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Kemal Danisman, Lotus Technical Sales, United Kingdom Summer 2007 IBM Lotus Workplace Forms™ ibm.com /software/forms
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Value of Lotus Workplace Forms
Paper Driven Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cost of Forms ,[object Object],[object Object],[object Object],The costs of using and processing paper forms in many organizations today is staggering:
Cost of Forms  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IBM Workplace Forms IBM Workplace Forms helps reduce the time, costs and problems  inherent  to manual, paper-based forms processes.  Providing far more than simple electronic print and fill capabilities, IBM Workplace Forms aids in  streamlining  and  automating  end-to-end business processes that are initiated by forms
What are e-forms ? Automating  Forms-based  Business Processes A secure, XML-based form technology to replace manual paper-based processes or as a front-end to web-based applications where the capture and  re-use of data is important .
e-forms – Enabling on demand processes ,[object Object],[object Object],[object Object],[object Object],- All quotes from Gartner Compliance Security Integration Records Dynamic Business Rule Driven Infrastructure Integration
e-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)‏
What is e-forms all about? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Studies
IBM leadership position in major solution areas  Forrester Wave: E-Forms Software, Q2, 2006 The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. Forrester Wave: ECM Suites, Q3, 2005 ECM Portal eForms  Portal  ECM Magic Quadrant for Portal Products: Gartner: May, 2006
Partial list of customers  Securities Exchange Commission (tax filing) United States Office of Government Ethics Royal Canadian Mounted Police State of Washington Electronic registries State of Ohio Department of Mental Health City of Los Angeles Ministry of Public Safety and Solicitor General Woodmen of the World Insurance Law courts e-filing 700,00 users 18,000 forms 1.4 million users $1.4billion ROI United States Joint Chiefs of Staff
Case Study: US Army, Air Force and Navy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Land and Property Programs, Corporate Registries of Service Nova Scotia Using Workplace Forms to make the property-buying process quicker and easier ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Industry:  Government URL:   gov.ns.ca/snsmr/property   “ With the IBM solution in place, we can provide better and more secure document submission services to our clients, and we can receive and process land transac- tions faster and with more error checking up front than ever before.”  — Nancy Saunders, Acting Director, Registry 2000 Project,  Corporate Registries of Service Nova Scotia Case Study: Nova Scotia Land Registry
Case Study: Woodmen of the World ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study: BC Vehicle Inspectorate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Ministry of Public Safety and Solicitor General
Case Study: BC Vehicle Inspectorate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Workplace Forms brings customers real business benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Lotus Workplace Forms Components
IBM Workplace Forms e-form components ,[object Object],[object Object]
IBM Workplace Forms e-form components ,[object Object],[object Object],[object Object]
IBM Workplace Forms Viewer ,[object Object],[object Object]
IBM Workplace Forms Designer
IBM Workplace Forms e-form components ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IBM Workplace Forms e-form components ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IBM Workplace Forms e-form components ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IBM Workplace Forms e-form components ,[object Object],[object Object],[object Object],File Attachments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of IBM Workplace Forms ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],By treating forms as XML objects it becomes simple to:
Unmanaged spreadsheets become sontrolled documents
HTML screens become intelligent forms
Unintelligent forms become assisted interviews
Printed .doc/.xls documents become live forms
Custom applications become just another form
Simple .pdf documents become interactive forms
Scanned images become interactive user interfaces
Take a PC Interface and push to a tablet with a signature
…  and any paper process can become electronic!
All from the same platform Presentation Data Workflow
Lotus Workplace Forms Solution Suite
IBM Workplace Forms products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Form rendition options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IBM Workplace Forms products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Components Overview Workplace Forms Server  WebForm Server Converts XML to HTML / JavaScript so eForms can be rendered in a common browser. Workplace Forms Server  Deployment Server Deploy Viewers and e-Forms to user desktops. Common Browser Viewer  (Standalone or as Plug-in for Browser) Per User or Per form-page Designer Layout, Create and Test Form Workplace Forms Server API Used by customer or SI to archive forms and integrate data with one or more  backend systems. eForm Pixel Perfect Resolution Wizards Business Logic Data Integration Attachments Digital Signatures Workplace Forms Server Services Platform Standard SOA deployment platform for Forms. Enables integration with over 40 back-end systems vi WebSphere TX *NEW!*
Lotus Workplace Forms Architecture
Workplace Forms Example Architecture Diagram Servers Corporate Firewall/Proxy Browsers with  Workplace Forms Viewer Rich Client PC Workplace Forms  Deployment Server SSL SSL Web Server Web Server Workplace Forms  Webform Server Browsers Browser Only PC Workplace Forms Webform Translator Workplace Forms  Designer Designer PC XFDL Form Data Repositories Workflow Systems HTML Render Oracle SQL Server DB2 DB2 CM DB2 DM PDM Domino Document Repositories Webform Server Servlet Class 3 rd  Party APIs Customer Application Workplace  Forms API
Typical architecture Web/Application Server Database Server Browser/Viewer Client PC Database / Repository Pre-Populate New Form (template) Save/Submit Form (instance) Open Existing Form (instance) XFDL Form Application Layer Database Layer Client Layer Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Webform Server HTML Form
Another perspective: Conceptual diagram ,[object Object],[object Object],[object Object],[object Object]
Integration scenarios
IBM Workplace Forms IBM Content Manager + Workplace Solutions WBI, WebSphere, etc. Off-Line Rich Client Browser Mobile e-form e-forms technology varies from simple (print-and-fill, Webforms) to advanced (digital signatures, offline storage). Advanced e-forms are a critical component of Industry Solutions due to their broad applicability to a variety of business processes. They can provide a common front-end to many different software products. IBM Lotus Workplace Forms
Integrating Workplace Forms ,[object Object],[object Object],[object Object],[object Object]
Integrating Workplace Forms – UI integration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Integration scenarios
Integrating Workplace Forms ,[object Object],[object Object],[object Object],[object Object],Workplace Forms viewer displays e-form as a browser Active-X plug-in inside a browser session.
Integrating Workplace Forms ,[object Object],[object Object],[object Object],[object Object],Workplace Forms viewer displays e-form as a DHTML page inside a browser session.
Integration scenarios
Integrating Workplace Forms ,[object Object],[object Object],[object Object],Workplace Forms viewer displays e-form as a browser Active-X plug-in inside a portlet inside a portal page session.
Integrating Workplace Forms – Portal Doc. Mgr. “ Form Template Library” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Workplace Forms are managed Just lije other document types Inside  WebSphere Portal Document Manager (PDM)
Integration scenarios
Integrating Workplace Forms – Notes/Domino ,[object Object],[object Object],[object Object],[object Object],[object Object],Workplace Forms viewer displays e-form as an OLE plug-in inside a Notes document.
Positioning Domino & Workplace Forms Forms Subforms Offline Support Web Forms Web Services* Attachments E-mail as transport Portlets XML Pixel Perfect Forms (Paper Forms) Overlapping Digital Signatures Forms Extensions (IFX) (Ex. Signing Tablet)  (3 rd  Party Encryption) Guided Front End (Turbo Tax) Views & Logic  (Form Management) Domino Workflow Domino Workplace Forms Replication On Disk Encryption Lotus Workflow XForms  (W3C Standards) Self contained Standalone Solution  Component Technology Collaborative Document Based  Business Transactional Record
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Integrating Workplace Forms – Notes/Domino
Integrating Workplace Forms – Eclipse/XPD ,[object Object],[object Object],[object Object],[object Object],Workplace Forms viewer displays e-form as an embedded plug-in inside an Eclipse or Lotus Expeditor smart client application.
Integration scenarios
Integrating Workplace Forms – DB2 CM IBM Workplace Forms integrates with WebSphere and DB2 Content Manager.  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Submission Servlet Form Viewer Form Viewer in Web Browser Simple CM Connector Content Manager
Lotus Workplace Forms XForms & XFDL
XForms overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The internal architecture of XForms ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],XFDL XHTML WML … Other Presentation Options XForms Model
Business benefits & value Enables Interoperable B2B Processes & Transactions   Integrates Customers, Suppliers, Channels Faster Time-To-Market/Value   Lower Costs to Deploy/Maintain Applications Enables Application Interoperability Forms on any device…in any language…for any able/ impaired person…in any role within a business process 1 Lowers Application Development Costs XForms enables reusable form components with multiple client deployment options 3 Enables Industry Form Standards XForms support industry schemas along with rules & UI 2 Enhances and Complements SOA   XForms provides a Forms Data Processing Model &  supports active content using declarative rules & Web Services 4
So, how do I make an XForms form? ,[object Object],[object Object],[object Object],[object Object],[object Object],XForms Model + Presentation Language = E-Form
Extensible Forms Description Language (XFDL) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
XFDL design goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Goals of XFDL are to create a high-level computer language
Design goals continued… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
XFDL capabilities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What does XFDL add to XForms? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What does XForms add to XFDL? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Forms Services Framework
The Business Challenge – Enabling deployment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Partner Versions WF Versions Platform
The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Workplace Forms  Viewer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Repositories , e.g. CM, JCR, Domino Application Design , e.g. Notes Workplace Designer Workflow e.g.  Process Svr., Notes,  Packaged Applications e.g. SAP, Siebel Identity Management e.g. Tivoli User Interfaces e.g. Portal, Notes Application Servers e.g. WAS Workplace Forms  Webform Server
Forms Services Platform ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
WebSphere Transformation Extender A powerful complement to the Services Platform ,[object Object],[object Object],[object Object],[object Object]
WebSphere Transformation Extender A powerful complement to the Services Platform ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WebSphere Transformation Extender ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What comes with base entitlement : ,[object Object],[object Object],[object Object],[object Object],Available at additional charge :
Example SAP Scenario Before: Now - - With Forms 2.7 Custom Services TX 8.1 EA SAP ,[object Object],[object Object],[object Object],[object Object],Free entitlement With WPF 2.7 $62,500 SRP Forms  2.6 SAP Forms  2.7 SAP
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],OK, but what is it?
High-Level Architecture Servlet Bridge Portlet Bridge Request Dispatcher Pipeline Constructor Pipeline Execution Service Definition Pipeline Modules “ Pipe-Stages” OSGI-Based Pipeline Assembly and Execution Invocation and Bridging DB2 Sybase Portal 6/PDM Content Manager MS SQL Server Forms User (Viewer) Designer Integration Pipe Stages Deployment Pipe Stages Mapping Pipe Stages Repository UI Pipe Stages Custom Pipe Stages Repository Connector Pipe Stages Forms Designer Forms User (Webform Server) SOA (SOAP) Oracle SAP R/3 PeopleSoft Websphere TX Mapping Integration Teamspaces And Documents Future Integration Future Integration
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Lotus Forms Web Intro

  • 1. Kemal Danisman, Lotus Technical Sales, United Kingdom Summer 2007 IBM Lotus Workplace Forms™ ibm.com /software/forms
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  • 3. Business Value of Lotus Workplace Forms
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  • 7. IBM Workplace Forms IBM Workplace Forms helps reduce the time, costs and problems inherent to manual, paper-based forms processes. Providing far more than simple electronic print and fill capabilities, IBM Workplace Forms aids in streamlining and automating end-to-end business processes that are initiated by forms
  • 8. What are e-forms ? Automating Forms-based Business Processes A secure, XML-based form technology to replace manual paper-based processes or as a front-end to web-based applications where the capture and re-use of data is important .
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  • 10. e-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)‏
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  • 13. IBM leadership position in major solution areas Forrester Wave: E-Forms Software, Q2, 2006 The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. Forrester Wave: ECM Suites, Q3, 2005 ECM Portal eForms Portal ECM Magic Quadrant for Portal Products: Gartner: May, 2006
  • 14. Partial list of customers Securities Exchange Commission (tax filing) United States Office of Government Ethics Royal Canadian Mounted Police State of Washington Electronic registries State of Ohio Department of Mental Health City of Los Angeles Ministry of Public Safety and Solicitor General Woodmen of the World Insurance Law courts e-filing 700,00 users 18,000 forms 1.4 million users $1.4billion ROI United States Joint Chiefs of Staff
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  • 21. Lotus Workplace Forms Components
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  • 31. Unmanaged spreadsheets become sontrolled documents
  • 32. HTML screens become intelligent forms
  • 33. Unintelligent forms become assisted interviews
  • 34. Printed .doc/.xls documents become live forms
  • 35. Custom applications become just another form
  • 36. Simple .pdf documents become interactive forms
  • 37. Scanned images become interactive user interfaces
  • 38. Take a PC Interface and push to a tablet with a signature
  • 39. … and any paper process can become electronic!
  • 40. All from the same platform Presentation Data Workflow
  • 41. Lotus Workplace Forms Solution Suite
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  • 45. Components Overview Workplace Forms Server WebForm Server Converts XML to HTML / JavaScript so eForms can be rendered in a common browser. Workplace Forms Server Deployment Server Deploy Viewers and e-Forms to user desktops. Common Browser Viewer (Standalone or as Plug-in for Browser) Per User or Per form-page Designer Layout, Create and Test Form Workplace Forms Server API Used by customer or SI to archive forms and integrate data with one or more backend systems. eForm Pixel Perfect Resolution Wizards Business Logic Data Integration Attachments Digital Signatures Workplace Forms Server Services Platform Standard SOA deployment platform for Forms. Enables integration with over 40 back-end systems vi WebSphere TX *NEW!*
  • 46. Lotus Workplace Forms Architecture
  • 47. Workplace Forms Example Architecture Diagram Servers Corporate Firewall/Proxy Browsers with Workplace Forms Viewer Rich Client PC Workplace Forms Deployment Server SSL SSL Web Server Web Server Workplace Forms Webform Server Browsers Browser Only PC Workplace Forms Webform Translator Workplace Forms Designer Designer PC XFDL Form Data Repositories Workflow Systems HTML Render Oracle SQL Server DB2 DB2 CM DB2 DM PDM Domino Document Repositories Webform Server Servlet Class 3 rd Party APIs Customer Application Workplace Forms API
  • 48. Typical architecture Web/Application Server Database Server Browser/Viewer Client PC Database / Repository Pre-Populate New Form (template) Save/Submit Form (instance) Open Existing Form (instance) XFDL Form Application Layer Database Layer Client Layer Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Webform Server HTML Form
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  • 51. IBM Workplace Forms IBM Content Manager + Workplace Solutions WBI, WebSphere, etc. Off-Line Rich Client Browser Mobile e-form e-forms technology varies from simple (print-and-fill, Webforms) to advanced (digital signatures, offline storage). Advanced e-forms are a critical component of Industry Solutions due to their broad applicability to a variety of business processes. They can provide a common front-end to many different software products. IBM Lotus Workplace Forms
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  • 62. Positioning Domino & Workplace Forms Forms Subforms Offline Support Web Forms Web Services* Attachments E-mail as transport Portlets XML Pixel Perfect Forms (Paper Forms) Overlapping Digital Signatures Forms Extensions (IFX) (Ex. Signing Tablet) (3 rd Party Encryption) Guided Front End (Turbo Tax) Views & Logic (Form Management) Domino Workflow Domino Workplace Forms Replication On Disk Encryption Lotus Workflow XForms (W3C Standards) Self contained Standalone Solution Component Technology Collaborative Document Based Business Transactional Record
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  • 67. Lotus Workplace Forms XForms & XFDL
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  • 70. Business benefits & value Enables Interoperable B2B Processes & Transactions Integrates Customers, Suppliers, Channels Faster Time-To-Market/Value Lower Costs to Deploy/Maintain Applications Enables Application Interoperability Forms on any device…in any language…for any able/ impaired person…in any role within a business process 1 Lowers Application Development Costs XForms enables reusable form components with multiple client deployment options 3 Enables Industry Form Standards XForms support industry schemas along with rules & UI 2 Enhances and Complements SOA XForms provides a Forms Data Processing Model & supports active content using declarative rules & Web Services 4
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  • 78. The Forms Services Framework
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  • 87. High-Level Architecture Servlet Bridge Portlet Bridge Request Dispatcher Pipeline Constructor Pipeline Execution Service Definition Pipeline Modules “ Pipe-Stages” OSGI-Based Pipeline Assembly and Execution Invocation and Bridging DB2 Sybase Portal 6/PDM Content Manager MS SQL Server Forms User (Viewer) Designer Integration Pipe Stages Deployment Pipe Stages Mapping Pipe Stages Repository UI Pipe Stages Custom Pipe Stages Repository Connector Pipe Stages Forms Designer Forms User (Webform Server) SOA (SOAP) Oracle SAP R/3 PeopleSoft Websphere TX Mapping Integration Teamspaces And Documents Future Integration Future Integration
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