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© 2014 IBM Corporation BP502: Is Your IBM Sametime® Deployment Stuck in First Gear? Learn From the UC Mechanics David Price, Meridian IT Inc. Peter Lurie, Polycom

BP502 IBM Connect 2014

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Slides from IBM Connect 2014 BP502 session: Is Your IBM Sametime Deployment Stuck in First Gear? Learn From the UC Mechanics. Presented by Peter Lurie and David Price

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Page 1: BP502 IBM Connect 2014

© 2014 IBM Corporation

BP502: Is Your IBM Sametime® Deployment Stuck in First Gear? Learn From the UC MechanicsDavid Price, Meridian IT Inc.Peter Lurie, Polycom

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Agenda

Introduction

What’s new and what should I feel comfortable deploying today?

Challenges customers had with IBM Sametime® 8.5.2

License changes and why you should pay attention

Five new features you can use to improve your business with Sametime 9

Video – Sizing, features and other awesomeness

IBM Sametime and IBM Connections® – Peanut butter and chocolate or ice cream and pickles?

The Human Factor – Expectations, Training/Support and Other End-User Issues that affect adoption

Wrap-up

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Abstract

Excited about the new features in Sametime 9 and but don’t know where to start? Are your users clamoring for video but you’re not sure how to get started? Want to understand how Sametime and Connections can work together?

In Sametime 9 your options are much broader: voice, video, extranet and mobile. Learn how to get more value from your existing licenses, prior to upgrading to Release 9.

If you’ve ever driven stick shift, you know that even the best vehicle won’t give you great performance unless it is in the right gear.

Come learn how Sametime 9 will give you greater performance from your existing licensing and infrastructure.

Learn 5 new things you can do with Sametime that will benefit your business users and keep you out of reverse.

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Your Speakers

Peter Lurie has been focusing medium to large organizations on the key things they need to improve communication and collaboration. This includes not just unifying their voice & video environments, but also the plans, policies and procedures to make them effective. With a focus on ease of use, driving adoption, and showing measurable business results Peter has been working with IBM, IBM's partners and IBM's customers for the last 6 years. With 13+ years collaborating around the globe with customers, partners and prospective customers, he’s currently leading a Global UC Architect team at Polycom.

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Your Speakers

David Price has been working with ICS products since release 3.3. As an employee of an international bank, he built a 93,000 Notes and Domino enterprise and at one point had the largest Domino deployment on IBM Power outside of IBM itself. A speaker at IBM and non-IBM conferences as well as Red Book author, he helps companies select and deploy collaboration solutions. His focus is to deliver Social Business solutions integrated with voice and video. Working with products from Avaya, Cisco, Polycom, Tandberg and ShoreTel. He advises companies to understand what their Social Communications environment can be and which capabilities should come from ICS and which from voice and video providers.

David is also an IBM ICS Championfor 2013 & 2014.

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Speaker’s Disclaimer

As always we expect that at IBM Connect 2014 there will be a number of announcements – This year there are many in the Social Communications space

This deck is (was/will be) available before the start of the conference.

We created the presentation with public information – Information from other sessions should only make the topics and themes more relevant. – Where we know or expect announcements, there will be a note on the slide and we will

speak to what was announced as of the date/time of this presentation.

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As a reminder, we are Business Partners, not IBMers

That means IBM’s lawyers did not review these slides.

Below are the words IBMers are unable to use in their presentation.– All, best, warranty, secure– Always, only, every, unbeatable– Assure, better, never, unsurpassed– ensure, least, most, guarantee– insure, exceeds, unmatched

We hope you find this presentation secure and unbeatable in its delivery of knowledge. We want to ensure you fill out the evaluation. We assure you will find the information contain within unmatched at IBM Connect.

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Housekeeping

Please fill out the evaluations.

Please put phones on silent or vibrate.

Please don't block the aisles with power cord.

Yes, the presentation will be available online after the session.

Yes, we will take questions at the end of the session.

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What’s New

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Sametime 9 – what is new

DB2 version - 10.1 from 9.7

WAS version – 8.5.5 from 7

Domino – 9 from 8.5.x

User Interface

Audio video features and software based MCU (Multi-point control unit)– Better audio codecs & better video codecs

Refreshed mobile clients

Licensing

On the plus side, they kept the name

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Sametime 9 – what is new, really

DB2 version – a non-issue for most customers

WAS version – update fixes some install and upgrade issues and brings Sametime in line with other products.

Domino – easy change

User Interface – Welcome refresh and usability changes

Audio video features and software based MCU (Multi-point control unit) – More on this later– Better audio codecs & better video codecs

Refreshed mobile clients – greater usability and some key functionality gaps closed

Licensing – More later but this is a major improvement for customers

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Deploying Sametime today

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What should I feel comfortable deploying today?

If you have deployed Sametime 8.x without AV, you should feel comfortable deploying 9, especially now that HF1 has been released

Not all components have to be upgraded together, can prioritize based on your needs

If you have deployed Sametime 8 without meetings, deploy 9 and start using meetings, more details later

If you have deployed the full Sametime 8 environment, look at where S9 will address some of the challenges you have had

S9 video will require Linux, so you want to make sure you have those skills. Check out the session. Thursday at 10:30 make sure you see “SHOW400; IBM Sametime 9.0 Media Components on Linux for the Windows Administrator; Jeff Miller, IBM”

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Deploying today, gotchas

This has been reported on various blogs and is in the manual, Community server only environment now require the SSC, which required DB2.

Policies have been removed from the Community server (8.x they were both on Community server and in the SSC)

Technically, the Community server will run but it is not supported and no policies are available

Classic meetings were removed

STLinks removed, Proxy server used for iNotes

Entitlement page indicates Notes users have access to the Proxy server. This is for iNotes only, not mobile devices.

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Deploying today

In place upgrade are not supported and it will not be supported.

In place WAS upgrades outside of Sametime are not supported

Use parallel build as a way to test out features prior to upgrading

Read tech notes on the process to transfer settings, meeting rooms, SSO, etc.

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Challenges with Sametime 8.x

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Challenges customers have faced

Websphere

Hardware

Sametime meetings

Audio/video

Telephony

Licensing

SUT Lite

Mobility

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Sametime licensing

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Licensing

Sametime 8.x had 97 different SKUs across many products– Sametime Entry, Standard, Advanced, SUT, SUT-Lite, web conferencing plus Extranet

versions

Customers not clear which version provide which functionality

Most onerous from a customer perspective was the Extranet PVU (processor Value Units)

To use Samtime externally, a customer needed to license by CPU the components used by non-employees.

This led to unnatural deployments– Reduction in software costs drove deployments which were not easy to maintain or

confusing for end users

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Packaging changes

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IBM Sametime Communicate

●All you need for one-to-one communication

IBM Sametime Conference

●Easy-to-use Web conferencing

IBM Sametime Complete

●IBM's platform for Social Communications

IBM Sametime Unified Telephony

●Sametime's telephony middleware offering

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© 2013 IBM Corporation

The IBM Sametime 9 packaging and pricing modelIBM Sametime Communicate

$60 per named user

Rich Presence

●Automated geographic awareness

●User alerts and privacy lists

Instant Messaging

●Rich-text and emoticons

●Offline messaging

●Single, multi-file and folder transfer

●Screen capture and annotations

●Federation with 3

rd-party services

Social Tools

●Community announcements

●Community chat

●Skill Tap

●Instant Polls

●Persistent chat rooms

Audio, Video and Telephony

●Peer-to-peer voice

●Peer-to-peer video

●SIP softphone (voice and video)

●Bandwidth management (voice and video)

Clients

●Zero-download browser client

●Mobile clients (iOS and Android)

●Eclipse-based desktop client

Integration

●3

rd-party plug-ins, full-featured SDK

External collaboration included in license

IBM Sametime Conference

$80 per named user

Meetings

●Reservationless, persistent rooms

●Multiple rooms per user

●Document, screen and application sharing

●Integration with IBM Connections Files

●Remote control

●Polls

●Group chat

●Meeting minutes and action items

●Annotation tools

●Server-side recordings

●Lecture-mode meetings

●Auto-generate activity reports

Multi-party Voice and Video

●Software MCU and management system

●Continuous presence

●Dial-out to audio conferencing bridges

●(requires 3

rd-party gateway) and PSTN

●H.264 SVC coding technology

●Bandwidth management

Clients

●Zero-download browser client

●Mobile clients (iOS, Android and BlackBerry)

Integration

●Server-side and Web toolkits

External collaboration included in license

IBM Sametime Complete

$120 per named user

Communicate + Conference plus:

For Instant Messaging

●Continuous-presence video calls

●Instant screen and application sharing with

●remote control

For Meetings

●Eclipse-based desktop client

●Scheduled Meetings view

●Drag-and-drop to invite participants

IBM Sametime Unified Telephony

$168 per named user

●Telephony middleware

●Brings advanced UC capabilities to

●heterogeneous environments

●Intelligent call routing

●Requires Communicate or Complete

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Wait, that’s it, only four products?

What happened to the products I own? SKUs were auto-migrated by IBM.

Details from the Sametime team Moving to the Sametime 9.0 Packaging – https://www-304.ibm.com/connections/blogs/SametimeBlog/entry/moving_to_the_sameti

me_9_0_packaging?lang=en_us

Blog entry in its entirety listed at the very end of the presentation.

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Most important aspect of new license model

Customers do not have to upgrade to Sametime 9 to start using new license model

Current infrastructure can be used with new license model today

For example, you can plan a Sametime 9 upgrade while allowing externally participants into your existing Sametime 8.5.2 IFR1 meetings, etc. etc.

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Five ½ things to improve your Business with Sametime

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Improvements

Sametime Meetings externally, replace existing products and reduce costs

Chat enable web sites or portals

Soft phone and video endpoint

Mobile clients also audio end points

Sametime Advanced features

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Use Sametime Meetings Externally

New license model finally allows non-employees to be part of meetings

There are significant costs savings associated with replacing external spend with Sametime

Many customers who pursued this design backed off when presented with reality of PVU licensing

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Chat enable web sites or portals

This can be a public facing web site or secured extranet

For public web site, look at partner solutions from Epilio or Instant-Tech– http://www.epilio.com/web/home.htm– http://instant-tech.com/

In a portal or extranet environment, this can drive much customer engagement and customer satisification

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Soft phone and video endpoint

Most of the focus has been about using the Connect client as a video endpoint

Connect can also been a soft phone, an audio endpoint.

While this isn’t the full functionality of SUT, it provides functionality many customer needs

When looking at using Connect as a soft phone, don’t forget audio endpoints

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Mobile clients

Mobile clients can now be audio end points

Extend Sametime voice calls over data networks instead of cellular

Combined with SIP trunking features, can provide Connect to PSTN functionality

Especially valuable for employees who travel overseas.

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½ item to improve Sametime

Sametime gateway

Not new nor changed in S9

Many customers forget about it and there were challenges earlier on with SSL

Customers who have deployed have found it valuable

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Sametime Advanced

Group persistent chat. People can go back into the chat room at a later time, see what was discussed, and even conduct searches. Additionally, users can turn on live search capabilities in the chat room that inform them if people are discussing specified topics even when they are not there. Can be used for mergers and acquisitions, support incidents, etc.

Instant Share. This feature enables users to instantly share their screens and give control to another person; thus, it has become a powerful support tool. Available in Sametime Complete.

Broadcast communities. This hugely powerful set of collaborative tools in the Sametime environment allows broadcasts, polls, and announcements to be made to defined groups in an enterprise.

These features also integrate with Connections, further enhancing the value of both

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Video

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What’s new in video? Better audio!

Better audio support using SAC

–Scalable Audio Codec (SAC) provides redundant audio information in an audio subchannel so that when there is packet loss, it doesn’t affect the perceived quality of the call

–Yes, we’re playing tricks on your ears!

Missing audio packets are filled in with info from the Narrowband stream.

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Wideband stream

Narrowband stream

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What’s new in Video? SVC: A H.264 Family Member

SIP: the signaling protocols for

setting up a call

H.264 is a video compression

standard – H.264 contains 18 profiles and

tools

– H.264 AVC is most common today

– SVC is technically Annex G of

H.264

SVC

AVC

Enhancement

Layer

Base

Layer

Enhancement

Layer

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SVC vs. AVC Client differences in Sametime 9

AVC Client sends one video stream of the highest negotiated quality to the MCU. The MCU then transcodes (converts up or down) the image to whatever the receiving end needs.

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SVC clients send multiple copies of the same image. The MCU acts like a video router, forwarding layouts requested by each client.

Note: Because the vMCU doesn’t transcode, an AVC client connecting to the vMCU will receive the lowest quality!

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Intelligence/Layouts by the clients

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How to size hardware for video

Hardware requirements – Official IBM HW Requirements Docs: http://ibm.co/1d8K15v– Similar to previous versions of Hardware + new video servers

New video servers VMGR & VMCU– physical servers or VMWare/Hyper-V/KVM ok. – RHEL 5/6, SUSE 11; NO WINDOWS

VMCU:– Demo/Pilot - 8 GB RAM, 4 Cores– Low - 8 GB RAM, 8 Cores– High - 16 GB RAM, 16 CoresDO NOT UNDERSIZE THESE SERVERS!VMCU has an unusual virtualization profile!

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How many users?

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Other Awesomeness

Mobile Video Supported

“SUT Lite” license included for all

"To save bandwidth, the client sends a stream only if there is at least one remote client in the conference receiving it. So, for example, if no remote client is receiving 720p@15fps, then it is not sent. Only the streams 180p@30fps and 360p@15fps are sent."

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Sametime and Connections

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Peanut Butter and Chocolate - 9 & 8.5.2

Yes, Sametime and Connections work together (not quite designed to work together yet, but it’s getting better!)

1. Enable free/busy status in Connections through Sametime Proxy

2. Ensure SSO is enabled3. Enable Connections business card lookup

from SametimeSee Frank Altenberg’s From Zero To Social Hero - 2.0,

starting at slide 186 http://slidesha.re/1b65ht0

4. Install Video Chat widget for IBM Connections. See http://ibm.co/K78aDh

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Peanut Butter

Chocolate

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What does it look like?

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More examples

Don’t have it set up in your environment? Play in Greenhouse!

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Integration gotchas

Follow the integration directions…meticulously

Ensure all .xmls are configured and check LPTA tokens & certificates

Make sure you’re not chasing ghosts: Close the browsers completely—all browsers, all windows, all tabs.Exit out of Sametime & Notes clients.Go get coffee. Login to Connections and see if it works.Then troubleshoot….

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The Human Factors

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Human Factors – Training and Marketing

Don’t overlook training and marketing. – You can get adoption via word of mouth, but very much helps to jumpstart it.

Ask the following questions:– If I was a new employee, how would I learn that this product exists?– I know it’s easy, but how do I learn to use it the first time?– Is there a class (or better, a recording of a class)?– Are there documents on how to use, where to go for questions?

Do– Prepare a one-pager on how to use– Lead a Best Practices for MyCompany session (Record it!) – Reach out to key leaders & early adopters; train and encourage them.

• Executive/Sponsor• Project Manager

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Human Factors - Support

Sametime, when fully adopted becomes mission critical (more critical than email?)

Support response times need to be lowered as adoption increases.– You have a 7 minute window to resolve meeting-related issues or people

will give up and get frustrated.

– Rule of thumb, less than 10 successes for any failure affects “perceived” reliability by end users.

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Human Factors – Defining Success

Survey the users

Monitor utilization (this is good!)

Adapt based on experiences

Publicize results

Repeat!

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Wrap up/Q&A

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Other sessions you should have already seen or should get slides First three are Thursday so you still have time to see them:

ID301 IBM Sametime 9 Voice and Video: The Value Today and the Roadmap for Tomorrow - Julie Reed and Pat Galvin

ID302 Upgrading and Migrating to IBM Sametime 9

SHOW400 IBM Sametime 9.0 Media Components on Linux for the Windows Administrator

BP302 Running a Successful Pilot Program with Social Software

BP305 Show Me the Money! The Value in Social Business

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Other sessions you should have already seen or should get slides AD305 IBM Sametime iWidgets: Extending Connections' Use of Sametime

AD505 How to Integrate Sametime Meetings Using the Remote Client SDK

AD506 IBM Sametime Proxy 9: A Fuller, Richer Customizable Experience

BP501 Building and Deploying Custom IBM Sametime Connect Client Installations

BP503 What Does it Do to the Network? Answering Question #1 for IBM Sametime 9 Video

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Other sessions you should have already seen or should get slides ID300 What's New in IBM Sametime 9

ID303 Architecting a Highly Avaliable IBM Sametime 9 Environment

ID304 IBM Sametime 9 Voice and Video Deployment

ID305 IBM Sametime Mobile - Now With Voice and Video!

ID306 Keep Calm and Call On! IBM Sametime Communicate Softphone Made Simple

JMP204 IBM Sametime 9 Deployment Workshop

JMP205 Step by Step IBM Sametime 9 Web Integration and Customization

JMP206 Calling Home: Enabling the IBM Sametime Softphone in ST9

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Other sessions you should have already seen or should get slides KEY105 The IBM Sametime Roadmap: Because Social Isn't Social If You Can't

Communicate

SHOW301 Make Your IBM Connections Deployment Your Own: Customize It!

SHOW304 How to Create a Perfect Profile: A Hitchiker's Guide to A Smarter Workforce

SHOW401 Taking IBM Sametime Mobile

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Q&A

If we don’t get to your question:– Find us on IBM Greenhouse on Sametime via our email addresses

If you are not on Greenhouse, register via this link: https://greenhouse.lotus.com/gh_next/lotusgreenhouserequests.nsf/MainDocumentSelf?openForm

Don’t miss Ask the Product Managers and GURUpalooza on Thursday!

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Access Connect Online to complete your session surveys using any:– Web or mobile browser – Connect Online kiosk onsite

Please feel free to follow up with the speakers– [email protected] @luriep– [email protected] @davidjohnprice

Other valuable and related sessions on next page

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Blog entry – first half

WILLIAM KULJU | Sep 17 2013

 We've tried to make it as easy as possible for existing Sametime customers to start adopting the new Sametime 9 packaging and licensing options. Where possible, we've given customers usage rights and functionality in their new Sametime 9 editions that is equal to or greater than what they had before. We've also automated the process of migrating entitlements from the Sametime 8.5 packaging model to the Sametime 9.0 model so that most customers don't even need to think about it. Unfortunately none of that may be obvious from the cryptic Sametime 8.0 and 8.5 End of Market announcement that we use to trigger the entitlement migrations on the IBM Passport Advantage system. As a result, the purpose of this post is to provide existing Sametime customers with a Q&A that explains - in plain English - how they will be moved to the Sametime 9 packaging model.

 What happens if I have Sametime Standard, Sametime Standard Extension, Sametime Advanced, or Sametime Advanced Extension entitlements?

Customers with Sametime Standard, Sametime Standard Extension, Sametime Advanced, and Sametime Advanced Extension entitlements in good standing will have those entitlements automatically migrated to full use Sametime Complete entitlements, one-for-one, effective September 20, 2013. In addition, any prepaid maintenance will be automatically brought forward to the new entitlement. For example, a customer with 500 Sametime Standard AU entitlements with 6 months of prepaid maintenance will, as of September 20, 2013, have 500 Sametime Complete AU entitlements with 6 months of prepaid maintenance.

Customers who have had their entitlements automatically migrated to Sametime Complete entitlements will not only have access to the Sametime Complete 9.0 code on Passport Advantage, but also all the Sametime 8.5 code that they had access to prior to the entitlement migration. For example, a customer who had Sametime Advanced entitlements will be able to download and use both the Sametime Advanced 8.5 and Sametime Complete 9.0 code. This example underscores an important point: The entitlement migration has ZERO impact on the code customers must run and customers are free to move to Sametime 9.0 code at their own pace - even if that means staying on Sametime 8.5 code until it goes End of Support. Furthermore, existing customers running Sametime 8.5 code that require additional entitlements can do so simply by purchasing the corresponding number of Sametime Complete entitlements.

 What happens if I have Sametime Unified Telephony entitlements?

Customers who have Sametime Unified Telephony entitlements will continue to retain those entitlements in Sametime 9. Customers with those entitlements in good standing will be able to access both the 8.5 and 9.0 versions of that code on Passport Advantage after September 20, 2013.

 What happens if I have Sametime Unified Telephony Lite Client entitlements?

The Sametime Unified Telephony Lite Client functionality is now included in Sametime Communicate 9.0 and Sametime Complete 9.0 at no additional charge. As a result, the Sametime Unified Telephony Lite Client part numbers will be withdrawn. Customers with these entitlements in good standing will still be able to access the Sametime Unified Telephony Lite Client 8.5 enablement script on Passport Advantage after September 20, 2013.

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Blog entry, second half

 What happens if I have Sametime Standard Extranet or Sametime Advanced Extranet entitlements?

The internal-to-external collaboration functionality that came with Sametime Standard Extranet and Sametime Advanced Extranet is now included in Sametime Communicate 9.0, Sametime Conference 9.0, and Sametime Complete 9.0 at no additional charge. As a result, the Sametime Standard Extranet and Sametime Advanced Extranet new license and reinstatement part numbers will be withdrawn. The maintenance part numbers will be maintained however for customers that are taking advantage of external-to-external collaboration. Customers with these entitlements in good standing will still be able to access the Sametime Standard Extranet 8.5 and/or Sametime Advanced Extranet 8.5 code on Passport Advantage after September 20, 2013.

 What happens if I have Sametime Entry entitlements?

We believe customers with Sametime Entry will find Sametime Communicate 9.0 or Sametime Complete 9.0 to be more desirable alternatives. We'd ask these customers to contact their IBM representative to discuss these alternatives.  The Sametime Entry part numbers will be withdrawn. Customers in good standing will continue to have access to the Sametime Entry 8.5 code on Passport Advantage after September 20, 2013.

 What happens if I have Lotus Web Conferencing entitlements?

We believe many Lotus Web Conferencing customers will find their use cases, including internal-to-external collaboration, are now satisfied by Sametime Conference 9.0 and Sametime Complete 9.0. As a result, the Lotus Web Conferencing new license and reinstatement part numbers will be withdrawn. The maintenance part number will be maintained however for customers that continue to require this software. We'd ask these customers to contact their IBM representative to discuss alternatives. Customers with these entitlements in good standing will continue to have access to the Lotus Web Conferencing 8.5 code on Passport Advantage after September 20, 2013.

 What happens if I have entitlements to IBM Collaborations Solutions software that bundles Sametime?

Customers with entitlements to IBM Collaborations Solutions software that bundles Sametime (e.g. IBM Notes) will not be impacted by the announce of Sametime 9 or the End of Market of the Sametime 8.5 editions. These customers can continue to use the Sametime 8.5 software included with their  IBM Collaborations Solutions bundle until that bundle goes End of Support. We are also working with IBM Collaborations Solutions software development teams on plans to get limited use Sametime 9.0 software included in upcoming versions of their bundles. Customers will be able to start using the Sametime 9.0 software when they deploy those bundles.

 Hopefully this post has helped existing Sametime customers understand how they will be transitioned to the new Sametime 9 packaging model. If you have any further questions, feel free to contact me directly or post your question to the comments section below.

Modified Sep 18 2013 by WILLIAM KULJU

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Acknowledgements and Disclaimers

© Copyright IBM Corporation 2014. All rights reserved.

U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

IBM, the IBM logo, ibm.com, IBM Saemtime, and IBM Connections are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml

Other company, product, or service names may be trademarks or service marks of others.

Availability. 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.

The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. 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. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. 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.

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. 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.