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INV107 An Oral History of IBM Lotus Notes:
        The First Twenty Years
Ed Brill | Director, Product Management
Scott Souder | Sr. Product Manager, Product Management
Financial Disclaimer
The information on the new product is intended to outline our general
product direction and it should not be relied on in making a purchasing
decision. The information on the new product is for informational
purposes only and may not be incorporated into any contract. The
information on the new product is not a commitment, promise, or legal
obligation to deliver any material, code or functionality. The development,
release, and timing of any features or functionality described for our
products remains at our sole discretion.
From the edge...
    A little passion...
    A handful of inspired visionaries...
    Some really skilled nerds...
    Some crazy sales people...
    A cool basement-building...
    Some sushi and really BIG burritos...
    A little luck...
    A whole lot of faith...

    20 years...the rest in history!
Lotus Notes® 1.0 – 1989

                                                   ,”
             of                 n                es 6:                9
          n t S              ga s”
                            e e                ot 98 !”           1 98 b   ●   Ray Ozzie Tim Halvorsen,
        da TE                                N                  7, 2M
       n O               t b iat          c e , 1 rks          r :             Len Kawell
     e                en oc            ffi r 11 wo           be ed
 e sc O N          pm ss             O e g                 m p
D AT
               e lo is A      “  ris tob rdin
                                I c                    e ce zip
 PL          ev , “Ir              O rwa              D es ,               ●   Later...Steve Beckhardt
                                                         i
          D 4
              8                      fo           S: pp                        and Alan Eldridge
           19                   ot
                                   e           FC Flo
                             ”N

4
5
Notes 2.0 – 1991

                         y                          s                        s:
                     ilit rs                     PI                         m ”
                  a b e                         A                         ru tes
                al om
               c t                           of                         Fo No
            r s us                         n
                                       tio                           PC is
          fo c                        c                           ' s “Ir
        d ge                       du                           on d to
      ne r                       ro                          ys
    ig r la                  I nt                           D erre
  es fo                                                    r f
D                                                      t he re
                                                   Es tes
                                                 on a
                                              u s ill G
                                           oc 1, B
                                         F 9
                                             9
                                          ,1
                                       ch
                                    ar
                                  M




              Tradition of working on next release before shipping current
              development effort began (e.g., V2 efforts started in 1989, V3
              discussions started in 1991, etc.)


                                         6
Notes V3 – May, 1993
                                                 ½ million users

                                      First “mainstream”
                                           Notes release




                                                   Suitable for 200
                                                   simultaneous
                                                   server-based
                                                   users



Added:
 ● Mac client

 ● Threading

 ● Document

   hierarchy
 ● Windows server

 ● Full-text search




                 7
1993/1994 – Notes marketplace matures
●   Lotus shipped additional templates to create vision
     ▬   CSERV customer service application
     ▬   The “Nifty Fifty”


●   Partner community expanding rapidly
     ▬   Custom applications, extensions


●   Acquisition of cc:Mail® – concept of customer-controlled
    migration was introduced
     ▬   “Lotus Communications Server,” aka Notes R4, announced September, 1993


●   Opening of the Internet to commercial interests introduced
    pending intersection...or collision



                     8
1995 – IBM Acquisition
●   Lotus stock had performed in a less than
    stellar fashion

●   AT&T® Network Notes introduced to huge
    fanfare, but quickly devalued due to the
    Internet

●   Microsoft® Office™ and Windows™ 95
    introduced into the market

●   IBM acquires Lotus for US$3.5 billion in
    July, 1995



             9
The first re-invention of Notes
                                                            IBM® Lotus Notes® R4.0
●   Evolution into client/server messaging                      January, 1996
    product
     ▬   New UI, new messaging capabilities


●   First “Professional Programmer”
    release
     ▬   Lotuscript introduced, new APIs, net tools


●   Pressure to evolve more quickly
     ▬   “Internet time”
     ▬   Introduction of major features in point releases
     ▬   Introduction of “QMR” process




                           10
9 96
                             1
                         –
                   4.6
                5/
            R 4.
       es
N   ot


●     First feature release since 1.1 within
      a major release
●     Introduction of Calendaring &
      Scheduling
●     Separate download for “Domino,” a web application server add-on – shipped as
      “4.6”
●     Added support for emerging Internet standards: POP, IMAP, LDAP, NNTP,
      HTTP
●     Added support for new platforms


                                     11
1996 to 1998 – Explosive growth, explosive market
●   Microsoft® Exchange™ 1.0 4.0 shipped in
    April, 1996
     ▬   The “seat wars” were on...
     ▬   Notes price drop from US$270/user to ~US$70


●   Netscape® announced groupware servers/
    clients in October, 1996
     ▬   “IBM will no longer be recommending Netscape products to
         it customers,” said John Patrick ,IBM vice president of
         Internet technology


●   20 million seats, but...
     ▬   Longer release cycles
     ▬   “Notes is dead” – Internet seen as replacement
     ▬   “Decline and Fall of Lotus” written in Forbes magazine
     ▬   Realization that IBM integration should have begun sooner



                        12
Notes R5 – March, 1999

                                First major
                          renovation of the
                       Notes user interface


         Introduction of Java,
     Javascript, CORBA/IIOP,
          native SMTP/MIME


  Introduction of
separate Domino
Administrator tool


                     Features released in
                     interim MRs included:
                        ●   5.0.2 – Linux server
                        ●   5.0.5 – “Bluejay,” iNotes Access for Microsoft® Outlook™,
                            OLE/DB connector, DNFS
                        ●   5.0.8 – iNotes Web Access


                         13
IBM Lotus Notes 6 / Domino® 6
          October, 2002

                                                      The beginnings of
                                                      integrating with
                                                      the rest of the
                                                      IBM Software portfolio


                                                                 Focus on mobility – IBM
                                                                 Lotus Domino Everyplace®,
                                                                 IBM Lotus EasySync® Pro,
                                                                 etc.

                                                                               Substantial
                                                                               user interface
                                                                               improvements


                                   Improved system administration:
                                      ●   Policy-based administration
                                      ●   Server/performance
The last BIG release –                    monitor
  Future releases faster, more focused

             14
Notes 6.5 / Domino 6.5 – September, 2003
 ●   Integration of IBM Lotus Sametime® instant messaging into Notes
     client at no additional charge
      ▬   Awareness, presence capabilities


 ●   A dozen “best of breed” end-user features

 ●   Mozilla browser support, first foray into supported Linux® clients

 ●   More integration across IBM Software portfolio

 ●   6.5.1 – an aligned server release
      ▬   QuickPlace, Sametime, DomDoc® 6.5.1 all released within 90 days
      ▬   All supported on current, concurrent server level for the first time




                    15
Notes 7 / Domino 7 – August, 2005
   ●   Major update of Domino server architecture
        ▬   Massive scalability and performance enhancements
        ▬   Improvements to system administration and autonomic system management – Activity
            trends, Domino Domain Monitor, policy-based administration, SmartUpgrade
        ▬   Introduction of Domino Web Services
        ▬   Limited introduction of IBM DB2® as alternative data store


   ●   Major update to Domino Web Access

   ●   New incremental client features
        ▬   Autosave, multi-threaded views, better window state management


   ●   7.0.2 “Innovation Pack” – blog template, sever RSS feeds, “Notes
       on a USB stick”




               16
Notes 8 / Domino 8 – August, 2007
●   First announced in Hannover, Germany – June, 2005
     ▬   Built on IBM Lotus Expeditor®, IBM's universal managed client software, which in turn, is built
         on the Eclipse framework
     ▬   Wiring of Eclipse plug-ins with Notes applications – “Composite” applications – now possible
     ▬   Notes is now a Java-based platform!


                 ●   Sidebar to display context-sensitive information (Sametime
                     contacts, day-at-a-glance, RSS/ATOM feeds)

                 ●   Additional features
                          ▬   Support for “activity-centric” computing, “productivity editors” based on ODF, mail
                              recall, “conversation mode” for e-mail threads, “Open” button for fast access to
                              applications


                 ●   Server improvements in performance, administration and
                     serviceability including support for RedHat® Linux 5

                     17
Notes 8.5 / Domino 8.5
    January, 2009




                        Xpages for
                        Notes client
                        AND browser


       DCT                      Eclipse-based
                                 Domino Designer®

DAOS refinements                       Notes Traveler 8.5.1
                                        supports the Apple®
                                          iPhone®

                   18
19
“Proven in Production”
 Release-to-release compatibility = Longer-lasting applications


                                             “Laura Moyet”

                                                “ODS 14”

                                                  “1989”

                                                 “A-O-D”



             20
21
22
Ed,

From my buying Notes to replace PROFS in 91-92 to make
the Vermont DMV collaborate, to solving the Purchase &
Use Tax refund crisis, to making sure Colin Powell
fnished his speech on time at the 99 convention, to
helping the Navies of the world fght pirates last year,
Notes/Domino has worked.

If the organization I m working in has Notes, most of the
battle has been teaching them how to use it and how
powerful it is.

Rob Novak and I are hoping to solve even more of the
government s information sharing problems before we re
done..

Talk to you soon,

Mike Grifes
Former DoD Senior Executive Service
US Navy Captain, Retired


                      23
ca. January, 1997

     24
Legal Disclaimer
© IBM Corporation 2009. All Rights Reserved.
The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information
contained in this publication, 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 publication or
any other materials. Nothing contained in this publication 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.
References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/
or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a
commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any
activities undertaken by you will result in any specific sales, revenue growth or other results.


Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will
experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage
configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.


All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental
costs and performance characteristics may vary by customer.


IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines
Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both.

Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other
countries.
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Intel, Intel Centrino, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United
States and other countries.

UNIX is a registered trademark of The Open Group in the United States and other countries.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.
Other company, product, or service names may be trademarks or service marks of others.




                                      25
Here's to the next 20 years!!
ed_brill@us.ibm.com
scott_souder@us.ibm.com




                26
27
History of Lotus Notes – Videos used
during Lotusphere presentation




       28

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An Oral History of IBM Lotus Notes: The First Twenty Years

  • 1. INV107 An Oral History of IBM Lotus Notes: The First Twenty Years Ed Brill | Director, Product Management Scott Souder | Sr. Product Manager, Product Management
  • 2. Financial Disclaimer The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.
  • 3. From the edge...  A little passion...  A handful of inspired visionaries...  Some really skilled nerds...  Some crazy sales people...  A cool basement-building...  Some sushi and really BIG burritos...  A little luck...  A whole lot of faith...  20 years...the rest in history!
  • 4. Lotus Notes® 1.0 – 1989 ,” of n es 6: 9 n t S ga s” e e ot 98 !” 1 98 b ● Ray Ozzie Tim Halvorsen, da TE N 7, 2M n O t b iat c e , 1 rks r : Len Kawell e en oc ffi r 11 wo be ed e sc O N pm ss O e g m p D AT e lo is A “ ris tob rdin I c e ce zip PL ev , “Ir O rwa D es , ● Later...Steve Beckhardt i D 4 8 fo S: pp and Alan Eldridge 19 ot e FC Flo ”N 4
  • 5. 5
  • 6. Notes 2.0 – 1991 y s s: ilit rs PI m ” a b e A ru tes al om c t of Fo No r s us n tio PC is fo c c ' s “Ir d ge du on d to ne r ro ys ig r la I nt D erre es fo r f D t he re Es tes on a u s ill G oc 1, B F 9 9 ,1 ch ar M Tradition of working on next release before shipping current development effort began (e.g., V2 efforts started in 1989, V3 discussions started in 1991, etc.) 6
  • 7. Notes V3 – May, 1993 ½ million users First “mainstream” Notes release Suitable for 200 simultaneous server-based users Added: ● Mac client ● Threading ● Document hierarchy ● Windows server ● Full-text search 7
  • 8. 1993/1994 – Notes marketplace matures ● Lotus shipped additional templates to create vision ▬ CSERV customer service application ▬ The “Nifty Fifty” ● Partner community expanding rapidly ▬ Custom applications, extensions ● Acquisition of cc:Mail® – concept of customer-controlled migration was introduced ▬ “Lotus Communications Server,” aka Notes R4, announced September, 1993 ● Opening of the Internet to commercial interests introduced pending intersection...or collision 8
  • 9. 1995 – IBM Acquisition ● Lotus stock had performed in a less than stellar fashion ● AT&T® Network Notes introduced to huge fanfare, but quickly devalued due to the Internet ● Microsoft® Office™ and Windows™ 95 introduced into the market ● IBM acquires Lotus for US$3.5 billion in July, 1995 9
  • 10. The first re-invention of Notes IBM® Lotus Notes® R4.0 ● Evolution into client/server messaging January, 1996 product ▬ New UI, new messaging capabilities ● First “Professional Programmer” release ▬ Lotuscript introduced, new APIs, net tools ● Pressure to evolve more quickly ▬ “Internet time” ▬ Introduction of major features in point releases ▬ Introduction of “QMR” process 10
  • 11. 9 96 1 – 4.6 5/ R 4. es N ot ● First feature release since 1.1 within a major release ● Introduction of Calendaring & Scheduling ● Separate download for “Domino,” a web application server add-on – shipped as “4.6” ● Added support for emerging Internet standards: POP, IMAP, LDAP, NNTP, HTTP ● Added support for new platforms 11
  • 12. 1996 to 1998 – Explosive growth, explosive market ● Microsoft® Exchange™ 1.0 4.0 shipped in April, 1996 ▬ The “seat wars” were on... ▬ Notes price drop from US$270/user to ~US$70 ● Netscape® announced groupware servers/ clients in October, 1996 ▬ “IBM will no longer be recommending Netscape products to it customers,” said John Patrick ,IBM vice president of Internet technology ● 20 million seats, but... ▬ Longer release cycles ▬ “Notes is dead” – Internet seen as replacement ▬ “Decline and Fall of Lotus” written in Forbes magazine ▬ Realization that IBM integration should have begun sooner 12
  • 13. Notes R5 – March, 1999 First major renovation of the Notes user interface Introduction of Java, Javascript, CORBA/IIOP, native SMTP/MIME Introduction of separate Domino Administrator tool Features released in interim MRs included: ● 5.0.2 – Linux server ● 5.0.5 – “Bluejay,” iNotes Access for Microsoft® Outlook™, OLE/DB connector, DNFS ● 5.0.8 – iNotes Web Access 13
  • 14. IBM Lotus Notes 6 / Domino® 6 October, 2002 The beginnings of integrating with the rest of the IBM Software portfolio Focus on mobility – IBM Lotus Domino Everyplace®, IBM Lotus EasySync® Pro, etc. Substantial user interface improvements Improved system administration: ● Policy-based administration ● Server/performance The last BIG release – monitor Future releases faster, more focused 14
  • 15. Notes 6.5 / Domino 6.5 – September, 2003 ● Integration of IBM Lotus Sametime® instant messaging into Notes client at no additional charge ▬ Awareness, presence capabilities ● A dozen “best of breed” end-user features ● Mozilla browser support, first foray into supported Linux® clients ● More integration across IBM Software portfolio ● 6.5.1 – an aligned server release ▬ QuickPlace, Sametime, DomDoc® 6.5.1 all released within 90 days ▬ All supported on current, concurrent server level for the first time 15
  • 16. Notes 7 / Domino 7 – August, 2005 ● Major update of Domino server architecture ▬ Massive scalability and performance enhancements ▬ Improvements to system administration and autonomic system management – Activity trends, Domino Domain Monitor, policy-based administration, SmartUpgrade ▬ Introduction of Domino Web Services ▬ Limited introduction of IBM DB2® as alternative data store ● Major update to Domino Web Access ● New incremental client features ▬ Autosave, multi-threaded views, better window state management ● 7.0.2 “Innovation Pack” – blog template, sever RSS feeds, “Notes on a USB stick” 16
  • 17. Notes 8 / Domino 8 – August, 2007 ● First announced in Hannover, Germany – June, 2005 ▬ Built on IBM Lotus Expeditor®, IBM's universal managed client software, which in turn, is built on the Eclipse framework ▬ Wiring of Eclipse plug-ins with Notes applications – “Composite” applications – now possible ▬ Notes is now a Java-based platform! ● Sidebar to display context-sensitive information (Sametime contacts, day-at-a-glance, RSS/ATOM feeds) ● Additional features ▬ Support for “activity-centric” computing, “productivity editors” based on ODF, mail recall, “conversation mode” for e-mail threads, “Open” button for fast access to applications ● Server improvements in performance, administration and serviceability including support for RedHat® Linux 5 17
  • 18. Notes 8.5 / Domino 8.5 January, 2009 Xpages for Notes client AND browser DCT Eclipse-based Domino Designer® DAOS refinements Notes Traveler 8.5.1 supports the Apple® iPhone® 18
  • 19. 19
  • 20. “Proven in Production” Release-to-release compatibility = Longer-lasting applications “Laura Moyet” “ODS 14” “1989” “A-O-D” 20
  • 21. 21
  • 22. 22
  • 23. Ed, From my buying Notes to replace PROFS in 91-92 to make the Vermont DMV collaborate, to solving the Purchase & Use Tax refund crisis, to making sure Colin Powell fnished his speech on time at the 99 convention, to helping the Navies of the world fght pirates last year, Notes/Domino has worked. If the organization I m working in has Notes, most of the battle has been teaching them how to use it and how powerful it is. Rob Novak and I are hoping to solve even more of the government s information sharing problems before we re done.. Talk to you soon, Mike Grifes Former DoD Senior Executive Service US Navy Captain, Retired 23
  • 25. Legal Disclaimer © IBM Corporation 2009. All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, 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 publication or any other materials. Nothing contained in this publication 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. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/ or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both. Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. Intel, Intel Centrino, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries. UNIX is a registered trademark of The Open Group in the United States and other countries. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. 25
  • 26. Here's to the next 20 years!! ed_brill@us.ibm.com scott_souder@us.ibm.com 26
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  • 28. History of Lotus Notes – Videos used during Lotusphere presentation 28