IBM Portal Web intro

IBM WebSphere Portal™ Kemal Danisman, Lotus Technical Sales, United Kingdom Autumn 2007

Legal notice The information contained in this presentation is provided for information purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided “as is” without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other documentation. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM (or its suppliers or licensors), or altering the terms and conditions of the applicable license agreement governing the use of IBM software. Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: Eserver® ibm.com® Domino® Dynamic Workplaces™ DB2® IBM® Lotus Notes® Lotus® Notes® SecureWay® Tivoli® WebSphere® Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others.

Introduction

Kemal Danisman

Senior Technical Specialist – Lotus Software

Advanced collaboration tools

Dynamic Workplaces and Portals

Mobility and Enterprise Access

Electronic Forms and Business Process Integration

Developer in Lotus Notes and Domino

Supporting UK local and central government, MoD and Police Forces

10 years IBM

9 years BAE Systems

Agenda

Introduction - NW

IBM & Lotus Software strategy

Collaboration & Portals

Customisation/branding

E-Forms

Workflow / BPM

Application integration, SSO & composite app.s

Case studies

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

On the Minds of Top Executives Worldwide Source: IBM Corporation - July 2005 (Over 1400 Survey’s Worldwide)

CIO Challenges

Aligning IT & business goals

Building responsiveness and agility into the organization through IT

Enable IT staff to be more effective

CEO Challenges

Process Efficiency

Meeting Customer Expectations

Employee Productivity

Security & Privacy

Existing Realities (“How do I…”) “ It’s about giving certain users the ability to manage content and make changes themselves.” Accelerate Application and Content Deployment “ We need to make things more efficient, so we do more business, adding to the bottom line.” Improve Efficiency and Productivity “ We need to work smarter, using faster performing and easier to use tools .” Deliver Responsiveness and Reliability at Lower Cost

Innovation is critical to compete in the 21st century and collaboration is essential for innovation…

Top innovation priorities

Extend the ability to collaborate inside and outside

Innovate business models and processes

Leverage information for business optimization

External collaboration is indispensable. CEOs stressed the overwhelming importance of collaborative innovation – beyond company walls. Business partners and customers were cited as top sources of innovative ideas … Source: 2006 IBM Global CEO Survey 87% of CEOs believe fundamental change is required in next two-years to drive innovation

Enter SOA – Services Oriented Architecture “ Anything that changes can do that much better if the system is architected in SOA.” “ SOA impacts every aspect of IT and business”

Enter SOA – Services Oriented Architecture … a service? A repeatable business task – e.g., check customer credit; create new account … service orientation? A way of integrating your business as linked services and the outcomes that they bring … service oriented architecture (SOA)? An IT architectural style that supports service orientation … a composite application? A set of related & integrated services that support a business processes built on an SOA building blocks

IBM’s Service Oriented Architecture Lifecycle

IBM’s Service Oriented Architecture Lifecycle Achieve real-time visibility into process performance while ensuring availability & security meet service levels Support Corporate Governance and Convert Strategy into Concrete Objectives Model and simulate business processes and underlying IT assets Create and assemble collaborative and composite applications Delivering secure, modular, extensible role-based workplace environments

IBM’s Service Oriented Architecture Lifecycle

Gather requirements

Model & Simulate

Design

Discover

Construct & Test

Compose

Manage applications & services

Manage identity & compliance

Monitor business metrics

Financial transparency

Business/IT alignment

Process control

Integrate

People

Process

Information

Getting started on SOA with IBM Infrastructure Know-how & best practices Skills Partners IBM understands service orientation and your business

Unmatched breadth and depth of products

Over $1B/yr invested in SOA

Leadership in open standards: active in 50+ committees

Over 300 SOA-related patents

Thriving ecosystem of partners (ISVs, SIs, Resellers)

500+ partners in SOA community

Expertise in aligning business and IT processes

SOA consultants, architects and IT specialists

Dozens of SOA-enabled business solutions

Unique intellectual property and methods

Extensive Industry experience and best practices

Thousands of SOA customers worldwide

SOA summary

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

Lotus collaboration software thriving - grew double-digits for ten consecutive quarters

+ 10,5% in 2005

42% market share worldwide (2006, Gartner Dataquest)

Notes and Domino franchise strong, growing

More than 130 million licenses sold

More than 46,000 active customers worldwide (up 15% in 2006)

More than 900 competitive wins for Notes and Domino in 2006

400+ companies are using Lotus Notes Access for SAP Solutions Feature

Sametime 7.5 added >1 million new users in Q4 2006 after GA

2006: First Web 2.0 Suite for Business in the Market

25 Years of Leadership in Collaboration

Overall trends in software

Personal Effectiveness

No ROI or productivity gain on new investment in Office tools

Office tools become commodity – many offerings free of charge

Team Effectiveness

Blending all forms of communications and artifacts

Organizing work around people’s activities, rather than around pools of tools

Organisational Effectiveness

Using the intelligence of the masses … wisdom of crowds

Business ready Web 2.0 Tools drive innovation

Integrated high performance eWorkplace

Simplifying the way people can use IT to do their job

Moving from Application- to Information- / Process-centric (SOA approach)

1985 1995 2005 2015

The Organisation is Changing

Informal Work Domains:

Common Interests

Self Motivated

Innovative, Unconstrained

Expertise Networks

Knowledge Communities

Outside organisational boundaries

Open membership

Formal Work Domains:

Operations, Performance Mgmt

Human Resources

Geographical Divisions

Procurement, Marketing, Sales, Manufacturing, …

Define organisational boundaries

Rigid, Hard to Change

From Hierarchies … to Teams … and Networked Communities

Defined Work Domains:

Virtual Teams

Organised

Task Oriented

Problem Solving

Communities of Practice

Cross organisational boundaries

Closed membership

The Organisation is Changing Exploration & Production Explorations Williams Drilling Taylor Production Stock Senior Vice President Jones G & G Cohen Petrophysical Cross Production O’Brien Reservoir Shapiro Paine Smith Andrews Moore Hughes Miller Ramirez Bell Cole Hussain Kelly Sen From Hierarchies … and Teams … to Networked Communities Extended Community who leverage Cole’s knowledge to do their jobs

The Challenges:

How to extend that community?

How to help the community to operate more effectively ?

How to better leverage Cole’s knowledge & skills?

How to capture Cole’s knowledge for the future?

Social Network Analysis Paine Smith Moore Hughes Miller Ramirez Bell Cole Hussain Kelly Sen Cohen Jones Cross Taylor Williams Shapiro O’Brien Stock Andrews Paine Hughes Miller Bell Cole Hussain Cohen Taylor Williams Shapiro Andrews

People Integration Lotus Expeditor & Mobile Connect WebSphere Portal & Notes/Domino WebSphere Voice offerings IBM Enterprise Access Software

Comprehensive Set of Collaborative Services from IBM Information Unified communications and collaboration services Portal Composite application and integration services Social software for business Collaborative content and team services Sametime Notes Domino Mail, calendaring and collaborative applications Business Process Quickr Connections Mobile Browser Rich Client Portal RSS / Atom MS Windows MS Office eForms ESS / MSS Self-Services - SAP Integration - Process Services - Learning Mgmt. - Compliance - Dashboarding - Reporting Composite Application Framework Interaction and Client Services (on-line or off-line) ‏

Consumer Web 2.0 technology …

.. brought to a business environment Which is a more acceptable solution? Lots of windows, each individual applications Concise, compelling, roles-based work environment

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

Introduction to Portal

IBM has the most comprehensive desktop, mobile and enterprise access strategy in the market

Our objective is to enable workers to become productive anywhere at any anytime in the context of what they do

Deploy the business processes and organisational data/applications to the edge of the network (any device)

Enable knowledge workers to collaborate with no barriers

All through a consistent development framework based on open standards

IBM Portal Leadership

WPS is more than just a Portal:

Portal - #1

Web Services - Co Chair

Web App Server - #1

Collaboration - #1

Java Tools - #1

Commerce - #1

. WebSphere Portal is uppermost & rightmost for 6 th straight year

Our Vision Empowering people to be more effective, responsive and innovative…

Messages Business Unit Information Tools .. in the context of the work they do every day Business Application

Portals

Classes of portals

Megaportals vs. enterprise portals

Vertical vs. horizontal portals

Internal facing vs. external facing

An enterprise portal is

Web software infrastructure that

provides access to and interaction with

relevant

Information, content, applications,

business processes and

human resources

for select, targeted audiences,

delivered in a highly personalized manner.

Hide Complexity

Self Service

Adoption Rates

Cost Avoidance

App Reuse

Role Based

Security

Single Sign On

Navigational Model

Branding

Portal Aggregation & Presentation Layer Human Resources Collaboration ERP, CRM, Etc. Transactions Content Management Dynamic Assembly Aggregation Personalization Dashboards eForms Portlets Role Based Security Presence Awareness SSO

Edge-of-network WebSphere Portal Managed Client Services WebSphere eServer … Industry Solutions Presence Awareness Web Content Domino Integration Offline Portlets Rich Portal Client Workflow Documents Messaging Messaging Chat eLearning Conferencing Forms Productivity Forms

Multi-Channel Access

Portal, Rich Client, Web,…

Offline capabilities

Semi-connected clients,

server managed Clients

Mail Documents WebSphere Everyplace Deployment Lotus Expeditor

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

Portal Sites: Branding

5.x = Role Based 6.x = Attribute / Logic Based

Business Value of Advanced Personalization

Attributes

Browser Type

Date & Time

Sessions, how many times have you been to this page, First time to the page

Any attribute in LDAP

Attributes in any application – SAP, Oracle, SQL, etc.,

Etc.

Examples

Show HR Portlets during Benefits Enrollment

Hide portlets if the end user is not using IE Explorer 6 or higher

Customer is both a Manager, US Based and is a new employee, then show portlets

Show portlet during daylight hours

Etc.

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

What is e-forms all about?

e-forms offer end-to-end software and service solutions which make high-value on-line transactions:

Automated - Manual processing adds errors and time, creating unnecessary costs

Secure - If someone attempts to alter a signed transaction, it is detected immediately

Auditable - Can keep track of all the steps taken

Enforceable - Secure enough to take into a court

IBM Workplace Forms supports all of these out of the box

Electronic Forms spectrum Business Process Automation Value Document Centric Business Process Centric Business Process Automation (ECM, Workflow, BCS)‏ Fill, (Sign) & Submit On-line Store Preserve Print & Read Print & Fill Fill & Print Fill, (Sign) & Submit Off-line View Compliance (Pixel Perfect, Sec 508)‏ Store Preserve Simple Process Regulatory Compliance (HIPPA, etc)‏ IBM Workplace Forms

IBM Workplace Forms e-form components

Presentation Layer

Pixel-perfect for duplicating paper forms

Presentation Layer

Guided-interview, or wizard, driven

Workplace Forms Designer

Business Logic

Capture forms processes in the form

Integrate business process workflows

Presentation Layer

Data Instances

Based on W3C XForms specification

Multiple XML payloads for integration

Validate against external XML Schemas

Business Logic

Presentation Layer

File Attachments

Capture complete transaction

Supplemental or associated e-forms

MS Office, videos, faxes, etc.

Data Instances

Presentation Layer

Business Logic

Digital Signatures

Sign multiple, overlapping sections, field level or complete form

Use built-in signing, digital certificates or signing pads

File Attachments

Presentation Layer

Business Logic

Data Instances

Benefits of IBM Workplace Forms components

Provides full non-repudiation and auditability by storing the form template, data, and internal logic in a single file that can be digitally signed

Maintain presentation and logic with data

Save and email a form and work offline

Route a form using any available transport mechanism (e.g. BPM, Workflow, Web, Email, FTP, etc.)

Archive a form into a database or Content Management System

Pre-fill a form with data and extract data from a form

Sign and make a form tamperproof

Integrate a form with other technologies (i.e., workflow, EAI, document management, content management, etc.)

Parse & extract the XML data at any appropriate time in the form’s lifecycle

Integrates with existing strategic IT infrastructure reducing TOC and accelerating ROI

Activate a Service Oriented Architecture (SOA) with intelligent message that flow across services

By treating forms as XML objects it becomes simple to:

Field Integration 2D Bar Code Field Validation Portal Integration Wizard Front End

Digitally Signed Content Mgr Siebel Integration

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

Evolution of Portal - Process Portal Task Alerts Workflow Workflow Status

Automate departmental tasks with Workflow Builder

Business User tool for simple workflows

Example: Bringing new employee on board

Workflow definition

Roles

Tasks

Actions

Workflow Binder

Includes all related documents for a given workflow

Integrated

Utilizes BPEL engine

New template model

Example: Composite Application Collaborative Workflow

Send Mail

Call Web Service

Reference PDM

Integrating Workflow within IBM WebSphere Portal Version 6.0 Portlet to Portlet Interaction Process Orchestrating within Portal Form Driven Workflows Ad-Hoc Person to Person Exception Handling and Problem Resolution Dynamically Presenting Information in Context of Your Role and the Task you are Executing

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

Integration / SSO Domino Application 3270 Green screen SAP Siebel PeopleSoft

Evolution of SOA Composite Applications with Portal 6 Portal Page Portal Application Composite App

Role Based Access

Aggregation / SSO

Content Only Personalization

Portlet Messaging

Click 2 Action / Co-operative portlets

Portlet Wiring

Templates

Application Context

Composite Application

Membership & Roles

Application Catalog Provisioning

Application Roles

Advanced Personalization

Workflow

Alignment with Workplace Collaborative Services Application Strategy

Templates are:

Assembled & Wired with components (Portlets)

Saved in the Template Library

Then published as Portal / SOA Composite Applications

Defined Membership & Roles that allow Self Service

Application Delivery – Auto provisioning (Library)

Standard Framework for controlling applications

Customers want to have control how applications are “created.”

Branding, Security, applications, content, etc.

Additional Value when application has a repeated / project nature

Sales RFPs

Projects

Communities

Etc.

Assemble Components Empower Business Owner Publish as SOA Composite Application Reuse Control Model

How to Integrate your Environment into Portal

Existing HTML Application

SSO + Common Navigation

Web Clipping, iFrames, etc.

Out of the Box Portlet Interfaces

Download from Portlet Catalog

Green screen, ERP, CRM, etc.

Custom Portlet Development

Java, JSPs, Servlets, XML, Web Services, API level, etc.

Consume as a Web Service (WSRP)

Standards based integration

Producer & Consumer of Web Service

Composite Applications (New)

Click 2 Action / Co-operative portlets

Portlet Messaging

Transform Green screen to Portlets

Client Server Model

Launch thick clients (Lotus Notes)

Citrix portlets

Reuse is fundamental for Portal TCO

Hide complexity via Portlets

Composite Applications

Content Integration (Data & Web)

IBM Web Content Mgmt Integration

Tight Integration

Create & Publish

Personalized content

IBM Content Manager Integration

3 rd Party Integration

Interwoven

Documentum

Vignette

Etc.

Business Partner Tools

Integrate different content repositories

Over 50% of w3 is Domino rep.

JSR 170

Standard for content repositories

Role Based Personalize Profiles Dashboards Search BluePages Navigation SSO Self Service Siebel HR & IT Domino Domino WebSphere Syndicated Web Cont Mgt.

WebSphere Portal Version 6.0 as platform for Approachable Composite Applications

Easily Build and deploy composite applications using portal services

Personalization, collaboration, search, orchestrated workflow,….

Portal framework provides aggregation and integration

New Concepts:

Portlet Factory; Templates; Application Context; Membership/ Community; Application Roles

Business Value:

Reuse critical assets - reduces TCO

Business flexibility since it is easier to make changes

Composite application development and tooling

Rapid Portlet Development for WebSphere ® Portal IBM ® WebSphere ® Portlet Factory is a dedicated portlet creation environment for WebSphere Portal that simplifies & accelerates the development, deployment, maintenance and reuse of custom SOA-based portlets – including SAP , Domino , PeopleSoft , Siebel and Web Service portlets. WebSphere Portlet Factory provides rapid application development and integration to existing applications, data & other IT assets for custom portlet creation - reducing the complexity of J2EE development and speeding IBM WebSphere Portal deployments

Automation

Change

Reuse

IBM WebSphere Portlet Factory Helps Accelerate Deployment of WebSphere Portal Version 6.0 Dashboard Framework Workplace Dashboards Portlet Factory Tooling

Accelerate : Portlet Factory allows for faster WebSphere Portal deployment, requiring lower-order development skills than other tools

Respond : Help organizations large and small to create dynamic portal solutions, that are easy to modify as market conditions dictate

Strengthen : Fortify the overall IBM SOA tooling advantage with the compelling value of Portlet Factory

Alerting

Charting

Reusable Design Components

Business User Configuration

Common Administration

Available Dashboards

Executive

Sales

Rapid App Dev (RAD) ‏

Service-oriented architecture

Integration Extensions including Domino

Profiling engine

Tight Integration with WebSphere Portal (auto deploy portlets, Click-2-Action, People Awareness, SSO)

Plug-in to Eclipse & Rational Application Developer

Multi-page, complex portlets without coding

SOA delivery/robust integration capabilities with existing applications

Unlimited customization – without the maintenance overhead

Business user configuration

Rapid iteration and change

Flexible deployment options

Key Features of WebSphere Portlet Factory Using the tool [Portlet Factory] also saved Allmerica $1 million in development costs, Clifton adds. The technology enabled Allmerica to build the portal in four months, whereas using API technology would have taken about 16 months, he estimates. Mike Clifton, Vice President of IT, Allmerica Insurance Source: Insurance & Technology , May 2005 http://www.insurancetech.com/story/showArticle.jhtml?articleID=160906146

WebSphere Portlet Factory Key Concepts Builder An adaptive, reusable component that generates Java, XML and JSP for specific portlet functionality Model A container of Builders Profile A set of parameters that vary Builder inputs to dynamically generate unique versions of the portlet

Multi-page, Complex Portlets without Coding

Developers of all skill levels can rapidly build multi-page, complex portlets (search, create, update, and delete) without writing any java code .

* Generated Method [_pageDispatcher] * Generated by builder call [bc21] */ public void _pageDispatcher(WebAppAccess webAppAccess) { com.bowstreet.webapp.JSPSupport.dispatch(webAppAccess); } /** * Generated Method [getFlights_PagingGetImgName] * Generated by builder call [bc21] */ public String getFlights_PagingGetImgName(WebAppAccess webAppAccess, String button, String position) { PagingAssistant asst = (PagingAssistant)webAppAccess.getVariables().getObject("getFlights_Paging"); String img = button + position; if ((button.equals("First") || button.equals("Prev")) && !asst.hasPreviousPage()) img = button + "Disabled"; if ((button.equals("Next") || button.equals("Last")) && !asst.hasNextPage()) img = button + "Disabled"; return webAppAccess.getVariables().getXmlText("getFlights_PagingButtonImages", img); Wizard-driven Builders … generate J2EE-compliant code automatically Create new records… … create a results page… … create a drill down page… … build-in support for delete and edit… … and save or cancel changes. Multi-page Portlet 1 2 3 4 5

Pre-built Extensions enable companies to quickly create composite portlets and applications that leverage data and processes from multiple backend systems via SOA.

Robust Integration Capabilities Deliver SOA Domino SAP and Siebel Web Service Oracle

Service Oriented Architecture (SOA)

Key Benefits

Enables reuse of existing assets across projects and departments

Automates back end connectivity

Speeds creation of new applications

Promotes application flexibility

WebSphere Portlet Factory features a Data Services Layer - providing full support for the service provider & consumer paradigm required in an SOA environment. It enables the definition of clean, well defined service interfaces that separate the user interface from back end data. Reuse existing assets Use one data service to drive display of multiple portlets Reuse same UI with different data services

Unlimited Variations Without Maintenance Overhead

Create highly customized portals with WebSphere Portlet Factory’s patented automation and profiling technology . For example, portals can adapt their structure, presentation, flow, and access rights depending on the role and personal preferences of the user, without any additional coding by reusing existing portlet models .

Sales VP Regional Mgr Sales Mgr

Mash-ups: Wiring Components

Examples:

Yahoo:

Pipes.yahoo.com

IBM

QEDwiki

WebSphere Portal

Lotus Expeditor

Lotus Notes 8

Mash-ups for business

Build and deploy next-generation composite applications

Leverage easy-to-use composite application templates

Customize interfaces easily

Get high value for low cost—quickly

Take advantage of client and server frameworks

Domino and WebSphere Portal External feeds and services Ad hoc fit for purpose applications Business Partner / supplier information Business intelligence Long-lived corporate IT applications Composite application framework

Agenda

Introduction - NW

E-Forms

Workflow / BPM

Case studies

Transforming the way employees work at IBM, while …

ODW is our platform for work and collaboration

Employee profile drives content to Home, Work, Career and Life

2.8 million page views per business day

130 million hits per week

70% of employees profiled

Common services provide search, directory, and expertise location

Areas of focus

Information Discovery

Integrated workplace help strategy

Enterprise application integration

Employee-centric integrated workplace

.. delivering value to IBM and the users

IBM On Demand Workplace: Manager Portal Personalized Manager Content ActNow Calendering Functions Manager Resources Portlet Work-embedded Learning

Impact *

(2006 – 2008)

12 hours annual time saving per manager

$xxx annual savings per manager

$xxM total savings for all Mgrs

$xxM hard savings from website reductions

Seamless Work With Your Employee Tools

The Challenge: Increase competitive strength to sense everything from shifting customer preferences, to changes, to shipment dates -- & having the means to respond dynamically. The Solution: A standards-based infrastructure & application framework based on Services Oriented Architecture for developing / deploying / running apps & integrating processes end-to-end.

On Demand Business Benefits:

Reduced development cycle times and app lifecycle costs

~50% reduction in installation costs for new apps

~30% reduction in ongoing operations costs

DaimlerChrysler a stronger, faster, more adaptive competitor in the global auto market

“ The IBM solution provides a flexible, efficient means to break down silos across DaimlerChrysler, giving us the foundation to become a nimbler, more responsive company.” -- Dr. Seshu Bhagavathula, Director Technology Strategy

Case Study: US Army, Air Force and Navy

Largest eForms deployment in the world (Gartner)

Single solution for all enterprise business processes

Workplace Forms chosen as open-standards + IBM SOA

Reduced cost of business transaction automation

Quickly automate enterprise transactions

Route via ad-hoc or defined workflows

Enterprise-wide tracking and reporting

Digitally sign all documents

Shut down redundant systems

Store and manage official documents/records

Collaborate on-line

Legal compliance through Records Management

ROI in 2006: $1.4bn

Solution includes

WebSphere Portal, IBM Content Manager, Records Manager, Process Server, Tivoli

Applications:

HR: Leave Approval,

Staff Evaluation, etc

Procurement

Logistics

Medical

“ My Forms” Link on AKO Home

FCMP Portal provides user ability to manage business process

Functionality:

Form Finder

Inbox

Tracking

Drafts

Favorites

Templates

Routing

IBM Workplace (PureEdge) Viewer replaces FormFlow Forms Software Silanis Approve-it Software provides electronic signature capability

. . . and regulatory business logic.

New products, New possibilities

Quickr

Connections

Traveler

Notes/Domino 8

Sametime 8

Portal 6.1

Expeditor 6.1

Mobile Connect

Forms 3

Edge-of-network WebSphere Portal Managed Client Services WebSphere eServer … Industry Solutions Presence Awareness Web Content Domino Integration Offline Portlets Rich Portal Client Workflow Documents Messaging Messaging Chat eLearning Conferencing Forms Productivity Forms