IBM Software Group IBM Lotus Domino Document Manager

IBM Software Group IBM® Lotus® Domino® Document Manager 7 Adding Value to your Lotus Domino Investment NAME POSITION © 2005 IBM Corporation

IBM Software Group IBM, the IBM logo, Lotus, Domino. Doc, Lotus Notes, Web. Sphere, Workplace Web Content Management, AIX, i. Notes and DB 2 are trademarks of International Business Machines Corporation in the United States, other countries, or both. Microsoft, 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 are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Linux is a trademark of Linus Torvalds in the United States, other countries, or both. Other company, product or service names may be trademarks or service marks of others. The information contained in this documentation is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this documentation, 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 documentation or any other documentation. Nothing contained in this documentation 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. © 2005 IBM Corporation

IBM Software Group Agenda § “Managing” Information: Today § Overview § Technical Architecture § Key Features § What’s New in Version 7 § Roadmap to the Future © 2005 IBM Corporation

IBM Software Group “Managing” Information: Today Sends out for review Comments sent back Sarah John Bob Tim - marketing communications specialist After making edits, Tim gives the final copy to the sales team for use with customers Sarah presents her edited copy to Business Partners Bob presents at a tradeshow with his edits © 2005 IBM Corporation

IBM Software Group What do you get? § Inconsistent information in the value chain § Lost productivity § Increased storage costs § Missed opportunities § Unhappy customers § Lost $$ © 2005 IBM Corporation

IBM Software Group What is collaborative document management? The capture, storage, and management of documents that have been worked on jointly with others © 2005 IBM Corporation

IBM Software Group Why is collaborative document management important? § The Main Reason: An organization’s knowledge is scattered on hard drives, email, shared networks / file servers, paper file cabinets, etc. –hard to find –difficult to reuse –unorganized and unmanaged § The Costs are Huge! –Loss of intellectual capital –Productivity costs –Hardware / network storage costs –Competitive costs –Risks of litigation / fines for non-compliance © 2005 IBM Corporation

IBM Software Group Why do organizations need collaborative document management? Empower Employees üReuse and leverage content across the organization ü Connect and collaborate across workgroups If you work with these: ØBusiness plans ØVendor contracts ØPress releases ØCustomer proposals ØHR manuals ØCompetitive assessments ØBest practices ØMarketing collateral ØLicense agreements ØTest plans ØMarketing strategies ØProduct data sheets ØPresentations ØLitigation support ØInvestment prospectus ØCompliance documentation You need a better way to manage! © 2005 IBM Corporation

IBM Software Group Why are customers buying Lotus Domino Document Manager? § Attractive Total Cost of Ownership: – Leverages existing Lotus Domino infrastructure – Minimal end user training – Incremental admin training – Minimizes development costs – Affordable price point § Rapid Time to Value: – “Soft dollar” return – Opportunity to become: • • • More competitive More productive More effective © 2005 IBM Corporation

IBM Software Group Fit in the IBM Content Management Portfolio Collaborative Documents: • office documents Rich Media: • photos • videos • audio • chats • e-mail Web Content: • Internet • intranet • extranet ECM makes information, captured as content easy to store, find, use, update and discard High Production: • document imaging • computer output archiving / presentation © 2005 IBM Corporation

IBM Software Group Lotus Domino Document Manager Overview § Delivers a security-rich organization-wide control system to capture, store, manage, and access business documents § Library services – check-in/check-out, version control, access control, audit trail § Lifecycle – review and approval, publishing, archiving § Collaboration – Email and Instant Messaging Integration § Allows out of the box integration with IBM Lotus Workflow™ and other Lotus Domino Applications § Leverages your existing Lotus Domino infrastructure to help lower your total cost of ownership © 2005 IBM Corporation

IBM Software Group Architecture & Features © 2005 IBM Corporation

IBM Software Group Utilizes Lotus Domino as the Underlying Server Engine Core Lotus Domino Features § E-mail § security § collaboration § web server § data mgt © 2005 IBM Corporation § LDAP

IBM Software Group Technical Architecture © 2005 IBM Corporation

IBM Software Group Key Features § Integration with desktop applications § ODMA client interface § Microsoft® Windows® Explorer Integration § Document Drag and Drop § Documented COM-based API © 2005 IBM Corporation

IBM Software Group Key Features Library Services • Document profiling • Check-in / Check-out for reviews and editing • Version control • Audit Trail for accountability • Security features • Search and Discovery © 2005 IBM Corporation

IBM Software Group Key Features Out-of-the-box Lifecycle Management • • • Review and approval cycles Publishing Archiving © 2005 IBM Corporation

IBM Software Group Key Features Administration capabilities – Multiple libraries – File cabinet mobility –Disconnect and Reconnect © 2005 IBM Corporation

IBM Software Group Key Features IBM Lotus Sametime® integration © 2005 IBM Corporation

IBM Software Group Key Features Discussion Forums © 2005 IBM Corporation

IBM Software Group Key Features Attaché Case feature in Windows Explorer allows users to work with their documents while disconnected from the network. © 2005 IBM Corporation

IBM Software Group Key Features § The API contains two dozen classes for access to the features of Lotus Domino Document Manager § Uses for the Lotus Domino Document Manager API include: – Integrating desktop applications – Creating custom clients – Import/export programs – Background processing – Bulk-handling of large document collections © 2005 IBM Corporation

IBM Software Group Technical Architecture – Distributed Model © 2005 IBM Corporation

IBM Software Group Profiles § Store information about the document § Contain System attributes § Capture Application attributes § Customizable © 2005 IBM Corporation

IBM Software Group Web UI Screen Shot © 2005 IBM Corporation

IBM Software Group E-mail Integration § User Interface integration with IBM Lotus Notes® client at install time § Archive selected email to specified Doc Libraries § Granular options to copy, move, remove attachments, create multiple documents and send email message text into Lotus Domino Document Manager © 2005 IBM Corporation

IBM Software Group E-mail Integration Select the Email(s) that you wish to archive in Notes, then from the Actions Menu select Move to Document Manager. © 2005 IBM Corporation

IBM Software Group E-mail Integration – Selecting the Destination Navigate through the Document Manager library hierarchy. and archive the select email/attachments at once. Granular options are available to archive the email body only or save email bodies and attachments as one document © 2005 IBM Corporation

IBM Software Group E-mail Integration – Removing Attachments Additional archive options exist to remove attachments in an email and provide a link to the corresponding archived attachment in the Lotus Domino Document Manager library A reference document link remains in the email in order to quickly access the document that is stored on Lotus Domino Document Manager. © 2005 IBM Corporation

IBM Software Group Instant Messaging Integration Directly from the File - Save As menu, navigate the Lotus Domino Document Manager library hierarchy and save your instant message chat sessions. © 2005 IBM Corporation

IBM Software Group LDAP Directory Integration/SSO § Single Sign On Session based authentication between the web client and desktop client § Authenticate LDAP users with the Lotus Domino Document Manager directory § Supported LDAP sources: IBM Directory Server, Lotus Domino, Active Directory. i. Planet § Support nested LDAP groups © 2005 IBM Corporation

IBM Software Group Support for Lotus Domino Domain Search § Lotus Domino Domain Search – Federated Search (search across libraries/servers) – Improved performance by searching multiple dbs in parallel © 2005 IBM Corporation

IBM Software Group What’s New in Lotus Domino Document Manager 7? § Support for Netegrity Siteminder § Enabler support for additional desktop applications – Details on how to enable additional apps § Serviceability enhancements – better error messages – better DE installation logging – tracing for LS & agents © 2005 IBM Corporation

IBM Software Group What’s New in Lotus Domino Document Manager 7? § Updated platform support – Lotus Notes and Domino versions 6. 0. 3, 6. 5. 2, and 6. 5. 3 – Browsers: IE 6. 0, Safari (Mac OSX only) – OS: Microsoft Windows XP, 2000, 2003 Server; IBM AIX® 5. 1, AIX 5. 2; Solaris 8/9, i. Series V 5 R 3 § Upgrade path from version 3. 1 to version 7 § Continued systems testing with other Lotus Notes and Domino 7 extended products © 2005 IBM Corporation

IBM Software Group Futures Roadmap* *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 publication 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. © 2005 IBM Corporation

IBM Software Group …and beyond: 7. x § JSR™ 170 § Candidates for features include: – Enablement for additional desktop applications – Refining email integration for both Lotus Notes and Microsoft Outlook – Integration with Lotus Domino Web Access (i. Notes™) – Silent install of the desktop enabler – UI enhancements to the desktop enabler – More “to be determined” © 2005 IBM Corporation

IBM Software Group JSR 170 - Content Repository API for Java™ § The Java Community Process™ (JCP™) is a mechanism for standardizing the Java platform through Java Specification Requests (JSR) § JSR 170 was the proposed API to standardize access to content – approved in May 2005 § The specification enables the development of content based applications that can be deployed on top of a number of different underlying repositories § Specifies an API and information model for – Links – Versioning – Search – Transactions – Locking © 2005 IBM Corporation

IBM Software Group IBM Content Management Portfolio – Standards Support IBM Lotus Domino Document Manager IBM DB 2® Document Manager IBM DB 2 Content Manager JSR 170 IBM Workplace Web Content Management™ IBM Workplace™ Documents IBM Websphere® Portal © 2005 IBM Corporation

IBM Software Group JSR 170 – Benefits § Common interface among IBM repositories and clients § Allows for in-place co-existence of multiple repositories § Integration point to IBM Workplace © 2005 IBM Corporation

IBM Software Group Repository Convergence Web. Sphere Portal Document Management Web. Sphere Portal Global Search Mail Discussions …. Document Management Personalization WPCP ILWWCM Domino Doc Mgr PCM API JSR 170 Domino (. nsf) RDB FS RDB JSR 170 implementation RDB ILWWCM CM Extensions CM Domino Doc Mgr © 2005 IBM Corporation

IBM Software Group © 2005 IBM Corporation

IBM Software Group © 2005 IBM Corporation

IBM Software Group Roadmap* Q 1 2004 Q 4 2004 Lotus Domino Document Manager 6. 5. 1 Domino 6. 5. 1 Lotus Domino Document Manager 7 Beta cycle begins Lotus Domino 6. 5. 3 Q 1 2005 Q 3 2005 2006 2007 Lotus Domino Document Manager Next January 23 -27 Lotus Domino Document Manager 7 Notes/Domino 7 Lotus Domino Document Manager 7. X Lotus Notes and Domino 7. X * Subject 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 publication 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. © 2005 IBM Corporation

IBM Software Group Where does it fit in the IBM portfolio? § For traditional document management applications use DB 2 Document Manager: – compound document support – rules-based document lifecycle management – support for engineering file formats – renditioning services – remote printing/plotting © 2005 IBM Corporation

IBM Software Group Where does it fit in the IBM portfolio? § For document management needs in Workplace environment use IBM Workplace Documents: –Provides a security-rich and synchronous experience to create, import, edit and save documents -with the option of an integrated rich client experience – Document editors offer flexibility for updating many common file types – Opportunity to improve organizational effectiveness by providing centralized, consistent management of documents © 2005 IBM Corporation

IBM Software Group How does it fit with the Lotus Domino family of products? § Common release schedule starting with release 6. 5. 1 § Common set of operating systems § Common set of languages § Common set of supported browsers § Tested and supported to run together © 2005 IBM Corporation

IBM Software Group IBM Business Partner Add-on Solutions © 2005 IBM Corporation

Cross Industry IBM Software Group Intelligent Tools for Lotus Domino Document Manager Imaging / Scanning ü Cobra Image Router (CIR) enables powerful, easy-to-use scanning into Lotus Domino Document Manager and Lotus Notes ü Delivers resulting files (TIF, PDF+text, etc) directly to binder level ü Index with meta-data into the document profile at the point-of-scan ü OCR / Barcode Recognition ü HP / Xerox / Canon – many more devices supported Cobra Technologies www. cobratech. com 850 -553 -9393 sales@cobratech. com © 2005 IBM Corporation

Cross Industry IBM Software Group Carefree Technologies – e. Records Bridge § Snap in a records management solution quickly and easily § Centralize retention, suspension, and disposition management § Predefined profiles ensure consistent corporate policy is applied § Enable corporate compliance with Government regulations as well as industry and legal standards § Runs on your technology, supporting Lotus mail and Lotus Domino Document Manager platforms on R 5 and R 6 Lotus Notes and Web Mail IBM DB 2 Records Manager Carefree Technologies Inc. Archive Systems Lotus Domino Document Manager Bill Plunkett 480. 473. 8199 bplunkett@carefreetech. com © 2005 IBM Corporation

Cross Industry IBM Software Group Correlate K-Map: Solutions for Lotus Domino Document Manager Enhances Lotus Domino Document Manager with – Virtual Document and Foldering Capability – Alternative User Interface – Industry/Process-specific templates – Sophisticated Offline capabilities Cross-Industry Solutions: – Project Management - Manufacturing – Case Management - Financial – Proposal Generation Correlate Technologies Inc. David Dexter 212 -865 -1060 ddexter@correlate. com © 2005 IBM Corporation

Cross Industry IBM Software Group LEGAL Counsel for Lotus Domino Document Manager The Domino Document Manager Solution for Legal Communities For Corporate Legal Departments ü Builds a Corporate Knowledge Base of Legal Content üShares Documents with Outside Counsel For Law Firms ü Integrates with Case/Matter Management ü Captures and Re-Uses Work Product ü Creates a Security-Rich Client Vault of Documentation Peters Technology Group Steve Peters 612 -327 -7100 steve. peters@peterstechnologygroup. com © 2005 IBM Corporation