MWLUG 2011: Notes/Domino Application Development Competitive Advantage

Sheraton Milwaukee Brookfield Hotel
Milwaukee, WI
August 24-26, 2011

The Notes/Domino Application Development
Competitive Advantage

Session: BCS108

John Head David Vai
PSC Group, LLC IBM
@johnhead @davidvai

John Head
jhead@psclistens.com Facebook.com/johndhead Facebook.com/PSCGroup
Twitter.com/johnhead Twitter.com/PSCGroup
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Schaumburg, IL 60173 Slideshare.com/johnhead Slideshare.com/PSCGroup
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(847) 517-7200
(847) 517-7600 fax

www.johndavidhead.com

www.pscgroup.com
©2011 Property of PSC Group, LLC

• Click to edit Master subtitle style

F O U N D E D I N 1 9 9 0

David Via, IBM Lotus Software Group
Business Unit Executive, Messaging and Collaboration Sales
 “What does that mean?” I am primarily responsible for sales of the Notes
and Domino product family – Notes/Domino, Symphony, Alloy, Protector,
Lotus Mobile Connect – worldwide. (My not-so-secret mission: Presenting Notes
and Domino as a vital part of IBM's Social Business Strategy)
 In January I presented at my 18th Lotusphere. (Yes, I have been to every single
one.)
 Working with Notes since R2 in 1992! (Wow, I am old.)
 Perhaps most importantly: I've only been at IBM for five years. (Before that I
spent 13 years as a Lotus Business Partner sitting in the same seats that you are right
now... ;)
 Follow/contact/link to me: Twitter - “davidvia”, LinkedIn -
“http://www.linkedin.com/in/davidvia”, email - “dmvia@us.ibm.com”

Agenda
• Domino Application Development Today
“not your Father's Designer”
–Advantages of Domino over Microsoft SharePoint

• Notes from the field – PSC's real world experiences

• Domino Application Development Tomorrow
The IBM Social Business Toolkit

Let's talk about Domino applications
but not these Domino applications, please...

Designer 8.5 - a world-class RAD environment
Business-process-driven applications that enable people to collect, organize, share, and track information.

• Open, point and click GUI development
environment.
• Support for developers at every skill level –
Lotus, Java, Eclipse
• Bundled templates that require no coding to use
• Component reusability saves time and increases
responsiveness
• Centralized administration for quick deployment
and easy maintenance
• Pervasive security
• Universal access: online or offiline, Rich client or
web client.
• Integrate multiple data sources

Thousands of enterprises around the globe trust their core
collaborative and business applications to Lotus Notes and Domino.

Notes Apps “by the numbers”:

 280,000 active developers

 $45m investment by IBM since
2007

 10,000,000 applications in use

 64,000 developers and 200 projects
 Discussion databases  Inventory and project management active in open source community
 Community forums  Process tracking
 Document storage and collaboration  Sales force automation
 Customer relationship management  Product catalogs and price lists
 Help desk and customer support  Billing systems
 Human resources  Audit and assessment

Today's Notes/Domino offers the easiest, fastest and richest development of Web 2.0 apps.

To this with xPages - Jacobs eLite 2.0

Adobe Flash can't run on Apple's iOS …
… but Domino applications can!
"XPages have allowed me to deliver classic Notes database applications to the
iPhone without having to change the template. I can simply create one
database with an X-page, and it will connect to the database that is appropriate
for the particular user - even if the other database is on different server. "
Mark Hughes – HughesConnect.com
(Developer of ITANA task management solution)

IBM Lotus Domino Mobile Applications
 Today: Web browser mobile apps
 Supported via XPages in IBM Lotus Domino
Designer
 Mobile controls - see
http://mobilecontrols.openntf.org/

 Planned for Domino Designer 8.5.3 Feature Pack 1
 New tools for XPages Extension Library
 Domino REST services
 Early access via OpenNTF
http://extlib.openntf.org/

Domino XPages Mobile Specific Controls
View Panel Navigation Bar Form with
Outline/Menu Validation

Search Bar

Filter

Calendar

Reasons not to move Notes apps to SharePoint
• Claims heard about why one should move to SharePoint
– SharePoint could easily replace the Rapid Application development feature set of Lotus
Notes
– SharePoint is self service driven and therefore will need less development resources
than a new Lotus Notes environment

• While in reality
– What most consider to be simple Notes client applications often require moderate to
significant development effort that cannot be done with SharePoint Designer and
require Visual Studio and .Net development skills
– Complex applications with business logic and workflow are not suitable for SharePoint
and require .Net development and additional Microsoft products to provide the same
level of capability you get in one product (Lotus Domino)


Platform Capability Lotus Notes/Domino Microsoft SharePoint

Built in messaging
Requires Microsoft
Messaging services tailored for
Exchange
applications.
Data store is fully Data storage relies on
integrated with the Microsoft SQL Server and
Data Storage
platform at no additional unexpected additional cost
cost must be considered

Ability to have fine
grained control to
Replication replicate data over None
distributed server
environment


Application Capability Lotus Notes/Domino Microsoft SharePoint

Securing access to Fine grained control at the Very limited to no
document data document, field, or section capability to hide/secure
level data at this level
Workflow Simple to complex Simple workflows can be
workflow can be built in created in SharePoint
Designer using data, Designer. More complex
security, and messaging workflows require .NET
services
Event Model XPages and Notes forms Events tied to List actions
provide robust event model can be added by require C#
and .NET
Offline Access Industry leading ability to Offline support provided
take data and business by SharePoint Workspace
logic offline securely (Groove). Limited
Functionality.

Recommendation
Bring your Notes client applications to the Web
with XPages

• Preserves your investment in your current application's data and
business logic while providing a Web 2.0 developer experience
• Provides browser and mobile access and still allows you to take
that application securely offline with all application logic available
using the Notes client
• Expands the reach of your Domino applications to other IBM
platforms like WebSphere Portal and IBM Mashup Center thru
iWidgets

Source: Gartner. March 2011. Http://imagesrv.gartner.com/pv_obj_cache/pv_obj_id_7BD7CF186C9BBA12ABFA5D7F35EB7A2B23AB0700/filename/article15.pdf

Agenda

• Domino Application Development Today
“not your Father's Designer”
–Advantages of Domino over Microsoft SharePoint

• Notes from the field – PSC's real world experiences

• Domino Application Development Tomorrow
The IBM Social Business Toolkit


F O U N D E D I N 1 9 9 0

Our Our
People Clients


Our
Solutions PSC
Ecosystem

People

Clients

Direction


Prospects Delivery

• Integration • Mobile Enablement
• Workflow • Custom Applications
• Rules Engines • Dashboards
• Collaboration • Process Improvement
• SOA • Agile/Sustainable
• Portals/Websites Architectures

Our Partners

PSC’s real world experiences
with XPages

“The impact Mastera consumer
• Click to edit
of subtitle style
economy on the business and
enterprise application space”

 We are at an application crossroad
 Email has become a commodity
 Domino or Exchange or Google
 Cloud or On Premises or Hybrid
 Email and application platforms being broken apart
 New platforms
 Smartphones are common place
 Tablets are here and growing
 The Burning Question – “What about the apps?”

2011 State of the Application

What Applications are Your Users Using?

Do you think they really want to use this?

I know what your thinking …

Your users aren’t like others.
They use the apps we tell them.
They do all their business on
approved tools.

You're wrong.

More than 50% of business users
bypass internal applications for
public tools.

Because the internal tools are:
Too slow
Too restrictive
Not• Click to edit Master subtitle home
accessible at style
Not on the mobile device
Not Sexy

 End User expect consumer Web 2.0 Experiences at work

 End Users will find their own solutions if applications are not updated

 Corporate IT must modernize or become irrelevant

End Users Expect Modern Applications

 PSC’s experience is that once a business application
is put into use, it is rarely updated
 Minor changes made to support business needs
 Themore line of business the app is, the less care it
has gotten.
 Many companies using the same app since late 90s /
early 2000s with NO changes.
 Have you done an internal application audit?

How modern are your applications?

Documents & Discussions Enterprise Applications Business Applications

40% of total apps 10% of total apps 50% of total apps
Based on Templates that Highly transactional or Mission Critical
come with Domino huge volumes of data Organization Unique
Recommendation: Recommendation: Heavy use of custom
Move to standard Rebuild on top of workflow and/or security
platforms/apps Enterprise Java, .NET or Recommendation:
Update with new XPages other technology Move to the web via
Templates from IBM XPages
(2011)
Use third party tool(s)
LotusLive Engage
Other Offerings

Existing Domino Application Types

 Once you decide to stay on the Notes Platform
 Maximize your investment in Lotus technology!
 Modernize your applications
 Make your users happy with appealing look-and-
feel of applications
 Develop once, use many times
 Extendyour applications to the web and mobile
devices with XPages

Leveraging The Lotus Platform

 Modern Notes apps have:  Techniques used
◦ Appealing Web 2.0 front-end ◦ Web 2.0 Tools
◦ Modern Business Processes  HTML

◦ Standard Corporate Web  JavaScript
Branding  AJAX

◦ User Self Service  Java Toolkits
 Sencha
◦ Auto / Self Updating
 jQuery
◦ Works across platforms ◦ XPages
◦ Windows / MAC / Linux
◦ Mobile Platforms
◦ Works across devices ◦ iOS
◦ Smart Phones ◦ Android
◦ Tablets ◦ Blackberry OS

◦ Laptops ◦ Blackberry Playbook
◦ Windows Mobile 7
◦ Home Computers
◦ Flash / Air

• ‘Develop Once, Use Multiple Places’ is
finally reality
• Works in Notes Client, Browser, & Mobile
• User base can decide how they want to work, where they
want to work
• Corporate Web Branding easily applied
• Source Code Control (SVN, etc.)
• Most rapid updates of development tool in the platform
ever (ExtLib, etc.)

Why XPages?

Performance of modern web applications
brought to the platform
• Notes Application • XPages Application of
above Notes Application
• Opening on Server thru VPN • Opening on Server thru VPN
• ~ 30 to 60 seconds • ~ 6 to 10 seconds
• Opening Replica • Opening Replica
• ~20 seconds • ~ 3 to 5 seconds
• Open in Web Browser
• ~ under 2 seconds

Why XPages?

• XPages is developer friendly
• Notes developers w/ web skills can transition easily
• Web developers can pick up XPages with basic
Domino training
• New Hires / College Grads can pick up XPages
development with a week of training*

*results may vary

Why XPages?

Samples of PSC’s XPages
Development
These are real
world applications

App #1: Standard Notes Document Library

App #1: Doc Library Modernization with XPages

App #2: Notes Client Application

App #2: Modernization with XPages

App #3: Notes Client Custom Application

App #4: Notes Client Custom Application

App #4: Mobile Solution with XPages

App #5: Previous Application

In Summer of 2010, IBM asked PSC to
review a Notes application and
compare modernizing the application
with both XPages and Microsoft
SharePoint.

This is the result of that effort.

1. Take an existing Notes Client Application
2. Catalog the Notes Client Assets
3. Create XPages Application
4. Create Custom Theme
5. Build Mobile Interface
6. Compare with SharePoint application

Notes Client to XPages – PSC’s Process

XPages Document Workflow in Notes Today

• 1 User Form – Agreement
• 4 Dialogs
• 5 System Forms – Keywords, Lookups
• 30 User Views
• 17 System Views
• Workflow & Business Logic
• 20 Agents
• 2 Script Libraries
• Export to Excel for Reporting
• User Interface Elements

XPages Document Workflow Details

XPages Document Workflow with XPages UI

XPages Document
Workflow XPages
Interface for Mobile

• Uses the OpenNTF.org Mobile Controls Project
• Provides Custom UI for iPhone and other mobile devices


• Created a New XPages Interface
• Created Custom Theme with custom branding
and color scheme
• Only Interface Changes
• Home Page
• Document Workflow Form
• Views
• No changes to Workflow or Business Rules
• Used the XPages Mobile Controls on OpenNTF.org
for iPhone interface

XPages UI Details

Notes:

1. Custom Theme is a one time effort. Can be reused by all future XPages Applications
2. Mobile Controls were created as Custom Controls that can be reused

XPages Development Results

• Same Notes Client application
• Document tasks to build feature comparable
SharePoint application

• Use SharePoint development best practices that
PSC uses with our customers

• Estimate development costs

Comparing XPages to SharePoint

• Create SharePoint Site
• Create Agreement Form & Dialogs
• Create Web Parts & Reports
• Create Keyword Lookup Lists
• Build Windows Workflows (not SharePoint Designer)
• Implement Security – Groups and Building Form Filters
• Build Excel Export
• Move Data using Third-Party Tool
• Create Master Page
• Create iPhone on top of SharePoint Mobile
Extension

SharePoint Development Estimates

SharePoint Development Estimates

• PSC recommends Windows Workflow over SharePoint Workflow
using SharePoint Designer due to it’s quality and support
• iPhone development would be ASP.NET development talking to
SharePoint Web Services
• Security would use Active Directory Groups and function by
applying Filters to parts of the Form
• Data Export using Third Party tools would include documents, field
data, and attachments
• Master Page Estimate includes colors, corporate branding, logo,
and simple menu changes

SharePoint Development Estimates Notes

 Your users are demanding modern applications in the
workplace
 Smartphones and Tablets will force you to embrace
modern and consumer driven development platforms and
techniques

 XPages is ready to build real-world production applications

 You don't have to migrate to get Modern and Mobile

Application Modernization in 2011

Your users will work with
applications that match the
experience they have at home.

You have to decide if they use
your apps or something else.

IBM Social Business Framework
®

Social Business is a key element of the broader IBM Software Group strategy, not the
“flavor of the week”

IBM Social Business Toolkit APIs

IBM Value-added Modules Partner Value-added Modules

Business Enterprise Public Social
Commerce Social Networks Rich Media
Analytics Content Mgmt Applications

Business Application Compliance & Gaming
Social Analytics Process Mgmt Integration Archiving Discovery

IBM Social Business Core Modules

Profiles Presence, Chat Messaging & Workflow &
Communities & Telephony PIM Forms Portal

Social Collab. Microblogging Meetings & Document Mobile Connectors
Services Audio/Video Management

Solutions

Customer Experience Sales Force Automation Partner Collaboration Operations

Overview
The IBM Social Business Toolkit, as part
of the multi-year vision for Exceptional
Work Experience/Project Vulcan and the
IBM Social Business Framework, is
bringing the IBM Collaboration Solutions
portfolio together into a compelling unified
experience with flexible delivery options.

The toolkit is designed to enable consistent
approaches across the web, the desktop
and the mobile environments; and enable
opportunity and innovation for developers
to build a Social Business.

The toolkit delivers through a regular
cadence of product updates and new
features through Lotus Greenhouse.

Design Principles

Continuity Convergence

Building on today's capabilities for a smooth path to Unifying the experience to best meet user needs across
tomorrow access and delivery models

Innovation Opportunity

Applying analytics to increase situational awareness and Making possible the next generation of solutions built on
empower people to work in new ways an open foundation

What is the Toolkit?
 A set of APIs which adds Social capabilities to applications, and enables
developers to integrate applications into Social capabilities.

 The toolkit does not any particular tool or implementation

- The toolkit implements an HTTP-based REST style.

 The Toolkit includes emerging services.

Continued investment in Open Standards
Data

 Atom – Feeds

 ActivityStrea.ms – Events Feed

 CMIS – Content Access

View

 OpenSocial – Gadgets / Feeds

 HTML 5 – Web Standard

 OpenAjax – Dynamic HTML and XML

Security

 OAuth – Authorization

 SAML – Authentication

Security
People and Identity Application and Process

 SAML - Authentication  Least Privilege

 OAuth - Authorization  Defense in Depth

 Integrated Single Sign On  White Listing

 Active Content Filters

 Secure Gadgets

Embedded Experiences
• Embedded Experiences enables users to intelligently respond to events.

– In-line coordination of services and actions

– View your events in your activity stream

• Uses the OpenSocial Gadget framework

Aggregation Service
Matt sent you a Paul sent an
• Implements the ActivityStrea.ms Standard file
Rob tweeted
invite

• Use REST APIs to interact with your activity stream
– Use JSON ERP has an Social Network
James
edits your
action for you Invitation
– Use ATOM document

• Post new events
• Retrieve all or a subset of events Isabel shares a CRM has a new A shared file has
file sale a comment
• Delete events
• Update events
1000s of Events

Activity Stream

Scenarios
1 - Unified Communications Partner 2 - Electronic Signature Partner

- Samantha leaves a phone message for John. - Frank has completed a proposal and needs
James to sign off on it.
- John sees an event in his news feed.
- James see an event in his news feed
- John clicks play on the event
- James clicks review document and a canvas
- John listens to the Audio
pops up.

- James signs the document.

Scenarios continued...
 3 - Travel Application

- The Renovations company is a leading Travel provider. As a leading travel provider they are updating
clients in real time. The real time updates occur in enterprise news feeds, online social networks and in
activity streams.

- Frank schedules a trip to a corporate conference

- Frank sees in his activity stream the information of Frank's travel.

 Initial Information

 Travel updates

http://public.dhe.ibm.com/software/dw/lotus/sbtoolkit/gadgettut/ee_intro.html

The Social Enabler Project XPages
 A set of controls and interfaces which enable a developer to integrate with:

- OAuth

- Aggregation Service

- Integrate with Connections

- Project User Interface Components

 Uses an Apache License

 Integrate with Greenhouse

 Build your own integrations

http://socialenabler.openntf.org/

Next steps for Notes/Domino developers
• Learn to use XPages
– It is the strategic direction for N/D application development

– Start from http://xpages.info

– Download ready-to-use libraries and components from openNTF.org

• XPages Extension Library, Mobile controls, Connections components...

• Invest into the new technology trends
– HTML5, CSS

– Mobile platforms

– JavaScript, Dojo

– Gadgets, iWidgets, OpenSocial

More next steps....
• Start to use Java pervasively
– XPages business logic, agents...

– Discover the power and flexibility of OSGi

• Java tasklets from openNTF, XPages Extensibility API

• Join the IBM Social Business Toolkit Community
– https://greenhouse.lotus.com/communities/community/ibmsocialbusinesstoolkit

• Download the Social Enabler Project
– http://socialenabler.openntf.org/

XPages Jumpstart for Notes Developers
1. Get the Mastering XPages Book
http://www.ibmpressbooks.com/bookstore/product.asp?isbn=0132486318

Enter IBM6318 as the coupon code for 35% off

2. Follow the Podcasts
http://notesin9.com

http://thexcast.net

3. Work thru Declan Lynch's XPages Tutorial
http://www.qtzar.com/blogs/qtzar.nsf/Document.xsp?documentId=A97DB47B9BEDB9868525756F005BC3C3&action=openDocument

4. Xpages.info for all the information, videos, and more

Summary
• Social Business applications build on our heritage...

• ...but Social Business today demands new types of applications
– Beyond the firewall
– Systems of systems
– Both Cloud and on-premises

• The IBM Social Business Framework enables IBM customers and partners to capitalize on Social Business

opportunities
– All IBM collaboration products are part of the framework
– Big opportunities for general web developers and established Lotus developers, building on their existing skills

• The new IBM Social Business Toolkit are planned to enable a new class of unified social capabilities based on

the latest born-on-the web open standards
– Consistent extensibility across products, deployment models and user experiences

• Easy to get started with today's products and cloud developer options

Some Additional Resources
• DeveloperWorks
– http://www.ibm.com/developerworks/
– http://www.ibm.com/developerworks/lotus/community/wikis.html

• Greenhouse
– https://greenhouse.lotus.com

• openNTF.org
– http://www.openntf.org

• xpages.info
– http://xpages.info/XPagesHome.nsf/Home.xsp

• Videos – Youtube, VideoFest...
– https://greenhouse.lotus.com/wikis/home?lang=en#/wiki/W6696b8ac7465_4a5f_9327_94f1a5d82132/page/Vid
eoFest

• Resources also provided by the community
– http://xpages.tv/, http://xpagesblog.com/...

Questions and Your Feedback
How to reach John: How to Reach David:
John Head David Via
jhead@psclistens.com dmvia@us.ibm.com
www.johndavidhead.com
Twitter.com/davidvia
www.pscgroup.com
LinkedIN.com/in/davidvia
Facebook.com/johndhead

Twitter.com/johnhead

LinkedIN.com/in/johndhead

Slideshare.com/johnhead

Youtube.com/johnhead

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