IBM Portal Web intro

Slide 2: IBM Software Group 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. © 2007 IBM Corporation

Slide 3: IBM Software Group 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 © 2007 IBM Corporation

Slide 4: IBM Software Group Agenda  Introduction - NW  IBM & Lotus Software strategy  Collaboration & Portals  Customisation/branding  E-Forms  Workflow / BPM  Application integration, SSO & composite app.s  Case studies © 2007 IBM Corporation 4

Slide 6: IBM Software Group On the Minds of Top Executives Worldwide CEO Challenges  Process Efficiency  Meeting Customer Expectations  Employee Productivity  Security & Privacy CIO Challenges  Aligning IT & business goals  Building responsiveness and agility into the organization through IT  Enable IT staff to be more effective Source: IBM Corporation - July 2005 (Over 1400 Survey’s Worldwide) © 2007 IBM Corporation

Slide 7: IBM Software Group Existing Realities (“How do I…”) Improve Efficiency and Productivity “We need to make things more Deliver Responsiveness and efficient, so we do more business, Reliability at Lower Cost adding to the bottom line.” “We need to work smarter, using faster performing and easier to use tools.” Accelerate Application and Content Deployment “It’s about giving certain users the ability to manage content and make changes themselves.” © 2007 IBM Corporation

Slide 8: IBM Software Group 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 87% of CEOs believe processes fundamental change is – Leverage information for business required in next two-years optimization to drive innovation 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 © 2007 IBM Corporation

Slide 9: IBM Software Group 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” © 2007 IBM Corporation

Slide 10: IBM Software Group Enter SOA – Services Oriented Architecture … a service? … service orientation? A way of integrating your A repeatable business as linked business task – e.g., services and the outcomes that check customer credit; they bring create new account … service oriented … a composite architecture (SOA)? application? An IT architectural A set of related & integrated services that style that supports support a business service orientation processes built on an SOA building blocks © 2007 IBM Corporation

Slide 12: IBM Software Group IBM’s Service Oriented Architecture Lifecycle Create and assemble collaborative and composite applications Delivering secure, modular, extensible role-based workplace environments Model and simulate business processes and underlying IT assets Achieve real-time visibility into process performance while ensuring availability & Support Corporate Governance and security meet service levels Convert Strategy into Concrete Objectives © 2007 IBM Corporation

Slide 13: IBM Software Group IBM’s Service Oriented Architecture Lifecycle  Discover  Construct & Test  Compose Integrate  People  Process  Information  Gather requirements  Model & Simulate  Design  Manage applications & services  Manage identity &  Financial transparency compliance  Business/IT alignment  Monitor business metrics  Process control © 2007 IBM Corporation

Slide 14: IBM Software Group Getting started on SOA with IBM IBM understands service orientation and your business Expertise in aligning business and IT processes  SOA consultants, architects and IT specialists  Dozens of SOA-enabled business solutions Skills  Unique intellectual property and methods Thriving ecosystem of partners (ISVs, SIs, Resellers)  500+ partners in SOA community Partners Extensive Industry experience and best practices Know-how &  Thousands of SOA customers worldwide best practices Unmatched breadth and depth of products  Over $1B/yr invested in SOA Infrastructure  Leadership in open standards: active in 50+ committees  Over 300 SOA-related patents © 2007 IBM Corporation

Slide 17: IBM Software Group 25 Years of Leadership in Collaboration  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 © 2007 IBM Corporation

Slide 18: IBM Software Group Overall trends in software Integrated high performance eWorkplace  Simplifying the way people can use IT to do their job  Moving from Application- to Information- / Process-centric (SOA approach) Organisational Effectiveness  Using the intelligence of the masses … wisdom of crowds  Business ready Web 2.0 Tools drive innovation Team Effectiveness • Blending all forms of communications and artifacts • Organizing work around people’s activities, rather than around pools of tools Personal Effectiveness • No ROI or productivity gain on new investment in Office tools • Office tools become commodity – many offerings free of charge 1985 1995 2005 2015 © 2007 IBM Corporation

Slide 19: IBM Software Group The Organisation is Changing From Hierarchies … to Teams … and Networked Communities Informal Work Domains: Formal Work Domains: Defined Work Domains:  Common Interests  Operations, Performance Mgmt  Virtual Teams  Self Motivated  Human Resources  Organised  Innovative, Unconstrained  Geographical Divisions  Task Oriented  Expertise Networks  Procurement, Marketing,  Problem Solving  Knowledge Communities  Communities of Practice Sales, Manufacturing, …  Outside organisational  Define organisational  Cross organisational boundaries boundaries boundaries  Open membership  Rigid, Hard to Change  Closed membership © 2007 IBM Corporation

Slide 20: IBM Software Group The Organisation is Changing From Hierarchies … and Teams … to Networked Communities Exploration & Production O’Brien Senior Vice President Extended Stock Jones Community who leverage Cole’s Explorations Drilling Production knowledge to do Williams Taylor Stock Shapiro Paine their jobs G&G Petrophysical Production Reservoir Sen Cohen Cross O’Brien Shapiro Moore Paine Smith Andrews Cohen Cole Jones Hughes Miller Kelly Andrews Ramirez Smith The Challenges: Miller Hughes Williams 1.How to extend that community? Bell Cross 2.How to help the community to Hussain Cole operate more effectively? Taylor 3.How to better leverage Cole’s Hussain Ramirez Bell knowledge & skills? Moore Sen 4.How to capture Cole’s knowledge Kelly Social Network Analysis for the future? © 2007 IBM Corporation

Slide 22: IBM Software Group Comprehensive Set of Collaborative Services from IBM MS Windows RSS / eForms Rich Client Browser Portal Mobile MS Office Atom Interaction and Client Services (on-line or off-line) ESS / MSS Self-Services - SAP Integration - Process Services - Learning Mgmt. - Compliance - Dashboarding - Reporting Notes Portal Sametime Quickr Connections Domino Mail, calendaring and Unified communications Collaborative content Social software for Composite application collaborative applications and collaboration and team services business and integration services services Composite Application Framework Business Process Information © 2007 IBM Corporation

Slide 24: IBM Software Group .. brought to a business environment Which is a more acceptable solution? Lots of windows, Concise, compelling, each individual roles-based work applications environment © 2007 IBM Corporation

Slide 26: IBM Software Group 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 © 2007 IBM Corporation

Slide 27: IBM Software Group 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 6th straight year . © 2007 IBM Corporation

Slide 30: IBM Software Group 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. © 2007 IBM Corporation

Slide 31: IBM Software Group  Hide Complexity  Role Based  Self Service  Security  Adoption Rates  Single Sign On  Cost Avoidance  Navigational Model  App Reuse  Branding © 2007 IBM Corporation

Slide 33: IBM Software Group Edge-of-network WebSphere Portal WebSphere Web Offline Content Portlets Industry Solutions eServer … Productivity Rich Portal Forms Forms Client WebSphere Domino Lotus Expeditor Everyplace eLearning Messaging Integration Conferencing Deployment Messaging Presence Chat Awareness Mail Documents Multi-Channel Access Workflow Documents  Portal, Rich Client, Web,… Offline capabilities  Semi-connected clients, Managed server managed Clients Client Services © 2007 IBM Corporation

Slide 37: IBM Software Group 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. – © 2007 IBM Corporation

Slide 39: IBM Software Group 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 © 2007 IBM Corporation

Slide 40: IBM Software Group Electronic Forms spectrum Business Process Centric Business Process Automation (ECM, Workflow, BCS) Regulatory Compliance (HIPPA, etc) s Store Preserve Simple Process m or Store Preserve Value F ce View Compliance (Pixel Perfect, Sec 508) Document a l Fill, (Sign) & Submit Off-line p rk Centric o Fill, (Sign) & Submit W On-line M IB Fill & Print Print & Fill Print & Read Business Process Automation © 2007 IBM Corporation

Slide 44: IBM Software Group IBM Workplace Forms e-form components Presentation Layer  Pixel-perfect for duplicating paper forms  Guided-interview, or wizard, driven Business Logic  Capture forms processes in the form  Integrate business process workflows © 2007 IBM Corporation

Slide 45: IBM Software Group IBM Workplace Forms e-form components Presentation Layer  Pixel-perfect for duplicating paper forms  Guided-interview, or wizard, driven Business Logic  Capture forms processes in the form  Integrate business process workflows Data Instances  Based on W3C XForms specification  Multiple XML payloads for integration  Validate against external XML Schemas © 2007 IBM Corporation

Slide 46: IBM Software Group IBM Workplace Forms e-form components Presentation Layer  Pixel-perfect for duplicating paper forms  Guided-interview, or wizard, driven Business Logic  Capture forms processes in the form  Integrate business process workflows Data Instances  Based on W3C XForms specification  Multiple XML payloads for integration  Validate against external XML Schemas File Attachments  Capture complete transaction  Supplemental or associated e-forms  MS Office, videos, faxes, etc. © 2007 IBM Corporation

Slide 47: IBM Software Group IBM Workplace Forms e-form components Presentation Layer  Pixel-perfect for duplicating paper forms  Guided-interview, or wizard, driven Business Logic  Capture forms processes in the form  Integrate business process workflows Data Instances  Based on W3C XForms specification  Multiple XML payloads for integration  Validate against external XML Schemas File Attachments Digital Signatures  Sign multiple, overlapping sections, field level or complete form  Use built-in signing, digital certificates or signing pads © 2007 IBM Corporation

Slide 48: IBM Software Group Benefits of IBM Workplace Forms components By treating forms as XML objects it becomes simple to: 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 © 2007 IBM Corporation

Slide 53: IBM Software Group 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 © 2007 IBM Corporation

Slide 56: IBM Software Group Integrating Workflow within IBM WebSphere Portal Version 6.0 Process Portlet to Portlet Orchestrating Interaction within Portal Ad-Hoc Person to Person Form Driven Exception Handling and Workflows Problem Resolution Dynamically Presenting Information in Context of Your Role and the Task you are Executing © 2007 IBM Corporation

Slide 59: IBM Software Group Evolution of SOA Composite Applications with Portal 6 Templates  Role Based Access  Portlet Messaging  Application Context  Aggregation / SSO  Click 2 Action / Co-operative  portlets Composite Application  Content Only Personalization  Portlet Wiring  Membership & Roles  Application Catalog Provisioning  Application Roles  Advanced Personalization  Workflow  © 2007 IBM Corporation

Slide 60: IBM Software Group 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. – © 2007 IBM Corporation

Slide 62: IBM Software Group 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  Reuse is fundamental for Portal TCO  Client Server Model – Launch thick clients (Lotus Notes)  Hide complexity via Portlets – Citrix portlets  Composite Applications © 2007 IBM Corporation

Slide 63: IBM Software Group Content Integration (Data & Web)  IBM Web Content Mgmt Integration – Tight Integration – Create & Publish – Personalized content  IBM Content Manager Integration  3rd 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 © 2007 IBM Corporation

Slide 64: IBM Software Group Domino Self Service WebSphere Siebel Syndicated HR & IT Web Cont Mgt. Domino Search Role Based BluePages Personalize Navigation Profiles SSO Dashboards © 2007 IBM Corporation

Slide 65: IBM Software Group 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 © 2007 IBM Corporation

Slide 66: IBM Software Group Composite application development and tooling Composite built with Composite built with Bowstreet Factory Bowstreet Factory E-form built with E-form built with Workplace Forms Workplace Forms Designer Designer Notes applications built with Collaborative applications built Eclipse component built with Notes applications built with Collaborative applications built Eclipse component built with Domino Designer with Workplace Designer Domino Designer with Workplace Designer Rational RAD Rational RAD © 2007 IBM Corporation

Slide 67: IBM Software Group 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.  Automation  Change  Reuse 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 © 2007 IBM Corporation

Slide 68: IBM Software Group IBM WebSphere Portlet Factory Helps Accelerate Deployment of WebSphere Portal Version 6.0 Workplace Dashboards Available Dashboards   Accelerate: Portlet Factory allows Executive for faster WebSphere Portal  Sales deployment, requiring lower-order  Alerting development skills than other tools Dashboard Framework  Charting  Respond: Help organizations large  Reusable Design and small to create dynamic portal Components solutions, that are easy to modify as  Business User Configuration market conditions dictate  Common Administration  Strengthen: Fortify the overall IBM Portlet Factory Tooling SOA tooling advantage with the  Rapid App Dev (RAD) compelling value of Portlet Factory  Service-oriented architecture  Integration Extensions including Domino  Profiling engine © 2007 IBM Corporation

Slide 69: IBM Software Group Key Features of WebSphere Portlet Factory  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 Using the tool [Portlet Factory] also saved Allmerica $1 million in development costs, Clifton adds. The the maintenance overhead technology enabled Allmerica to build the portal in four months, whereas using API technology would  Business user configuration have taken about 16 months, he estimates.  Rapid iteration and change Mike Clifton, Vice President of IT, Allmerica Insurance Source: Insurance & Technology, May 2005  Flexible deployment options http://ww

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