JMP303 The Great How To: Activate and Start Using SC4SB
Mats Jansson CEO Donova AB
Peder Jernaeus Tech Sales Donova AB
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

Legal disclaimer
© IBM Corporation 2013. 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.
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.
All references to Acme and Shout Lotud refer to a fictitious companies and are used for illustration purposes only.
3 © 2013 IBM Corporation

Communicate !
© 2013 IBM Corporation

Speaker bio
 mats.jansson@donova.se  peder.jernaeus@donova.se
─ Consulting in Lotus since first Symphony ─ Developer with 15 Yrs experience.
─ CEO, Technical and Sales lead of Donova ─ Certified since R5
─ Or at least tries to be some of it.. ─ Instructor, former CLI
─ Member of board, Donova AB ─ Tech Sales
─ PCLP since v4.0 ─ Member of board, Donova AB
─ Instructor and former CLI
─ iOS and Android developer in Xcode and
Eclipse
─ Over 15 apps in both technologies
 Donova
─ 10 Years of focused work in IBM Collaboration
─ IBM Premier Business Partner
─ 10 consultants with edge competence
─ Active worldwide
─ Located in Sweden
© 2013 IBM Corporation

We could talk about
 IBM SmartCloud Notes
 How to configure a hybrid environment
 How SAML can help with federated login
 Using Oauth 2 in the SC4SB
 Developing apps in the SC4SB hybrid setup
 But … we're not. No No NO
 Others do...
© 2013 IBM Corporation


Related Sessions
Sunday
 BPDD103 IBM Platform for Social Business: Strategic Overview Jeff Schick - IBM, 10:30am, Swan
 JMP304 Best Practices for Planning Adoption of SmartCloud Notes David Bell - IBM, 1:30pm, Swan
 JMP303 The Great How To: Activate and Start Using SC4SB Peder Jernaeus/Mats Jansson - Donova AB, 4pm, Swan
Monday
 INV101 Messaging and Collaboration Roadmap Ed Brill - IBM, 11:00am, Dolphin
 INV108 Connecting Cloud to Business - IBM's Social Cloud Strategy Bethann Cregg - IBM, 3:45pm Dolphin
Tuesday

ID602 What is IBM SmartCloud Notes? David Attardo - IBM, 10am, Dolphin
 BP403 Moving to IBM SmartCloud with your Feet on the Ground Rupert Clayton - CDW, 1:30pm, Dolphin
 CUST118 Brunswick: Lessons Learned in Adopting a Hybrid Messaging Solution Greg Neveau – Brunswick, 5:30pm, Swan
Wednesday
 ID603 SmartCloud Notes: Exploring Your Configuration, Deployment & Admin Options Chris Baker - IBM, 10am, Dolphin
 BP401 Clear Skies: Easy SmartCloud Hybrid Deployments Daniel Leiber - IIUI, 11:15am, Swan
 ID606 Is Your Organization Ready to Leverage the Cloud? David Bell/Kurt Neff - IBM, 5:30pm, Swan
Thursday
 ID605 IBM SmartCloud Archive Essentials: Service Update and 2013 Roadmap Art Fontaine - IBM, 10am, Swan




7 © 2013 IBM Corporation

We will cover
 IBM SmartCloud™ for Social Business and SmartCloud™ iNotes
 Buying process
 Initializing process
 Using SmartCloud for Social Business
 Customizing process
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

IBM SmartCloud™ for Social Business
 What is SmartCloud for Social Business?
─ Online collaboration solution from IBM
─ Make your business social
─ Web, mobile and connectors
─
 What can I do?
─ Share files
─ Online meetings
─ Chat
─ Email & Calendar
─ Manage Projects
─ User profiles
─ Comments
─ Recommendations

© 2013 IBM Corporation

Stand-alone Service, Plans and Add-ons
 Stand-alone Service  Add-ons
─ IBM SmartCloud Meetings ─ IBM SmartCloud Docs
─ IBM SmartCloud Connections ─ IBM SmartCloud Traveler Notes
─ Mail ─ IBM SmartCloud Notes Hosted Blackberry
– IBM SmartCloud Notes ─ IBM SmartCloud Archive Essentials
– IBM SmartCloud Notes Entry ─ IBM SmartCloud Additional storage
– IBM SmartCloud iNotes ─
  Integrated Applications
 Plans ─ Third Party applications
─ IBM SmartCloud Engage Standard ─
─ IBM SmartCloud Engage Advanced  Trial
─ IBM SmartCloud Notes with Connections ─ Free trials
─ IBM SmartCloud iNotes with Connections ─
─
© 2013 IBM Corporation

IBM SmartCloud Connections
 Connections
─ Collaboration tools,
– File sharing, 5 GB
– Communities
– Dashboard
– Activities
– Wikis
– Blogs
– Forum
– Bookmarks
– Profiles
─ Mobile apps
© 2013 IBM Corporation

IBM SmartCloud Engage Standard & Engage Advanced
 Engage Standard  Engage Advanced
─ Collaboration tools ─ Collaboration tools
─ Mobile apps ─ Mobile apps
─ Web meeting, ─ Web meetings
– 199 participants ─ Unlimited guest access
– Desktop and application sharing ─ Email and calendar
– Audio conference ─ Document Editors, IBM Docs
─ Unlimited guest access
© 2013 IBM Corporation

Mix Subscriptions
 Mix subscriptions in your organization.

─ iNotes
─ iNotes with Connections
─ Engage Standard and iNotes
─
─ Overage
─
 Free guest accounts
© 2013 IBM Corporation

Summary: How to choose a plan
 Register for a free trial
 Test what you need
 Mix subscriptions
 Try the Mobile apps
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

Where to buy
 Online from IBM
─ http://www.ibm.com/cloud-computing/social/
 From authorized Business Partner
© 2013 IBM Corporation

How to buy
 Agreement for 3-36 month (can differ by country)
 Pay partly or whole contract in advance
 Monthly, Quarterly or Annualy payment
 You will get a PA license agreement
 Differenciate the users by need
© 2013 IBM Corporation

Delivery and fullfillment
 Please allow up to 1 week for delivery
 First invoice arrives after 22:th of next following month
 This invoice may include partial month billing and is only accurate for IBM direct
bill clients
 For clients buying from BP invoicing terms is agreed with BP
 Delivery will come as a couple of emails
© 2013 IBM Corporation

Confirmation email
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

Registering the administrator
© 2013 IBM Corporation

Password rules
 A password must contain:
─ 8 or more characters
─ 1 or more non-alphabetic characters
─ 4 or more alphabetic characters
 A password cannot contain:
─ spaces
─ 3 or more repeated characters
─ the user's first name
─ the user's last name
─ the user's e-mail address
 A Password cannot
─ Be the same as 8 previous passwords
© 2013 IBM Corporation

Register a support account
© 2013 IBM Corporation

Technical description for domain management
© 2013 IBM Corporation

Live demo !
© 2013 IBM Corporation

Log in as the administrator
© 2013 IBM Corporation

Company configuration
© 2013 IBM Corporation

Manage Your Administrator
 Add Yourself as a user !
 Do not forget this !!!
 And do not forget to uncheck it of You are not supposed to be a user.
© 2013 IBM Corporation

Add users
© 2013 IBM Corporation

Possibility to try more
© 2013 IBM Corporation

Log in as a user
Initial password
© 2013 IBM Corporation

Change password at first login
© 2013 IBM Corporation

Password rules
 A password must contain:
─ 8 or more characters
─ 1 or more non-alphabetic characters
─ 4 or more alphabetic characters
 A password cannot contain:
─ spaces
─ 3 or more repeated characters
─ the user's first name
─ the user's last name
─ the user's e-mail address
 A Password cannot
─ Be the same as 8 previous passwords
© 2013 IBM Corporation

Add personal details (timezone and language)
© 2013 IBM Corporation

End of live demo
© 2013 IBM Corporation

Administering SmartCloud iNotes
© 2013 IBM Corporation

About SmartCloud iNotes
 A web based PIM client
 Mail
 Calendar
 Company calendar
 Private contacts
 Company contacts / directory
 Support for many mail clients
including mobile

© 2013 IBM Corporation

SmartCloud iNotes
 Secure domain administration
 Includes anti spam and anti virus
 Easy company wide administration
 Installs in mailclients via provisioning profiles

© 2013 IBM Corporation

Live demo !
© 2013 IBM Corporation

Webmail administration
© 2013 IBM Corporation

Domain information
© 2013 IBM Corporation

Technical description for domain management
© 2013 IBM Corporation

Domain verification
© 2013 IBM Corporation

Domain verification
© 2013 IBM Corporation

Log in as a user for first time
© 2013 IBM Corporation

Verify account information
© 2013 IBM Corporation

Welcome letter
© 2013 IBM Corporation

Configure personal settings
© 2013 IBM Corporation

Set up Your mobile
© 2013 IBM Corporation

End of live demo
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

Using SmartCloud for Social Business
© 2013 IBM Corporation

How To start using IBM SmartCloud™ for Social Business
 Where do I start?
 Where are all the applications?
 How do I start collaborate?
 How do I find people?
 I want to share a file and start a Blog.


 First we take a look on the UI and our profile.



54 © 2013 IBM Corporation

Navigation
 Dashboard with News Feed.
 Navigation to the left.
 Menus on the top.
 Search.
 Profile.

55 © 2013 IBM Corporation

Edit Profile
 Edit your contact information
and upload a profile picture.
 Edit About me.
 Do you want to be searchable
in IBM SmartCloud?
 Do you want to allow
other users to tag your profile?
56 © 2013 IBM Corporation

Live Demo Navigation and Profile
57 © 2013 IBM Corporation

Applications in SmartCloud for SocialBusiness
I can't see all the applications I have heard of, I only see
 Activities
 Files
 Communities

 Where are the other applications?
─ Blogg
─ Wiki
─ Forum
─ Bookmarks
© 2013 IBM Corporation

Files and Activities
 Files
─ Private files
─ File sharing
─ Share with internal users
─ Share with external users
─ Tags
─ Comments
─
 Activities
─ ToDo's
─ Activity
─ Projects
─ Tags
─ Internal and External
© 2013 IBM Corporation

What is a Community?
 Group of user
 Collaborate
 Common interest
 External and internal users

© 2013 IBM Corporation

Create Community
© 2013 IBM Corporation

New Community Created
© 2013 IBM Corporation

Find an existing Community
 My Communites
 My Organizations Communities
 I'm a Member
 I'm an Owner
 Sort by Date
 Sort by Name
 Sort by Popularity
 Find by Tag

 Use Tags
63 © 2013 IBM Corporation

Live Demo Community
© 2013 IBM Corporation

Where are all applications?
 New community only contains Files as default.
 Owner of community add other applications.
 Customize Community to add more Apps/Widgets
─ Files
─ Activities
─ Blogs
─ Ideation Blog
─ Wiki
─ Forum
─ Bookmarks
─ Subcommunity
─
© 2013 IBM Corporation

Community Overview
© 2013 IBM Corporation

Forum
 Discussion and Ideas
 Multiple Forums in Community
 Topic
─ Title
─ Tags
─ Content, Rich Text Editor
 Reply
 Threads

 Widget in Overview with latest information
or open the App for all Forums and Topics
─


© 2013 IBM Corporation

Live Demo Apps and Forum
© 2013 IBM Corporation

Activity
 Available in Community and as stand alone.
 To Do list
 Assign to and Due date
 Text Entry
 Sections
 Comments
 Custom fields
 Template
─ Activity
─ Entry
 Multiple Activity in a Community

© 2013 IBM Corporation

Create New Activity
© 2013 IBM Corporation

Activity Example 1
© 2013 IBM Corporation

Activity Example 2
© 2013 IBM Corporation

Activity Example 3
© 2013 IBM Corporation

Save Activity as Template
© 2013 IBM Corporation

Save Entry As Template
© 2013 IBM Corporation

Live Demo Activity
© 2013 IBM Corporation

Files
 Inside Community
stand alone
 Private files
 Shared files
 Folders
 Tags
 Security
 Versions
 Recommendations
 Comments


© 2013 IBM Corporation

Upload Files
© 2013 IBM Corporation

Find Files
 Sort
 Filter
 Tags
 Search
 Customize

© 2013 IBM Corporation

Live Demo Files
© 2013 IBM Corporation

Summary: How to use it.
 Some apps from Dashboard
 More apps inside a Community
 Use tags
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose plan
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

Customizing SmartCloud for Social Business
© 2013 IBM Corporation

Customizing points
 Organisation page (Company page)
 Theme for the company site
 Custom field in profile
 Add Organisation extensions
 Add internal apps
© 2013 IBM Corporation

Prerequisites
 You must be administrator.
 You must also be a User if You want to design a company page.
© 2013 IBM Corporation

Designing Your company page
 Add or modify general information about Your organization.
─ Write a headline that is displayed with the name of Your organization, a brief description about
Your organization, contact information, and the organization website.
 Click Change to replace the default graphic with an uploaded custom graphic.

© 2013 IBM Corporation

Customize Organization Theme
 Select Change for what You want to modify.
 Change the color scheme by choosing from a default theme.
 You can also select the rainbow option specify colors for individual elements.
 Additionally, add a logo for the navigation bar or select to hide an image.
 These changes affect the look and feel for all of Your users.


© 2013 IBM Corporation

Add custom field to Profiles
© 2013 IBM Corporation

Add Organisation extensions
© 2013 IBM Corporation

Add internal apps
 Not covered in this session
 Must use Oauth 1.0 or 2.0
 Social Business Toolkit is a good start.
© 2013 IBM Corporation

Live demo !
© 2013 IBM Corporation

Agenda
 Welcome
 How to choose plan
 How to buy and how it's delivered
 How to register Your account
 How to use it
 How to customize
 Q&A
© 2013 IBM Corporation

Questions ???
© 2013 IBM Corporation


Related Sessions
Sunday
 BPDD103 IBM Platform for Social Business: Strategic Overview Jeff Schick - IBM, 10:30am, Swan
 JMP304 Best Practices for Planning Adoption of SmartCloud Notes David Bell - IBM, 1:30pm, Swan
 JMP303 The Great How To: Activate and Start Using SC4SB Peder Jernaeus/Mats Jansson - Donova AB, 4pm, Swan
Monday
 INV101 Messaging and Collaboration Roadmap Ed Brill - IBM, 11:00am, Dolphin
 INV108 Connecting Cloud to Business - IBM's Social Cloud Strategy Bethann Cregg - IBM, 3:45pm Dolphin
Tuesday

ID602 What is IBM SmartCloud Notes? David Attardo - IBM, 10am, Dolphin
 BP403 Moving to IBM SmartCloud with your Feet on the Ground Rupert Clayton - CDW, 1:30pm, Dolphin
 CUST118 Brunswick: Lessons Learned in Adopting a Hybrid Messaging Solution Greg Neveau – Brunswick, 5:30pm, Swan
Wednesday
 ID603 SmartCloud Notes: Exploring Your Configuration, Deployment & Admin Options Chris Baker - IBM, 10am, Dolphin
 BP401 Clear Skies: Easy SmartCloud Hybrid Deployments Daniel Leiber - IIUI, 11:15am, Swan
 ID606 Is Your Organization Ready to Leverage the Cloud? David Bell/Kurt Neff - IBM, 5:30pm, Swan
Thursday
 ID605 IBM SmartCloud Archive Essentials: Service Update and 2013 Roadmap Art Fontaine - IBM, 10am, Swan




94 © 2013 IBM Corporation

Thank You for Your attention
 Please fill out the evaluation
 Register for a trial account
─ http://www.ibm.com/cloud-computing/social
 Enjoy Connect 2013
 Have a wonderful Welcome Party
 We'll hang out between the pools.
Mats Jansson Peder Jernaeus
© 2013 IBM Corporation

Thank You !
Mats Jansson Peder Jernaeus
Donova AB
© 2013 IBM Corporation

Work with Activity
 Entry
─ Title
─ Tags
─ Content, rich text
─ File
─ Bookmark
─ Custom fields
– Date
– Person
– Text
 To Do
─ Same as Entry, plus
─ Asign to
─ Due date
 Section
─ Name
© 2013 IBM Corporation