This document provides an update on IBM's messaging and collaboration products and roadmap. It discusses IBM's 2012 messaging and collaboration marketplace position, productivity tools updates, SmartCloud Notes, IBM Connections Mail, IBM Notes and Domino 9.0 Social Edition, and future roadmap. It also covers the application development community efforts around OpenNTF and collaboration contests to support IBM collaboration solutions.

1. IBM Messaging and Collaboration Update
Scott Souder
Program Director | Client Strategy: Notes, iNotes & Connections Mail
@sssouder
scott_souder@us.ibm.com
© 2013 IBM Corporation

2. Please note:
IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal
without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general product direction
and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a commitment, promise, or
legal obligation to deliver any material, code or functionality. Information about potential future
products may not be incorporated into any contract. The development, release, and timing of any
future features or functionality described for our products remains at our sole discretion.
Performance is based on measurements and projections using standard IBM benchmarks in a
controlled environment. The actual throughput or performance that any user will experience will
vary depending upon many factors, including considerations such as the amount of
multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the
workload processed. Therefore, no assurance can be given that an individual user will achieve
results similar to those stated here.
2 © 2013 IBM Corporation

3. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
3 © 2013 IBM Corporation

4. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
4 © 2013 IBM Corporation

5. Thank you for your continued support of IBM Notes and Domino in 2012!
50,000
customers –
including 1,530
reinstatements
>75% #2 Market
Adoption of Share (IDC);
8.5.2 and 8.5.3 Gartner
releases “Positive” rating*
Number of New features
Domino Server every year
PVUs on S&S since
highest since 2007
2009 Over
10,000
XPages
Developers
* Source: Gartner Marketscope for Email Systems 2012; IDC Worldwide Email Applications 2011 Vendor Shares
5 © 2013 IBM Corporation

6. IBM Domino “DoubleCheck”
Powered by Trust Factory
 Domino deployment analysis tool that
measures:
─ User demand and usage patterns
─ Resources and capacity utilization
─ Overall system health and performance
bottlenecks
 Deliverables
─ Analysis charts and graphs
─ Findings, conclusions, recommendations
─ Spreadsheets/pivot tables
─ Actionable facts for follow-up activities

 Now available to business partners
6 © 2013 IBM Corporation

7. 2012 Update for IBM Notes Traveler iOS To Do's
8.5.3 UP1 IBM Mobil Connect 6.1.5
(December)
 High availability!
 Optimized for Notes Traveler
 Android
─ Month view
─ New UI for tablets!
─ Enhanced Android security settings
(Application password!)
 General client enhancements
─ Improved handling of Notes documents
─ Sent Folder save options
─ Attachments for draft mail options Live tiles on Windows 8 tablet
 Administration / configuration enhancements
─ Web-based administration UI
─ Client manager, lock individual setting
8.5.3 UP2 (December)
 Support for ToDo in iOS and Android
Traveler Companion for iOS
 Enhanced user interface
 Password entry timeout period
7 © 2013 IBM Corporation

8. Application Development Community
Putting the best foot forward
 OpenNTF
─ 77K registered users
─ 890K visits in 2012
─ 275 contributions, 197K downloads (+7.6%)
in 2012
─ >100K video views on YouTube
─ Reaching out – Stack Overflow, GitHub
 OpenNTF Contests
─ Four contests complete (xpages.info/contest)
─ 99 contributors, 125 contributions
─ 4th contest included XPages/Connections
integration
 Collaboration Today
─ Compilation of current and relevant news for
IBM Collaboration Solutions
─ Community-curated content
─ Community-developed XPages app
8 © 2013 IBM Corporation

9. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
9 © 2013 IBM Corporation

10. IBM Social Documents strategy
When and where you need documents in context
 Easily share your documents with Apache OpenOffice, IBM Docs and IBM Docs Mobile via your social networks
 Seamless, high-fidelity, interoperability based on the Open Document Format
 Interoperability support for OOXML and MS-Office binary file formats
IBM Docs
IBM Docs Mobile
 Light-weight web editing tools enabling
ongoing composition and sharing of most
up-to-date documents
 Co-editing synchronously and/or  Full-featured desktop editors for the most
asynchronously efficient way to create rich, complex
documents from business data, includes
 Social document experience:
(6) robust editors for documents,
─ Publishing to activity streams spreadsheets, presentations, mathematics,
─ Commenting and discussions drawing and lightweight database
─ Instant collaboration on all content
Apache OpenOffice +
IBM Extensions
 Full featured desktop editors for the most efficient way to create rich, complex
documents from business data, includes (6) robust editors for documents,
10 © 2013 IBM Corporation
spreadsheets, presentations, mathematics, drawing and lightweight database

11. Symphony → Apach OpenOffice
 AOO is now an Apache “Top Level”
project
 Over 30 million downloads of AOO 3.4
 IBM resources and Symphony source
code have been contributed to the
community
 Common Extension model for
3rd parties
 Code licensed under Apache V2 open
source license
 Integration of Symphony features with
IBM collaboration products, and next
major release being worked by the
community
11 © 2013 IBM Corporation

12. Social Documents for Social Business
Web-based collaborative editors for creating, sharing and collaboratively
authoring word processor documents, spreadsheets and presentations
 Cloud or On-remises deployments
 Extends IBM Connections and IBM
SmartCloud for Social Business
 Working from latest version on server
 Real-time co-editing
 Author presence awareness
 Commenting and discussions
 Revision management
 Attention management
Designed to support both SaaS offerings
through IBM Commercial offerings, like
SmartCloud for Social Business, as well
as private cloud implementation in
customers' data centers
12 © 2013 IBM Corporation

13. IBM Docs in 2013
Social Editing
Real-time
Presence Awareness Collaborative Comments Section Assignments
Co-editing
13 © 2013 IBM Corporation

14. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
14 © 2013 IBM Corporation

15. IBM SmartCloud Notes Offerings
SmartCloud Notes SmartCloud Notes SmartCloud Engage
Entry Advanced
SmartCloud Notes web SmartCloud Notes web, SmartCloud Notes web,
Mail Browser only Notes and IMAP Notes and IMAP
SmartCloud Notes web SmartCloud Notes web SmartCloud Notes web
Calendar Browser only and Notes and Notes
Storage 1GB 25GB 5GB Engage, 25GB Mail
Client License Browser access only IBM Notes® included IBM Notes® included
Service Entitlements IM IM Notes, IM and Traveler
ISSC or BP ISSC or BP
Move Mail Data N/A
services available services available
Disaster Recovery Included Included Included
Archive Essentials Archive Essentials Archive Essentials
Archive Offerings optional optional optional for mail only
Traveler optional, SC Traveler included,
Mobile Offerings Traveler optional
BlackBerry optional BlackBerry optional
15 © 2013 IBM Corporation

16. Offering – SmartCloud Archive Essentials*
 Offering provides a way to collect e-mail securely making data accessible for eDiscovery searches as
well as for day-to-day business/human resources purposes
 Archive every email sent and received for a company defined retention period
 Streamlines compliance, unlimited retention storage (no space or time limits for active subscriptions)
 eDiscovery administrator role
─ Manage retention/deletion of archived
email in SmartCloud
─ Assign permissions on specific
search results to allow access by
eDiscovery user role individuals
─ Plus all eDiscovery user role features
 eDiscovery user role
─ Access to search results are search
specific with permissions determined
by the eDiscovery admin who created
the search
─ Search, filter, tag and retrieve email
across multiple users
─ Ability to put search result on a legal * Clients purchase as an add-on to SmartCloud Notes or
hold (prevents mail from being SmartCloud Engage Advanced – US data center only
deleted when the retention period is
reached)
16 © 2013 IBM Corporation

17. SmartCloud Notes
2012 enhancements: 2013 enhancements under consideration:
 IMAP client support  Provide OneUI for SmartCloud Notes
 Display web and or Notes links in web
SmartCloud Notes web  Notes/iNotes/Traveler 9.0 support
 Prevent automatic mail forwarding  Support for SCSB Connections Mail
 Retention enhancements, option to prevent  Password sync from web to Notes client
deletion of specified user-created folders  SCN web name picker enhancements
 Admin option to upload the Notes ID to the  Customized forms extension files
Vault, to set a Notes client ID password
expiration  NRPC session logging
 Traveler option for partial wipe of device,  Traveler high availability
security option so that IP range limit settings  Mail logging enhancements
do not prevent mobile access
 API access to mail and calendar data
 Administration APIs to enable Mobile
Device Management (MDM) applications  Rooms and resources in the service
 Support for inbound SMTP relay
 Granular controls for varying levels of
administration
17 © 2013 IBM Corporation

18. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
18 © 2013 IBM Corporation

19. A “Social Mail” experience is the evolution of messaging to include social
capabilities...delivered in the context of where you choose to work
Access social tools from your inbox
LinkedIn
Twitter
Access messaging from social homepage Access from your
mobile devices
19 © 2013 IBM Corporation

20. IBM Connections Mail
“Being in mail without being in mail”
 Lightweight social messaging tool
 Provides simple, elegant web mail
and calendar experience allowing
people to remain within IBM
Connections
 Quickly manage incoming mail
without leaving your social context
 Make informed decisions in real-time
with a social approach that brings
information and expertise into easy
and immediate reach
 Delivered as a plug-in to IBM
Connections 4.0

20 © 2013 IBM Corporation

21. IBM Connections Mail
Perform essential mail tasks
 Compose a new message
 Address messages to contacts in
your Connections network, plus
contacts in your IBM Notes® or
Microsoft® Outlook® contacts list
 Refresh your inbox
 Find messages in your inbox
 Mark messages for follow-up
 Preview, Reply, Reply to All, Forward
or Delete
 See message-type icons,
replied/forwarded indicators,
attachments, message flags, etc.
 Launch into full mail experience
(currently, iNotes only)

21 © 2013 IBM Corporation

22. IBM Connections Mail
Perform essential calendar tasks
 See today's schedule
 See previous – or next – day's
schedule, or choose a specific
date
 Color coding to highlight
overlapping calendar entries
 Past events are shaded
 Current timeline helps identify
what's next
22 © 2013 IBM Corporation

23. IBM Connections Mail
Thoughts for inclusion in subsequent releases...
 Support for IBM SmartCloud® Notes®
 Launch alternative client (e.g., Microsoft Outlook Web Access ® to Microsoft
Exchange®)
 Accept or Decline calendar invitations
 Free-time indicator on calendar invitations
 Reading of encrypted mail on Domino
 Siteminder support on Microsoft Exchange
 Save message as Draft
 Enhanced support for UX customization
 Extended BiDi support
23 © 2013 IBM Corporation

24. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
24 © 2013 IBM Corporation

25. With IBM Notes/Domino 9.0 Social Edition, you can create a more effective
workforce through social mail and social application experiences
Empower the 21st Century Workforce
Unleash business creativity and Access your existing business
unlock workforce productivity with applications through modern
a modern, social user interface web and mobile interfaces
Mobilize with the market's Integrate, develop and
most comprehensive device deploy new business
and platform support applications easier and
faster than ever
IBM NOTES AND DOMINO 9.0 SOCIAL EDITION – PLANNED FOR AVAILABILITY IN Q1, 2013
25 © 2013 IBM Corporation

26. Customers and Partners are saying this...
 “Stable. Fast. Complete. Best dot-0 release ever.”
Two-thirds of all – Nathan Freeman, Chief Architect, Red Pill Development
Notes/Domino
Design Partners plan
 “Massive performance improvements over 8.5, and a cleaner more
to deploy Notes/Domino user friendly interface...”
9.0 Social Edition – Alan Dalziel, Domino Architect, Caledonian Consulting
within three months
of release  “Notes 9 is moved into the modern era with a redesigned user
interface and improved speed.”
– Stephen Mullen, Director, DAI
 “Excellent direction. Greater user experience. Faster and very
responsive application.”
– Goran Angelov, CEO, IBS Bulgaria
 “Notes/Domino 9 is going to be a game changer! Features that
people want, functionality that business needs.”
2,000+ “Live” attendees – Ray Bilyk, ND Administrator, Ilitch Holdings
on 13-Nov webcast
------------------  “Notes 9 = social collaboration for now and in the future!”
Over 10,000 beta – Friso van den Berg, Head of ICT, The Salvation Army
downloads in first
72 hours  “The new IBM Notes is easy to use and fully integrated workspace.
Social Edition is a good base for extending collaboration tools to the
social business world.”
– Jarkko Pietikainen, CEO, Netwell Oy
26 © 2013 IBM Corporation

27. IBM Domino Designer 9.0 Social Edition
 Domino Designer 9.0 Social Edition
─ Server-side JavaScript debugger
─ XPages source editor Content Assist
─ New Home Page/Welcome experience
─ New XSP properties editor
─ XPage source editor Hyperlink
navigation with CTRL key
─ XSP source editor hover help
 XPages runtime in 9.0 Social Edition
─ 8.5.3 Upgrade Pack 1, plus more
─ Dojo 8.1.1 with improved support for
mobile web applications
─ CKEditor 3.6.5 with spell checker
─ XPages in Notes client (XpiNC)
performance enhancements
27 © 2013 IBM Corporation

28. IBM Domino 9.0 Social Edition
Key themes
 Reduce TCO
─ DBMT: Database Management Tool
─ NSD monitor for Unix
─ Quality-of-Service probe
─ Further SSO improvements via SAML 2.0 support
 Enhance security/integration
─ SHA-2 support for encryption
─ Transport Layer Security (TLS)
─ OAUTH credential store to support Embedded
Experiences
 Improved transitions (9.0+)
─ Domino Migration Utility for mail/calendar conversion
from Exchange
─ Domino patterns for IBM Pure Systems



28 © 2013 IBM Corporation

29. IBM Notes Traveler 9.0 Upgrade Packs (2Q/4Q)
IBM Notes Traveler in 2013  DLP: view only, open in security policies (iOS, Android)
 Mobile device management APIs
IBM Notes Traveler 9.0  Integration with IBM Connections Mobile and Sametime
 Windows Phone 7.5, 7.8, 8 Mobile (IM and Meetings)
 Windows RT/Pro tablets  Sending and receiving encrypted mail with Internet
users
 BlackBerry® 10
 Enable sync'ing of Trash folder
 Traveler server on IBM i
 Smart Forward/Reply
 Certificate-based authentication
Windows 8 Tablet
Windows BlackBerry® 10
Phone
29 © 2013 IBM Corporation

30. IBM Notes 9.0 Social Edition
 Under development for 18+ months
 Overarching goals:
─ Modern
– Use of current theming styles
– Simplification and de-cluttering of interfaces
– Integrated web experience – Notes Browser Plug-in®
– Extensibility using the most current and stable web technology
─ Easy-to-use
– Productivity feature enhancements
– Easier discovery of capabilities
– Default settings changes
─ Socially-enabled
– Live social capabilities in email – “Embedded Experiences”
– Social extensibility with the OpenSocial® platform
– Expanded and updated IBM Connections® integration
 Leveraging the strength, commitment and clarity of the IBM brand
30 © 2013 IBM Corporation

31. Social Theme: cleaner,
IBM Notes 9.0 Social Edition more modern look, Enhanced
Search
adopted across IBM
product line for UI
consistency
Shortcuts
“Group By”
and Abbreviated Embedded
“Show Beginning” dates Experiences

32. IBM Notes 9.0 Social Edition
Some of my favorites...
 “Discover” page
 Click on URLs in edit mode
 “Quick Find”
 Group by Date
 “Sticky” auto-sort for Date columns
 “Snippets” (Show Beginning of Message)
 Single-click access to Mail, Calendar,
Contacts, etc.
 “Rolling Calendar” view (additive weeks)
 “Weekly Planner” view
 Category colors
 “Add Sender to Contacts”
 “Reply to All” from Sent folder
 “Paste as Plain Text”
 Shortcut key (Ctrl-R / Ctrl-Shft-R)
 Mac Cocoa support
32 © 2013 IBM Corporation

33. iNotes 9.0 Social Edition
Near-parity with full Notes experience!
Consumability:  Secure attachment viewing (now on
Greenhouse; planned for SmartCloud and
 Abbreviated dates on-premises)
 Quick find  Relocate folders
 Vastly improved Calendar Create, Edit and
Notice forms
 Calendar view improvements Social integration:
 NEW dynamic Scheduler widget  Embedded Experiences
 Import existing contacts from Microsoft®  Activity Stream with “Updates” widget
Outlook®  Connections Files integration
 Return Receipt generation control  IBM Social theme
 Paste images from clipboard (Firefox only) 
 Drag 'n Drop attachments (HTML 5 APIs)  NEW Notes links and web links, displayed
 Extensibility via Notes Widgets and Live together
Text (OpenSocial gadgets) 
 Open widget content in new sidebar panels
or tabs
33 © 2013 IBM Corporation

34. Embedded Experiences
Work without switching context...stay focused
NOT this...
34 © 2013 IBM Corporation

35. Embedded Experiences
Work without switching context...stay focused
...THIS!
Download or
preview the file
directly from
within mail
See the latest
and add
additional
35 © 2013 IBM Corporation comments

36. Embedded Experiences
Work without switching context...stay focused ...or even THIS!
Approve or Reject
from within mail
36 © 2013 IBM Corporation

37. Notes Browser Plug-in
 Designed to easily extend applications previously available only to Notes users
out to web browser users, as well
 Provides a powerful compliment to existing XPages capabilities
 Allows applications to run in a browser with no modification!
 Lightweight install, similar to other plug-ins in size, deployment time and
configuration requirements

 Minimal limitations:
─ Windows only (for now, at least!)
─ Not designed to support mail template, rather, to work in conjunction with iNotes
─ Firefox and Internet Explorer along with Citrix, in first release

BOTTOM LINE: “...the beauty of this is for the users
 Licensing: Enterprise CAL, CEO Communications, and could not access their
who want to use iNotes Collaboration Express
apps before. This solution is for them and not for
someone who wants to use the plug-in instead of the
standard Client with a lower footprint...”
– Raj P.
37 © 2013 IBM Corporation

38. You get this...
38 © 2013 IBM Corporation

39. ...and even this!
39 © 2013 IBM Corporation

40. Notes and Domino 9.0 Social Edition
Licensing, Packaging, Entitlement changes
 Notes Browser Plug-in
─ Entitlement for Collaboration Express and Enterprise CAL
─ Utility Server/Express customers access with Enterprise CAL
 Connections entitlement
─ Updated to Connection 4.x and allows access from all clients, including Mobile
 Domino Designer
─ Full entitlement with Collaboration Express
 Collaboration and Messaging Express
─ Restrict use of an Enterprise CAL with Express
 IBM XWork Server 9.0
─ Updated to NSF only restrictions, sliding scale pricing...USD 1,000 per four NSFs
 Tivoli Directory Integrator and IBM Mobile Connect
─ Update to latest release
 WebSphere Edge Components
─ Added to WAS Notes/Domino entitlement

40 © 2013 IBM Corporation

41. Agenda
 2012 Messaging and Collaboration Marketplace
 Productivity Tools Update
 SmartCloud Notes 2012-2013
 IBM Connections Mail
 IBM Notes and Domino 9.0 Social Edition
 Roadmap
 Q&A
41 © 2013 IBM Corporation

42. IBM Messaging Roadmap
Cloud
 SmartCloud Notes GA7  SmartCloud Notes GAnext  SmartCloud Notes GAnext
EO 2012 1H 2013 2H 2013 2014 2015
 Connections Mail  Notes/Domino  Notes/Domino 8.5.x
Social Edition eGA Maintenance Release  Notes/Domino Next
 Notes/Domino
Social Edition  Notes Traveler 9.0 eGA  Notes Traveler  Notes Traveler Next
Public BETA  Notes Traveler® Upgrade Pack 2
Upgrade Pack 1  Connections Mail for
 Connections Mail SmartCloud®
Update 1
On-Premises
 Notes/Domino
Social Edition
 Notes/Domino Social Edition
Update 1 Maintenance Release
IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a
purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver
any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development,
release, and timing of any future features or functionality described for our products remains at our sole discretion.
42 © 2013 IBM Corporation

43. Resources
 Get the code, here:
─ https://www14.software.ibm.com/webapp/iwm/web/reg/signup.do?source=swg-beta-
nodoso&S_PKG=dl

 Watch the video broadcast, here:
─ https://event.on24.com/eventRegistration/EventLobbyServlet?target=registration.jsp&even
─
 Get documentation, here:
─ http://www-10.lotus.com/ldd/ndsebetaforum.nsf/topicThread.xsp?action=openDocument&
─
 Provide feedback in the BETA forum, here:
─ http://www-10.lotus.com/ldd/ndsebetaforum.nsf/
43 © 2013 IBM Corporation

44. Thanks!
@sssouder
scott_souder@us.ibm.co
m
Get Social. Do Business.
44 © 2013 IBM Corporation

45. Legal disclaimer
© IBM Corporation 2013. All Rights Reserved.
The information contained in this publication is provided for informational purposes only. While efforts were made to
verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without
warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and
strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising
out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this
publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its
suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of
IBM software.
References in this presentation to IBM products, programs, or services do not imply that they will be available in all
countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may
change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to
be a commitment to future product or feature availability in any way. Nothing contained in these materials is
intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any
specific sales, revenue growth or other results.
Performance is based on measurements and projections using standard IBM benchmarks in a controlled
environment. The actual throughput or performance that any user will experience will vary depending upon many
factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O
configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an
individual user will achieve results similar to those stated here.
All customer examples described are presented as illustrations of how those customers have used IBM products
and the results they may have achieved. Actual environmental costs and performance characteristics may vary by
customer.
45 © 2013 IBM Corporation