Kemal Danisman, Lotus Technical Sales, United Kingdom Summer 2007 IBM Lotus Workplace Forms™ ibm.com /software/forms

Agenda Business Value of Workplace Forms Case Studies / references IBM Lotus Workplace Forms e-form Components Solution Suite Architecture Integration Scenarios XForms & XFDL Forms Services Framework

Business Value of Workplace Forms

Case Studies / references

IBM Lotus Workplace Forms

e-form Components

Solution Suite

Architecture

Integration Scenarios

XForms & XFDL

Forms Services Framework

Business Value of Lotus Workplace Forms

Paper Driven Processes Incur traditional costs … Paper and printing Unused form disposal Archival and storage ...as well as hidden costs that can slow business Lengthy completion times Validation and error checking Data re-keying Physical routing time Complex approval chains Data aggregation across forms

Incur traditional costs …

Paper and printing

Unused form disposal

Archival and storage

...as well as hidden costs that can slow business

Lengthy completion times

Validation and error checking

Data re-keying

Physical routing time

Complex approval chains

Data aggregation across forms

Cost of Forms A single paper form costs $30-$165 to use, enter, process and retain $22.5B is spent on pre-printed forms in the US alone 30% of pre-printed forms are wasted The costs of using and processing paper forms in many organizations today is staggering:

A single paper form costs $30-$165 to use, enter, process and retain

$22.5B is spent on pre-printed forms in the US alone

30% of pre-printed forms are wasted

Cost of Forms High degree of errors and rework Form users fill out forms incorrectly or illegibly Data entry personnel re-key data into backend systems incorrectly Optical Character Recognition (OCR) scanners read incorrectly Mailing or faxing time lengthens business processes Increased call center / Support costs Lack of ‘wizards’ or business logic in paper forms causes increased calls to support centers for clarification Incomplete or illegible forms require outbound calls to resolve Difficulty proving regulatory compliance Difficult to link forms, signatures, and attachments throughout an end-to-end business transaction Decreased business flexibility Updating, printing, and distributing new paper forms is costly Transition to new forms creates a window of increased errors and rework while both ‘old’ and ‘new’ forms must be accepted

High degree of errors and rework

Form users fill out forms incorrectly or illegibly

Data entry personnel re-key data into backend systems incorrectly

Optical Character Recognition (OCR) scanners read incorrectly

Mailing or faxing time lengthens business processes

Increased call center / Support costs

Lack of ‘wizards’ or business logic in paper forms causes increased calls to support centers for clarification

Incomplete or illegible forms require outbound calls to resolve

Difficulty proving regulatory compliance

Difficult to link forms, signatures, and attachments throughout an end-to-end business transaction

Decreased business flexibility

Updating, printing, and distributing new paper forms is costly

Transition to new forms creates a window of increased errors and rework while both ‘old’ and ‘new’ forms must be accepted

IBM Workplace Forms IBM Workplace Forms helps reduce the time, costs and problems inherent to manual, paper-based forms processes. Providing far more than simple electronic print and fill capabilities, IBM Workplace Forms aids in streamlining and automating end-to-end business processes that are initiated by forms

What are e-forms ? Automating Forms-based Business Processes A secure, XML-based form technology to replace manual paper-based processes or as a front-end to web-based applications where the capture and re-use of data is important .

e-forms – Enabling on demand processes “ 80% of Business Documents are Forms” “ Enterprises are seeking electronic process enablers, not just forms on the web” “ e-forms based on XML architecture will become the standard for web-based form input and document delivery by 2006” “ The real value of electronic forms lies in its ability to reduce the bureaucracy associated with paper forms rather than simply replicating it” - All quotes from Gartner Compliance Security Integration Records Dynamic Business Rule Driven Infrastructure Integration

“ 80% of Business Documents are Forms”

“ Enterprises are seeking electronic process enablers, not just forms on the web”

“ e-forms based on XML architecture will become the standard for web-based form input and document delivery by 2006”

“ The real value of electronic forms lies in its ability to reduce the bureaucracy associated with paper forms rather than simply replicating it”

e-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)‏

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

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

Case Studies

IBM leadership position in major solution areas Forrester Wave: E-Forms Software, Q2, 2006 The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. Forrester Wave: ECM Suites, Q3, 2005 ECM Portal eForms Portal ECM Magic Quadrant for Portal Products: Gartner: May, 2006

Partial list of customers Securities Exchange Commission (tax filing) United States Office of Government Ethics Royal Canadian Mounted Police State of Washington Electronic registries State of Ohio Department of Mental Health City of Los Angeles Ministry of Public Safety and Solicitor General Woodmen of the World Insurance Law courts e-filing 700,00 users 18,000 forms 1.4 million users $1.4billion ROI United States Joint Chiefs of Staff

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

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

Land and Property Programs, Corporate Registries of Service Nova Scotia Using Workplace Forms to make the property-buying process quicker and easier CHALLENGE Enable citizens and businesses to have their land transactions completed more quickly and conveniently, without reliance on lengthy paper forms Integrate the new registration process with the existing online database of property records to accelerate verification and finalization SOLUTION Established a convenient, Web-based data submissions process that includes automatic records verification and electronic payment processing Leveraged the eXtensible Markup Language (XML) compatibility of IBM Workplace Forms ™ software to easily integrate the electronic forms system with the existing database BENEFITS Cut transaction time for most locations to just one business day Improved rejection rate caused by submitter’s data entry errors from 15 percent to 3 percent Minimized reliance on courier services and trips to agency offices Industry: Government URL: gov.ns.ca/snsmr/property “ With the IBM solution in place, we can provide better and more secure document submission services to our clients, and we can receive and process land transac- tions faster and with more error checking up front than ever before.” — Nancy Saunders, Acting Director, Registry 2000 Project, Corporate Registries of Service Nova Scotia Case Study: Nova Scotia Land Registry

CHALLENGE

Enable citizens and businesses to have their land transactions completed more quickly and conveniently, without reliance on lengthy paper forms

Integrate the new registration process with the existing online database of property records to accelerate verification and finalization

SOLUTION

Established a convenient, Web-based data submissions process that includes automatic records verification and electronic payment processing

Leveraged the eXtensible Markup Language (XML) compatibility of IBM Workplace Forms ™ software to easily integrate the electronic forms system with the existing database

BENEFITS

Cut transaction time for most locations to just one business day

Improved rejection rate caused by submitter’s data entry errors from 15 percent to 3 percent

Minimized reliance on courier services and trips to agency offices

Case Study: Woodmen of the World Challenge Needed to modernize and automate core customer-facing field rep activities (policy applications, form updates, quotes) Significant data entry errors and excessive application processing times Needed compliance with industry regulations Solution Field reps now use intuitive eForm wizards for forms on laptops ePad integration allows for table based signing Benefits Reduced data entry errors Reduced process costs Improved field rep productivity Cycle times from weeks to a couple hours!

Challenge

Needed to modernize and automate core customer-facing field rep activities (policy applications, form updates, quotes)

Significant data entry errors and excessive application processing times

Needed compliance with industry regulations

Solution

Field reps now use intuitive eForm wizards for forms on laptops

ePad integration allows for table based signing

Benefits

Reduced data entry errors

Reduced process costs

Improved field rep productivity

Cycle times from weeks to a couple hours!

Case Study: BC Vehicle Inspectorate The CVSE roadside inspectors are capturing 31,000 inspections per year from rural and urban locations all over British Columbia. The inspections are done to international Commercial Vehicle Safety Alliance criteria, which have been adopted by all North American jurisdictions. The initial processes for collecting, assessing and using this information are labour, cost and time intensive. These processes are also time sensitive as vehicles with infractions need to be identified as soon as possible and the information distributed to other jurisdictions in a timely fashion. Objectives: Reduce the time for the information to be available for internal and external agencies, via legacy systems, from 14 days to mere minutes, greatly reducing manual effort and improving quality of data. Eliminate the need to handle and microfiche every inspection form reduce training by simulating paper forms Ministry of Public Safety and Solicitor General

The CVSE roadside inspectors are capturing 31,000 inspections per year from rural and urban locations all over British Columbia.

The inspections are done to international Commercial Vehicle Safety Alliance criteria, which have been adopted by all North American jurisdictions.

The initial processes for collecting, assessing and using this information are labour, cost and time intensive.

These processes are also time sensitive as vehicles with infractions need to be identified as soon as possible and the information distributed to other jurisdictions in a timely fashion.

Objectives:

Reduce the time for the information to be available for internal and external agencies, via legacy systems, from 14 days to mere minutes, greatly reducing manual effort and improving quality of data.

Eliminate the need to handle and microfiche every inspection form

reduce training by simulating paper forms

Case Study: BC Vehicle Inspectorate Solution consists of IBM Lotus Workplace eForms and a custom Java Client Server application on ruggedized Panasonic Toughbook tablets using the TELUS 1X wireless network for voice and data and the TELUS Victoria Internet Data Centre (IDC) with a link to the BC Government data center. The 85 inspectors have the Panasonic Toughbooks mounted in their vehicles and are able to roam the BC transportation system and capture valuable information on the state of the different commercial vehicles that use it… Workplace Forms simulating the client multi-part form, with near-real time driver and vehicle information look-up TELUS 1X network with NetMotion Wireless to provide session persistence where required for other applications Web Services and Java provide connectivity to Mainframe legacy Industry standard XML format describing format, business rules and content.

Solution consists of IBM Lotus Workplace eForms and a custom Java Client Server application on ruggedized Panasonic Toughbook tablets using the TELUS 1X wireless network for voice and data and the TELUS Victoria Internet Data Centre (IDC) with a link to the BC Government data center.

The 85 inspectors have the Panasonic Toughbooks mounted in their vehicles and are able to roam the BC transportation system and capture valuable information on the state of the different commercial vehicles that use it…

Workplace Forms simulating the client multi-part form, with near-real time driver and vehicle information look-up

TELUS 1X network with NetMotion Wireless to provide session persistence where required for other applications

Web Services and Java provide connectivity to Mainframe legacy

Industry standard XML format describing format, business rules and content.

Workplace Forms brings customers real business benefits Just Some Examples: US Army: 100,000 forms, used by 1.4 million Army personnel around the world – expected ROI more than $1.3 billion . USAF: 18,000 forms, serving 700,000 employees globally – ROI: $50 Million annually. Global Apparel Manufacturer: Reduced process time by 75%. Estimated cost savings per year $787,500 Woodmen Insurance : accelerates application process from weeks to hours ! Nova Scotia Land Registry: Reduces transaction time from 7 days to just 1 day . Reduce rejection rate from 15% to 3%. SEC: 27,000+ publicly traded firms. Estimated annual to taxpayers of $1.8 million . U.S. Directorate of Defense Trade Controls: Shortens the application process from up to 66 days to as little as 9 days IBM Express Managed Services: Boosts productivity by 25%, Improves data accuracy and completeness from 75% to 100%, cycle times down by 25%, reduces form localization times by 80% City of Los Angeles: increased online business tax renewal collections of more than US$14 million in 2005, up from US$700,000 in 2003 Major League Baseball: reduced staffing requirements as well as development, printing, travel and telephone costs. MLB estimates annual savings of more than US$350,000 .

Just Some Examples:

US Army: 100,000 forms, used by 1.4 million Army personnel around the world – expected ROI more than $1.3 billion .

USAF: 18,000 forms, serving 700,000 employees globally – ROI: $50 Million annually.

Global Apparel Manufacturer: Reduced process time by 75%. Estimated cost savings per year $787,500

Woodmen Insurance : accelerates application process from weeks to hours !

Nova Scotia Land Registry: Reduces transaction time from 7 days to just 1 day . Reduce rejection rate from 15% to 3%.

SEC: 27,000+ publicly traded firms. Estimated annual to taxpayers of $1.8 million .

U.S. Directorate of Defense Trade Controls: Shortens the application process from up to 66 days to as little as 9 days

IBM Express Managed Services: Boosts productivity by 25%, Improves data accuracy and completeness from 75% to 100%, cycle times down by 25%, reduces form localization times by 80%

City of Los Angeles: increased online business tax renewal collections of more than US$14 million in 2005, up from US$700,000 in 2003

Major League Baseball: reduced staffing requirements as well as development, printing, travel and telephone costs. MLB estimates annual savings of more than US$350,000 .

Lotus Workplace Forms Components

IBM Workplace Forms e-form components Presentation Layer Pixel-perfect for duplicating paper forms

Presentation Layer

Pixel-perfect for duplicating paper forms

IBM Workplace Forms e-form components Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview, or wizard, driven

Presentation Layer

Pixel-perfect for duplicating paper forms

Guided-interview, or wizard, driven

IBM Workplace Forms Viewer Standalone or browser-based application to present, manage, interact with, integrate, digitally sign and submit Workplace Forms XML e-form and process-wizard front-ends Provides offline capabilities and “IFX” interface for extensibility

Standalone or browser-based application to present, manage, interact with, integrate, digitally sign and submit Workplace Forms XML e-form and process-wizard front-ends

Provides offline capabilities and “IFX” interface for extensibility

IBM Workplace Forms Designer

IBM Workplace Forms e-form components Business Logic Capture forms processes in the form Integrate business process workflows 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

Presentation Layer

Pixel-perfect for duplicating paper forms

Guided-interview, or wizard, driven

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

Data Instances

Based on W3C XForms specification

Multiple XML payloads for integration

Validate against external XML Schemas

Business Logic

Capture forms processes in the form

Integrate business process workflows

Presentation Layer

Pixel-perfect for duplicating paper forms

Guided-interview, or wizard, driven

IBM Workplace Forms e-form components File Attachments Capture complete transaction Supplemental or associated e-forms MS Office, videos, faxes, etc. Data Instances Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas 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

File Attachments

Capture complete transaction

Supplemental or associated e-forms

MS Office, videos, faxes, etc.

Data Instances

Based on W3C XForms specification

Multiple XML payloads for integration

Validate against external XML Schemas

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

IBM Workplace Forms e-form components Digital Signatures Sign multiple, overlapping sections, field level or complete form Use built-in signing, digital certificates or signing pads File Attachments 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

Digital Signatures

Sign multiple, overlapping sections, field level or complete form

Use built-in signing, digital certificates or signing pads

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

Benefits of IBM Workplace Forms 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:

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

Unmanaged spreadsheets become sontrolled documents

HTML screens become intelligent forms

Unintelligent forms become assisted interviews

Printed .doc/.xls documents become live forms

Custom applications become just another form

Simple .pdf documents become interactive forms

Scanned images become interactive user interfaces

Take a PC Interface and push to a tablet with a signature

… and any paper process can become electronic!

All from the same platform Presentation Data Workflow

Lotus Workplace Forms Solution Suite

IBM Workplace Forms products IBM Workplace Forms Viewer feature-rich desktop application used to view, fill, sign, submit, and route e-forms able to function on the desktop or within a browser Enables full connectivity with real-time integration using Web Services Based on open standards to enable Viewer to operate in portal or stand-alone environments IBM Workplace Forms Designer an easy-to-use WYSIWYG e-form design environment supports the drag-and-drop creation of precision forms leverages open standards to deliver forms-based solutions across LOB applications and IT infrastructure

IBM Workplace Forms Viewer

feature-rich desktop application used to view, fill, sign, submit, and route e-forms

able to function on the desktop or within a browser

Enables full connectivity with real-time integration using Web Services

Based on open standards to enable Viewer to operate in portal or stand-alone environments

IBM Workplace Forms Designer

an easy-to-use WYSIWYG e-form design environment

supports the drag-and-drop creation of precision forms

leverages open standards to deliver forms-based solutions across LOB applications and IT infrastructure

Form rendition options Rich Client IBM Workplace Forms Viewer Embedded in a Web Browser (Also runs stand-alone without browser) Renders XML form Thin Client Browser-only rendition of HTML from IBM Workplace Forms Webform Server

Rich Client

IBM Workplace Forms Viewer

Embedded in a Web Browser

(Also runs stand-alone without browser)

Renders XML form

Thin Client

Browser-only rendition of HTML from IBM Workplace Forms Webform Server

IBM Workplace Forms products IBM Workplace Forms Viewer IBM Workplace Forms Designer IBM Workplace Forms Server – (API, Webform Server, Deployment Server) enables the creation and delivery of XML forms applications provides a common, open interface to enable integration of e-forms data with server-side applications delivers a true zero-footprint solution provides e-forms to external users quickly and efficiently within a browser IBM Workplace Forms Service Framework A simple, extensible platform to facilitate the integration of WPF with partner technologies Integration with key IBM/partner technologies Example modules and integrations, best practices and integration guidelines

IBM Workplace Forms Viewer

IBM Workplace Forms Designer

IBM Workplace Forms Server – (API, Webform Server, Deployment Server)

enables the creation and delivery of XML forms applications

provides a common, open interface to enable integration of e-forms data with server-side applications

delivers a true zero-footprint solution

provides e-forms to external users quickly and efficiently within a browser

IBM Workplace Forms Service Framework

A simple, extensible platform to facilitate the integration of WPF with partner technologies

Integration with key IBM/partner technologies

Example modules and integrations, best practices and integration guidelines

Components Overview Workplace Forms Server WebForm Server Converts XML to HTML / JavaScript so eForms can be rendered in a common browser. Workplace Forms Server Deployment Server Deploy Viewers and e-Forms to user desktops. Common Browser Viewer (Standalone or as Plug-in for Browser) Per User or Per form-page Designer Layout, Create and Test Form Workplace Forms Server API Used by customer or SI to archive forms and integrate data with one or more backend systems. eForm Pixel Perfect Resolution Wizards Business Logic Data Integration Attachments Digital Signatures Workplace Forms Server Services Platform Standard SOA deployment platform for Forms. Enables integration with over 40 back-end systems vi WebSphere TX *NEW!*

Lotus Workplace Forms Architecture

Workplace Forms Example Architecture Diagram Servers Corporate Firewall/Proxy Browsers with Workplace Forms Viewer Rich Client PC Workplace Forms Deployment Server SSL SSL Web Server Web Server Workplace Forms Webform Server Browsers Browser Only PC Workplace Forms Webform Translator Workplace Forms Designer Designer PC XFDL Form Data Repositories Workflow Systems HTML Render Oracle SQL Server DB2 DB2 CM DB2 DM PDM Domino Document Repositories Webform Server Servlet Class 3 rd Party APIs Customer Application Workplace Forms API

Typical architecture Web/Application Server Database Server Browser/Viewer Client PC Database / Repository Pre-Populate New Form (template) Save/Submit Form (instance) Open Existing Form (instance) XFDL Form Application Layer Database Layer Client Layer Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Webform Server HTML Form

Another perspective: Conceptual diagram Document-centric transaction XML instance one for pre-population XML instance two for integration Extensible from 0  N data instances

Document-centric transaction

XML instance one for pre-population

XML instance two for integration

Extensible from 0  N data instances

Integration scenarios

IBM Workplace Forms IBM Content Manager + Workplace Solutions WBI, WebSphere, etc. Off-Line Rich Client Browser Mobile e-form e-forms technology varies from simple (print-and-fill, Webforms) to advanced (digital signatures, offline storage). Advanced e-forms are a critical component of Industry Solutions due to their broad applicability to a variety of business processes. They can provide a common front-end to many different software products. IBM Lotus Workplace Forms

Integrating Workplace Forms Standard SOA, Web/Portal design considerations apply. Almost always occurs in the Application Tier Full range of request-time and real-time options available Componentization and reuse provide standard benefits and efficiency improvements.

Standard SOA, Web/Portal design considerations apply.

Almost always occurs in the Application Tier

Full range of request-time and real-time options available

Componentization and reuse provide standard benefits and efficiency improvements.

Integrating Workplace Forms – UI integration Typical User Interface Integrations Include: Web Application Integration Zero-Footprint Form Display Portal Application Integration PDM Integration Display of Forms Within Notes / Domino Display of Forms Within Eclipse

Typical User Interface Integrations Include:

Web Application Integration

Zero-Footprint Form Display

Portal Application Integration

PDM Integration

Display of Forms Within Notes / Domino

Display of Forms Within Eclipse

Integration scenarios

Integrating Workplace Forms Web Application Integration The Workplace Forms Viewer can be run either standalone – by launching a form locally, or as a browser plug-in. The Workplace Forms Viewer is associated with the mime-type: application/vnd.xfdl Workplace Forms viewer displays e-form as a browser Active-X plug-in inside a browser session.

Web Application Integration

The Workplace Forms Viewer can be run either standalone – by launching a form locally, or as a browser plug-in.

The Workplace Forms Viewer is associated with the mime-type:

application/vnd.xfdl

Integrating Workplace Forms Zero-Footprint Form Display Webform Server provides server-side translation of XFDL into HTML and JavaScript. Webform Server maintains the rich, XML document on the server-side. Both Servlet and Portlet-based zero-footprint applications are supported. Workplace Forms viewer displays e-form as a DHTML page inside a browser session.

Zero-Footprint Form Display

Webform Server provides server-side translation of XFDL into HTML and JavaScript.

Webform Server maintains the rich, XML document on the server-side.

Both Servlet and Portlet-based zero-footprint applications are supported.

Integration scenarios

Integrating Workplace Forms Portal Integration One can pass dynamic URL/URI into the form for submission. There are several methods for doing so. State management is an important consideration when creating a Workplace Forms Portal application; one must manage ‘parking’ the Viewer in memory to ensure that interactions with other Portlets do not wipe out in-progress form data. Workplace Forms viewer displays e-form as a browser Active-X plug-in inside a portlet inside a portal page session.

Portal Integration

One can pass dynamic URL/URI into the form for submission. There are several methods for doing so.

State management is an important consideration when creating a Workplace Forms Portal application; one must manage ‘parking’ the Viewer in memory to ensure that interactions with other Portlets do not wipe out in-progress form data.

Integrating Workplace Forms – Portal Doc. Mgr. “ Form Template Library” PDM Integration Enables us customers enhance forms solutions through integration with: PDM Workflow PDM Accept/Reject Functions PDM Access Controls Workplace Forms Designer  Forms publishing to PDM Workplace Forms are managed Just lije other document types Inside WebSphere Portal Document Manager (PDM)

PDM Integration

Enables us customers enhance forms solutions through integration with:

PDM Workflow

PDM Accept/Reject Functions

PDM Access Controls

Workplace Forms Designer  Forms publishing to PDM

Integration scenarios

Integrating Workplace Forms – Notes/Domino Display Within Notes/Domino Notes/Domino provides an excellent mechanism for form delivery, security, encryption and synchronization with the server-side Display, store, archive, workflow, secure, route = manage The form itself can natively ingest and output DXL – no translation needed The Workplace Forms Viewer runs via OLE within Notes Workplace Forms viewer displays e-form as an OLE plug-in inside a Notes document.

Display Within Notes/Domino

Notes/Domino provides an excellent mechanism for form delivery, security, encryption and synchronization with the server-side

Display, store, archive, workflow, secure, route = manage

The form itself can natively ingest and output DXL – no translation needed

The Workplace Forms Viewer runs via OLE within Notes

Positioning Domino & Workplace Forms Forms Subforms Offline Support Web Forms Web Services* Attachments E-mail as transport Portlets XML Pixel Perfect Forms (Paper Forms) Overlapping Digital Signatures Forms Extensions (IFX) (Ex. Signing Tablet) (3 rd Party Encryption) Guided Front End (Turbo Tax) Views & Logic (Form Management) Domino Workflow Domino Workplace Forms Replication On Disk Encryption Lotus Workflow XForms (W3C Standards) Self contained Standalone Solution Component Technology Collaborative Document Based Business Transactional Record

Fit with Domino Domino 7 & 8 include advanced XML and web services capabilities which simplify integration with Workplace Forms Value with Domino - Workplace Forms extends Domino: Pixel-perfect precision layout and printing for industry regulated forms Easy-to-create wizards simplify content-entry for complex forms Keeps entire transaction as single document (important for compliance requirements) Workplace Forms Extensions (IFX) enable the use of external devices, barcodes and PKI signatures Portable forms applications across platforms/systems outside of Domino Qualifying questions .. answered “yes”? Then use Workplace Forms: Do you need a cost-effective infrastructure for your Workplace Forms deployment? Are there forms-based applications or processes as part of your Domino deployment? Is it important for compliance or legal reasons to have a complete record of each transaction in your process (design, business logic, data)? Do you need to accurately print forms in your processes? Do you have complex forms that you need to simplify and easily maintain? Do you need to integrate other devices or software with your forms-based processes Integrating Workplace Forms – Notes/Domino

Fit with Domino

Domino 7 & 8 include advanced XML and web services capabilities which simplify integration with Workplace Forms

Value with Domino - Workplace Forms extends Domino:

Pixel-perfect precision layout and printing for industry regulated forms

Easy-to-create wizards simplify content-entry for complex forms

Keeps entire transaction as single document (important for compliance requirements)

Workplace Forms Extensions (IFX) enable the use of external devices, barcodes and PKI signatures

Portable forms applications across platforms/systems outside of Domino

Qualifying questions .. answered “yes”? Then use Workplace Forms:

Do you need a cost-effective infrastructure for your Workplace Forms deployment?

Are there forms-based applications or processes as part of your Domino deployment?

Is it important for compliance or legal reasons to have a complete record of each transaction in your process (design, business logic, data)?

Do you need to accurately print forms in your processes?

Do you have complex forms that you need to simplify and easily maintain?

Do you need to integrate other devices or software with your forms-based processes

Integrating Workplace Forms – Eclipse/XPD Display Within Eclipse The Workplace Forms Designer is Eclipse-based The Workplace Forms Viewer runs within the context of Eclipse to provide form preview functionality. This Workplace Forms Viewer and/or form templates can potentially be distributed via the Server Manager Client Workplace Forms viewer displays e-form as an embedded plug-in inside an Eclipse or Lotus Expeditor smart client application.

Display Within Eclipse

The Workplace Forms Designer is Eclipse-based

The Workplace Forms Viewer runs within the context of Eclipse to provide form preview functionality.

This Workplace Forms Viewer and/or form templates can potentially be distributed via the Server Manager Client

Integration scenarios

Integrating Workplace Forms – DB2 CM IBM Workplace Forms integrates with WebSphere and DB2 Content Manager. A Reference Application is available on the Content Manager Demo Platform Enables a “one-click submit” and “one-click update” into Content Manager. Deployed with a range of demo forms. Extensible to allow simple demonstration with other forms – no coding required! Connector is owned by the Content Manager team, ensuring future compatibility and enhancement. The Content Manager Connector makes it simple for developers to: Store forms as items in Content Manager (with attribute values set based on form data). Retrieve form items from Content Manager. Update existing form items within Content Manager. Submission Servlet Form Viewer Form Viewer in Web Browser Simple CM Connector Content Manager

A Reference Application is available on the Content Manager Demo Platform

Enables a “one-click submit” and “one-click update” into Content Manager.

Deployed with a range of demo forms.

Extensible to allow simple demonstration with other forms – no coding required!

Connector is owned by the Content Manager team, ensuring future compatibility and enhancement.

The Content Manager Connector makes it simple for developers to:

Store forms as items in Content Manager (with attribute values set based on form data).

Retrieve form items from Content Manager.

Update existing form items within Content Manager.

Lotus Workplace Forms XForms & XFDL

XForms overview XForms is an Open Standard First published by the W3C (World Wide Web Consortium) in 2003 Dr. John Boyer, Senior Product Architect for IBM Workplace Forms, is currently co-chair of the XForms Standard Workplace Forms supports version 1.0, with select features from version 1.1 A language for the “next generation of Web forms” - W3C Original intent was to improve HTML forms Grew beyond this once they began to understand complexity of forms Meant to be used as a conjunction with other languages (XHTML, XFDL, etc..) Supported by numerous companies Including IBM, Novell, Oracle, Documentum, SAP, Sun… XForms - Not an acronym, that’s the full name

XForms is an Open Standard

First published by the W3C (World Wide Web Consortium) in 2003

Dr. John Boyer, Senior Product Architect for IBM Workplace Forms, is currently co-chair of the XForms Standard

Workplace Forms supports version 1.0, with select features from version 1.1

A language for the “next generation of Web forms” - W3C

Original intent was to improve HTML forms

Grew beyond this once they began to understand complexity of forms

Meant to be used as a conjunction with other languages (XHTML, XFDL, etc..)

Supported by numerous companies

Including IBM, Novell, Oracle, Documentum, SAP, Sun…

XForms - Not an acronym, that’s the full name

The internal architecture of XForms XForms 1.0 is data-centric It defines: A model for processing XML data, any format desired An intent-based user interface for describing how the data will be gathered Submission rules for returning the data to the server XForms standardizes the core business processing of forms, not presentation XForms is designed to have a variety of presentation layers depending on the need WML, XHTML, XFDL, SVG, VoiceXML etc. XFDL XHTML WML … Other Presentation Options XForms Model

XForms 1.0 is data-centric

It defines:

A model for processing XML data, any format desired

An intent-based user interface for describing how the data will be gathered

Submission rules for returning the data to the server

XForms standardizes the core business processing of forms, not presentation

XForms is designed to have a variety of presentation layers depending on the need

WML,

XHTML,

XFDL,

SVG,

VoiceXML

etc.

Business benefits & value Enables Interoperable B2B Processes & Transactions Integrates Customers, Suppliers, Channels Faster Time-To-Market/Value Lower Costs to Deploy/Maintain Applications Enables Application Interoperability Forms on any device…in any language…for any able/ impaired person…in any role within a business process 1 Lowers Application Development Costs XForms enables reusable form components with multiple client deployment options 3 Enables Industry Form Standards XForms support industry schemas along with rules & UI 2 Enhances and Complements SOA XForms provides a Forms Data Processing Model & supports active content using declarative rules & Web Services 4

So, how do I make an XForms form? Use XForms to create the data layer of a form Use a second language (Presentation Language) to create the “look” of the form We’ll focus on XFDL, but other XML languages such as XHTML also work Link the XForms data layer to the XFDL presentation language Maintains separation of data and presentation XForms Model + Presentation Language = E-Form

Use XForms to create the data layer of a form

Use a second language (Presentation Language) to create the “look” of the form

We’ll focus on XFDL, but other XML languages such as XHTML also work

Link the XForms data layer to the XFDL presentation language

Maintains separation of data and presentation

Extensible Forms Description Language (XFDL) From 1993 to 1998, PureEdge Solutions (which was acquired by IBM) developed the Universal Forms Description Language (UFDL) XFDL is the result of developing an XML syntax for the UFDL and is a W3C note XFDL can do many things: Presentation layer description language Data definition language Programming language The latest version of the XFDL specification is version 7 for Workplace Forms 2.6 A copy of the specification can be found here: http://publibfp.boulder.ibm.com/epubs/pdf/22915350.pdf

From 1993 to 1998, PureEdge Solutions (which was acquired by IBM) developed the Universal Forms Description Language (UFDL)

XFDL is the result of developing an XML syntax for the UFDL and is a W3C note

XFDL can do many things:

Presentation layer description language

Data definition language

Programming language

The latest version of the XFDL specification is version 7 for Workplace Forms 2.6

A copy of the specification can be found here:

http://publibfp.boulder.ibm.com/epubs/pdf/22915350.pdf

XFDL design goals Represents forms as single objects without dependencies on externally defined entities Is a human readable plain text Is a publicly accessible open standard If you want to create your own Viewer, Designer or API, all necessary information is available Provides a syntax for inline mathematical and conditional expressions Permits the enclosure of an arbitrary size and number of base-64 encoded binary files Allows attachment and conversion of external files such as photo ID, word processor documents, spread sheets, etc… Goals of XFDL are to create a high-level computer language

Represents forms as single objects without dependencies on externally defined entities

Is a human readable plain text

Is a publicly accessible open standard

If you want to create your own Viewer, Designer or API, all necessary information is available

Provides a syntax for inline mathematical and conditional expressions

Permits the enclosure of an arbitrary size and number of base-64 encoded binary files

Allows attachment and conversion of external files such as photo ID, word processor documents, spread sheets, etc…

Design goals continued… Offers precision layout needed to represent and print near pixel perfect forms Facilitates server-side processing via client-side input validation and formatting Permits extensibility including custom items, options and external code functions Offers comprehensive digital signature support, including Capture of the whole context of a business transaction Multiple signers Different signers of (possibly overlapping) portions of a form Freezing computations on signed portions of a form

Offers precision layout needed to represent and print near pixel perfect forms

Facilitates server-side processing via client-side input validation and formatting

Permits extensibility including custom items, options and external code functions

Offers comprehensive digital signature support, including

Capture of the whole context of a business transaction

Multiple signers

Different signers of (possibly overlapping) portions of a form

Freezing computations on signed portions of a form

XFDL capabilities Unlike most XML derivatives, XFDL is a programming language Smart enough to make decisions, handle arithmetic, and respond to user input Directs users through the interface, performing calculations and error correction on the fly Computations are built into each document, which also provides nomadic functionality Complex business forms cannot be represented with HTML. XFDL provides full non-repudiation and auditability by storing the form template, data, and internal logic in a single file that can be digitally signed

Unlike most XML derivatives, XFDL is a programming language

Smart enough to make decisions, handle arithmetic, and respond to user input

Directs users through the interface, performing calculations and error correction on the fly

Computations are built into each document, which also provides nomadic functionality

Complex business forms cannot be represented with HTML.

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

What does XFDL add to XForms? Document-centricity XFDL stores the data in the document, creating a single record Precision layout and printing Can faithfully reproduce paper forms Wizard-based, dynamic forms Can guide user through filling process, change on the fly, and reduce errors Broad support for signatures Locks both the XFDL presentation and the XForms data Extension points for integration with other technologies Can embed .jar files in the form to extend the functionality

Document-centricity

XFDL stores the data in the document, creating a single record

Precision layout and printing

Can faithfully reproduce paper forms

Wizard-based, dynamic forms

Can guide user through filling process, change on the fly, and reduce errors

Broad support for signatures

Locks both the XFDL presentation and the XForms data

Extension points for integration with other technologies

Can embed .jar files in the form to extend the functionality

What does XForms add to XFDL? New items Table, Pane, Checkgroup/Radiogroup, Slider XForms event handlers value-changed, readonly, readwrite, submit-error, etc. XForms functions Boolean-from-string, avg, min, max Device Independence Data Modeling

New items

Table, Pane, Checkgroup/Radiogroup, Slider

XForms event handlers

value-changed, readonly, readwrite, submit-error, etc.

XForms functions

Boolean-from-string, avg, min, max

Device Independence

Data Modeling

The Forms Services Framework

The Business Challenge – Enabling deployment Forms are a broad “horizontal” technology that can be used in many industries and applications To provide a complete solution, Workplace Forms need to be used in conjunction with other enterprise technologies: Maintaining an integration between two disparately managed technologies becomes geometrically complex … Content Management Document Management Workflow RDBMS Application Servers Portal Servers Partner Versions WF Versions Platform

Forms are a broad “horizontal” technology that can be used in many industries and applications

To provide a complete solution, Workplace Forms need to be used in conjunction with other enterprise technologies:

Maintaining an integration between two disparately managed technologies becomes geometrically complex …

Content Management

Document Management

Workflow

RDBMS

Application Servers

Portal Servers

The Solution A simple, extensible platform to facilitate the integration of WPF with partner technologies. Shorten time-to-value and reduce cost/risk for customers, partners . Provide re-usable components Ensure integration interoperability Integration with key IBM/partner technologies. Provide “out-of-the-box” functionality Direct Integration - WP, CM, WPS Websphere TX - DB2, SAP, SOA.. Example modules and integrations. Best practices and integration guidelines. Workplace Forms Viewer Workplace Forms Services Connector Mapping Services Transformation Services Pre-population Meta-data management Create, Read, Update, Delete Repositories , e.g. CM, JCR, Domino Application Design , e.g. Notes Workplace Designer Workflow e.g. Process Svr., Notes, Packaged Applications e.g. SAP, Siebel Identity Management e.g. Tivoli User Interfaces e.g. Portal, Notes Application Servers e.g. WAS Workplace Forms Webform Server

A simple, extensible platform to facilitate the integration of WPF with partner technologies.

Shorten time-to-value and reduce cost/risk for customers, partners .

Provide re-usable components

Ensure integration interoperability

Integration with key IBM/partner technologies.

Provide “out-of-the-box” functionality

Direct Integration - WP, CM, WPS

Websphere TX - DB2, SAP, SOA..

Example modules and integrations.

Best practices and integration guidelines.

Workplace Forms

Services Connector

Mapping Services

Transformation Services

Pre-population

Meta-data management

Create, Read, Update, Delete

Forms Services Platform As part of Forms Server v2.7, it supports the same set of platforms that the Server supports, including SUSE Linux 9 on Intel Provide an out-of-box repository of common service pipelines which can be configured individually for each integration solution Provide out-of-box Forms Designer integration plug-in. Provide out-of-box plug-in for TX Allow for easy integration by hosting Extension Folder where the bundles (.jar) and configurations (.properties) of integration solutions are dropped. Common services are provided for all extensions found in the Folder. Provide a proven sample as a quick-start tool for creation of integration solution Comes with (re-factored) integration solution for WebSphere Portal 6 Document Manager

As part of Forms Server v2.7, it supports the same set of platforms that the Server supports, including SUSE Linux 9 on Intel

Provide an out-of-box repository of common service pipelines which can be configured individually for each integration solution

Provide out-of-box Forms Designer integration plug-in.

Provide out-of-box plug-in for TX

Allow for easy integration by hosting Extension Folder where the bundles (.jar) and configurations (.properties) of integration solutions are dropped. Common services are provided for all extensions found in the Folder.

Provide a proven sample as a quick-start tool for creation of integration solution

Comes with (re-factored) integration solution for WebSphere Portal 6 Document Manager

WebSphere Transformation Extender A powerful complement to the Services Platform Allows out of box connectivity to many repositories and information sources Is in addition to the value of the Services Platform – plugs into the “mapping” extension point Optionally allows SAP, Peoplesoft, and industry specific (HL7, SWIFT, …) connections Provides GUI environment to allow visual mapping of form data to repository

Allows out of box connectivity to many repositories and information sources

Is in addition to the value of the Services Platform – plugs into the “mapping” extension point

Optionally allows SAP, Peoplesoft, and industry specific (HL7, SWIFT, …) connections

Provides GUI environment to allow visual mapping of form data to repository

WebSphere Transformation Extender A powerful complement to the Services Platform Benefits: Consistent data transformation and enrichment Reduced application development and maintenance costs Increased knowledge re-use Standardized approach and components Increased quality of applications Reuse of transformation across the enterprise Decreased time to market of new applications High-throughput execution of complex transforms and enhancements Code-free design and deployment Library of over 120 pre-built functions to accelerate application/integration construction

Benefits:

Consistent data transformation and enrichment

Reduced application development and maintenance costs

Increased knowledge re-use

Standardized approach and components

Increased quality of applications

Reuse of transformation across the enterprise

Decreased time to market of new applications

High-throughput execution of complex transforms and enhancements

Code-free design and deployment

Library of over 120 pre-built functions to accelerate application/integration construction

Database ODBC DB2 Oracle MS SQL Server Sybase WebSphere Transformation Extender Enterprise Application Adapters : SAP r/3 SAP XI Siebel Peoplesoft Industry Adapters: SWIFTnet V4.2 HIPAA X12 V2.7 EDIFACT V2.7 Non-Database Archive (tar) Archive (zip) base 64 batch file CICS Com Automation Corba Database e-mail RHL Fastwine File RS Manager FTP GZip/ZLib HTTP IBM WebsphereMQ(client IBM WebsphereMQ(server) Java Class JCA Gateway JMS JDNI Mime MSMQ OracleAQ Quality stage Quoted-printable Shell script Sink Socket TIBCO RV Tuxedo VAN What comes with base entitlement : Informix OLE DB SQL/MP SQL/MX Available at additional charge :

Database

ODBC

DB2

Oracle

MS SQL Server

Sybase

Enterprise Application Adapters :

SAP r/3

SAP XI

Siebel

Peoplesoft

Industry Adapters:

SWIFTnet V4.2

HIPAA

X12 V2.7

EDIFACT V2.7

Non-Database

Archive (tar)

Archive (zip)

base 64

batch file

CICS

Com Automation

Corba

Database

e-mail

RHL Fastwine

File

RS Manager

FTP

GZip/ZLib

HTTP

IBM WebsphereMQ(client

IBM WebsphereMQ(server)

Java Class

JCA Gateway

JMS

JDNI

Mime

MSMQ

OracleAQ

Quality stage

Quoted-printable

Shell script

Sink

Socket

TIBCO RV

Tuxedo

VAN

Informix

OLE DB

SQL/MP

SQL/MX

Example SAP Scenario Before: Now - - With Forms 2.7 Custom Services TX 8.1 EA SAP Advantages: Standardized Looser coupling between applications (less interdependence) Easier integration of legacy applications Free entitlement With WPF 2.7 $62,500 SRP Forms 2.6 SAP Forms 2.7 SAP

Advantages:

Standardized

Looser coupling between applications (less interdependence)

Easier integration of legacy applications

IBM Workplace Forms Server – Forms Services Platform 2.7 An enterprise application, framework and libraries which provide the ability to extend and integrate Workplace Forms Service-oriented and extensible, promotes the development of reusable components WF Designer Plugins to create Forms Services Platform projects, manage project repositories and generate WebSphere TX Type Trees and Maps from Workplace Forms data instances An optional SDK and samples to support custom Pipe/Bundle development Optional “Integrators*” for direct integration with other IBM/Partner technologies (PDM, FileNet, …) OK, but what is it?

IBM Workplace Forms Server – Forms Services Platform 2.7

An enterprise application, framework and libraries which provide the ability to extend and integrate Workplace Forms

Service-oriented and extensible, promotes the development of reusable components

WF Designer Plugins to create Forms Services Platform projects, manage project repositories and generate WebSphere TX Type Trees and Maps from Workplace Forms data instances

An optional SDK and samples to support custom Pipe/Bundle development

Optional “Integrators*” for direct integration with other IBM/Partner technologies (PDM, FileNet, …)

High-Level Architecture Servlet Bridge Portlet Bridge Request Dispatcher Pipeline Constructor Pipeline Execution Service Definition Pipeline Modules “ Pipe-Stages” OSGI-Based Pipeline Assembly and Execution Invocation and Bridging DB2 Sybase Portal 6/PDM Content Manager MS SQL Server Forms User (Viewer) Designer Integration Pipe Stages Deployment Pipe Stages Mapping Pipe Stages Repository UI Pipe Stages Custom Pipe Stages Repository Connector Pipe Stages Forms Designer Forms User (Webform Server) SOA (SOAP) Oracle SAP R/3 PeopleSoft Websphere TX Mapping Integration Teamspaces And Documents Future Integration Future Integration

Contact details: Kemal Danisman via ibm.com or local representative More information: ibm.com/software/forms Whitepapers, Case-Studies, Webinars Workplace Forms Viewer and Designer FREE 60-dayTrial Download sample forms ibm.com/developerworks/workplace/products/forms/ Technical Information

Contact details: Kemal Danisman via ibm.com or local representative

More information:

ibm.com/software/forms

Whitepapers, Case-Studies, Webinars

Workplace Forms Viewer and Designer FREE 60-dayTrial

Download sample forms

ibm.com/developerworks/workplace/products/forms/

Technical Information