This document provides an overview of IBM WebSphere Portal, including: - What a portal is and the key benefits it provides to users and IT - An overview of WebSphere Portal's features, components, and architecture - How WebSphere Portal compares favorably to building a portal in-house in terms of costs and time to market - Examples of WebSphere Portal's large customer base and market leadership

1. IBM WebSphere Portal Nick Davis Lotus Channel Technical Sales Portal and Collaboration [email_address]

2. Agenda What is a Portal? Why Portals? WebSphere Portal Overview, Features and Components WebSphere Portal Architecture Packaging

3. Today: disparate user experiences

4. Portal Definition A well-known point of access to many different resources, presented in a consistent, integrated and personalised manner. WebSphere Portal

5. Key Benefits and Capabilities of Enterprise Portal s User Perspective Dynamic experience Collaboration Customisation Personalisation Engaging UI Single Sign-on People Awareness Integration “ at the glass” Secure Access, SSO Role-based Deployment Scalability & Reliability Administration Navigation Application interfaces Aggregation IT Perspective Other web content CRM Application Databases Content Management eHR Web Services Syndicated Content Collaboration

6. Agenda What is a Portal? Why Portals? WebSphere Portal Overview, Features and Components WebSphere Portal Architecture Packaging

7. Build vs Buy An Evaluation of Build Versus Buy for Portal Solutions – IDC, Dec 2007 WebSphere Portal-based solutions had a 29% lower five-year TCO on average compared with in-house-developed portals. Labour costs to deploy portals and applications with WebSphere Portal were 38% lower than with in-house solutions. Every $1.00 spent on WebSphere Portal software yielded on average $4.80 in IT labour avoidance . Initial deployments of portals developed on WebSphere Portal were 45% faster to market than in-house-developed counterparts. Portal applications developed on the WebSphere Portal platform had a 78% faster time to market than those built for in-house portals.

8. WebSphere Portal – market leading Enterprise Portal Market Leadership #1 in Enterprise Portal Software market* Over 5000 customer Portal installations Double digit market growth** Large leads in Customer Self-Service, Partner Self-Service, Employee Self-Service, and Dashboards * >2000 SMB customers Partner Leadership Over 1,463 IBM Business Partner solutions in the IBM WebSphere Portal Business Solutions Catalog 30 ISVs have OEM’d WebSphere Portal Technical leadership Largest portals in the world (20 million -1 billion)‏ Smallest full-feature portals in the world, 20-user pack Provides the front-end, or user interface, for IBM’s innovative SOA strategy Drives portal standards- Leads JSR-286, Chairs WSRP 2.0., Co-Chaired JSR-168, Chaired WSRP 1.0. *Reports, DataQuest, AMR, IDC ** IDC, Worldwide Enterprise Portal Software 2006-2010 Forecast Update and 2005 Vendor Shares: When Less is More. #202688, Kathleen Quirk, July 2006. Best Java Enterprise Portal Technology Readers choice Award INFORMATION INTEGRATION PLATFORMS & PORTALS Performance Management Portals and Knowledge Management Dashboard Framework 2006 CRN Channel Champion Best Development tool IBM WebSphere Portal Best Enterprise Portal Platform - WebSphere Portal

9. Market Leadership – Gartner’s View WebSphere Portal now ranked as Market Leader in Gartner's 2008 MQ for Enterprise Portals. Leadership position held for 6 consecutive years.

10. A Few of the 6,000+ WebSphere Portal Customers

11. Over 6,000 Customers - expanding use of portals in new ways, and new customers growing Government More than 500 government customers Every G8 nation Over 40 US Federal Agencies 50% of US States 75% of mid-east nations Largest ever Government Portal Largest ever Public Education Portal Banking 9 out of 10 Top Global Banks 9 out of 10 Top US Banks 7 out of 10 Top European Banks 29 out of 50 Top Global Banks 8 out of 10 Top AP Banks Top customer nearing 100 Million users Healthcare 4 of 5 Top US Healthcare Insurance Companies Over 30 Hospitals, clinics & delivery networks worldwide More than 12 online healthcare providers > 20,000 users 2 online healthcare providers with more than 5,000,000 users 2 major healthcare information system providers OEM WebSphere Portal Retail 8 of 10 Top Global Retailers 35 of top 100 Global Retailers 9 of 10 Top US Retailers 40 of top 100 US Retailers WebSphere Portal Customers

12. WebSphere Portal – Functional Architecture

13. Building a Portal Page Personalised Portlets Navigation Theme Security Customisation

14. Portlet Principle Each portlet is a separate Web application Developed independently Can be placed anywhere on the page Dynamic deployment; dynamic configuration Portlets support multiple markups Phones, Organizers, Voice Unique views for each device Business logic can be shared Web 2.0 Portlets support Client Side Aggregation to retrieve and share information without server round-trips Portlets can refresh individually Support for AJAX and DoJo

15. Web Content Management Inline Editing for infrequent users User-friendly, simple templates for entering content Full text, attribute and taxonomy search Simplified process for including personalization rules in content and layout Views allow users to find their content easily User interface can be customized easily to provide tailored experience Link Management and RSS Integration

16. Portal Document Management Provided by IBM Lotus Quickr User can navigate through a hierarchy of user-defined folders and documents. Add, delete or modify folders Easily add documents of any format from local file system Share documents with teams Collaborate on documents and team places

17. Theme Customizer Change the banner: logo, colour, typography, border, background Change the typography: default size, colour and style, headline size, colour, etc. Change the navigation: orientation, tab colours, tab text Change the colours: page colour or background, highlight colour Change the buttons: text, colour, selected and unselected states Show and hide footers, gutters, links, breadcrumbs, etc. Theme Customizer - Easily change the look of a portal page - no HTML, JavaScript or XML coding required!

18. Portal Search helps raise productivity Usability Site map provides Secure “outline” of Portal hierarchy Search API (SIAPI) published externally for applications Relevance ranking Integrate External Search Engines External Search of Portal Content Better search results from Google and other search engines Photos from Flickr Web Search Results Search Results from Portal Suggested Links

19. WebAppIntegrator User clicked on “Doorway on Jester” tab and was sent to Doorway web app on server Jester. the HTML <script> tag executed and “injected” markup for Portal navigation, Launch menu, and page breadcrumbs into Doorway web app. Solution for integration of external web applications with Portal Server Allows external web applications to display and make use of Portal navigation artifacts Clicking on any Portal specific navigation tab will take you back into Portal. Clicking on any Portal URL page tab will hit the underlying URL. Note that the page tab labeled “ Doorway on Jester” is correctly selected as the current page.

20. Create new Portal Sites with New Site Wizard The New Site Wizard combines several administrative actions into a single portlet: User enrollment Virtual Portal creation Portal content import Quickly create new Virtual Portals with Portal Sites and customize to suite your needs

21. Domino Integration Sametime Contact List Who Is Here Lotus Web Conferencing Lotus Document Viewer Lotus Notes View Domino Web Access Inline QuickPlace My Lotus QuickPlaces Domino Document Manager People Finder Domino Application (catalog)‏

22. Web 2.0 Support Superior enhanced User Experience Improved response times – AJAX, REST, client–side aggregation, C2A Enhanced flexibility – easy end user customization through drag & drop, Google gadgets, etc. Smart markup and dynamic menus through semantic tags Drive Innovation and Productivity through Social Software Lotus Connections portlets Quickr blogs, wikis, and forums Improve time to value, time to market Business user situational application development through the Portlet Pallette, drag & drop page composition, and composite application templates Business user contribution of WCM content More assets (REST, ATOM, gadgets) available to choose from.

23. Remember me Customer identification with your website can increase loyalty The site recognizes me without login… … requires user authentication… Access to sensitive service or operation,... … before access is provided.

24. Resource Manager Portlet

25. Tooling for Portal Development Rational Application Developer An open, comprehensive development environment for building e-business applications Portal Tools are fully integrated to support portal and portlet development Provides Portal Test Environment

26. IBM WebSphere Portlet Factory Speeds SOA Value and Deployment of WebSphere Portal Automation for multi-page, complex portlets without coding – speeds development/deployment Change simplified for evolving business requirements – increases efficiency of IT, LOB and users Reuse for generation of new portlets from existing portlet models on demand – serve more business and user requirements for more value SOA for integration/delivery of existing applications and portlet interfaces as reusable services – flexibility for increased ROI Using the tool [Portlet Factory] also saved Allmerica $1 million in development costs, Clifton adds. The technology enabled Allmerica to build the portal in four months, whereas using API technology would have taken about 16 months, he estimates. Mike Clifton, Vice President of IT, Allmerica Insurance Source: Insurance & Technology , May 2005 http://www.insurancetech.com/story/showArticle.jhtml?articleID=160906146

27. Build Real-time Personalized Dashboards Sales Vice President Regional Mgr Local Sales Mgr Alerts personalized Scorecard shows regional info only Data filter adapts Graph displays revenue for selected office Scorecard shows office info only

28. Workplace Dashboard Framework is a set of reusable assets, robust administration tools, and dashboard-specific features that speed the creation of custom dashboards. Repository of Reusable Design Components Record List & Detail Hierarchy Drill Down Status Indicator Status Page Summary Row Summary & Drilldown Query Filter

29. WebSphere Portlet Catalog http://catalog.lotus.com/wps/portal/portal Over 1,500 Pre-made portlets 270 ISV’s Providing Portlets 26 ISVS have OEM’d IBM Portal 1,200 Partners Trained on Portal

30. Agenda What is a Portal? Why Portals? WebSphere Portal Overview, Features and Components WebSphere Portal Architecture Packaging

31. Basic Context Diagram HTTP Server … Database Supporting Services … WCM Backend2 Users LDAP Backend1 … Portal Server WebSphere App Server

32. Context Diagram with 3 rd -Party Security Authorisation Server … Database Supporting Services Identity Management … WCM Backend2 Users LDAP Backend1 … HTTP Server Authentication Plugin Portal Server WebSphere App Server

33. Architecture Overview WebSphere Portal V6.1 Portal Database(s)‏ User profile Database LDAP Directorie(s)‏ Page Aggregation Themes and skins Page Handler Dynamic UI Manager Rules Portlet Container and Services Portlet API Content access Search Portlet Preference Collab- oration AJAX Proxy Web clipper Admin Site Admin Credential Vault Single Sign-on XML Access Portal Script REST / APP J2EE JCA Web Services EJB JMS JDBC Servlet Security Caching Enterprise Data, Applications, Internet Content Process Server Remote portlet producer AUTHENTICATION Desktop and mobile Browsers, Mashups and offline Clients Remote portlet consumer Policy Portal Model Template Composition Component Handler Application Runtime AUTHORIZATION Feed Provider JSR286 WSRP 1.0 + 2.0 WSRP 1.0 + 2.0 Widgets . .

34. Agenda What is a Portal? Why Portals? WebSphere Portal Overview, Features and Components WebSphere Portal Architecture Packaging

35. WebSphere Portal Version 6.1 Offerings WebSphere Portal Extend Instant messaging* Team Collaboration* Electronic Forms* *Limited entitlements Application Server Database LDAP Directory Server Admin Workflow Portlets Application Templates Cluster Support Single sign on Search Personalization Presentation Customization Application aggregation Java Portlet API Use of 100’s of portlets WSRP support Web 2.0 APIs: REST services, CSA, Live Text WebSphere Portlet Factory ( 1 PF Designer per enterprise) WebSphere Portal Server WebSphere Portal Enable Web Content Management* Document Management* Enterprise Search* Process Workflow* *Limited entitlements NOTE: WebSphere Portal Enable for z/OS 6.1 targeted for 4Q 2008* * Product release dates and/or capabilities referenced in these materials 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.

36. IBM WebSphere Portal – Portfolio A Single Strategic Portal Base Offering The Industry’s Broadest Set Of Capabilities Business Process Content Dashboard Learning Enterprise Suite Collaboration Self-Service Industry WebSphere Portal Server WebSphere Portal Enable WebSphere Portal Extend WebSphere Portal Express Additionally For: Z Series Customers: WebSphere Portal Enable for z/OS Mobile Requirements: WebSphere Everyplace Mobile Portal Enable

37. WebSphere Portal Accelerators Speed Time to Value Accelerators are integrated packages that easily snap-on to Portal to deliver rapid time-to-value Introducing Business Accelerators … Integrated packages that easily snap-on to WebSphere Portal to deliver rapid time-to-value for specific business challenges Highly flexible, configurable, and scalable Easily tailored for different roles & user types Supports anytime and anywhere access from browser, rich client, & mobile devices Start small. Snap on additional Accelerators for additional value Accelerators dramatically speed time to value and reduce the cost of deploying portal-based business solutions Shorten implementation cycles Realize Time to Value without sacrificing flexibility Realize quicker ROI o

38. Current Accelerators IBM WebSphere Portal Portfolio Collaboration Content Dashboard Learning Enterprise Suite Industry Self-Service Process

39. Product support pages WebSphere Portal: http://www.ibm.com/software/genservers/portal/support/ WebSphere Portal Zone on developerWorks: http://www.ibm.com/developerworks/websphere/zones/portal/ * New! * WebSphere Portal Support Wiki (goes live at eGA): http://www-10.lotus.com/ldd/portalwiki.nsf Web Content Management: http://www.ibm.com/software/lotus/support/workplace-webcontent-mgmt/support.html Web Content Management Best Practices Wiki: https://info2.lotus.com/lotus/quickr Product Documentation: http://www.ibm.com/developerworks/websphere/zones/portal/proddoc.html