Lotus Forms Web Intro


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Beginner's introduction to the premier electronic forms product on the market today .. IBM Lotus Forms.

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  • Lotus Forms Web Intro

    1. 1. Kemal Danisman, Lotus Technical Sales, United Kingdom Summer 2007 IBM Lotus Workplace Forms™ ibm.com /software/forms
    2. 2. Agenda <ul><li>Business Value of Workplace Forms </li></ul><ul><li>Case Studies / references </li></ul><ul><li>IBM Lotus Workplace Forms </li></ul><ul><ul><li>e-form Components </li></ul></ul><ul><ul><li>Solution Suite </li></ul></ul><ul><ul><li>Architecture </li></ul></ul><ul><li>Integration Scenarios </li></ul><ul><li>XForms & XFDL </li></ul><ul><li>Forms Services Framework </li></ul>
    3. 3. Business Value of Lotus Workplace Forms
    4. 4. Paper Driven Processes <ul><li>Incur traditional costs … </li></ul><ul><ul><li>Paper and printing </li></ul></ul><ul><ul><li>Unused form disposal </li></ul></ul><ul><ul><li>Archival and storage </li></ul></ul><ul><li>...as well as hidden costs that can slow business </li></ul><ul><ul><li>Lengthy completion times </li></ul></ul><ul><ul><li>Validation and error checking </li></ul></ul><ul><ul><li>Data re-keying </li></ul></ul><ul><ul><li>Physical routing time </li></ul></ul><ul><ul><li>Complex approval chains </li></ul></ul><ul><ul><li>Data aggregation across forms </li></ul></ul>
    5. 5. Cost of Forms <ul><li>A single paper form costs $30-$165 to use, enter, process and retain </li></ul><ul><li>$22.5B is spent on pre-printed forms in the US alone </li></ul><ul><li>30% of pre-printed forms are wasted </li></ul>The costs of using and processing paper forms in many organizations today is staggering:
    6. 6. Cost of Forms <ul><li>High degree of errors and rework </li></ul><ul><ul><li>Form users fill out forms incorrectly or illegibly </li></ul></ul><ul><ul><li>Data entry personnel re-key data into backend systems incorrectly </li></ul></ul><ul><ul><li>Optical Character Recognition (OCR) scanners read incorrectly </li></ul></ul><ul><ul><li>Mailing or faxing time lengthens business processes </li></ul></ul><ul><li>Increased call center / Support costs </li></ul><ul><ul><li>Lack of ‘wizards’ or business logic in paper forms causes increased calls to support centers for clarification </li></ul></ul><ul><ul><li>Incomplete or illegible forms require outbound calls to resolve </li></ul></ul><ul><li>Difficulty proving regulatory compliance </li></ul><ul><ul><li>Difficult to link forms, signatures, and attachments throughout an end-to-end business transaction </li></ul></ul><ul><li>Decreased business flexibility </li></ul><ul><ul><li>Updating, printing, and distributing new paper forms is costly </li></ul></ul><ul><ul><li>Transition to new forms creates a window of increased errors and rework while both ‘old’ and ‘new’ forms must be accepted </li></ul></ul>
    7. 7. 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
    8. 8. 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 .
    9. 9. e-forms – Enabling on demand processes <ul><li>“ 80% of Business Documents are Forms” </li></ul><ul><li>“ Enterprises are seeking electronic process enablers, not just forms on the web” </li></ul><ul><li>“ e-forms based on XML architecture will become the standard for web-based form input and document delivery by 2006” </li></ul><ul><li>“ The real value of electronic forms lies in its ability to reduce the bureaucracy associated with paper forms rather than simply replicating it” </li></ul>- All quotes from Gartner Compliance Security Integration Records Dynamic Business Rule Driven Infrastructure Integration
    10. 10. 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)‏
    11. 11. What is e-forms all about? <ul><li>e-forms offer end-to-end software and service solutions which make high-value on-line transactions: </li></ul><ul><ul><li>Automated - Manual processing adds errors and time, creating unnecessary costs </li></ul></ul><ul><ul><li>Secure - If someone attempts to alter a signed transaction, it is detected immediately </li></ul></ul><ul><ul><li>Auditable - Can keep track of all the steps taken </li></ul></ul><ul><ul><li>Enforceable - Secure enough to take into a court </li></ul></ul><ul><li>IBM Workplace Forms supports all of these out of the box </li></ul>
    12. 12. Case Studies
    13. 13. 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
    14. 14. 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
    15. 15. Case Study: US Army, Air Force and Navy <ul><li>Largest eForms deployment in the world (Gartner) </li></ul><ul><li>Single solution for all enterprise business processes </li></ul><ul><li>Workplace Forms chosen as open-standards + IBM SOA </li></ul><ul><li>Reduced cost of business transaction automation </li></ul><ul><ul><li>Quickly automate enterprise transactions </li></ul></ul><ul><ul><li>Route via ad-hoc or defined workflows </li></ul></ul><ul><ul><li>Enterprise-wide tracking and reporting </li></ul></ul><ul><ul><li>Digitally sign all documents </li></ul></ul><ul><ul><li>Shut down redundant systems </li></ul></ul><ul><ul><li>Store and manage official documents/records </li></ul></ul><ul><ul><li>Collaborate on-line </li></ul></ul><ul><li>Legal compliance through Records Management </li></ul><ul><li>ROI in 2006: $1.4bn </li></ul><ul><li>Solution includes </li></ul><ul><ul><li>WebSphere Portal, IBM Content Manager, Records Manager, Process Server, Tivoli </li></ul></ul><ul><li>Applications: </li></ul><ul><li>HR: Leave Approval, </li></ul><ul><li>Staff Evaluation, etc </li></ul><ul><li>Procurement </li></ul><ul><li>Logistics </li></ul><ul><li>Medical </li></ul>
    16. 16. Land and Property Programs, Corporate Registries of Service Nova Scotia Using Workplace Forms to make the property-buying process quicker and easier <ul><li>CHALLENGE </li></ul><ul><li>Enable citizens and businesses to have their land transactions completed more quickly and conveniently, without reliance on lengthy paper forms </li></ul><ul><li>Integrate the new registration process with the existing online database of property records to accelerate verification and finalization </li></ul><ul><li>SOLUTION </li></ul><ul><li>Established a convenient, Web-based data submissions process that includes automatic records verification and electronic payment processing </li></ul><ul><li>Leveraged the eXtensible Markup Language (XML) compatibility of IBM Workplace Forms ™ software to easily integrate the electronic forms system with the existing database </li></ul><ul><li>BENEFITS </li></ul><ul><li>Cut transaction time for most locations to just one business day </li></ul><ul><li>Improved rejection rate caused by submitter’s data entry errors from 15 percent to 3 percent </li></ul><ul><li>Minimized reliance on courier services and trips to agency offices </li></ul>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
    17. 17. Case Study: Woodmen of the World <ul><ul><li>Challenge </li></ul></ul><ul><ul><ul><li>Needed to modernize and automate core customer-facing field rep activities (policy applications, form updates, quotes) </li></ul></ul></ul><ul><ul><ul><li>Significant data entry errors and excessive application processing times </li></ul></ul></ul><ul><ul><ul><li>Needed compliance with industry regulations </li></ul></ul></ul><ul><ul><li>Solution </li></ul></ul><ul><ul><ul><li>Field reps now use intuitive eForm wizards for forms on laptops </li></ul></ul></ul><ul><ul><ul><li>ePad integration allows for table based signing </li></ul></ul></ul><ul><ul><li>Benefits </li></ul></ul><ul><ul><ul><li>Reduced data entry errors </li></ul></ul></ul><ul><ul><ul><li>Reduced process costs </li></ul></ul></ul><ul><ul><ul><li>Improved field rep productivity </li></ul></ul></ul><ul><ul><ul><li>Cycle times from weeks to a couple hours! </li></ul></ul></ul>
    18. 18. Case Study: BC Vehicle Inspectorate <ul><li>The CVSE roadside inspectors are capturing 31,000 inspections per year from rural and urban locations all over British Columbia. </li></ul><ul><li>The inspections are done to international Commercial Vehicle Safety Alliance criteria, which have been adopted by all North American jurisdictions. </li></ul><ul><li>The initial processes for collecting, assessing and using this information are labour, cost and time intensive. </li></ul><ul><li>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. </li></ul><ul><li>Objectives: </li></ul><ul><ul><ul><li>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. </li></ul></ul></ul><ul><ul><ul><li>Eliminate the need to handle and microfiche every inspection form </li></ul></ul></ul><ul><ul><ul><li>reduce training by simulating paper forms </li></ul></ul></ul>Ministry of Public Safety and Solicitor General
    19. 19. Case Study: BC Vehicle Inspectorate <ul><li>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. </li></ul><ul><li>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… </li></ul><ul><ul><ul><li>Workplace Forms simulating the client multi-part form, with near-real time driver and vehicle information look-up </li></ul></ul></ul><ul><ul><ul><li>TELUS 1X network with NetMotion Wireless to provide session persistence where required for other applications </li></ul></ul></ul><ul><ul><ul><li>Web Services and Java provide connectivity to Mainframe legacy </li></ul></ul></ul><ul><ul><ul><li>Industry standard XML format describing format, business rules and content. </li></ul></ul></ul>
    20. 20. Workplace Forms brings customers real business benefits <ul><li>Just Some Examples: </li></ul><ul><li>US Army: 100,000 forms, used by 1.4 million Army personnel around the world – expected ROI more than $1.3 billion . </li></ul><ul><li>USAF: 18,000 forms, serving 700,000 employees globally – ROI: $50 Million annually. </li></ul><ul><li>Global Apparel Manufacturer: Reduced process time by 75%. Estimated cost savings per year $787,500 </li></ul><ul><li>Woodmen Insurance : accelerates application process from weeks to hours ! </li></ul><ul><li>Nova Scotia Land Registry: Reduces transaction time from 7 days to just 1 day . Reduce rejection rate from 15% to 3%. </li></ul><ul><li>SEC: 27,000+ publicly traded firms. Estimated annual to taxpayers of $1.8 million . </li></ul><ul><li>U.S. Directorate of Defense Trade Controls: Shortens the application process from up to 66 days to as little as 9 days </li></ul><ul><li>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% </li></ul><ul><li>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 </li></ul><ul><li>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 . </li></ul>
    21. 21. Lotus Workplace Forms Components
    22. 22. IBM Workplace Forms e-form components <ul><li>Presentation Layer </li></ul><ul><li>Pixel-perfect for duplicating paper forms </li></ul>
    23. 23. IBM Workplace Forms e-form components <ul><li>Presentation Layer </li></ul><ul><li>Pixel-perfect for duplicating paper forms </li></ul><ul><li>Guided-interview, or wizard, driven </li></ul>
    24. 24. IBM Workplace Forms Viewer <ul><li>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 </li></ul><ul><li>Provides offline capabilities and “IFX” interface for extensibility </li></ul>
    25. 25. IBM Workplace Forms Designer
    26. 26. IBM Workplace Forms e-form components <ul><li>Business Logic </li></ul><ul><li>Capture forms processes in the form </li></ul><ul><li>Integrate business process workflows </li></ul><ul><li>Presentation Layer </li></ul><ul><li>Pixel-perfect for duplicating paper forms </li></ul><ul><li>Guided-interview, or wizard, driven </li></ul>
    27. 27. IBM Workplace Forms e-form components <ul><li>Data Instances </li></ul><ul><li>Based on W3C XForms specification </li></ul><ul><li>Multiple XML payloads for integration </li></ul><ul><li>Validate against external XML Schemas </li></ul><ul><li>Business Logic </li></ul><ul><li>Capture forms processes in the form </li></ul><ul><li>Integrate business process workflows </li></ul><ul><li>Presentation Layer </li></ul><ul><li>Pixel-perfect for duplicating paper forms </li></ul><ul><li>Guided-interview, or wizard, driven </li></ul>
    28. 28. IBM Workplace Forms e-form components <ul><li>File Attachments </li></ul><ul><li>Capture complete transaction </li></ul><ul><li>Supplemental or associated e-forms </li></ul><ul><li>MS Office, videos, faxes, etc. </li></ul><ul><li>Data Instances </li></ul><ul><li>Based on W3C XForms specification </li></ul><ul><li>Multiple XML payloads for integration </li></ul><ul><li>Validate against external XML Schemas </li></ul><ul><li>Presentation Layer </li></ul><ul><li>Pixel-perfect for duplicating paper forms </li></ul><ul><li>Guided-interview, or wizard, driven </li></ul><ul><li>Business Logic </li></ul><ul><li>Capture forms processes in the form </li></ul><ul><li>Integrate business process workflows </li></ul>
    29. 29. IBM Workplace Forms e-form components <ul><li>Digital Signatures </li></ul><ul><li>Sign multiple, overlapping sections, field level or complete form </li></ul><ul><li>Use built-in signing, digital certificates or signing pads </li></ul>File Attachments <ul><li>Presentation Layer </li></ul><ul><li>Pixel-perfect for duplicating paper forms </li></ul><ul><li>Guided-interview, or wizard, driven </li></ul><ul><li>Business Logic </li></ul><ul><li>Capture forms processes in the form </li></ul><ul><li>Integrate business process workflows </li></ul><ul><li>Data Instances </li></ul><ul><li>Based on W3C XForms specification </li></ul><ul><li>Multiple XML payloads for integration </li></ul><ul><li>Validate against external XML Schemas </li></ul>
    30. 30. Benefits of IBM Workplace Forms <ul><li>Provides full non-repudiation and auditability by storing the form template, data, and internal logic in a single file that can be digitally signed </li></ul><ul><li>Maintain presentation and logic with data </li></ul><ul><li>Save and email a form and work offline </li></ul><ul><li>Route a form using any available transport mechanism (e.g. BPM, Workflow, Web, Email, FTP, etc.) </li></ul><ul><li>Archive a form into a database or Content Management System </li></ul><ul><li>Pre-fill a form with data and extract data from a form </li></ul><ul><li>Sign and make a form tamperproof </li></ul><ul><li>Integrate a form with other technologies (i.e., workflow, EAI, document management, content management, etc.) </li></ul><ul><li>Parse & extract the XML data at any appropriate time in the form’s lifecycle </li></ul><ul><li>Integrates with existing strategic IT infrastructure reducing TOC and accelerating ROI </li></ul><ul><li>Activate a Service Oriented Architecture (SOA) with intelligent message that flow across services </li></ul>By treating forms as XML objects it becomes simple to:
    31. 31. Unmanaged spreadsheets become sontrolled documents
    32. 32. HTML screens become intelligent forms
    33. 33. Unintelligent forms become assisted interviews
    34. 34. Printed .doc/.xls documents become live forms
    35. 35. Custom applications become just another form
    36. 36. Simple .pdf documents become interactive forms
    37. 37. Scanned images become interactive user interfaces
    38. 38. Take a PC Interface and push to a tablet with a signature
    39. 39. … and any paper process can become electronic!
    40. 40. All from the same platform Presentation Data Workflow
    41. 41. Lotus Workplace Forms Solution Suite
    42. 42. IBM Workplace Forms products <ul><li>IBM Workplace Forms Viewer </li></ul><ul><ul><li>feature-rich desktop application used to view, fill, sign, submit, and route e-forms </li></ul></ul><ul><ul><li>able to function on the desktop or within a browser </li></ul></ul><ul><ul><li>Enables full connectivity with real-time integration using Web Services </li></ul></ul><ul><ul><li>Based on open standards to enable Viewer to operate in portal or stand-alone environments </li></ul></ul><ul><li>IBM Workplace Forms Designer </li></ul><ul><ul><li>an easy-to-use WYSIWYG e-form design environment </li></ul></ul><ul><ul><li>supports the drag-and-drop creation of precision forms </li></ul></ul><ul><ul><li>leverages open standards to deliver forms-based solutions across LOB applications and IT infrastructure </li></ul></ul>
    43. 43. Form rendition options <ul><li>Rich Client </li></ul><ul><li>IBM Workplace Forms Viewer </li></ul><ul><li>Embedded in a Web Browser </li></ul><ul><li>(Also runs stand-alone without browser) </li></ul><ul><li>Renders XML form </li></ul><ul><li>Thin Client </li></ul><ul><li>Browser-only rendition of HTML from IBM Workplace Forms Webform Server </li></ul>
    44. 44. IBM Workplace Forms products <ul><li>IBM Workplace Forms Viewer </li></ul><ul><li>IBM Workplace Forms Designer </li></ul><ul><li>IBM Workplace Forms Server – (API, Webform Server, Deployment Server) </li></ul><ul><ul><li>enables the creation and delivery of XML forms applications </li></ul></ul><ul><ul><li>provides a common, open interface to enable integration of e-forms data with server-side applications </li></ul></ul><ul><ul><li>delivers a true zero-footprint solution </li></ul></ul><ul><ul><li>provides e-forms to external users quickly and efficiently within a browser </li></ul></ul><ul><li>IBM Workplace Forms Service Framework </li></ul><ul><ul><li>A simple, extensible platform to facilitate the integration of WPF with partner technologies </li></ul></ul><ul><ul><li>Integration with key IBM/partner technologies </li></ul></ul><ul><ul><li>Example modules and integrations, best practices and integration guidelines </li></ul></ul>
    45. 45. 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!*
    46. 46. Lotus Workplace Forms Architecture
    47. 47. 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
    48. 48. 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
    49. 49. Another perspective: Conceptual diagram <ul><li>Document-centric transaction </li></ul><ul><li>XML instance one for pre-population </li></ul><ul><li>XML instance two for integration </li></ul><ul><li>Extensible from 0  N data instances </li></ul>
    50. 50. Integration scenarios
    51. 51. 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
    52. 52. Integrating Workplace Forms <ul><li>Standard SOA, Web/Portal design considerations apply. </li></ul><ul><li>Almost always occurs in the Application Tier </li></ul><ul><li>Full range of request-time and real-time options available </li></ul><ul><li>Componentization and reuse provide standard benefits and efficiency improvements. </li></ul>
    53. 53. Integrating Workplace Forms – UI integration <ul><li>Typical User Interface Integrations Include: </li></ul><ul><ul><li>Web Application Integration </li></ul></ul><ul><ul><li>Zero-Footprint Form Display </li></ul></ul><ul><ul><li>Portal Application Integration </li></ul></ul><ul><ul><li>PDM Integration </li></ul></ul><ul><ul><li>Display of Forms Within Notes / Domino </li></ul></ul><ul><ul><li>Display of Forms Within Eclipse </li></ul></ul>
    54. 54. Integration scenarios
    55. 55. Integrating Workplace Forms <ul><li>Web Application Integration </li></ul><ul><li>The Workplace Forms Viewer can be run either standalone – by launching a form locally, or as a browser plug-in. </li></ul><ul><li>The Workplace Forms Viewer is associated with the mime-type: </li></ul><ul><ul><li>application/vnd.xfdl </li></ul></ul>Workplace Forms viewer displays e-form as a browser Active-X plug-in inside a browser session.
    56. 56. Integrating Workplace Forms <ul><li>Zero-Footprint Form Display </li></ul><ul><li>Webform Server provides server-side translation of XFDL into HTML and JavaScript. </li></ul><ul><li>Webform Server maintains the rich, XML document on the server-side. </li></ul><ul><li>Both Servlet and Portlet-based zero-footprint applications are supported. </li></ul>Workplace Forms viewer displays e-form as a DHTML page inside a browser session.
    57. 57. Integration scenarios
    58. 58. Integrating Workplace Forms <ul><li>Portal Integration </li></ul><ul><li>One can pass dynamic URL/URI into the form for submission. There are several methods for doing so. </li></ul><ul><li>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. </li></ul>Workplace Forms viewer displays e-form as a browser Active-X plug-in inside a portlet inside a portal page session.
    59. 59. Integrating Workplace Forms – Portal Doc. Mgr. “ Form Template Library” <ul><li>PDM Integration </li></ul><ul><li>Enables us customers enhance forms solutions through integration with: </li></ul><ul><ul><li>PDM Workflow </li></ul></ul><ul><ul><li>PDM Accept/Reject Functions </li></ul></ul><ul><ul><li>PDM Access Controls </li></ul></ul><ul><ul><li>Workplace Forms Designer  Forms publishing to PDM </li></ul></ul>Workplace Forms are managed Just lije other document types Inside WebSphere Portal Document Manager (PDM)
    60. 60. Integration scenarios
    61. 61. Integrating Workplace Forms – Notes/Domino <ul><li>Display Within Notes/Domino </li></ul><ul><li>Notes/Domino provides an excellent mechanism for form delivery, security, encryption and synchronization with the server-side </li></ul><ul><li>Display, store, archive, workflow, secure, route = manage </li></ul><ul><li>The form itself can natively ingest and output DXL – no translation needed </li></ul><ul><li>The Workplace Forms Viewer runs via OLE within Notes </li></ul>Workplace Forms viewer displays e-form as an OLE plug-in inside a Notes document.
    62. 62. 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
    63. 63. <ul><li>Fit with Domino </li></ul><ul><ul><li>Domino 7 & 8 include advanced XML and web services capabilities which simplify integration with Workplace Forms </li></ul></ul><ul><li>Value with Domino - Workplace Forms extends Domino: </li></ul><ul><ul><li>Pixel-perfect precision layout and printing for industry regulated forms </li></ul></ul><ul><ul><li>Easy-to-create wizards simplify content-entry for complex forms </li></ul></ul><ul><ul><li>Keeps entire transaction as single document (important for compliance requirements) </li></ul></ul><ul><ul><li>Workplace Forms Extensions (IFX) enable the use of external devices, barcodes and PKI signatures </li></ul></ul><ul><ul><li>Portable forms applications across platforms/systems outside of Domino </li></ul></ul><ul><li>Qualifying questions .. answered “yes”? Then use Workplace Forms: </li></ul><ul><ul><li>Do you need a cost-effective infrastructure for your Workplace Forms deployment? </li></ul></ul><ul><ul><li>Are there forms-based applications or processes as part of your Domino deployment? </li></ul></ul><ul><ul><li>Is it important for compliance or legal reasons to have a complete record of each transaction in your process (design, business logic, data)? </li></ul></ul><ul><ul><li>Do you need to accurately print forms in your processes? </li></ul></ul><ul><ul><li>Do you have complex forms that you need to simplify and easily maintain? </li></ul></ul><ul><ul><li>Do you need to integrate other devices or software with your forms-based processes </li></ul></ul>Integrating Workplace Forms – Notes/Domino
    64. 64. Integrating Workplace Forms – Eclipse/XPD <ul><li>Display Within Eclipse </li></ul><ul><li>The Workplace Forms Designer is Eclipse-based </li></ul><ul><li>The Workplace Forms Viewer runs within the context of Eclipse to provide form preview functionality. </li></ul><ul><li>This Workplace Forms Viewer and/or form templates can potentially be distributed via the Server Manager Client </li></ul>Workplace Forms viewer displays e-form as an embedded plug-in inside an Eclipse or Lotus Expeditor smart client application.
    65. 65. Integration scenarios
    66. 66. Integrating Workplace Forms – DB2 CM IBM Workplace Forms integrates with WebSphere and DB2 Content Manager. <ul><li>A Reference Application is available on the Content Manager Demo Platform </li></ul><ul><ul><li>Enables a “one-click submit” and “one-click update” into Content Manager. </li></ul></ul><ul><ul><li>Deployed with a range of demo forms. </li></ul></ul><ul><ul><li>Extensible to allow simple demonstration with other forms – no coding required! </li></ul></ul><ul><ul><li>Connector is owned by the Content Manager team, ensuring future compatibility and enhancement. </li></ul></ul><ul><li>The Content Manager Connector makes it simple for developers to: </li></ul><ul><ul><li>Store forms as items in Content Manager (with attribute values set based on form data). </li></ul></ul><ul><ul><li>Retrieve form items from Content Manager. </li></ul></ul><ul><ul><li>Update existing form items within Content Manager. </li></ul></ul>Submission Servlet Form Viewer Form Viewer in Web Browser Simple CM Connector Content Manager
    67. 67. Lotus Workplace Forms XForms & XFDL
    68. 68. XForms overview <ul><li>XForms is an Open Standard </li></ul><ul><li>First published by the W3C (World Wide Web Consortium) in 2003 </li></ul><ul><ul><li>Dr. John Boyer, Senior Product Architect for IBM Workplace Forms, is currently co-chair of the XForms Standard </li></ul></ul><ul><ul><li>Workplace Forms supports version 1.0, with select features from version 1.1 </li></ul></ul><ul><li>A language for the “next generation of Web forms” - W3C </li></ul><ul><ul><li>Original intent was to improve HTML forms </li></ul></ul><ul><ul><li>Grew beyond this once they began to understand complexity of forms </li></ul></ul><ul><ul><li>Meant to be used as a conjunction with other languages (XHTML, XFDL, etc..) </li></ul></ul><ul><li>Supported by numerous companies </li></ul><ul><ul><li>Including IBM, Novell, Oracle, Documentum, SAP, Sun… </li></ul></ul><ul><li>XForms - Not an acronym, that’s the full name </li></ul>
    69. 69. The internal architecture of XForms <ul><li>XForms 1.0 is data-centric </li></ul><ul><li>It defines: </li></ul><ul><ul><li>A model for processing XML data, any format desired </li></ul></ul><ul><ul><li>An intent-based user interface for describing how the data will be gathered </li></ul></ul><ul><ul><li>Submission rules for returning the data to the server </li></ul></ul><ul><li>XForms standardizes the core business processing of forms, not presentation </li></ul><ul><li>XForms is designed to have a variety of presentation layers depending on the need </li></ul><ul><ul><li>WML, </li></ul></ul><ul><ul><li>XHTML, </li></ul></ul><ul><ul><li>XFDL, </li></ul></ul><ul><ul><li>SVG, </li></ul></ul><ul><ul><li>VoiceXML </li></ul></ul><ul><ul><li>etc. </li></ul></ul>XFDL XHTML WML … Other Presentation Options XForms Model
    70. 70. 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
    71. 71. So, how do I make an XForms form? <ul><li>Use XForms to create the data layer of a form </li></ul><ul><li>Use a second language (Presentation Language) to create the “look” of the form </li></ul><ul><ul><li>We’ll focus on XFDL, but other XML languages such as XHTML also work </li></ul></ul><ul><li>Link the XForms data layer to the XFDL presentation language </li></ul><ul><ul><li>Maintains separation of data and presentation </li></ul></ul>XForms Model + Presentation Language = E-Form
    72. 72. Extensible Forms Description Language (XFDL) <ul><li>From 1993 to 1998, PureEdge Solutions (which was acquired by IBM) developed the Universal Forms Description Language (UFDL) </li></ul><ul><li>XFDL is the result of developing an XML syntax for the UFDL and is a W3C note </li></ul><ul><li>XFDL can do many things: </li></ul><ul><ul><li>Presentation layer description language </li></ul></ul><ul><ul><li>Data definition language </li></ul></ul><ul><ul><li>Programming language </li></ul></ul><ul><li>The latest version of the XFDL specification is version 7 for Workplace Forms 2.6 </li></ul><ul><li>A copy of the specification can be found here: </li></ul><ul><ul><ul><li>http://publibfp.boulder.ibm.com/epubs/pdf/22915350.pdf </li></ul></ul></ul>
    73. 73. XFDL design goals <ul><li>Represents forms as single objects without dependencies on externally defined entities </li></ul><ul><li>Is a human readable plain text </li></ul><ul><li>Is a publicly accessible open standard </li></ul><ul><li>If you want to create your own Viewer, Designer or API, all necessary information is available </li></ul><ul><li>Provides a syntax for inline mathematical and conditional expressions </li></ul><ul><li>Permits the enclosure of an arbitrary size and number of base-64 encoded binary files </li></ul><ul><li>Allows attachment and conversion of external files such as photo ID, word processor documents, spread sheets, etc… </li></ul>Goals of XFDL are to create a high-level computer language
    74. 74. Design goals continued… <ul><li>Offers precision layout needed to represent and print near pixel perfect forms </li></ul><ul><li>Facilitates server-side processing via client-side input validation and formatting </li></ul><ul><li>Permits extensibility including custom items, options and external code functions </li></ul><ul><li>Offers comprehensive digital signature support, including </li></ul><ul><ul><li>Capture of the whole context of a business transaction </li></ul></ul><ul><ul><li>Multiple signers </li></ul></ul><ul><ul><li>Different signers of (possibly overlapping) portions of a form </li></ul></ul><ul><ul><li>Freezing computations on signed portions of a form </li></ul></ul>
    75. 75. XFDL capabilities <ul><li>Unlike most XML derivatives, XFDL is a programming language </li></ul><ul><ul><li>Smart enough to make decisions, handle arithmetic, and respond to user input </li></ul></ul><ul><ul><li>Directs users through the interface, performing calculations and error correction on the fly </li></ul></ul><ul><ul><li>Computations are built into each document, which also provides nomadic functionality </li></ul></ul><ul><ul><li>Complex business forms cannot be represented with HTML. </li></ul></ul><ul><ul><li>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 </li></ul></ul>
    76. 76. What does XFDL add to XForms? <ul><li>Document-centricity </li></ul><ul><ul><li>XFDL stores the data in the document, creating a single record </li></ul></ul><ul><li>Precision layout and printing </li></ul><ul><ul><li>Can faithfully reproduce paper forms </li></ul></ul><ul><li>Wizard-based, dynamic forms </li></ul><ul><ul><li>Can guide user through filling process, change on the fly, and reduce errors </li></ul></ul><ul><li>Broad support for signatures </li></ul><ul><ul><li>Locks both the XFDL presentation and the XForms data </li></ul></ul><ul><li>Extension points for integration with other technologies </li></ul><ul><ul><li>Can embed .jar files in the form to extend the functionality </li></ul></ul>
    77. 77. What does XForms add to XFDL? <ul><li>New items </li></ul><ul><ul><li>Table, Pane, Checkgroup/Radiogroup, Slider </li></ul></ul><ul><li>XForms event handlers </li></ul><ul><ul><li>value-changed, readonly, readwrite, submit-error, etc. </li></ul></ul><ul><li>XForms functions </li></ul><ul><ul><li>Boolean-from-string, avg, min, max </li></ul></ul><ul><li>Device Independence </li></ul><ul><li>Data Modeling </li></ul>
    78. 78. The Forms Services Framework
    79. 79. The Business Challenge – Enabling deployment <ul><li>Forms are a broad “horizontal” technology that can be used in many industries and applications </li></ul><ul><li>To provide a complete solution, Workplace Forms need to be used in conjunction with other enterprise technologies: </li></ul><ul><li>Maintaining an integration between two disparately managed technologies becomes geometrically complex … </li></ul><ul><li>Content Management </li></ul><ul><li>Document Management </li></ul><ul><li>Workflow </li></ul><ul><li>RDBMS </li></ul><ul><li>Application Servers </li></ul><ul><li>Portal Servers </li></ul>Partner Versions WF Versions Platform
    80. 80. The Solution <ul><li>A simple, extensible platform to facilitate the integration of WPF with partner technologies. </li></ul><ul><ul><li>Shorten time-to-value and reduce cost/risk for customers, partners . </li></ul></ul><ul><ul><li>Provide re-usable components </li></ul></ul><ul><ul><li>Ensure integration interoperability </li></ul></ul><ul><li>Integration with key IBM/partner technologies. </li></ul><ul><ul><li>Provide “out-of-the-box” functionality </li></ul></ul><ul><ul><li>Direct Integration - WP, CM, WPS </li></ul></ul><ul><ul><li>Websphere TX - DB2, SAP, SOA.. </li></ul></ul><ul><li>Example modules and integrations. </li></ul><ul><li>Best practices and integration guidelines. </li></ul>Workplace Forms Viewer <ul><li>Workplace Forms </li></ul><ul><li>Services Connector </li></ul><ul><li>Mapping Services </li></ul><ul><li>Transformation Services </li></ul><ul><li>Pre-population </li></ul><ul><li>Meta-data management </li></ul><ul><li>Create, Read, Update, Delete </li></ul>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
    81. 81. Forms Services Platform <ul><li>As part of Forms Server v2.7, it supports the same set of platforms that the Server supports, including SUSE Linux 9 on Intel </li></ul><ul><li>Provide an out-of-box repository of common service pipelines which can be configured individually for each integration solution </li></ul><ul><li>Provide out-of-box Forms Designer integration plug-in. </li></ul><ul><li>Provide out-of-box plug-in for TX </li></ul><ul><li>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. </li></ul><ul><li>Provide a proven sample as a quick-start tool for creation of integration solution </li></ul><ul><li>Comes with (re-factored) integration solution for WebSphere Portal 6 Document Manager </li></ul>
    82. 82. WebSphere Transformation Extender A powerful complement to the Services Platform <ul><li>Allows out of box connectivity to many repositories and information sources </li></ul><ul><li>Is in addition to the value of the Services Platform – plugs into the “mapping” extension point </li></ul><ul><li>Optionally allows SAP, Peoplesoft, and industry specific (HL7, SWIFT, …) connections </li></ul><ul><li>Provides GUI environment to allow visual mapping of form data to repository </li></ul>
    83. 83. WebSphere Transformation Extender A powerful complement to the Services Platform <ul><li>Benefits: </li></ul><ul><ul><ul><li>Consistent data transformation and enrichment </li></ul></ul></ul><ul><ul><ul><li>Reduced application development and maintenance costs </li></ul></ul></ul><ul><ul><ul><li>Increased knowledge re-use </li></ul></ul></ul><ul><ul><ul><li>Standardized approach and components </li></ul></ul></ul><ul><ul><ul><li>Increased quality of applications </li></ul></ul></ul><ul><ul><ul><li>Reuse of transformation across the enterprise </li></ul></ul></ul><ul><ul><ul><li>Decreased time to market of new applications </li></ul></ul></ul><ul><ul><ul><li>High-throughput execution of complex transforms and enhancements </li></ul></ul></ul><ul><ul><ul><li>Code-free design and deployment </li></ul></ul></ul><ul><ul><ul><li>Library of over 120 pre-built functions to accelerate application/integration construction </li></ul></ul></ul>
    84. 84. <ul><li>Database </li></ul><ul><li>ODBC </li></ul><ul><li>DB2 </li></ul><ul><li>Oracle </li></ul><ul><li>MS SQL Server </li></ul><ul><li>Sybase </li></ul>WebSphere Transformation Extender <ul><li>Enterprise Application Adapters : </li></ul><ul><ul><li>SAP r/3 </li></ul></ul><ul><ul><li>SAP XI </li></ul></ul><ul><ul><li>Siebel </li></ul></ul><ul><ul><li>Peoplesoft </li></ul></ul><ul><li>Industry Adapters: </li></ul><ul><ul><li>SWIFTnet V4.2 </li></ul></ul><ul><ul><li>HIPAA </li></ul></ul><ul><ul><li>X12 V2.7 </li></ul></ul><ul><ul><li>EDIFACT V2.7 </li></ul></ul><ul><li>Non-Database </li></ul><ul><li>Archive (tar) </li></ul><ul><li>Archive (zip) </li></ul><ul><li>base 64 </li></ul><ul><li>batch file </li></ul><ul><li>CICS </li></ul><ul><li>Com Automation </li></ul><ul><li>Corba </li></ul><ul><li>Database </li></ul><ul><li>e-mail </li></ul><ul><li>RHL Fastwine </li></ul><ul><li>File </li></ul><ul><li>RS Manager </li></ul><ul><li>FTP </li></ul><ul><li>GZip/ZLib </li></ul><ul><li>HTTP </li></ul><ul><li>IBM WebsphereMQ(client </li></ul><ul><li>IBM WebsphereMQ(server) </li></ul><ul><li>Java Class </li></ul><ul><li>JCA Gateway </li></ul><ul><li>JMS </li></ul><ul><li>JDNI </li></ul><ul><li>Mime </li></ul><ul><li>MSMQ </li></ul><ul><li>OracleAQ </li></ul><ul><li>Quality stage </li></ul><ul><li>Quoted-printable </li></ul><ul><li>Shell script </li></ul><ul><li>Sink </li></ul><ul><li>Socket </li></ul><ul><li>TIBCO RV </li></ul><ul><li>Tuxedo </li></ul><ul><li>VAN </li></ul>What comes with base entitlement : <ul><li>Informix </li></ul><ul><li>OLE DB </li></ul><ul><li>SQL/MP </li></ul><ul><li>SQL/MX </li></ul>Available at additional charge :
    85. 85. Example SAP Scenario Before: Now - - With Forms 2.7 Custom Services TX 8.1 EA SAP <ul><li>Advantages: </li></ul><ul><ul><li>Standardized </li></ul></ul><ul><ul><li>Looser coupling between applications (less interdependence) </li></ul></ul><ul><ul><li>Easier integration of legacy applications </li></ul></ul>Free entitlement With WPF 2.7 $62,500 SRP Forms 2.6 SAP Forms 2.7 SAP
    86. 86. <ul><li>IBM Workplace Forms Server – Forms Services Platform 2.7 </li></ul><ul><ul><li>An enterprise application, framework and libraries which provide the ability to extend and integrate Workplace Forms </li></ul></ul><ul><ul><li>Service-oriented and extensible, promotes the development of reusable components </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>An optional SDK and samples to support custom Pipe/Bundle development </li></ul></ul><ul><ul><li>Optional “Integrators*” for direct integration with other IBM/Partner technologies (PDM, FileNet, …) </li></ul></ul>OK, but what is it?
    87. 87. 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
    88. 88. <ul><li>Contact details: Kemal Danisman via ibm.com or local representative </li></ul><ul><li>More information: </li></ul><ul><ul><li>ibm.com/software/forms </li></ul></ul><ul><ul><ul><li>Whitepapers, Case-Studies, Webinars </li></ul></ul></ul><ul><ul><ul><li>Workplace Forms Viewer and Designer FREE 60-dayTrial </li></ul></ul></ul><ul><ul><ul><li>Download sample forms </li></ul></ul></ul><ul><ul><li>ibm.com/developerworks/workplace/products/forms/ </li></ul></ul><ul><ul><ul><li>Technical Information </li></ul></ul></ul>