CO_Scenario_InfoDelivTr_FINAL ENGLISH

IBM Start Now Collaboration Solutions Scenario:
Information Delivery and Tracking
WINDOWS/AIX

IBM Start Now Collaboration Solutions:
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What You Get with a Start Now Solutions Scenario
Each Start Now Solutions Scenario provides planning and implementation details about a
specific area or type of solution for a business domain. The following valuable tools are
included with most scenarios to guide you in completing similar solutions for your customers.
Legend
This symbol is used in this document to identify templates, worksheets, sample code, or
other reusable files that are provided with this specific solution scenario.
Comments Welcome
Your comments are important to us. We want IBM Start Now Solutions for e-business to be as
helpful as possible. Please send your comments about this and other IBM Start Now solutions
directly to us at StartNow@us.ibm.com.

iii
Contributors
IBM Start Now Collaboration Solutions Scenario: Information Delivery and Tracking was
produced by the following team of specialists:
Business Partners
Mario Campastro is the General Manager for Estudio Campastro Consultores, in Salta -
Argentina. He has more than 10 years of experience in administrative and process
reorganization. For the last four years he has specialized in Lotus LearningSpace solutions.
Leonardo P. Sepulcri is the Technology Manager for Wasys Technologies in Brazil. He has
over six years of extensive experience architecting collaborative solutions using Domino and
Web technologies. He holds a degree in Electronics Engineering and a specialization in
Managing Information Technology. He is a Certified Lotus Professional, and has obtained
specialties in Start Now Sales Solutions, Start Now Collaboration and Start Now Content
Management Solutions. He started working with Lotus and IBM products in 1996 performing
development, deployment and project management activities.
IBM Services
Maria Teresa Pellegrini is an IT Specialist at the e-Learning Technology Center in IBM Semea
Sud in Bari, Italy. She joined IBM in January 2000 after receiving her degree in Physics. She has
worked on e-Learning solutions providing Learning Portals using Java, Servlets and JSP
Technologies.
German Valderrama is a Lotus IT specialist for IBM Software Group in Colombia. He has
over 15 years of experience in IT. He has been working with Lotus applications for over 4 years,
first as a Senior Consultant for Lotus Professional Services and currently as a Technical Sales
Specialist with responsibilities that include Domino, Notes, LearningSpace, Sametime and
QuickPlace. German holds a degree in Computer Science from Universidad de Los Andes,
Colombia.
Additional Contributors
Michelle Lillie
Start Now Solutions Manager, IBM Software Group, Austin, Texas
John Biebelhausen
Start Now Marketing Manager, IBM Software Group, Austin, Texas
Mike Foster
Technical Coordinator, International Technical Support Organization, Austin, Texas
Ingrid Rodriguez
Start Now Solutions Product Manager, IBM Software Group, Austin, Texas

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Copyright & Trademark Information
The following terms are trademarks of International Business Machines Corporation in the United States or other
countries or both:
AIX DB2 DB2 Extenders
DB2 OLAP Server DB2 Universal Database DeveloperWorks
Domino Domino.Doc IBM
LearningSpace Lotus Lotus Enterprise Integrator
Lotus Notes Lotus Workflow MQSeries
PartnerWorld QMF QuickPlace
Red Brick Redbooks RS/6000
Sametime SecureWay VisualAge
Tivoli WebSphere
Adobe and Adobe Acrobat are trademarks of Adobe Systems Incorporated.
The Cisco PIX Fire wall is a registered trademark of Cisco Systems, Inc.
The IBM logo is a registered trademark of IBM Corporation.
The e-business logo is a trademark of IBM Corporation.
Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in
the United States and/or other countries.
Linux is a registered trademark of Linus Torvalds.
Microsoft, Windows, Windows NT, Windows CE, and Windows 2000 are trademarks of Microsoft Corporation in
the United States and/or other countries.
Netscape is a registered trademark of Netscape Communications Corporation in the United States and other
countries.
Oracle is a registered trademark of Oracle Corporation.
Palm is a registered trademark of Palm, Inc.
Pentium is a trademark of Intel Corporation.
Red Hat is a registered trademark of Red Hat, Inc.
Symantec AntiVirus is a registered trademark of Symantec Corporation.
Other company, product, and service names may be trademarks or service marks of others.

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Table of Contents
Section 1. Solution and Scenario Overview 1
1-1 Understanding the Solution 1
1-2 Understanding the Scenario 1
1-2-1 Useful Terms and Definitions 3
1-3 Solution Essentials 4
1-3-1 Scenario Architecture 4
1-3-2 Development Tools 8
Section 2. Planning the Customer Solution 10
2-1 Determining the Scope of the Solution 10
2-1-1 Solution Assumptions 10
2-1-2 Skill Assumptions 11
2-1-3 Task Estimates 12
2-2 Task Estimate Details 14
2-2-1 Plan the Solution 14
2-2-2 Develop the Solution 20
2-2-3 Test the Solution 26
2-2-4 Deploy the Solution 27
2-2-5 Educate the Customer 29
2-2-6 Additional Services 30
2-2-7 Related Scenarios 31
Section 3. Implementing and Deploying the Solution 32
3-1 Gather What You Need 32
3-2 Installation Checklist 33
3-3 Set up the Server 34
3-3-1 Install the Operating System 34
3-3-2 Configure the Operating System 38
3-4 Install DB2 Universal Database Workgroup Edition 38
3-4-1 Prerequisites 38
3-4-2 Special Considerations 39

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3-4-3 Common Installation Problems 39
3-5 Install DB2 Administration Client 40
3-6 Install LearningSpace Core 40
3-6-3 Key Installation Values 42
3-6-4 Common Installation Problems 43
3-7 Set up the Scenario 43
3-7-1 Configure the Scenario 44
3-8 Install Lotus Notes Client 48
3-9 Configure Lotus Notes Client 48
3-9-2 Key Configuration Values 49
3-10 Customize LearningSpace 49
3-10-1 Modifications to Framework Text 49
3-10-2 Modifications to Administrator GUI 51
3-10-3 Modifications to End User Interface 51
3-10-4 Customization Summary 52
3-11 Install LearningSpace Collaboration Module 53
3-11-2 Common Problems 54
3-11-3 LearningSpace Collaboration Configuration 55
Section 4. Guided Tour of the Solution Scenario 56
Section 5. Reference Materials 58
5-1 Helpful Websites 58
5-1-1 Related Redbooks 60

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Section 1.Solution and Scenario Overview
1-1 Understanding the Solution
When integrating collaborative capabilities into the business processes, a company is likely to
evolve through various phases. A business will likely begin using standalone collaborative tools
to assist with internal productivity and teamwork. In the next phase, the company may make
collaboration tools an integral part of major partner and customer websites and communications.
Use of these capabilities may then evolve into more sophisticated integration of all aspects of a
company's business and emphasize collective, consistent, and automated processes. Finally, in
an ideal situation, the company will conduct all business and communication with members of
their value chain - suppliers, distributors, manufacturers, and partners - using the most effective
and efficient method available.
Typical collaborative solutions that illustrate various approaches to customer problems include:
• Team-based, collaborative communications that improve interactions among remote team
members and improve working processes and relationships with partners
• Interactive customer support that improves customer satisfaction and loyalty
• Traceable information delivery that allows a business to confirm receipt of information
for regulatory compliance or other purposes
• Community-building websites that provide an efficient and productive work environment
for employees
1-2 Understanding the Scenario
This scenario illustrates how a company can deliver information such as instructional modules,
new product information, and policy training to its employees and how it can track the
completion status of the materials by the audience. The online information delivery and learning
environment allows employees to view information in a self-study mode and also allows them to
collaborate with the instructor and with each other during and between sessions. In addition, the
business has the ability to track the completion status for each person, thereby enabling them to
keep attendance records for regulatory compliance or other reasons.
Transforming information delivery and learning into an online process can have many
advantages over more traditional methods, as shown in the following illustration.

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For easy access from other websites, such as a corporate website or procurement department site,
the online information delivery ability can be integrated with such applications.
Two versions of this scenario are presented in this document:
• Basic - The basic version of the InformationDelivery and Tracking scenario shows how
to construct an information delivery platform that allows a company to provide its
employees with a consistent and effective way to manage their information and
knowledge delivery. It illustrates how to customize the user interface of the system,
allowing you to create solutions that align with your customer's preferred look, and
shows how to deliver content and track the employees who have accessed the content.
• Intermediate - The intermediate version of this scenario introduces collaborative
capabilities into the e-learning environment, allowing the delivery of live information
sessions and instant collaboration among instructors and learners. It also provides hints
for how to combine an information delivery system witha corporate portal or team
websites.

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1-2-1 Useful Terms and Definitions
The following specific terminology will help you fully understand the concepts required during
the implementation of this model.
Desktop Application Sharing, Screen Sharing, and Conferencing Tools
These terms refer to programs that allow multiple people in various locations to accomplish the
following tasks:
• View the same desktop application or screen running on one system at the same time
• Edit a document in real time
• Conduct audio and video meetings online
Conferencing and desktop screen sharing are most suitable for use in broadcast presentations or
document review.
Directory
A directory is a collection of user and resource information, such as usernames, passwords,
server names, and other information used by software programs to look up and authenticate
users.
e-meeting
An e-meeting is any event in which there is collaboration among remotely situated participants.
An e-meeting uses any of the following channels to establish communication among participants:
Instant messaging, voice, video, and visuals (presentation materials). Desktop application
sharing, screen sharing and conferencing tools may be part of an e-meeting.
Instant Messaging
Instant messaging involves two or more people communicating in real time over the Internet or
an intranet, much faster thanthe pace of e-mail. Instant messaging is especially useful when
immediate feedback is required and when questions require only a short response, such as "yes,"
"no," or other limited dialog.

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Portal
Portals are websites that are targeted at specific audiences and communities. Delivered in a
personalized manner, they provide content, collaboration, services, and access to applications for
target audiences within the unique context of the user. A portal provides end users with a single
point of access to Web-based resources by aggregating those resources in one place and by
requiring that users log in only to the portal itself and not to each application they use.
Portlet
Portlets are visual windows that organize content from different sources, such as websites, e-
mail, business applications, and spreadsheets into a single interface for individual or group
access. Portlets enable highly customized and productive work environments for projects, tasks,
or organizational communities.
Real-time Communication
Real-time communication is the process of immediate electronic communication between two or
more individuals regardless of their proximity to each other.
1-3 Solution Essentials
Solutions based on this scenario are delivered to the customer through IBM Business Partners.
This scenario describes the major components of these types of solutions:
• e-business software for collaboration solutions
• Hardware
• Development tools to customize the solution
• Business Partner services
The following sub-sections discuss these resources. In the Planning the Customer Solution
section on page 10, there is more information pertaining to the tasks you will perform to
complete the solution.
1-3-1 Scenario Architecture
The Information Delivery and Tracking scenario is based on several IBM Patterns for e-business,
which define standard and best-practice implementation architectures for specific types of
customer solutions:

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• Collaboration Business Pattern: Directed Collaboration Application Pattern
• Collaboration Business Pattern: Store and Retrieve Application Pattern
• Custom Design Pattern: Integrating the Self-Service and Collaboration Patterns
The patterns define standards and best-practice implementation architectures for specific types of
customer solutions, and we have incorporated them into this scenario. For links to the pattern
documentation and introductory material about software design patterns, see the Reference
Materials section onpage 58.
The Information Delivery Server is used in both the basic and intermediate scenario versions to
create an advanced, Web-based environment that supports the delivery and tracking of online
learning. The Collaboration Server is used in the intermediate scenario to provide collaborative
function for the information delivery solution - such as discussion groups or instant messaging
between the instructor and attendees.
To deploy an Information Delivery and Tracking solution, the following software and hardware
configurations are suggested. These suggestions are based on deployment experiences and are
typically higher configurations than the minimum requirements specified by the product
documentation. Your customer may have existing hardware that does not meet these suggested
configurations but may still be sufficient for their needs.

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Machine Name Software
Components
Software Prerequisites Suggested Hardware
Information
Delivery Server
Windows:
LearningSpace 5
(Core Module)
IBM DB2 UDB 7.2 or
8.1 Administration
client
Windows NT 4 Service Pack
6.0a (or higher) or Service Pack
5 (for international); or
Windows 2000 Advanced
Server with Service Pack 2 (or
higher)
Microsoft IIS installed
Microsoft Data Access
Components (MDAC) 2.5
(Windows NT) or 2.6
(Windows 2000)
Microsoft Java Virtual Machine
(MJVM) build 3177 or higher
800 MHz processor
1 GB RAM
2 GB free disk space
Information
delivery data
server
IBM DB2 UDB 7.2 or
8.1 Workgroup
Edition (or
Workgroup, Unlimited
Edition)
NOTE:
LearningSpace can
also use other database
systems.
Windows:
Windows NT or Windows 2000
Advanced Server
AIX:
AIX 4.3.3
900 MHz processor
512 MB RAM
AIX:
pSeries or RS/6000
750 MHz or faster
512 MB memory
Collaboration
Server (required
only for the
Intermediate
version of the
scenario)
LearningSpace 5
(Collaboration
Module)
Windows NT 4 Service Pack
6.0a (or higher) or Service Pack
5 (for international); or
Windows 2000 Advanced
Server with Service Pack 2 (or
higher)
Microsoft Internet Information
Server (IIS) installed
Microsoft Data Access
Components (MDAC) 2.5
(Windows NT) or 2.6
(Windows 2000)
Microsoft Java Virtual Machine
(MJVM) build 3177 or higher
800 MHz processor
1 GB RAM

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Machine Name Software
Components
Software Prerequisites Suggested Hardware
Content data
(already exists in
the environment)
Content is accessed
through LAN, HTTP
or URL and can
therefore reside on a
variety of servers
N/A N/A
Product Descriptions
To implement an information delivery system, you will install either one or two LearningSpace
servers, as well as a database server on which all the LearningSpace information will be stored.
Lotus LearningSpace provides the framework for structured online information delivery. It also
provides the ability to track who has viewed the information. Self-paced or real-time information
delivery allows a business to train and develop employees, and to keep customers and partners
informed without the expense of travel and the difficulty of classroom and resource scheduling.
The LearningSpace framework consists of several components:
• Relational database management system (such as IBM DB2 UDB) (Required):
Maintains databases that contain data about users, the structure of information modules
and courses, and progress tracking for LearningSpace. This system may additionally
contain other databases not used by LearningSpace.
• LearningSpace Core module (Required): Provides the user interface for managing and
delivering educational information, as well as the technology needed to connect with the
relational database management system, Web clients, and content servers. This module
is installed on the Information DeliveryServer.
• LearningSpace Collaboration module (Optional): This module extends LearningSpace
to include live, instructor-led sessions with audio and video support, allows users to set
up and share ideas and tasks using discussion areas, and provides for real-time instant
messaging between those viewing the information, or between instructors and students.
LearningSpace Collaboration is built with many of the same capabilities of the Sametime
product, and therefore provides similar and familiar functions. If you install the
LearningSpace Collaboration component in a production environment, it should be
installed on its own machine - that is, on a system other than the LearningSpace Core or
the database server. This module is installed on the CollaborationServer.
• Course content files (Required) and content server (Optional): Content files may be
stored on the LearningSpace server, on another server, or distributed across a series of
servers accessed from the Internet or intranet. The content files contain information that
is presented as part of an information module or course. It can be educational materials

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used in the delivery of information, such as reading material, video clips, procedural and
policy documents, presentations, etc. Content can come from a variety of places:
♦ Purchased from third-party vendors
♦ Created using authoring tools such as Macromedia Web Learning Studio or within
LearningSpace, allowing tracking of user progress
♦ Existing or new materials from a company (such as HTML documents, presentation
material, etc.)
The Collaboration and LearningSpace Core Servers can be set up to share a common user
directory, to support single sign on and avoid the need to duplicate user management
administration.
IBM DB2 Universal Database or another supported database server provides data storage and
retrieval for LearningSpace configuration data.
1-3-2 Development Tools
This section describes suggested tools to help you customize the solution. Practical knowledge
of one or more of the following tools allows you to develop solutions for your customers:
Development Software Use Software Prerequisites Suggested Hardware
Web page (HTML and
CSS), graphics and text
editors
Modify the
LearningSpace user
interface look and feel
by editing the cascading
style sheets and
graphics.
Varies with tool Varies with tool
Lotus Notes (optional) Enables you to use a
tool included with this
scenario to customize
the LearningSpace user
interface text.
This is a viable option
only if you have an
existing Domino
environment.
Windows 98 or greater with
the most recent service packs
Frame-enabled browser
(such as Netscape
Communicator 4.7 or higher;
or Microsoft Internet
Explorer 5.0 or above)
256 MHz
256 MB RAM
Domino Designer
(optional)
Allows you to create
direct links to
LearningSpace from
other Domino
applications.
Windows 98 or greater with
the most recent service packs
Frame-enabled browser
(such as Netscape)
Communicator 4.7 or higher;
or Microsoft Internet
Explorer 5.0 or above)
700 MHz or higher
512 MB RAM

9
Development Software Use Software Prerequisites Suggested Hardware
Macromedia Web
Learning Studio or other
content development tool
(optional)
Create interactive and
animated information
(learning) content.
See product documentation See product documentation
Product Descriptions
The Lotus Notes client, packaged independently and also included within the Lotus Domino
Designer product, allows for the use and management of the contents of Domino applications by
way of a Notes interface. In this scenario, a Lotus Notes application is included that can help
you modify the LearningSpace user interface text.
Domino Designer is anintegrated development environment for creating or modifying Domino-
based applications.
Macromedia Web Learning Studio is one of the authoring tools you can use to create
professional, animated course material presented by LearningSpace, allowing tracking of user
progress. Creating information using professional content authoring tools is not required; you
can provide simple HTML files or presentations if they meet your customer's needs.

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Section 2.Planning the Customer Solution
2-1 Determining the Scope of the Solution
This section defines the major activities you will perform when implementing the scenario, and
provides an estimated duration for each task. Included in this section is a list of solution
parameters or assumptions, a high-level task list, and detailed descriptions and task breakdowns.
2-1-1 Solution Assumptions
The suggested tasks in this section assume you will use the samples provided in this scenario and
will modify them to suit the needs of your customer. If this is not the case, some of these tasks
will not apply. Depending on your development style, you might complete these steps in a
different order.
Note that all estimates in this section are based on the following assumptions:
Basic Version
• Customer already has an existing Domino environment
• Only self-paced learning is required, with no collaborative interaction
• Accessed by employees only
• Customization of the LearningSpace user interface:
♦ Lower range: No customization is required
♦ Higher range: Customization of the text, graphics and logos are required
Intermediate Version
• Customer already has anexisting Domino environment
• Collaborative capabilities will be implemented (instant messaging, live sessions, screen
and application sharing, discussion databases, etc.)
• Accessed by employees only
• Customization of the LearningSpace user interface:
♦ Lower range: No customization is required

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♦ Higher range: Customization of the text, graphics and logos are required
• Integration requirements:
♦ Lower range: No integration
♦ Higher range: Integration of LearningSpace with other content servers and systems
2-1-2 Skill Assumptions
To give you a better understanding of the types of skills used to implement a solution based on
this scenario, the table below describes some common activities and the required skill needed to
do them.
With these skills… You can… Basic Intermediate
Read the scenario documentation;
reviewed tool and product
tutorials
Implement the scenario
Configure scenario for customer
environment
√ √
HTML and text editing skills and
graphics tools
Customize look and feel for
LearningSpace
√ √
Experience with Lotus Domino
or Sametime administration
Administer LearningSpace collaborative
server
√
Experience with Domino Web
application development
(optional)
Integrate LearningSpace into Domino
application so users can access
LearningSpace directly from an existing
Web application
√
Experience with WebSphere
Portal portlet development
(optional)
Integrate LearningSpace access into a
portal
√
Database administration skills Configure LearningSpace connectivity
to relational databases
Manipulate LearningSpace data and
reports
√ √
Macromedia Web Learning
Studio or other content
development tool (optional)
Create interactive and animated
information (learning) content
√ √
All estimates in the next section are based on the following assumptions about the person who
customizes the solution:

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• Has some experience with Domino Application Server and Sametime administration
• Has working knowledge of JavaScript, Java, and HTML
• Has some knowledge of e-learning concepts and content
2-1-3 Task Estimates
The following table is provided for you to identify the tasks you plan to do. In some cases, task
estimates will range significantly. Unique considerations and how to adjust the hours are
explained in the detailed sub-sections.
This table is packaged with the scenario and may be used as a planning tool when estimating the
project hours for your customers.
Basic Solution
Intermediate
Solution
√ Task Range of
Services Hours
Range of
Services Hours
Reference
Plan the solution 28 69 70 110 Page 14
Gather and Document Requirements 4 16 16 24 Page 14
Design the Solution 12 32 28 50 Page 16
Set Up a Prototype 4 6 8 10 Page 17
Perform Gap Analysis 1 3 4 6 Page 17
Plan Initial Information Content 4 6 6 9 Page 17
Develop Project Plan 2 4 6 8 Page 18
Confirm the Plan 1 2 2 3 Page 19
Develop the Solution 31 95 48 129 Page 20
Set Up Development Environment 14 27 18 35
Set Up Hardware 3 5 3 5
Install and Configure Operating
System 3 6 3 6
Install and Configure IBM DB2 UDB 4 8 4 8
Install and Configure LearningSpace 4 8 8 16
Page 20
Develop Graphics 0 24 4 24 Page 20

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Basic Solution
Intermediate
Solution
√ Task Range of
Services Hours
Range of
Services Hours
Reference
Customize the User Interface 8 24 8 24 Page 21
Create User Directories and Authorization 1 4 2 10 Page 22
Integrate With Other Solutions 0 0 4 12 Page 23
Assist with Initial Content Development 6 12 10 16 Page 25
Set Up Basic Security and Communications 2 4 2 8 Page 25
Test the Solution 15 32 26 54 Page 26
Create a Test Plan 3 8 6 12 Page 26
Test LearningSpace Implementation 12 24 12 24 Page 26
Test Integration with Other Solutions 0 0 8 18 Page 27
Deploy the Solution 18 37 24 53 Page 27
Establish a Connection to the ISP 1 3 1 3 Page 27
Set Up Production Servers 10 20 10 20 Page 27
Publish Information Contents 2 4 2 4 Page 28
Plan the Site Launch 2 4 2 4 Page 28
Final Integration and Adjustments 2 4 5 16 Page 29
Acceptance Test 1 2 4 6 Page 29
Educate the Customer 23 40 28 56
Develop Education Modules 16 24 16 32
Set Up Training Environment 2 4 4 8
Present Training 5 12 8 16
Page 29
Additional Services 0 32 0 40 Page 30
Total 115 305 196 442
The remaining information in this section describes these tasks in detail.

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Adjusting the Task Estimates
Depending on your skills and experience, the estimates presented may be too high or too low.
You may want to approximate more realistic time estimates for your efforts based on whether
you are new to this solution or skill area or are considered an expert.
If one or more of the following characteristics matches your personnel, consider increasing the
overall time estimate by 30%:
• Completed training in the skill areas required but have no or little customer engagement
experience
• Understands main concepts about collaboration solutions but have not deployed any
• Have experience in some but not all aspects of the deployment cycle of solutions
If one or more of the following characteristics matches your personnel, consider decreasing the
overall time estimate by 10%:
• Completed training in the skill areas
• Completed the full deployment cycle in a number of e-business projects
• Have experience implementing solutions in the collaboration domain
A spreadsheet that allows you to calculate project time estimates based on varying skill and
experience levels is packaged with the scenario. Use it to help you plan your project.
2-2 Task Estimate Details
2-2-1 Plan the Solution
Planning the solution involves identifying and scheduling all the activities that you need to
perform to create your customer's solution. Tasks include those that are related to
communication and networking, security and firewalls, and project management (including
meeting with customers and their partners).
Gather and Document Requirements
At the beginning of your engagement, you should meet with your customers to understand their
proposed objectives and gather their requirements. You should first understand their vision, their
business, what the real problems are that they want you to address with your solution, and the

15
results they expect. Understanding these fundamental items will help you determine the
functional requirements for your solution.
Some questions you should ask your customer during this requirements gathering stage include:
• How many users do you expect to be using the system?
• Who are the instructors and students? What are their expectations?
• What are the different profiles of users and what permission will each be given? (needed
mainly for administrative configuration of the system and defining report-access
information)
• Will the information delivery framework be used only internally or also externally?
• Does it need to integrate visually with other websites or the company's branding?
• Does it need to integrate functionally with other applications or websites?
• Does the customer want to keep user definitions separate in this system, or use pre-
existing user information from a Domino Directory?
• Is there a need for live training or information sessions? Discussion databases? Real-time
communication?
• Do you need video and audio support for live sessions?
• Will classes be given from several locations?
• What is the bandwidth available for this solution?
• What type of information will be delivered most often through this system? Will the
major use be for:
♦ Self-study - For example, allowing new employees to train themselves on company
processes and policies, or educating a sales force on a new product
♦ Live information-delivery sessions - By using Sametime, which is included with
LearningSpace, users can interact directly with instructors and other subject-matter
experts. Live information-delivery sessions provide a guided method for informing
people on specific concepts and provide quick, dynamic knowledge sharing.
• What are the usual formats of the learning content? Text, presentations, demonstrations,
simulations, purchased modules, etc.

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• What kind of information is the client interested in tracking? Employees' attendance, etc.
• Does the customer already have a database that can be used for the LearningSpace data?
For a basic implementation of aninformation delivery system, gathering and documenting
requirements could take between 4 and 16 hours depending on the answers to the questions
above. For a more complex solution in which the information delivery system is integrated with
other systems or content servers, the requirements activities would take between 16 and 24 hours
since a better understanding of the integration needs and the existing solution infrastructure are
necessary.
Design the Solution
Design involves understanding the customer's environment, including the hardware, software,
data volumes, special requirements, and operational procedures. Design also includes
formulating technical requirements and defining the solution architecture. It is necessary to
identify and plan for any additional tuning of the software that might be required because of the
customer's environment or special needs.
You must also determine how to integrate your solution with what the customer already has in
place, if appropriate.
When using Lotus Sametime in your solution, you should be aware of the trade-offs between
bandwidth using the program's advanced services such as video and audio online meetings. If
your customer requires only instant-messaging services, then you can be assured that nothing
other than encrypted text and presence information will flow over the network. Because this kind
of data does not require much bandwidth, you will most likely find it acceptable to operate over a
wide area network (WAN). However, if a company requires multimedia services like video and
audio in its real-time communication, your design should address the bandwidth and CPU needs
for multimedia support. For more information, consult Sametime Multimedia Services and
Sametime Performance and Best Practices white papers available at the Lotus Developer Site
(see Helpful Websites onpage 58).
The Information Delivery and Tracking scenario implementation contains examples and tools
that help you customize the look and feel of the LearningSpace interface. View and experiment
with these samples provided with the scenario in order to help you understand the type and
breadth of customization opportunities.
For the basic version of this scenario, in addition to the interface look and feel, you should
determine how many servers you need - for example, whether the database server should reside
on its own server, whether to use an existing database server, and whether you need to create
multiple LearningSpace servers to manage the traffic. The design of the solution architecture
could take from 12 to 20 hours. Additional time is needed if the customer wants a custom user
interface. This could take up to an additional 12 hours (this includes defining the words, strings,
graphics, colors, button sizes, etc. that are needed).

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The intermediate version of the Information Delivery and Tracking scenario shows you how to
incorporate collaborative capabilities into the solution, and provides guidance on integrating the
functionality and services of the LearningSpace platform with other websites. Your design will
need to integrate the components of the basic version of this scenario with the LearningSpace
Collaboration server, as well as incorporating the definition of which user directory to use and
how to integrate with it. The design of a solution based on this scenario is estimated to take
between 28 and 50 hours.
Set up a Prototype
In your plan, a prototype should be included to validate your understanding of your customers'
requirements. Based on the customer feedback to this prototype, you may find areas in your plan
to reassess or reorganize. When trying to express the concept of your project to your customer,
you will find that much of the effort you spent in your previous demonstrations is useful here. As
you set up a prototype, apply the expertise that you gained during the preparation of your
demonstrations. In addition, try to reuse any code that you might have developed previously.
If a customer's desired solution is close in nature to this scenario, consider customizing it to
quickly create the prototype. Your prototype should show an example of the graphical user
interface (GUI) and address the main functional aspects of the solution.
Perform Gap Analysis
Planning your solution may involve performing a gap analysis to give the customer an estimate
of the development effort required to set up the solution. At its core, the analysis seeks to
determine what parts of the solution need to be extended, modified, or created from the
information presented in this scenario. The number and complexity of customizable components
drives the size of the project and the required resources.
The gap analysis for this scenario should include determining how much customization to the
user interface will be necessary, whether a new database server will have to be set up or an
existing one will be used, and how much of the initial content the customer already has or wants
you to create. Gap analysis for a basic solution is estimated to take between 1 and 3 hours. For a
more advanced solution in which integration with existing or new solutions is required, it is
estimated to take between 4 and 6 hours.
Plan Initial Information Content
For the Information Delivery and Tracking scenario, your customer may ask you to create - or
help him create - the initial set of materials to deliver to employees through this system. In
planning what to deliver, you need to consider the following and create a documented definition
of the input dependencies, output formats and contents:

18
• What will the subject matter be?
• How will the material be structured? Does the customer already have files that contain
the information, and can you reuse these within the LearningSpace structure?
• Who should obtain the information, and what is the appropriate way to define those users
in the system?
• Does the customer want to monitor the progress of people who access the information?
• What tools should be used to develop new material?
• What are the most common types of information that the customer will want to distribute
with this system? How can you create the initial content structure in a way that can be
used as a template for creating future information modules?
• Are assessments necessary?
Content for information modules can be as simple as HTML files or presentation slides, or can
be uniquely developed with content development tools. These educational modules can also be
purchased from third-party vendors (see the Lotus LearningSpace Content Catalog from the
LearningSpace link on page 58).
Developing a plan for initial content is estimated to take between 4 and 9 hours.
Develop Project Plan
The next step is to create the project plan that describes how and when the project will be
completed. This plan should document all dependencies and expectations clearly, so the
customer knows what is required from him and what to expect from you. The project plan should
contain:
• A list of the people and teams who will participate in each stage of the project. For each
team that you list, identify the person who functions as the team lead or project manager.
• A comprehensive schedule listing major checkpoints for both the Business Partner and
the customer.
• A list of all deliverables that you expect the customer to provide, such as data and graphic
design elements. Include details - like the specific formats in which you require the
deliverables, if appropriate - to ensure that these expectations are clear.
• A list of all deliverables that you will provide to the customer, including documentation,
training material, and the solution itself. Again, include enough details to ensure your
customers clearly understand what to expect.

19
• A comprehensive list of assumptions you are making in creating/modifying scope of
work documentation. Pay particular attention to things that may affect the project
timelines and costs.
• A list of external dependencies (the ones you will not have control over), especially the
ones for which your customer will be responsible.
• A staffing plan that describes the skills required and the responsibilities for each member
of the team.
• A signed agreement that describes the scope of the project in as much detail as possible.
• A description of the testing that will be conducted prior to and during deployment.
• A schedule for installation of servers and clients, either by offices or by geographic areas.
If the customer knows when and where you will begin the installation, then he can be
better prepared to assist you.
• A description of the education that will be created and conducted to train the users on the
new system.
It is useful to create a chart that identifies activities, dependencies, and schedules so everyone
involved clearly understands what is expected of them. It is also important that you prepare and
investigate external parameters early. For example, if you need to obtain IP addresses from an
ISP or have them create a virtual private network (VPN), you should understand how long that
will take and begin the process early enough to meet any dependencies in the schedule.
The more complex a solution you plan to develop, and the more of the items listed above you
have to consider in your project plan, the more time it will take you to develop a comprehensive,
accurate plan.
Confirm the Plan
It is critical that you confirm the results of the planning stage with your customer and that you
keep a signed copy of their agreement to the plan. Both you and your customer must have a
detailed understanding of the full scope and expectations of the project. If any third-party
members will be involved with or affected by your solution, inform them of the scope of your
project and include them in the agreement process. This task may require that you revise and
refine your plan several times before you and your customer finally accept it.

20
2-2-2 Develop the Solution
Set up Development Environment
This process involves preparing the hardware for installation and ensuring that the appropriate
device drivers for the operating system are available. The software setup includes:
• Setting up hardware
• Installing and configuring the operating system (if required)
• Installing and configuring IBM DB2 UDB
• Installing and configuring LearningSpace
Instructions for installing the software products are found in the Implementing and Deploying
the Solution section on page 32. Additionally, you should install the sample files provided with
the scenario to help you get started developing applications and to help you more quickly solve
critical problems.
Development tools that you may need to use to customize your solution include:
Suggested Development Tool Tool used to...
Editor, Web page editor, graphics tools Modify user interface files
Text editor or Notes database tool delivered with
the scenario
Modify text used in the LearningSpace framework's user
and administrator interfaces
Macromedia Web Learning Studio or other
content development tool (optional)
Create interactive and animated information (learning)
content
Develop Graphics
You may have to develop new graphics for your customer's solution. Examples of graphics are
banners at the top of a page, the company logo, buttons, and any background graphics or
watermarks. Animations or other special effects must also be taken into consideration.
The time involved for producing graphics depends on whether or not the customer has provided
any graphics in digital format, such as JPEG, GIF, bitmap, or TIFF. If graphics need to be
developed from hardcopy letterhead, you should allocate additional time to scan, crop, optimize
color, and size the graphics. An experienced graphics artist may produce images much more
quickly.

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Time Required (Hours)Item to Create
Digital Format
Provided
No Digital Format
Provided
Banner 0.5 - 4 1.5 - 8
Logo 0.5 - 1 1.5 - 3
Buttons* 0.5 1
Background 0.5 1.5
* This is the estimate for the first button. If your subsequent
buttons are similar, you can expect them to take about half as
long.
For this scenario, you may need to customize the LearningSpace interface. To do this, you will
need a background, banner and logo along with any other graphics your customer wants you to
add. The time estimate for the basic version of this scenario task ranges from 0 hours (if your
customer wants no customization to the default LearningSpace interface) to 24 hours.
When customizing the interface, you can customize the words used as well as the graphics. If
company graphics already exist and are suitable, you should make an effort to reuse these within
your development in order to maintain consistency. For the intermediate version of this scenario,
average graphics development for the interface may take between 4 hours (for reusing existing
graphics and making minor modifications) and 24 hours (for generating completely new
graphics).
Customize the User Interface
Another important element of graphic design is the development and customization of the user
interface (UI).
You can make minor alterations to the LearningSpace user interface, such as replacing the
banner and logo, or make drastic changes to both the look and feel and the text used in the
information delivery framework. For instance, in the sample contained in this scenario, the
interface was transformed from a learning-centered tool emphasizing formal courses and
activities to an information-delivery tool emphasizing subject matter information and content.
This was accomplished by changing the look and feel as well as much of the default text
comprising the framework. A Lotus Notes-based tool is included with the scenario to assist you
with quickly making similar changes to the LearningSpace framework text. Minor changes to
the graphics are estimated to take 8 hours, while a more comprehensive alteration of the interface
may take up to 24 hours.
A further customization of the LearningSpace Core Student interface is possible, allowing you a
more in-depth control of the product's look and feel and the user's access to its features. Such
customization requires an in-depth knowledge of LearningSpace, as well as Java and JavaScript
programming skills. You can find more details on how to customize the interface in the

22
Implementing and Deploying the Solution section on page 32 and in the Customization Guide
(see the LearningSpace link in Helpful Websites on page 58).
Create User Directories and Authorizations
As part of your solution, you will need to define a minimum set of users with user IDs,
passwords, and authorization levels.
Your customer can provide you with lists of names, IDs, passwords, and access levels (read,
write, etc.) for each user he wants you to define. Using the LearningSpace administrator
interface's manual method, you could estimate the time for creating passwords as follows:
Number of
IDs
Time Needed
to Create IDs
10 0.5 hours
50 2 hours
LearningSpace gives you the option of creating users in batch mode, using a comma-separated
list of names and associated information. If you have more than about 50 user IDs to create, you
may want to invest the time to create such a list.
People who access the LearningSpace user interface to take information must be registered, or
they can self-register in the information area if that feature is enabled. The content which a user
can access will depend if self-enrollment is allowed or if the user was enrolled by the instructor
or administrator.
As part of your custom configuration, you should define the user roles that are needed for the
learning environment and the permissions associated to each role (such as a system
administrator, course administrator, author, instructor, student, etc.)
With the exception of the self-registrations mentioned previously, each person should be
registered through the LearningSpace core interface and assigned one or more roles that give him
the permissions and the functions. LearningSpace gives you the option of creating users in batch
mode, using a comma-separated list of names and associated information.
Import Users to LearningSpace from a Domino Directory
You can import users from an existing Domino Directory, thereby allowing your customer to
avoid duplicate user management tasks. When collaboration is enabled, the user information of
the LearningSpace Core module is automatically synchronized with the Domino Directory of the
LearningSpace Collaboration module.

23
You can import users from a corporate Domino Directory into LearningSpace. This not only
saves you the effort of manually adding a large number of users, it also enables you to keep the
list of LearningSpace users synchronized with the list of Domino users.
Importing user data from a Domino directory to LearningSpace is a multi-phase operation in
which the Domino User Import database (LSCoreSync.nsf) acts as the intermediary between
Domino and LearningSpace. First the Import database searches the Domino directory for user
data. It gathers the data and compares the data to its own records (created during the first import
and updated and cached with each successive import). The Domino User Import database then
creates transaction records that summarize the user changes that need to be imported into
LearningSpace. At scheduled intervals or on demand, pending transactions are imported into the
LearningSpace Core USER table, where user information is available in the LearningSpace
interfaces.
You can find detailed information in the LearningSpace System Administration Guide and in the
Domino User Import Guide. Steps you will need to perform include:
• Set up LearningSpace: Complete the appropriate settings on the Directory Settings page
in LearningSpace.
• Configure the Domino Server: Review the Domino Server document settings and edit the
notes.ini file as explained in the Domino User Import Guide.
• Set up the Domino User Import Database:
♦ Copy the LSCoreSync.nsf to the Domino server into the same path where the
Domino directory is located.
♦ Review and update the manager access configured in the LSCoreSync.nsf and the
default values of the setup document of this database.
♦ Run the import agent for the first-time import.
• Import Domino Users: Import the users from the Directory Settings page in
LearningSpace. Users will be added to the USER table in your relational database.
If LearningSpace Collaboration is installed, new users are automatically propagated to the
Collaboration synchronization server.
Integrate With Other Solutions
Integrating LearningSpace with a Domino Web Application
You can integrate LearningSpace with a Domino application, allowing your users to access the
information delivery function directly from another website. To make this as easy as possible to
maintain, consider importing users from the existing Domino Directory and, if the Collaboration

24
module is installed, synchronizing users between LearningSpace and Domino. See Create User
Directories and Authorizations on page 22 for details.
Refer to the Related Scenarios sectionon page 31 for an example of integrating LearningSpace
with a departmental collaborative website.
The time needed to integrate LearningSpace with a Domino application depends on the extent to
which you need to modify the existing Domino application. A relatively simple link from the
application to LearningSpace may take approximately 4 hours.
Integrate LearningSpace with a Portal
You can integrate LearningSpace with a portal based on the WebSphere Portal family in a
variety of ways:
• If your portal uses Domino LDAP, you can use a common Domino LDAP directory and
import the existing users that are defined in Domino to LearningSpace
• You can create access to LearningSpace through a portlet
Starting from a sample in the WebSphere Portal portlet development guide, you can create a
portlet that allows users to open a new browser window from the portal to the student interface
of LearningSpace using the Single Sign On function of LearningSpace. When the users from the
portal choose to access LearningSpace, they will see their own home page with the courses they
are enrolled in and all the personalized content for this interface.
The following list contains some key points of this type of portlet:
• The portlet should retrieve the users' attributes necessary to logon to LearningSpace. It
could use the Java Authentication and Authorization Service (JAAS) API provided by
WebSphere Portal Server as a framework for integrating single sign-on into portlets, and
through these portlets to back-end applications.
A LearningSpace portlet could get the JAAS Subject, containing several Principal and
Private Credentials, from the Credential Vault Portlet Service that allows it to get the user
ID and the password of the connected user.
• The complete URL to launch the LearningSpace student interface could be retrieved by
the portlet as a configuration parameter. In other words, it could be stored in the
portlet.xml file of the portlet application, allowing it to be changed at any time by the
administrator of the portal.
• Consider having the portlet launch LearningSpace in a new window, because it has its
own navigation bar and menu that could be confused with the ones of the portal. This
configuration is easily changeable with simple modification to JavaScript code.

25
The effort needed to develop a portlet is not estimated in this scenario. Once a generic
LearningSpace portlet is developed, installing, configuring, customizing and adding it to
appropriate portal pages may take up to 12 hours.
Assist with Initial Content Development
Your customer may ask you to help develop the initial set of information content for his delivery
system. At a minimum, he would already have all the materials - presentations, text, web pages,
video clips, and other material - and would ask you to create one or two complete units from that,
so his employees could begin using and pilot testing the system immediately. You should be
prepared to develop structure and flow around the existing materials, and help your customer
understand how to build his own units of information. Preparing one such information unit may
take you from 6 to 16 hours.
Your customer may also ask for your assistance in creating the actual content. Some of his
information and training needs may be met with existing course material that can be purchased
and loaded into LearningSpace (see Helpful Websites on page 58). However, your customer
may be interested in creating his own training and information material. You can assist him in
developing presentations, video clips, HTML pages, assessments, and other materials.
Developing a small set of such material to use as an initial trial could take up to 16 hours
depending on the complexity, interaction and animation required.
One suggestion you could make to the customer is to have you create such an information
module about the new information delivery system to help train his employees.
Set up Basic Security and Communications
For information on how to set up firewalls and other security-related infrastructure, see the IBM
Start Now Infrastructure Management solution on the Start Now PartnerWorld website. The
section below describes some of the items you should consider implementing when securing
your solution, but does not explain in detail how to do this.
The infrastructure for this scenario is a local area network (LAN) that contains the customer's
servers, applications, and clients. From a hardware perspective, there are many enhanced routers
that can provide some features of a firewall, such as filtering and network address translation
(NAT). Such routers can be used to implement VPNs between different locations in a customer's
company. With a few protocols, you can configure the access control lists, HTTP access rules,
and the basic firewall rules to create a basic, secure environment.

26
2-2-3 Test the Solution
Create a Test Plan
At the beginning of the solution-testing stage, your top priority is drafting a comprehensive test
plan. When creating your plan, identify all the functional and usability items, and aspects of the
environment, that you have to test. Creating a test plan helps you think through the elements of
the solution that you need to test and identify the necessary test environments.
At a minimum, you should plan to test the following items:
• Communications and security, including all internal and external connections, ports, and
access rules
• All application interfaces and functions
• Any variable that affects run time, such as workload size, backup method and frequency,
and number of users
• Access to content and information modules using different types of user roles
• Flow of any information modules that you may have created
• Test the solution on appropriate browsers. Some browsers, such as Microsoft Internet
Explorer and Netscape Navigator, process text and graphics slightly differently.
Therefore, it is important to ensure your website displays and functions correctly on the
major browsers that customers will use.
• Integration of your site links into other systems, such as existing websites or application
environments
• Performance for the expected traffic volumes
Test LearningSpace Implementation
Testing the LearningSpace implementation will take between 12 and 24 hours, depending on
how much user interface customization you performed, how many content modules you created,
and how much reporting is required by the customer. You should also test the appropriate
configuration of the permissions associated with each role, the correct assignment of the roles to
each user and the automatic criteria enrollment configuration to access the information.

27
Test Integration with Other Solutions
Before you integrate the information delivery platform with another solution such as a portal or
another website, test it within an isolated environment. After that, you must take into account all
the services, integration tasks, and databases that already exist in the final environment. Be
prepared to encounter some difficulties when you integrate your solution with the existing
applications, and make sure testing efforts cover all aspects of integration - from user definitions
and authorizations to correct linkage between applications. Testing the integration with other
solutions may take you between 8 and 18 hours, depending on how closely integrated
LearningSpace is with how many other applications.
2-2-4 Deploy the Solution
Establish a Connection to the ISP
The first task you should perform during deployment is establishing a connection to the ISP, if
needed. The reason for this urgency is because the elapsed time from choosing an ISP to when
the server is actually accessible from the Internet may take weeks.
There are many choices for an SMB to connect its website to an ISP. Consider the types of
connection and some key attributes of the providers. Use one of the broadband options to support
large volumes of traffic and increase the speed of access for customers. Also, consider the
availability of these services in your region.
Set up Production Servers
This process involves preparing the hardware for installation and ensuring that the appropriate
operating system drivers are available. See the Implementing and Deploying the Solution section
on page 32 for more details.
The software setup includes loading the operating system (if required), installing the necessary
software and performing any additional configuration steps.
Having set up similar systems in your development and test environment, you should be able to
avoid the difficulties that you discovered during the earlier installations. However, you must
remember that some problems can be discovered only in the real production environment, where
other users are certain to be affected. To limit the number of setbacks and disturbances that you
might encounter, it is important to plan this stage thoroughly.
Before you run your applications and integrate them with your customer's legacy systems, create
backup copies of all critical data.

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Publish Information Content
Publishing the solution involves copying files to the production server, establishing user IDs and
access rights, updating server location references, and configuring access. Always test the
accessibility to your site from a remote machine.
Some important things to test are:
• Operational errors - All pages function as designed
• Links - Both internal and external (to other sites) links are correct
• Content - Images and text are correct
If your scenario involves a third party, such as partners to whom your customer wants to make
the new system accessible, make sure the third-party members have access to the appropriate
function. Preferably, you should complete this step before you launch the solution. Until you are
certain that the security features are functioning properly, you may want to grant access only to a
few individuals instead of immediately granting access to all third-party users.
Publishing the solution in most cases takes between 2 and 4 hours for basic and intermediate
solutions, depending on server speed, number of files to copy, and amount of configuration that
needs to be done.
Plan the Site Launch
You should plan the initial launch of the site or application by properly announcing and
advertising it. Consider the following suggestions:
• Direct mailing or e-mail to target employees
• Presenting special banners in the internal portals with links to helpful information and
education for the first month
• Coordinating a message from the company managers, expressing the importance of the
new system and how it can help the company and its employees
• Information sessions
The estimated duration for coordinating and executing the launch activities is 2 to 4 hours for
most solutions.

29
Final Integration and Adjustments
After you have set up the final environment, installed your tested solution, and integrated it with
any existing software, you still may discover some problems or inconveniences that no one could
have predicted. To help your customer deal effectively with such post-installation problems, you
may want to make your services available for two weeks after you launch the solution. Expect to
spend about 2 to 16 hours for this activity. The more complex the applications or the integration
with other solutions, the more problems will be found and the harder they will be to fix.
Acceptance Test
It is recommended that your project manager and your customer hold a customer acceptance
meeting. If possible, schedule this meeting for the same time when you outline your plans to
make post-installation adjustments and to address future support needs. Attach a copy of all the
project documentation and, as a quality measure, ask the customer to evaluate the project and
your company.
Finally, try to use customer feedback to improve your methodologies, teams, and skills. This
feedback can help you reach higher levels of quality, which helps you generate more and better
business.
2-2-5 Educate the Customer
Part of your implementation responsibilities might include training selected customer staff
members on the system that you develop. Such training includes monitoring website status,
designing and changing the applications you provide, troubleshooting basic problems, and
performing other operational tasks.
If you are a Lotus Authorized Education Center (LAEC), you can provide your customers with
official Lotus product courses. For the remaining technologies - hardware, OS, communications,
and security - or if you are not an LAEC, consider preparing short seminars to brief the
customer's administration team of those details you feel they must know.
This training could involve the following topics, depending on what is included in your solution:
• Solution technical design
• Hardware and software implementation
• Problem determination process
• Looking at application logs
• Checking software status

30
• Backing up and restoring important files and databases
• Developing a troubleshooting checklist
• Establishing a Frequently Asked Questions (FAQ) list
• Administering the application
• Using LearningSpace to view information as well as to deliver information
• Creating reports to track information delivery
Consider creating online educational modules to deliver to your customers in the LearningSpace
framework.
The time it takes to create and deliver technical training varies by solution, depending on how
much material you need to cover, how many audiences your material needs to address, the
technical depth of the discussions, and how knowledgeable your students are about the
fundamental concepts and functions of the collaborative products. The training activities can
usually be defined as:
• Develop educational modules - Either within LearningSpace or as individual
presentations, documentation, or online helps
• Set up training environment - The training environment should imitate the real
production environment as much as possible. You may need to set up test copies of
applications and databases, and define test users during this stage.
• Present training - You may need to provide various sessions of the training to different
audiences.
In addition to training the customer on the new system, you may also provide Redbook
documentation and Helpful Websites as reference materials. See the Reference Materials section
on page 58 for more information.
2-2-6 Additional Services
Helping your customer with maintenance presents an opportunity for additional service revenue.
Regular check ups on the health and performance of the information delivery system may be
required.
Other tasks may include copying files to the production server, establishing new user roles and
access rights, updating server location references, and creating new content.

31
Your customer may also want you to integrate this e-learning system with existing solutions such
as intranet portals or department or company websites.
2-2-7 Related Scenarios
The robustness of your customer's business depends on what functional enhancements can be
added. You will find many examples of functions that can be added to your customer's business.
At the time of this publication, the IBM Start Now Collaboration Solutions Scenario: e-business
Procurement Workplace is available to build upon this scenario. The e-business Procurement
Workplace scenario demonstrates how to integrate virtual workspaces and real-time
communication into a department website, facilitating communication and collaboration between
members of a department that work out of the office and with vendors. Although the sample
described in this scenario is directed specifically to a procurement team, these same technologies
and techniques can be applied to any type of department or extended team. This scenario can be
added on to the Information Delivery and Tracking scenario to provide an integrated solution.
After installing the e-business Procurement Workplace scenario sample, use Lotus Notes to open
the e-procur.nsf application on the Sametime server on which you installed it. Edit the
LearningSpace program parameter value to reflect your LearningSpace server hostname and save
the file. This will enable the procurement training link on the application interface. You can
also import the users defined in the existing Domino directory into LearningSpace to achieve
further integration.
For updates to scenarios and additional scenarios, refer to the PartnerWorld Start Now website
listed in Helpful Websites on page 58.

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Section 3.Implementing and Deploying the Solution
To give you a better understanding of the types of tasks performed in implementing a solution
based on this scenario, the following sections list the items needed and describe the activities
necessary to implement and deploy this solution.
3-1 Gather What You Need
The following is a list of the items you need to gather to complete the task of installing and
configuring the solution scenario:
• System hardware
• Operating System:
♦ Windows 2000 Server or NT (for LearningSpace 5 and DB2)
§ For NT: Windows Service Pack 6a or higher for US installations; 5 or higher for
international installations
§ For Windows 2000 Advanced Server: Service Pack 2 or later
♦ AIX 4.3.3 (Only DB2 is supported on AIX. Therefore, if you want AIX in your
solution, you will have a mixed Windows and AIX environment.)
• Microsoft Internet Information Server (IIS):
♦ For NT: NT Server Options Pack 4.0 Internet Information Server (IIS) 4.0
♦ For Windows 2000: IIS 5.0
♦ It is recommended that you download the Microsoft IIS Lockdown tool from the
Microsoft website prior to setting up the IIS Web Server
• Microsoft Data Access Components (MDAC):
♦ For NT: MDAC 2.5
♦ For Windows 2000: MDAC 2.6 with Service Pack 1
• Microsoft Java Virtual Machine (MJVM), build 3177 or higher
• Lotus LearningSpace 5.01 Core and Collaboration Modules
• IBM DB2 Universal Database 7.2 Server, Workgroup Edition or IBM DB2 Universal
Database 8.1 Server, Workgroup Edition

33
• IBM DB2 7.2 Fixpack 5 (if you are using IBM DB2 Universal Database 7.2 Server,
Workgroup Edition)
• IBM DB2 Universal Database 7.2 Administrator Client or IBM DB2 Universal Database
8.1 Administrator Client (comes with DB2 Server)
• Lotus Notes and Domino Administrator clients (optional)
• Static IP addresses for the LearningSpace Core Server and the Collaboration Server
The following subsections provide information about the activities you will need to perform to
implement the solution. It is recommended that you look ahead at the installation and
configuration tasks to identify any information you may need to ask the customer prior to
starting the implementation.
3-2 Installation Checklist
The Information Delivery and Tracking scenario provides a company with a way to easily ensure
that all appropriate personnel receive required information. In the sample included with this
scenario, the fictitious Home Abroad, Inc. company uses LearningSpace for two different
purposes: to inform their sales force and resellers about new products, and to deliver mandatory
process and ethics training to their procurement personnel. Managers can view reports
summarizing which of the intended audience members has completed the reading and activities
related to the subject. Home Abroad uses this tracking mechanism to keep a record of
mandatory training for legal reasons and to ensure that each one of their sales force and partners
understands upcoming products and knows how to effectively sell them.
The default LearningSpace interface focuses on using the framework for structured e-learning,
and the terms used throughout the interface - such as "courses" and "students" - emphasize that
use of the product. In the Information Delivery and Tracking scenario, this interface is changed
to better align with the use of the product as a more general information delivery mechanism.
The scenario involves installing the new look and feel, as well as importing several sample
information modules - one for a procurement department, one for employees in general, and one
for the sales team. The modules are called:
• Procurement Ethics and Process Training
• Collaboration: What does it mean to me?
• Sales 101: New product information and sales techniques
For this scenario, you will install either one or two LearningSpace servers (one for basic and two
for intermediate), as well as a database server (IBM DB2 UDB) on which all the LearningSpace

34
information will be stored. You can choose to use DB2 Universal Database Workgroup Edition
version 7.2 or DB2 Universal Database Workgroup Edition version 8.1; just make sure that the
server and the client program that you install are the same version.
A separate spreadsheet of this installation checklist is provided with the scenario.
Machine Name √ Task Page Additional Comments
Basic Scenario
Set up the Server 34Database Server
Install DB2 Universal
Database Workgroup
Edition
38
Set up the Server 34
Install DB2 Administration
Client
40
Install LearningSpace Core 40
Information Delivery
Server (also referred to
as the LearningSpace
Core Server)
Set up the Scenario 43
Install Lotus Notes Client 48
Configure Lotus Notes
Client
48
Customization Client
Customize LearningSpace 49
Install Lotus Notes if you
want to use the tool (included
with the scenario) to modify
the text of the LearningSpace
user interface framework. It
is assumed that you already
have a Domino server in your
environment if you want to
use this tool.
Intermediate Scenario: Prior to implementing this scenario, you should have already performed the tasks
necessary for the basic version of this scenario.
Set up the Server 34Collaboration Server
Install LearningSpace
Collaboration Module
53
3-3 Set up the Server
This section describes installing and configuring the operating system.
3-3-1 Install the Operating System
This section describes the components that should be configured before you begin the solution
installation and the key installation parameters for the servers. The detailed operating system

35
installation steps are not described in this document, but you can follow the configuration
information below as a guide during installation of the operating system.
For detailed server installation, see the appropriate operating system link in Helpful Websites in
the Reference Information section of the manual. After installation of operating system, apply
any latest service packs.
The database server may be installed either with Windows or AIX. The LearningSpace servers
(Information Delivery Server and Collaboration Server) are only supported on Windows.
Windows Installation Parameters
When you install Windows, you should follow these recommendations:
Component Item Suggested Value
Partition Size Minimum 10 GBHard Drive
File System NTFS
Server Type Standalone
Internet Information Server Install on the LearningSpace Core
(Information Delivery) server.
SMTP mail Do not install
Windows Installation
Protocols Microsoft TCP/IP
Post-Installation Video Resolution 1024 x 768 x 65536
NOTE: Ensure that the first eight characters of all computer names, user IDs, and database names are unique on the
network.
Have the Windows Server media, the Service Pack media, and the Microsoft IIS Lockdown tool
available before disconnecting from the network and installing the IIS Web Server. Once the
Windows operating system and other necessary files such as MDAC, IIS, and MJVM are
installed, do the following:
• Install the appropriate Service Pack: Service Pack 2 or later for Windows 2000, and
Service Pack 6a or later for Windows NT
• Disconnect the system from the network
• To enhance the security of your machine against viruses, it is recommended that you
download the Microsoft IIS Lockdown tool from the Microsoft website prior to setting up
the IIS Web Server
• Add Microsoft Internet Information Server (IIS), which is included in the Windows 2000
operating system (it can be installed from the Control Panel - Windows Components
add/remove menu) or install it from Option Pack 4 for Windows NT

36
• Enable the FTP publishing services. This can be done from the Control Panel - Windows
Components add/remove menu, in Details for IIS choose FTP Server.
• Re-apply the service pack
• Re-connect the system to the network
AIX Installation Parameters
When you install an AIX Server, you should follow these minimum recommendations:
Component Item Suggested Value
Hard Drive Hard Drive
Partition and Size
/opt 2048 MB
/usr 4096 MB
/home 1024 MB
swap 2x memory
Operating System AIX 4.3.3 (or 5.1 for Employee
Community Website)
Network Protocol TCP/IP
CPU Speed 375 MHZ or faster
Memory 512 MB
Installation
Prerequisite Software Netscape Navigator v4.76
NOTE: Ensure that the first eight characters of all computer names, user IDs, and database names are unique on
the network.
Installation Values
Use the following tables to record the parameters used prior to or during installation of the
operating systems. Some values will be generated by the system. These values will be denoted
with the ⇐ symbol. In addition, a separate spreadsheet of this table is provided with the
scenario.
Machine Information
System Parameter Database
Server
Information
Delivery Server
Collaboration
Server
Administrator-level ID 1
Administrator-level ID
Password 2
Hardware Model 3

37
Machine Information
System Parameter Database
Server
Information
Delivery Server
Collaboration
Server
Hardware Serial Number 4
Name and Organization 5
Computer Name 6
(Windows)
Server Description 7
System Administrator
password 8
Workgroup/Domain name 9
(Windows)
Primary & Secondary DNS
10
TCP/IP Address 11
Default Gateway / Router 12
Fully qualified hostname 13
Subnet Mask 14
WINS Server 15
(Windows)
NewUserName ⇐ 16
Notes:
1
System user with administrative rights, usually other than "Administrator" (Windows) or
"root" (UNIX). Commonly referred to as a "superuser." Often configured with special user
rights for the purpose of executing specific server tasks.
2
The superuser's password.
3
Server's hardware model name and number, e.g., "xSeries 240, 8664-81Y"
4
Server's serial number, e.g., "23GD294"
5
Contact information of owner of this server.
6
Name by which the server is identified on a Microsoft Network.
7
Used to describe the function of the server, for example, "Sametime - Instant Messaging
Server"
8
Administrator's (Windows) or root (UNIX) user's password.
9
Microsoft Windows Workgroup or domain of which this server is a member.

38
10
Numerical IP address of the Primary and secondary TCP/IP Domain Name Servers this
machine is configured to use.
11
Numerical IP address of this server.
12
Numerical IP address of the Default Gateway machine this server is configured to use.
13
TCP/IP host name of this server.
14
TCP/IP sub-net mask of the network this server is a member of (for example, 225.225.225.0).
15
Windows WINS server's address used to resolve NetBIOS names (for example, 192.168.0.3).
16
A system-generated user name.
3-3-2 Configure the Operating System
Install service packs as required by the programs you plan to install on the machine. Ensure that
networking configurations are up and running.
If you are working on the database server, continue to the next section. If not, return to the
Installation Checklist on page 33 for the next step.
3-4 Install DB2 Universal Database Workgroup Edition
This section is an overview of the installation for DB2 Universal Database Enterprise Edition.
You may choose to install either DB2 version 7.2 or 8.1. Detailed installation steps are located in
DB2 for Windows Quick Beginnings and DB2 for UNIX Quick Beginnings.
NOTE: In a production environment, if your customer already is using the appropriate version of
the DB2 server for other business data storage and the machine has adequate space, you may use
that server to store the LearningSpace data as well. You need only create a new, empty database
to be used by the LearningSpace Core Server. Name it something you will recognize later as a
LearningSpace-related database, such as LSPACE.
Read the information below prior to installing DB2. DB2 Universal Database is installed on the
Database Server.
3-4-1 Prerequisites
The following action must be performed prior to installing DB2 Universal Database Workgroup
Edition:
• Completed operating system installation (Windows 2000 or AIX)

39
3-4-2 Special Considerations
For installation, consider the following:
• Ensure you have adequate hard drive space
• For Windows: Create a DB2 administrator user ID that has the following characteristics.
Use this new user ID to install DB2; do not use the Windows administrator ID.
♦ Is part of the Administrators group
♦ Is no more than 8 characters in length
♦ Has the following user rights:
§ Act as part of the Operating System
§ Create a token object
§ Increase quotas
§ Log on as a service
§ Replace a process level token
• For AIX: After installing DB2, create a new, application-owner user ID that provides
access for Windows-based systems. This user ID must be similar to the user ID you
create for DB2 administrator. The user ID must be added to the groups db2iadm1 and
db2asgrp.
• You may use all the default values for installing DB2. Do not install the OLAP Starter
Kit.
• After the installation is complete, create a new, empty database to be used by the
LearningSpace Core Server. Name it something you will recognize later as a
LearningSpace-related database, such as LSPACE.
3-4-3 Common Installation Problems
If you install DB2 with a user ID that is more than 8 characters, the instance will not be created.
Uninstall DB2 and create a user ID that has at most 8 characters; then re-install DB2.

40
3-5 Install DB2 Administration Client
This section is an overview of the installation for DB2 Administration Client. Use the same
version that you used to install the server. Install this client on the LearningSpace Core Server.
Perform the installation steps located in DB2 for Windows Quick Beginnings.
NOTE: If, in the case of demonstration or test purposes, you install the LearningSpace Core
Server on the same machine as the DB2 Server, a separate installation of the DB2 Administration
Client is not required. The DB2 Client is part of the DB2 Server installation.
3-5-1 Prerequisites
The following action must be performed prior to installing DB2 Administration Client:
• Completed Windows operating systems installation
For installation, consider the following:
• Ensure you have adequate hard drive space
• Create a DB2 administrator user ID that has the following characteristics:
♦ Is part of the Administrators group
♦ Is no more than 8 characters in length
♦ Has the following user rights:
§ Act as part of the Operating System
§ Create a token object
§ Increase quotas
§ Log on as a service
§ Replace a process level token
• Install using a typical installation for DB2 Administrator Client
3-6 Install LearningSpace Core
This section is an overview of the installation for Lotus LearningSpace. Detailed installation
steps are located in the LearningSpace Release 5 Installation Guide documentation that is

41
provided with the LearningSpace product. Read the Installing LearningSpace Core section of
the guide and read the information below prior to beginning your installation.
3-6-1 Prerequisites
The following actions must be performed prior to installing LearningSpace:
• IBM DB2 UDB 7.2 or IBM DB2 UDB 8.1 must be installed either on another server (for
production environments) or on the LearningSpace server (for demonstration or test).
• An empty DB2 database that will be used by LearningSpace must be created on the
database server.
• IBM DB2 Administration Client Version 7.2 or Version 8.1 must be installed on the
LearningSpace Core Server if LearningSpace is installed on a machine other than the
DB2 Server machine.
• Obtain a static IP address for the LearningSpace Core Server. The server should have a
fully qualified URL, including the DNS suffix, and a static IP address. If that isn't
possible, then after installation you must add the server name to the tracking server
hostname of the Core settings in the LearningSpace Core Server's home module.
• Make sure the Windows operating system and other necessary files, such as MDAC, IIS,
and MJVM, have been installed.
• A system (machine) DSN connection to the LearningSpace database on the DB2 server
from the LearningSpace server must be created.
• Never install LearningSpace across a network, as you can lose your network connection
when the installation program restarts the server machine. Either install from your CD or
from your hard drive.
• If you have virus-detection software running on your server, schedule the LearningSpace
installation so it doesn't conflict with the virus scans.
• The Microsoft IIS services shut down as part of LearningSpace installation. In Windows
2000, you may be prompted whether to shut down IIS; respond that IIS should be shut
down.

42
• The default LearningSpace administrator user ID is admin with the password admin.
The administrator user ID must be used to initially log in to the LearningSpace interface.
• After installation is complete, you must restart the server machine before using
LearningSpace.
Hint: To easily stop all of the services used by LearningSpace Core, run the
PWA_STOP.bat file located in LearningSpace5PWDBUtility. To start all the services,
run the PWA_START.bat file, located in the same folder.
• You can access the administrative and student interfaces on the server by using the
Windows Start menu. Alternately, you may access the interfaces from any Windows
system (including the server) by opening the Internet Explorer browser and typing:
For the student (or user) interface:
http://<myserver.mycompany.com>/LearningSpace5
or
http://<myserver.mycompany.com>/LearningSpace5/default.asp?
ui=student
For the Administrator interface:
http://<myserver.mycompany.com>/LearningSpace5/default.asp?
ui=admin
• Specify FTP settings to enable publishing assessments. To avoid not being authorized to
the FTP files, create a new FTP site with a new user and replace the default anonymous
user.
• If you use more than one database server, they must all be set to the same time zone.
• If LearningSpace is on a dedicated server, you can make the URL easier by making the
LearningSpace student/user interface the server's default website. Also you can configure
virtual directories in the IIS to allow the use of personalized URLs.
3-6-3 Key Installation Values
If desired, use this table to record information you provide during the install for later reference.
In addition, a separate spreadsheet of this table is provided with the scenario.
LearningSpace
System Parameter Value

43
LearningSpace
System Parameter Value
DSN Connection 1
DB2 administrator ID 2
DB2 administrator password 3
Notes:
1
The DSN connection with which to connect to the empty LearningSpace database that you
created on the DB2 server.
2
The DB2 administrator user ID. This ID must be defined as a Windows or AIX administrator
on the DB2 server system.
3
The DB2 administrator password.
3-6-4 Common Installation Problems
Logging on to the DB2 server fails during the LearningSpace installation
If this happens, make sure that the user account with which you access the DSN connection
belongs to an administrator on the DB2 (database) server. If you log on with a local
administrator account that is not an administrator on the DB2 (database) server, the login will
fail.
3-7 Set up the Scenario
The Information Delivery and Tracking scenario illustrates how to use the LearningSpace
framework to provide users with information and gives administrators the ability to track
progress and status of those who should review the information. The default LearningSpace
interface focuses on using the framework for structured e-learning, and the terms used
throughout the interface - such as "courses" and "students" - emphasize that use of the product.
In the Information Delivery and Tracking scenario, this interface is changed to better align with
the use of the product as a more general information delivery mechanism.
The scenario involves installing the new look and feel, as well as importing several sample
information modules - one for a procurement department, one for employees in general, and one
for the sales team. These modules are called:
• Procurement Ethics and Process Training

44
• Collaboration: What does it mean to me?
• Sales 101: New product information and sales techniques
3-7-1 Configure the Scenario
To configure this scenario, several activities should be performed on the LearningSpace Core
server:
• Install files for a customized look and feel
• Create sample information modules
Conventions used throughout this section include the following:
<LSroot> Refers to the top-level LearningSpace directory, into which you installed the product. The
default is usually inetpubwwwrootlearningspace5.
<lang> Refers to the language code for the locale that is installed on your machine. Traverse the
directory path <LSroot>ProgramResourcesText to see the language code
applicable for your installation. For example, en stands for English, de stands for German, it
stands for Italian, es stands for Spanish, and so on.
Install the New Look and Feel
Back Up the LearningSpace Files
To preserve the original LearningSpace user interface files, make a backup copy of the following
directories:
• <LSroot>ExtensionsDSNDefaulttext<lang>
• <LSRoot>ProgramResourcestext<lang>
• <LSroot>ExtensionsDSNdefaulthome<lang>
• <LSroot>ExtensionsDSNdefaultlogothemesKendallimages<lang>
• <LSroot>ExtensionsDSNdefaultStudentHome<lang>
• <LSroot>ProgramResourcesCSSThemesKendall<lang>
Copy the New Files
Copy the following files provided with the scenario to your LearningSpace Core server.

45
Note for non-English installations:
All text that is copied to your system will be in English, and it will overwrite most
of the text within the LearningSpace product. Since you backed up the original
language files, you can restore them after seeing and learning from the customized
English files.
If you wish to customize your installed (non-English) language interface, refer to
the "Customize LearningSpace" sectionon page 49. The scenario contains a Lotus
Notes-based tool that simplifies the customization of the text.
Copy the sample files included with this scenario... ... to your LearningSpace server
info_deliveryExtensionsDSNDefault
texten*.properties
<LSroot>ExtensionsDSNDefaulttext
<lang>
info_deliveryProgamResourcestext
en*.properties
<LSroot>ProgramResourcestext<lang>
info_deliveryExtensionsDSNdefault
homeen*.*
Announcement.html and
LearningSpaceSplash.gif
<LSroot>ExtensionsDSNdefaulthome
<lang>
logothemesMyTheme imagesen
logo.gif
studentlogi.gif
<LSroot>ExtensionsDSNdefaultlogo
themesKendallimages<lang>
StudentHomeen
studentwelcome.html and
LearningSpaceSplash.gif
<LSroot>ExtensionsDSNdefaultStudent
Home<lang>
info_deliveryProgramResourcesImages
ThemesMyThemeUINavPanel
StudentNavPanel.gif
<LSroot>ProgramResourcesImages
ThemesKendallUINavPanel
ThemesMyThemeUISysPanel
StudentSysPanel.gif
ThemesKendallUISysPanel
ThemesMyThemeUILogo
studentlogo.gif
ThemesKendallUILogo
info_deliveryProgramResourcesCSS
ThemesKendallen
LearningSpace5_IE.css
<LSroot>ProgramResourcesCSSThemes
Kendall<lang>

46
Copy the sample files included with this scenario... ... to your LearningSpace server
Sample information modules
info_deliveryProgramScripts
Sales101*
<LSroot>ProgramScriptsSales101*
Procurement*
<LSroot>ProgramScriptsProcurement*
Collaboration*
<LSroot>ProgramScriptsCollaboration
*
Module structure for sample information modules
info_delivery Classes*.* C:temp
Create Sample Information Modules
After copying the files, import the structure of the three sample information modules:
NOTE: Logoff before closing LearningSpace (admin and student).
1. Open the LearningSpace Database Utility from the Windows program menu.
2. Select to import existing AICC course structure data into an existing LearningSpace
database.
3. Navigate to the c:temp folder and select the three items (PR2, SALES101, and
SKILLS).
4. Select the DSN connection for the database you established for LearningSpace during
the installation. (Remember that it is a machine DSN connection.) When prompted to
log on to DB2, enter the database administrator ID and password.
5. Finish the import.
6. When the import is done, open the LearningSpace administration interface
(http://<learningspace_server_name.mycompany.com>/LearningSpace5/
default.asp?ui=admin) and log in with the administrator ID (user name is admin and
password is admin). Make sure the browser settings of the machine from which you
access the LearningSpace product are set to:
a. Accept cookies
b. Support JavaScript, Java, OCXs and plugins
c. Show the newest version of a page rather than showing cached pages. In Internet
Explorer, this option is in the Settings section of Internet Options. In Netscape, this
option is in the Cache section of Preferences-Advanced. Netscape users should also
enable the use of plug-ins and the Netscape SmartUpdate feature.
d. Disable HTTP 1.1 setting in Internet Explorer

47
7. Open the course planner and modify the three information module definitions as follows.
For each one:
a. Select the information module (course) by clicking on the book icon next to its name.
b. Set the course to offline status using the icon at the very top. (To find the right icon,
slowly slide the mouse pointer over the icons to read the mouse-over text that
explains the function of each icon.)
c. Check out the course using the icon at the top of the page.
d. Next, edit the properties of the selected information module. With the module still
selected, click on the icon on the right panel that allows you to view and modify the
properties.
e. Scroll through the properties and select the checkbox that indicates that this
information module should appear in the catalog.
f. Apply the changes to save them (using the button near the top of the page).
g. Check the information module in.
h. Set the information module to online status.
Create Users
Open LearningSpace in the administration mode, and log on with the default administration ID
(admin) and password (admin). Then create one or two users that you can use during your
demonstration or testing.
It is recommended to review the permissions assigned by default to each user role by the system.
Unexpected results from the use of the system can occur if permissions assigned to each user are
different from the ones you want or suppose this user's role should have.
You can create other user profiles and assign multiple profiles to users to classify them in
different group of users to manage permissions, enrollment or reports.
You can personalize the URL to access the administrator or the student interface creating virtual
directories through the IIS services panel.
This way the user, instead of typing:
http://<learningspace_server.mycompany.com>/LearningSpace5/default.asp?
ui=student
could type, for example:
http://<learningspace_server.mycompany.com>/student

48
3-8 Install Lotus Notes Client
If you want to use the tool provided with the scenario that allows you to easily modify the user
interface text within LearningSpace, you need to install Lotus Notes on a client machine. This
document assumes that you already have a Domino server installed in your environment; if you
do not, you either will need to install one so the Lotus Notes configuration can complete
successfully, or use a manual editing method for modifying the LearningSpace user interface
text. Continue with the Customize LearningSpace sectionon page 49 if you do not plan to use
the Lotus Notes tool.
This section is an overview of the installation for the Lotus Notes client. Detailed installation
steps are located in the documentation that is provided with the Lotus client products.
3-8-1 Prerequisites
The following actions must be performed prior to installing the clients:
• A Lotus Domino Server should be installed in your environment
• Obtain the server name or the IP address of the Lotus Domino server
• Start the Lotus Domino Application Server program
During installation, you must select which client you want to install. To use the text modification
tool provided with this scenario, you need only install Lotus Notes.
3-9 Configure Lotus Notes Client
This section is an overview of the configuration for the Lotus Notes client. Refer to the product
documentation for details.
Ensure the Domino server is running before you configure the Lotus clients. To launch the
configuration program, start your Notes client. The configuration dialogs launch automatically
whenever you try to start a Notes client that has not been configured.

CO_Scenario_InfoDelivTr_FINAL ENGLISH

CO_Scenario_InfoDelivTr_FINAL ENGLISH

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