to a
handful.
2. Improve speed of both local and remote printing.
3. Provide security by allowing sensitive information to reside
offline on a flash memory key ring.
• Selective Printing of the Form, to allow that
same template to serve for PDF and preprinted
form.
1. Some output must use preprinted forms, but if that data is
stored in archives it is useless.
2. OctoTools will be able to suppress fixed test for preprinted
forms, yet provide the full for PDF.
• Chinese, Japanese, Korean and Right to Left
character sets
• Excel/CSV extraction when a report is created
• XML Output
• ODBC Database Input & XML
• Turnkey, high performance Enterprise Level
upgrade codename “Turbo”, extra cost module.

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 How Will OctoTools Affect Your Expenses
and Productivity

• Save by switching to improved technology. Many

people are still using dot-matrix, line printers and
multipart paper forms. The forms are expensive,
and bottom copies may be difficult to read. Laser
printers, Multi Function Printers (MFP) or inkjet
technology are less expensive and OctoTools
also provides a side benefit of a report archive.
The archive is complementary to the printing and
will improve access to documents and customer
satisfaction.
• Report Archiving is being deployed in many
companies to save money and space. Larger
more expensive systems are being put in. You do
not have to spend large sums of money to do this
with OctoTools. In most cases OctoTools pays for
itself in under 1-2 months. A lower cost system
should allow you to win more bids.

17
 OctoTools Guarantee
JBM Systems believes in customer
satisfaction. We have two policies in
place in order to meet that goal.
• OctoTools is downloadable and is always
available for a 21 day “test drive”. We
strongly believe in “Proof of Concept” and
provide OctoTools at no charge to carry it
out. There is no obligation and we
provide presales support as needed.
• We usually defer issuing the permanent
product license key until 30 days after
customer acceptance and payment of
invoice. If OctoTools has not met the
customer’s expectations and we cannot
solve it, the product will be deinstalled
and a refund issued (if the invoice was
paid). We have never had anyone invoke
these terms.

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 Summary
Reasons for installing OctoTools:
• Companies can save money and improve
productivity.
• OctoTools can be cost justified very
quickly
• Easy to use, changes can be made by IT
staff or end users without requiring
expensive consulting time.
• Windows based, will service multiple
platforms and applications. Charges are
not affected by mainframe and server
sizes.
• There are no charges for number and
size of printers.
• Capabilities that meet the client’s needs.
• We listen to our clients needs and
continually enhance Octotools to support
their requirements.
• Excellent support
• OctoTools guarantee

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Sample Input/Output

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Text invoice from AS/400. Note the corvette red

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A return causing a credit to be issued. Note yellow

A negative balance is really

a credit

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23
The invoices are burst and filed by account code

We burst the invoices by

account codes. Thousands
of accounts can be
supported.

24
Each account
directory has
invoices stored with
invoice number and
date

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Invoice reformatted using OctoTools

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A return causes a credit to be issued.

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Dynamically added signature and date received from external file

Scanned image 28
ADP Auto Dealer Customer Invoice Data From Unix

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ADP Auto Dealer Customer Invoice Data From Unix page2

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ADP Auto Dealer Customer Invoice Data From Unix

Can print on any printer or PDF !!!

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ADP Auto Dealer Customer Invoice Data From Unix

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Mail Merge Example – Text from Unix

33
OctoTools supports RTF for design input. Microsoft Word
was used to design the letter and was copied/pasted to
OctoTools. This is the resulting merged letter.

34
Inserted Form

35
Inserted form

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Data formatted for CMS1500 HHS1500 form

37
CMS1500 can print to form or PDF

38
CalOSHA form populated with data

39
Multi-language including Chinese/Korean/Japanese

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 OctoTools ODBC Database Selection

OctoTools is able to select input from ODBC databases

including Microsoft Access, MS-SQL, MY-SQL. More
databases including Oracle will be forthcoming

41
To select an element, just click the column heading

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Generated Using OctoTools ODBC Drag and Drop Interface

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44
Notice how easy it is to follow columns and rows

45
Check register from Unix

46
Same data reformatted in portrait mode

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Same data reformatted in landscape mode

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Accounts payable check that would be sent to a
preprinted form

49
 OctoTools has a Security Feature for Check Printing.
MICR Fonts, Signatures and Logos will not be stored on the computer.
A Check will be Voided, as shown below, without a required USB Key.

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Checks Printed with the Security Key
Carried by Authorized Personnel

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Commission report from Z/OS

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Z/OS commission report striped yellow/white 1x1 lines

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Z/OS commission report striped alternating 1 line 4 colors.
I picked “Easter Colors”, it is easy to pick any one you wish.
It is very difficult to lose your place when following across.

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Z/OS commission report striped green/white 1x1 lines

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Z/OS commission report striped green/white 3x3 lines

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