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IBM SWG BP Kick. Off 2004 | 26. 2. – 27. 2. 2004 Hotel Medlov ® IBM Software Group Investment Dynamic Work. Place / Portal & Portal L 1 Vojtěch Trš Petr Chmělík Ivana Děkanová

IBM Software Workplace is about People and Collaboration Portal is about integration of information and business processes Dynamic Work. Place / Portal 4

IBM Software IBM Building on Shared Capabilities Re-factor software product offerings by stepwise componentization and formation of substrates Base Product Best-of-Breed Capabilities Best-of-Breed Components Product Specific Investment Product Offerings 5

IBM Software Assemble Components for a Collaboration Product Re-factor software product offerings by stepwise componentization and formation of substrates Collaboration Focused Assembly Base Product Best-of-Breed Capabilities Best-of-Breed Components Product Specific Investment Product Offerings 6

IBM Software Re-factored plus New Capabilities combine for New Products Re-factor software product offerings by stepwise componentization and formation of substrates Lotus Workplace Product Specific Investment Collaboration Focus Web. Sphere Portal Product Specific Investment Integration Focus Base Product Best-of-Breed Capabilities Best-of-Breed Components Product Offerings 7

IBM Software Lotus Workplace Deliverables Customers can, but do not have to purchase entire Workplace platform !!! Lotus Workplace Platform (full capabilities, tooling, etc) Will Package/License portions of the complete platform into targeted point products Lotus Workplace Collaborative Doc Mgt Lotus Workplace Learning Management Lotus Workplace Conferencing Focused, easy to get started Lotus Workplace Products 8

IBM Software Lotus Workplace Deliverables Lotus Workplace capabilities can be expanded by Upgrading to full portal, or adding additional products Customers can, but do not have to purchase entire platform !!! Even More Lotus Workplace Platform (full capabilities, tooling, etc) Upgrade to full Web. Sphere Portal And Purchase DB 2 Information Integrator 9

Process Integration BI Adapters Business Objects Monitoring Modeling Stage management App connectivity Transactional Processes Web and Doc Mgt Digital Assets Imaging E-Records Data Virtualization Media Streaming Content Archiving Hierarchical Storage Information Management Messaging Calendar/Schedule Awareness Meetings Learning People Finding Web Content Development Collaboration IBM Software 10

Web and Doc Mgt Digital Assets Imaging Branded E-Records Data Virtualization DB 2 Media Streaming Content Archiving Hierarchical Storage Transactional Processes Process Integration BI Adapters Business Objects Branded Monitoring Web. Sphere Modeling Stage management App connectivity Information Management Messaging Calendar/Schedule Awareness Branded Meetings Lotus Learning People Finding Web Content Development Collaboration IBM Software Branded Web. Sphere Portal = Single Point of Interaction -application -content -processes -people Simplification for the user Role Based Personalized and Dynamic User Process Integration 11

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IBM Software Standards-based Integration Portal Standards IBM is Chair for OASIS WSRP IBM is Co-Chair for JSR 168 Full Support of Portal Standards in Web. Sphere Portal 5. 0. 2 16

IBM Software Portal Principles § Combines application user interfaces together into one unified presentation Each portlet is a separate application Delivers a highly personalized experience, considering 4 User’s job role 4 Security settings 4 Administrators 4 Personal settings 4 Device settings 18

IBM Software Portal Principles § Aggregation: Combining application user interfaces together into one unified presentation § Personalization: Users in different roles see different pages and content § Delegation: Administrators can either lock or open up areas of the page for end users to customize. Administration tasks can be delegated to anyone 19

IBM Software Anatomy of a Portal Page Branding elements, such as the masthead image, common links, etc. are defined once in theme Navigation links are computed automatically by the page aggregator Skins decorate each portlet The row/column grid for this page is defined in the page customizer Portlets are placed in each of the rows and columns 20

IBM Software Portal Page Definitions § Many “home grown” portal implementations use JSP files with “holes” § That is a useful conceptual model, but this is not what really happens § Instead pages are defined using the customizer and stored in the database § Each page is calculated at runtime by the aggregator 21

IBM Software Portlets My Stocks My News My Reminders My Weather Bookmarks 22

IBM Software Portlets Each portlet is a separate application § Developed independently § Portlets have modes and states § Can be placed anywhere on the page Portlets can support multiple devices § Phones, Organizers, Voice § Unique views for each device § Business logic can be shared Portlets are developed in several ways § Some require programming § Others can be produced using interactive tools like the Web Clipper or Portlet Builders 23

IBM Software Portlet Modes 24

IBM Software Click to Action “Process Integration” in the portal Makes portlets on a page work together. Clicking in one portlet sends data to others; works by matching data types to portlet actions. 25

IBM Software Co-operating Portlets Automatic co-operation: administrators can pre-wire portlets together so they exchange data automatically 26

Web and Doc Mgt Digital Assets Imaging Branded E-Records Data Virtualization DB 2 Media Streaming Content Archiving Hierarchical Storage Transactional Processes Process Integration BI Adapters Business Objects Branded Monitoring Web. Sphere Modeling Stage management App connectivity Information Management Messaging Calendar/Schedule Awareness Branded Meetings Lotus Learning People Finding Web Content Development Collaboration IBM Software Branded Lotus Work. Place= Single Point of Collaboration -application -content -processes -people Simplification for the user Role Based Personalized and Dynamic User Process Integration 27

IBM Software Lotus Workplace products built on proven IBM technologies Lotus Workplace products • Market leading collaboration • Messaging • Team Collaboration • Learning • Web content management Web. Sphere Portal ŸMarket leading portal product ŸUnified Presentation Layer ŸOn-the-Glass Integration Web. Sphere Application Server ŸMarket leading application platform ŸHighly scalable ŸIntuitive administration, management components DB 2 Data store ŸMarket leading relational data base ŸBackup/restore tools Web. Sphere Studio ŸIntegrated development environment 28

IBM Software Introducing Lotus Workplace Helps teams work together quickly and effectively using integrated collaboration tools Collaborative Learning Management Course Delivery Web Conferences Calendar Web. Sphere Portal and Lotus Collaboration Instant Messaging Team Collaboration Messaging Mail Address Book Collaborative Spaces Document Library People and Communities Collaborative Applications 29

IBM Software Lotus Workplace Concept 30

IBM Software Lotus Workplace Messaging 31

IBM Software Lotus Workplace Calendar 32

IBM Software Lotus Workplace Adress Book 33

IBM Software Lotus Workplace People Finder 34

IBM Software Lotus Workplace Web Conferences 35

IBM Software Lotus Workplace Web Conferences 36

IBM Software Lotus Workplace Meeting Center 37

IBM Software Lotus Workplace Team Spaces 38

IBM Software Lotus Workplace Team Space - Welcome 39

IBM Software Workplace Team Spaces - Document Repository 40

IBM Software Lotus Workplace Team Spaces – Discussion Forum 41

IBM Software Lotus Workplace Collaborative Learning 42

IBM Software Product Roadmap Summary 4 Q 03 1 Q 04 2 Q 04 Lotus Workplace collaboration platform Lotus Workplace products 1. 1 3 Q 04 4 Q 04 Lotus Workplace collaboration platform Lotus Workplace products 2. 0 Lotus Workplace products 2. 5 IBM Lotus Notes/Domino and extended products 6. 5. 1 Web. Sphere Portal 5. 02… 5. 0. X 1 Q 05 IBM Lotus Notes/Domino 7. 0 Web. Sphere Portal 5. 1 43

IBM Software Web. Sphere Portal Roadmap Today Tomorrow 4 Q 2003 Web. Sphere Portal Enable & Extend V 5. 0 Web. Sphere Portal Enable for i. Seres V 4 Web. Sphere Portal Enable for z/OS V 4 Web. Sphere Portal Express & Express Plus V 5. 0 1 Q 2004 Web. Sphere Portal Enable & Extend V 5. 02 • Add restricted use license of WCM Web. Sphere Portal Express & Express Plus V 5. 02 • add support for i. Series Web. Sphere Portal V 5. 0 x • WSRP & JSR 168 (*) 3 Q 2004 4 Q 2004 Web. Sphere Portal Enable & Extend for z/OS V 5. 1 Web. Sphere Portal V 5. 1 • Continued focus on ease of install, integration, and deployment • HP/UX platform support • Improved Multiple Virtual Portal Support • Enable & Extend: integrated LWWCM based Content Mgmt • Portal restrictions apply • Integrated with WS Personalization • Extend & Express Plus: • Add Instant Msg, Presence Awareness and Team Workspace from LWP Team Collaboration 44

IBM Software Lotus Workplace product roadmap 1 Q 04 2 Q 04 3 Q 04 4 Q 04 2. 0 Beta 2. 0 release of products Ø 1. 1 product updates • Focus on scalability • New features across products üproducts 3 new products Ø 3 new • Enterprise Document Management • Real-time Collaboration üScalability • Express üRich client ØNew cross-product capability • Templating/Basic forms/Builder (primarily üCustomization applied to Team Collaboration) • Rich client capability (primarily applied to üCoexistence mail, calendar and instant messaging) • Introduce coexistence (primarily ST/QP/Dom. doc) • Introduce API’s 2. 5 release of products Ø 2. 0 product updates • Increased function across all products ØNew cross-product capability • Mobile support üNew function • Extend rich client/offline • Extend builder üMobile • Extranet support (anonymous users) • Workflow • Automated licensing tool üScalability • Introduce migration tools (primarily ST/QP/Dom. doc) üMigration 45

IBM Software Futures … 46

IBM Software Beyond 7 … Discussion in Context – will likely change this screen 47

IBM Software NEW Assembly capability for collaboration Workplace adds Lotus Workplace uses consistent Tooling with Web. Sphere Portal 48

IBM Software Assembly Workplace Designer § Creates new workplaces from a template § Customize by specifying parameters, rather than code § Start form working state and refine § Direct manipulation of the model § Not a separate tool or environment, just expansion of the current portal 49

IBM Software Deployment § Workplaces are assembled dynamically in the portal runtime, so deployment can be instant § Examples of other Deployment policies § Export or snapshot the workplace for distribution by an ISV § Charge usage to a cost center § Life cycle policy § Policy about who can create new instances of the workplace 50

IBM Software Low-level Development § Tools include WSAD, Seoul, WDOs, workflow, JSF, Struts § Portlets will have multiple views, one for each kind of access point 51

IBM Software Web. Sphere Portal Tools Landscape Domino Developer Web. Sphere Studio Java Developer More flexible Portal Toolkit Portal Administrator Bowtreet Business Power User Web Clipping End User Portlet Builders Developer workstation-based tools Easier to Use Portal UI-based tools Lotus Workplace Assembly Capability Web. Sphere Studio Domino Developer Java Developer More flexible Portal Toolkit Portal Administrator Bowtreet Business Power User Web Clipping Only the Domino Builder End User Easier to Use Workplace Designer 52

IBM Software „Lotus Software“ = Dynamic Work. Place / Portal Lotus Workplace platform Lotus Workplace client § to be named Lotus Workplace products § IBM Lotus Workplace Messaging § IBM Lotus Workplace Team Collaboration § IBM Lotus Workplace Collaborative Learning § IBM Lotus Workplace Web Content Management §. . Lotus Workplace business value offerings § IBM Lotus Workplace for Business Controls and Reporting § IBM Lotus Workplace for Retail Operations § IBM Lotus Workplace for Collaborative Documents § IBM Lotus Workplace for Case Management Lotus Domino platform § IBM Lotus Notes § IBM Lotus Domino 4 IBM Lotus Domino Designer 4 IBM Lotus Domino Web Access 4 IBM Lotus Domino Access for Microsoft Outlook 4 IBM Lotus Domino Everyplace 4 IBM Lotus Domino Unified Communications 4 IBM Lotus Enterprise Integrator for Domino 4 IBM Lotus Domino Document Manager § IBM Lotus Instant Messaging 4 IBM Lotus Instant Messaging Everyplace § IBM Lotus Web Conferencing § § § 4 IBM Lotus Web Conferencing Management Server IBM Lotus Team Workplace IBM Lotus Discovery Server IBM Lotus Workflow IBM Lotus Extended Search IBM Lotus Virtual Classroom IBM Lotus Learning Management System 53

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IBM Software Improved Document Collaboration § Continuation of the significant UI Improvements delivered with Lotus Workplace 2. 0 56

IBM Software Document Library as part of a Workplace 57

IBM Software Folders/Document Taxonomy 58

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IBM Software Create New Document / Select Document Type Folder view showing “New…” menu, for discussion 60

IBM Software Submit for Approval Options when creating document New Web Document form (using ODC text editor) Note: this should be renamed New Text Document 61

IBM Software Ability to import one or multiple files 62

IBM Software Highlight new documents Show document has comments 63

IBM Software Description of new folder Ability to push notifications New Folder form showing notification (send URL) feature 64

IBM Software Ability to subscribe to a folder (same for documents), select how and when to be alerted to changes 65

IBM Software Example of IM alert 66

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IBM Software Options when reading a document, -Edit/Checkout the document - Add comments/participate in discussion 68

IBM Software Info provided for a document that has been checked out 69

IBM Software Comments/Discussion 70

IBM Software Edit mode for imported document – supports round-trip editing within the browser 71

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IBM Software Validation Forms Components and Lifecycle Form Designer Form User Forms Folder Form Instance Folder Publish Submit Execute Backend Processing Rendering Validation Business Process Integrator Pre-built and customer defined forms Repository (JSR 170) 73

IBM Software The Product View – Document Management Tomorrow 1 H 2004 2 H 2004 6. 5. 1 Lotus Domino Doc Mgr. • Web UI Enhancements • Instant Messaging Store • Search Performance • Email Integration( Notes) • LDAP Support 6. 5. 2 Lotus Domino Doc Mgr. 1 Q 2005…… 7. 0 Lotus Domino Doc Mgr. • Multiple Repository D • Migration Tools D Unified Search • LDM/Workplace LWP 2. 0 Document Mgmt • Enterprise Repository • Document index, search, folder, versioning, locking • Check-in/Check-out , Draft • Office Round-Trip/Office Ext. • CM Store, Versioning J • Mail Archive • Fed Search LDM to Workplace DM access NSF RDB/CM (Workplace “document store”) • e. g. “Drag-n-drop” via Explorer Interface LWP 2. x Doc Mgmt • Desktop Integration - Rich Client • Standards – JSR 170, Web. DAV • CM Exploitation J • Records Management • Customized Taxonomies LWP 3. 0 Doc Mgmt With Integrated “KM” Workplace Doc/Content Search Auto Expertise Profiles J Auto Doc Categorization 74

IBM Software Web and Document Management – Common Repository model Portal Doc Mgr. LWP Doc Client Web Content Mgr. Enterprise Doc Client • e. g. Records Management JSR 170 Extensions JSR 170 implementation RDB Domino JSR 170 More JSR 170 Extensions Web. DAV JSR 170 implementation Improved functionality and scalability CM 75

IBM Software Document & Content Management Workplace DM Unified Search Document Management Lotus Domino Document Manager (Domino. doc) LWP 2. 0 Workplace DM Standards Support JSR 170 LWP 2. 1 Workplace DM KM Expertise LWP 3. 0 V 6. 5. 1 IBM DB 2 Content Management Workplace Document Manager exploitation of DB 2 Content Manager WP 5. 0 LWP 2. 0 LWP 1. 1 LWP 2. 0 WP 5. 1/LWP 2. 1 Portal Document Management LWP 2. 1 Web Content Management 76