IBM Portal Web intro

IBM WebSphere Portal™ Kemal Danisman, Lotus Technical Sales, United Kingdom Autumn 2007

Legal notice The information contained in this presentation is provided for information purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, 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 presentation or any other documentation. Nothing contained in this presentation 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. Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: Eserver® ibm.com® Domino® Dynamic Workplaces™ DB2® IBM® Lotus Notes® Lotus® Notes® SecureWay® Tivoli® WebSphere® Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others.

Introduction Kemal Danisman Senior Technical Specialist – Lotus Software Advanced collaboration tools Dynamic Workplaces and Portals Mobility and Enterprise Access Electronic Forms and Business Process Integration Developer in Lotus Notes and Domino Supporting UK local and central government, MoD and Police Forces 10 years IBM 9 years BAE Systems

Agenda Introduction - NW IBM & Lotus Software strategy Collaboration & Portals Customisation/branding E-Forms Workflow / BPM Application integration, SSO & composite app.s Case studies

On the Minds of Top Executives Worldwide Source: IBM Corporation - July 2005 (Over 1400 Survey’s Worldwide) CIO Challenges Aligning IT & business goals Building responsiveness and agility into the organization through IT Enable IT staff to be more effective CEO Challenges Process Efficiency Meeting Customer Expectations Employee Productivity Security & Privacy

Existing Realities (“How do I…”) “ It’s about giving certain users the ability to manage content and make changes themselves.” Accelerate Application and Content Deployment “ We need to make things more efficient, so we do more business, adding to the bottom line.” Improve Efficiency and Productivity “ We need to work smarter, using faster performing and easier to use tools .” Deliver Responsiveness and Reliability at Lower Cost

Innovation is critical to compete in the 21st century and collaboration is essential for innovation… Top innovation priorities Extend the ability to collaborate inside and outside Innovate business models and processes Leverage information for business optimization External collaboration is indispensable. CEOs stressed the overwhelming importance of collaborative innovation – beyond company walls. Business partners and customers were cited as top sources of innovative ideas … Source: 2006 IBM Global CEO Survey 87% of CEOs believe fundamental change is required in next two-years to drive innovation

Enter SOA – Services Oriented Architecture “ Anything that changes can do that much better if the system is architected in SOA.” “ SOA impacts every aspect of IT and business”

Enter SOA – Services Oriented Architecture … a service? A repeatable business task – e.g., check customer credit; create new account … service orientation? A way of integrating your business as linked services and the outcomes that they bring … service oriented architecture (SOA)? An IT architectural style that supports service orientation … a composite application? A set of related & integrated services that support a business processes built on an SOA building blocks

IBM’s Service Oriented Architecture Lifecycle

IBM’s Service Oriented Architecture Lifecycle Achieve real-time visibility into process performance while ensuring availability & security meet service levels Support Corporate Governance and Convert Strategy into Concrete Objectives Model and simulate business processes and underlying IT assets Create and assemble collaborative and composite applications Delivering secure, modular, extensible role-based workplace environments

IBM’s Service Oriented Architecture Lifecycle Gather requirements Model & Simulate Design Discover Construct & Test Compose Manage applications & services Manage identity & compliance Monitor business metrics Financial transparency Business/IT alignment Process control Integrate People Process Information

Getting started on SOA with IBM Infrastructure Know-how & best practices Skills Partners IBM understands service orientation and your business Unmatched breadth and depth of products Over $1B/yr invested in SOA Leadership in open standards: active in 50+ committees Over 300 SOA-related patents Thriving ecosystem of partners (ISVs, SIs, Resellers) 500+ partners in SOA community Expertise in aligning business and IT processes SOA consultants, architects and IT specialists Dozens of SOA-enabled business solutions Unique intellectual property and methods Extensive Industry experience and best practices Thousands of SOA customers worldwide

Lotus collaboration software thriving - grew double-digits for ten consecutive quarters + 10,5% in 2005 42% market share worldwide (2006, Gartner Dataquest) Notes and Domino franchise strong, growing More than 130 million licenses sold More than 46,000 active customers worldwide (up 15% in 2006) More than 900 competitive wins for Notes and Domino in 2006 400+ companies are using Lotus Notes Access for SAP Solutions Feature Sametime 7.5 added >1 million new users in Q4 2006 after GA 2006: First Web 2.0 Suite for Business in the Market 25 Years of Leadership in Collaboration

Overall trends in software Personal Effectiveness No ROI or productivity gain on new investment in Office tools Office tools become commodity – many offerings free of charge Team Effectiveness Blending all forms of communications and artifacts Organizing work around people’s activities, rather than around pools of tools Organisational Effectiveness Using the intelligence of the masses … wisdom of crowds Business ready Web 2.0 Tools drive innovation Integrated high performance eWorkplace Simplifying the way people can use IT to do their job Moving from Application- to Information- / Process-centric (SOA approach) 1985 1995 2005 2015

The Organisation is Changing Informal Work Domains: Common Interests Self Motivated Innovative, Unconstrained Expertise Networks Knowledge Communities Outside organisational boundaries Open membership Formal Work Domains: Operations, Performance Mgmt Human Resources Geographical Divisions Procurement, Marketing, Sales, Manufacturing, … Define organisational boundaries Rigid, Hard to Change From Hierarchies … to Teams … and Networked Communities Defined Work Domains: Virtual Teams Organised Task Oriented Problem Solving Communities of Practice Cross organisational boundaries Closed membership

The Organisation is Changing Exploration & Production Explorations Williams Drilling Taylor Production Stock Senior Vice President Jones G & G Cohen Petrophysical Cross Production O’Brien Reservoir Shapiro Paine Smith Andrews Moore Hughes Miller Ramirez Bell Cole Hussain Kelly Sen From Hierarchies … and Teams … to Networked Communities Extended Community who leverage Cole’s knowledge to do their jobs The Challenges: How to extend that community? How to help the community to operate more effectively ? How to better leverage Cole’s knowledge & skills? How to capture Cole’s knowledge for the future? Social Network Analysis Paine Smith Moore Hughes Miller Ramirez Bell Cole Hussain Kelly Sen Cohen Jones Cross Taylor Williams Shapiro O’Brien Stock Andrews Paine Hughes Miller Bell Cole Hussain Cohen Taylor Williams Shapiro Andrews

People Integration Lotus Expeditor & Mobile Connect WebSphere Portal & Notes/Domino WebSphere Voice offerings IBM Enterprise Access Software

Comprehensive Set of Collaborative Services from IBM Information Unified communications and collaboration services Portal Composite application and integration services Social software for business Collaborative content and team services Sametime Notes Domino Mail, calendaring and collaborative applications Business Process Quickr Connections Mobile Browser Rich Client Portal RSS / Atom MS Windows MS Office eForms ESS / MSS Self-Services - SAP Integration - Process Services - Learning Mgmt. - Compliance - Dashboarding - Reporting Composite Application Framework Interaction and Client Services (on-line or off-line) ‏

Consumer Web 2.0 technology …

.. brought to a business environment Which is a more acceptable solution? Lots of windows, each individual applications Concise, compelling, roles-based work environment

Introduction to Portal IBM has the most comprehensive desktop, mobile and enterprise access strategy in the market Our objective is to enable workers to become productive anywhere at any anytime in the context of what they do Deploy the business processes and organisational data/applications to the edge of the network (any device) Enable knowledge workers to collaborate with no barriers All through a consistent development framework based on open standards

IBM Portal Leadership WPS is more than just a Portal: Portal - #1 Web Services - Co Chair Web App Server - #1 Collaboration - #1 Java Tools - #1 Commerce - #1 . WebSphere Portal is uppermost & rightmost for 6 th straight year

Our Vision Empowering people to be more effective, responsive and innovative…

Messages Business Unit Information Tools .. in the context of the work they do every day Business Application

Portals Classes of portals Megaportals vs. enterprise portals Vertical vs. horizontal portals Internal facing vs. external facing An enterprise portal is Web software infrastructure that provides access to and interaction with relevant Information, content, applications, business processes and human resources for select, targeted audiences, delivered in a highly personalized manner.

Hide Complexity Self Service Adoption Rates Cost Avoidance App Reuse Role Based Security Single Sign On Navigational Model Branding

Portal Aggregation & Presentation Layer Human Resources Collaboration ERP, CRM, Etc. Transactions Content Management Dynamic Assembly Aggregation Personalization Dashboards eForms Portlets Role Based Security Presence Awareness SSO

Edge-of-network WebSphere Portal Managed Client Services WebSphere eServer … Industry Solutions Presence Awareness Web Content Domino Integration Offline Portlets Rich Portal Client Workflow Documents Messaging Messaging Chat eLearning Conferencing Forms Productivity Forms Multi-Channel Access Portal, Rich Client, Web,… Offline capabilities Semi-connected clients, server managed Clients Mail Documents WebSphere Everyplace Deployment Lotus Expeditor

5.x = Role Based 6.x = Attribute / Logic Based

Business Value of Advanced Personalization Attributes Browser Type Date & Time Sessions, how many times have you been to this page, First time to the page Any attribute in LDAP Attributes in any application – SAP, Oracle, SQL, etc., Etc. Examples Show HR Portlets during Benefits Enrollment Hide portlets if the end user is not using IE Explorer 6 or higher Customer is both a Manager, US Based and is a new employee, then show portlets Show portlet during daylight hours Etc.

What is e-forms all about? e-forms offer end-to-end software and service solutions which make high-value on-line transactions: Automated - Manual processing adds errors and time, creating unnecessary costs Secure - If someone attempts to alter a signed transaction, it is detected immediately Auditable - Can keep track of all the steps taken Enforceable - Secure enough to take into a court IBM Workplace Forms supports all of these out of the box

Electronic Forms spectrum Business Process Automation Value Document Centric Business Process Centric Business Process Automation (ECM, Workflow, BCS)‏ Fill, (Sign) & Submit On-line Store Preserve Print & Read Print & Fill Fill & Print Fill, (Sign) & Submit Off-line View Compliance (Pixel Perfect, Sec 508)‏ Store Preserve Simple Process Regulatory Compliance (HIPPA, etc)‏ IBM Workplace Forms

IBM Workplace Forms e-form components Presentation Layer Pixel-perfect for duplicating paper forms

IBM Workplace Forms e-form components Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview, or wizard, driven

IBM Workplace Forms e-form components Business Logic Capture forms processes in the form Integrate business process workflows Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview, or wizard, driven

IBM Workplace Forms e-form components Data Instances Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas Business Logic Capture forms processes in the form Integrate business process workflows Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview, or wizard, driven

IBM Workplace Forms e-form components File Attachments Capture complete transaction Supplemental or associated e-forms MS Office, videos, faxes, etc. Data Instances Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview, or wizard, driven Business Logic Capture forms processes in the form Integrate business process workflows

IBM Workplace Forms e-form components Digital Signatures Sign multiple, overlapping sections, field level or complete form Use built-in signing, digital certificates or signing pads File Attachments Presentation Layer Pixel-perfect for duplicating paper forms Guided-interview, or wizard, driven Business Logic Capture forms processes in the form Integrate business process workflows Data Instances Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas

Benefits of IBM Workplace Forms components Provides full non-repudiation and auditability by storing the form template, data, and internal logic in a single file that can be digitally signed Maintain presentation and logic with data Save and email a form and work offline Route a form using any available transport mechanism (e.g. BPM, Workflow, Web, Email, FTP, etc.) Archive a form into a database or Content Management System Pre-fill a form with data and extract data from a form Sign and make a form tamperproof Integrate a form with other technologies (i.e., workflow, EAI, document management, content management, etc.) Parse & extract the XML data at any appropriate time in the form’s lifecycle Integrates with existing strategic IT infrastructure reducing TOC and accelerating ROI Activate a Service Oriented Architecture (SOA) with intelligent message that flow across services By treating forms as XML objects it becomes simple to:

Field Integration 2D Bar Code Field Validation Portal Integration Wizard Front End

Digitally Signed Content Mgr Siebel Integration

Evolution of Portal - Process Portal Task Alerts Workflow Workflow Status

Automate departmental tasks with Workflow Builder Business User tool for simple workflows Example: Bringing new employee on board Workflow definition Roles Tasks Actions Workflow Binder Includes all related documents for a given workflow Integrated Utilizes BPEL engine New template model

Example: Composite Application Collaborative Workflow

Send Mail Call Web Service Reference PDM

Integrating Workflow within IBM WebSphere Portal Version 6.0 Portlet to Portlet Interaction Process Orchestrating within Portal Form Driven Workflows Ad-Hoc Person to Person Exception Handling and Problem Resolution Dynamically Presenting Information in Context of Your Role and the Task you are Executing

Integration / SSO Domino Application 3270 Green screen SAP Siebel PeopleSoft

Evolution of SOA Composite Applications with Portal 6 Portal Page Portal Application Composite App Role Based Access Aggregation / SSO Content Only Personalization Portlet Messaging Click 2 Action / Co-operative portlets Portlet Wiring Templates Application Context Composite Application Membership & Roles Application Catalog Provisioning Application Roles Advanced Personalization Workflow

Alignment with Workplace Collaborative Services Application Strategy Templates are: Assembled & Wired with components (Portlets) Saved in the Template Library Then published as Portal / SOA Composite Applications Defined Membership & Roles that allow Self Service Application Delivery – Auto provisioning (Library) Standard Framework for controlling applications Customers want to have control how applications are “created.” Branding, Security, applications, content, etc. Additional Value when application has a repeated / project nature Sales RFPs Projects Communities Etc.

Assemble Components Empower Business Owner Publish as SOA Composite Application Reuse Control Model

How to Integrate your Environment into Portal Existing HTML Application SSO + Common Navigation Web Clipping, iFrames, etc. Out of the Box Portlet Interfaces Download from Portlet Catalog Green screen, ERP, CRM, etc. Custom Portlet Development Java, JSPs, Servlets, XML, Web Services, API level, etc. Consume as a Web Service (WSRP) Standards based integration Producer & Consumer of Web Service Composite Applications (New) Click 2 Action / Co-operative portlets Portlet Messaging Transform Green screen to Portlets Client Server Model Launch thick clients (Lotus Notes) Citrix portlets Reuse is fundamental for Portal TCO Hide complexity via Portlets Composite Applications

Content Integration (Data & Web) IBM Web Content Mgmt Integration Tight Integration Create & Publish Personalized content IBM Content Manager Integration 3 rd Party Integration Interwoven Documentum Vignette Etc. Business Partner Tools Integrate different content repositories Over 50% of w3 is Domino rep. JSR 170 Standard for content repositories

Role Based Personalize Profiles Dashboards Search BluePages Navigation SSO Self Service Siebel HR & IT Domino Domino WebSphere Syndicated Web Cont Mgt.

WebSphere Portal Version 6.0 as platform for Approachable Composite Applications Easily Build and deploy composite applications using portal services Personalization, collaboration, search, orchestrated workflow,…. Portal framework provides aggregation and integration New Concepts: Portlet Factory; Templates; Application Context; Membership/ Community; Application Roles Business Value: Reuse critical assets - reduces TCO Business flexibility since it is easier to make changes

Composite application development and tooling

Rapid Portlet Development for WebSphere ® Portal IBM ® WebSphere ® Portlet Factory is a dedicated portlet creation environment for WebSphere Portal that simplifies & accelerates the development, deployment, maintenance and reuse of custom SOA-based portlets – including SAP , Domino , PeopleSoft , Siebel and Web Service portlets. WebSphere Portlet Factory provides rapid application development and integration to existing applications, data & other IT assets for custom portlet creation - reducing the complexity of J2EE development and speeding IBM WebSphere Portal deployments Automation Change Reuse

IBM WebSphere Portlet Factory Helps Accelerate Deployment of WebSphere Portal Version 6.0 Dashboard Framework Workplace Dashboards Portlet Factory Tooling Accelerate : Portlet Factory allows for faster WebSphere Portal deployment, requiring lower-order development skills than other tools Respond : Help organizations large and small to create dynamic portal solutions, that are easy to modify as market conditions dictate Strengthen : Fortify the overall IBM SOA tooling advantage with the compelling value of Portlet Factory Alerting Charting Reusable Design Components Business User Configuration Common Administration Available Dashboards Executive Sales Rapid App Dev (RAD) ‏ Service-oriented architecture Integration Extensions including Domino Profiling engine

Tight Integration with WebSphere Portal (auto deploy portlets, Click-2-Action, People Awareness, SSO) Plug-in to Eclipse & Rational Application Developer Multi-page, complex portlets without coding SOA delivery/robust integration capabilities with existing applications Unlimited customization – without the maintenance overhead Business user configuration Rapid iteration and change Flexible deployment options Key Features of WebSphere Portlet Factory Using the tool [Portlet Factory] also saved Allmerica $1 million in development costs, Clifton adds. The technology enabled Allmerica to build the portal in four months, whereas using API technology would have taken about 16 months, he estimates. Mike Clifton, Vice President of IT, Allmerica Insurance Source: Insurance & Technology , May 2005 http://www.insurancetech.com/story/showArticle.jhtml?articleID=160906146

WebSphere Portlet Factory Key Concepts Builder An adaptive, reusable component that generates Java, XML and JSP for specific portlet functionality Model A container of Builders Profile A set of parameters that vary Builder inputs to dynamically generate unique versions of the portlet

Multi-page, Complex Portlets without Coding Developers of all skill levels can rapidly build multi-page, complex portlets (search, create, update, and delete) without writing any java code . * Generated Method [_pageDispatcher] * Generated by builder call [bc21] */ public void _pageDispatcher(WebAppAccess webAppAccess) { com.bowstreet.webapp.JSPSupport.dispatch(webAppAccess); } /** * Generated Method [getFlights_PagingGetImgName] * Generated by builder call [bc21] */ public String getFlights_PagingGetImgName(WebAppAccess webAppAccess, String button, String position) { PagingAssistant asst = (PagingAssistant)webAppAccess.getVariables().getObject("getFlights_Paging"); String img = button + position; if ((button.equals("First") || button.equals("Prev")) && !asst.hasPreviousPage()) img = button + "Disabled"; if ((button.equals("Next") || button.equals("Last")) && !asst.hasNextPage()) img = button + "Disabled"; return webAppAccess.getVariables().getXmlText("getFlights_PagingButtonImages", img); Wizard-driven Builders … generate J2EE-compliant code automatically Create new records… … create a results page… … create a drill down page… … build-in support for delete and edit… … and save or cancel changes. Multi-page Portlet 1 2 3 4 5

Pre-built Extensions enable companies to quickly create composite portlets and applications that leverage data and processes from multiple backend systems via SOA. Robust Integration Capabilities Deliver SOA Domino SAP and Siebel Web Service Oracle

Service Oriented Architecture (SOA) Key Benefits Enables reuse of existing assets across projects and departments Automates back end connectivity Speeds creation of new applications Promotes application flexibility WebSphere Portlet Factory features a Data Services Layer - providing full support for the service provider & consumer paradigm required in an SOA environment. It enables the definition of clean, well defined service interfaces that separate the user interface from back end data. Reuse existing assets Use one data service to drive display of multiple portlets Reuse same UI with different data services

Unlimited Variations Without Maintenance Overhead Create highly customized portals with WebSphere Portlet Factory’s patented automation and profiling technology . For example, portals can adapt their structure, presentation, flow, and access rights depending on the role and personal preferences of the user, without any additional coding by reusing existing portlet models . Sales VP Regional Mgr Sales Mgr

Mash-ups: Wiring Components Examples: Yahoo: Pipes.yahoo.com IBM QEDwiki WebSphere Portal Lotus Expeditor Lotus Notes 8

Mash-ups for business Build and deploy next-generation composite applications Leverage easy-to-use composite application templates Customize interfaces easily Get high value for low cost—quickly Take advantage of client and server frameworks Domino and WebSphere Portal External feeds and services Ad hoc fit for purpose applications Business Partner / supplier information Business intelligence Long-lived corporate IT applications Composite application framework

Transforming the way employees work at IBM, while … ODW is our platform for work and collaboration Employee profile drives content to Home, Work, Career and Life 2.8 million page views per business day 130 million hits per week 70% of employees profiled Common services provide search, directory, and expertise location Areas of focus Information Discovery Integrated workplace help strategy Enterprise application integration Employee-centric integrated workplace

.. delivering value to IBM and the users

IBM On Demand Workplace: Manager Portal Personalized Manager Content ActNow Calendering Functions Manager Resources Portlet Work-embedded Learning Impact * (2006 – 2008) 12 hours annual time saving per manager $xxx annual savings per manager $xxM total savings for all Mgrs $xxM hard savings from website reductions Seamless Work With Your Employee Tools

The Challenge: Increase competitive strength to sense everything from shifting customer preferences, to changes, to shipment dates -- & having the means to respond dynamically. The Solution: A standards-based infrastructure & application framework based on Services Oriented Architecture for developing / deploying / running apps & integrating processes end-to-end. On Demand Business Benefits: Reduced development cycle times and app lifecycle costs ~50% reduction in installation costs for new apps ~30% reduction in ongoing operations costs DaimlerChrysler a stronger, faster, more adaptive competitor in the global auto market “ The IBM solution provides a flexible, efficient means to break down silos across DaimlerChrysler, giving us the foundation to become a nimbler, more responsive company.” -- Dr. Seshu Bhagavathula, Director Technology Strategy

Case Study: US Army, Air Force and Navy Largest eForms deployment in the world (Gartner) Single solution for all enterprise business processes Workplace Forms chosen as open-standards + IBM SOA Reduced cost of business transaction automation Quickly automate enterprise transactions Route via ad-hoc or defined workflows Enterprise-wide tracking and reporting Digitally sign all documents Shut down redundant systems Store and manage official documents/records Collaborate on-line Legal compliance through Records Management ROI in 2006: $1.4bn Solution includes WebSphere Portal, IBM Content Manager, Records Manager, Process Server, Tivoli Applications: HR: Leave Approval, Staff Evaluation, etc Procurement Logistics Medical

“ My Forms” Link on AKO Home

FCMP Portal provides user ability to manage business process Functionality: Form Finder Inbox Tracking Drafts Favorites Templates Routing

IBM Workplace (PureEdge) Viewer replaces FormFlow Forms Software Silanis Approve-it Software provides electronic signature capability

. . . and regulatory business logic.

New products, New possibilities Quickr Connections Traveler Notes/Domino 8 Sametime 8 Portal 6.1 Expeditor 6.1 Mobile Connect Forms 3

Summary SOA is key, providing competitive advantage to adopters Asset re-use, reduce TCO, improve efficiencies Composite applications are the path to asset re-use Enter SOA from any angle Notes/Domino/Oracle/Microsoft/etc. Browsers Rich, smart clients Devices IBM software covers complete range of SOA enterprise integration Current investments are protected

Contact details: Kemal Danisman via ibm.com or local representative More information: http://www-306.ibm.com/software/info1/websphere/index.jsp?tab=landings/ portalbuzz Whitepapers, Case-Studies, Webinars Workplace Forms Viewer and Designer FREE 60-dayTrial Download sample forms ibm.com/developerworks/websphere/zones/portal / Technical Information

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