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An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny Buls, IT Specialist – IBM Certified IBM Software Group Belgium Luxemburg [email protected] February 21, 2006

An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

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Page 1: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

An initiative from L.I.R.I.S. and IBM Belgium

®

The Liris Blue Academy 2005 - 2006

IBM’s Workplace Collaborative Servicesin Collaborative SystemsDanny Buls, IT Specialist – IBM Certified

IBM Software Group Belgium [email protected]

February 21, 2006

Page 2: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems2

Contents What will we cover today…

The IBM strategy… On Demand

The role of middleware

The key role of SOA (Services Oriented Architecture)

Key Strategy Components

The IBM Workplace

IBM Workplace, Portal, Collaboration and SOA fitting together

Making SOA relevant for Workplace

Workplace Collaboration in the picture Functional details

Collaborative Tools

Page 3: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems3

1960 1970 1980 1990 2000

Client / Server EraClient / Server Era

On Demand EraOn Demand Era

Mainframe EraMainframe Era

Source: U.S. Department of Commerce

Administrative Productivity

Personal & Departmental Productivity

Organizational Productivity & Accountability

Eras of IT Evolution

Page 4: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems4

CEO Needs Translate Into CIO Challenges

Revenue growth with cost containment

Key competency: responsiveness Critical success factor:

enable effectiveness of people and processes

Source: CEO Study of 456 WW CEOs IBM Corporation - Feb 2004

CEO needs

Source: Operating Environment Market Drivers Study, IBM Corp. 2004

Aligning IT and business goals to grow revenue and contain costs

Building responsiveness and agility into the organization through IT

How can IT help enable people and teams to be more effective?

CIO challenges

… what will facilitate better business/IT alignment?

Page 5: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems5

Business IT Alignment Shifts IT Thinking

From

Function-oriented

Build for permanence

One long development cycle

Application silos

Tightly coupled

Applications structured using components and objects

Known implementation

Large, long-term IT investment

Page 6: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems6

Business IT Alignment Shifts IT Thinking

From To

Function-oriented Process-oriented

Build for permanence Build to change

One long development cycle Incremental development cycles

Application silos Orchestrated solutions that work together

Tightly coupled Loosely coupled

Applications structured using components and objects

Applications structured using services

Known implementation Implementation abstraction

Large, long-term IT investment Small, short-term IT investment

Page 7: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems7

The reality….

Complex infrastructures already built with no roadmap

Lack of business process standards

Architectural policies limited

Point application buys to support redundant LOB needs

Page 8: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems8

IBM Software strategy is essential to delivering the IBM strategy

Characteristics of On Demand Businesses: Processes are connected from end-to-end Adapt dynamically to opportunities and threats

On-Demand Business

Transformation Integration Operation

Middleware

IBM Software Strategy

Transformation OperationIntegration

ModelingModeling Development ToolsDevelopment Tools Patterns / AcceleratorsPatterns / Accelerators

MonitoringMonitoring ProvisioningProvisioning AdministrationAdministration SecuritySecurity

Transactions/ MessagingTransactions/ Messaging Business Process Business Process

IntegrationIntegration Information IntegrationInformation Integration

Page 9: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems9

The Need for Middleware

Large businesses run a few thousand applications made up of dozens of programs each

Medium businesses run a few hundred applications made up of multiple programs

The result: 10’s of millions of applications made up of 100’s of millions of programs

Existing applications are extended every year

10’s of thousands of new applications are bought or built every year

Every application needs middleware to run

Every application needs middleware to integrate

Page 10: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems10

Business Executives Voicing a Common Set of Needs to Innovate, Grow, and Stay Competitive

5. Improve business agility and compliance Create a single source of information for customers, partners & internal users

1. Capitalize on new business opportunities Take advantage of existing services and make new ones ubiquitously accessible

2. Enhance responsiveness and customer service Reduce transaction time and strengthen partner interactions

3. Extend collaboration efforts and information accessibility Provide access to the right information for employees, customers, & partners

4. Increase productivity Automate process execution and provide easier change management

Addressing these needs is how a business becomes On Demand…

Page 11: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems11

…Creating the Need for a Flexible PlatformBusiness Value Required

5. Improve business agility and complianceCreate a single source of information for customers, partners & internal users

1. Capitalize on new business opportunities Take advantage of existing applications and make new

ones ubiquitously accessible

2. Enhance responsiveness and customer service Reduce transaction time and strengthen partner interactions

3. Extend collaboration efforts and information accessibilityProvide access to the right information for employees, customers, & partners

4. Increase productivity Automate process execution and easier change management

Platform Capabilities

• Service Oriented Architecture

• Interaction Services• Access Services

• Information Services• Business Optimization Services

• Process Services• Development Services

• Partner Services• IT Services Management

• Business Application Services

Each of these individual capabilities can be an on-ramp to a fully integrated On Demand Business

What is a service?

A repeatable business task

Page 12: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems12

… a service?

A repeatable business task – e.g., check customer credit;

open new account

What is …?

… service orientation?

A way of integrating your business as linked

servicesand the outcomes that

they bring

… a service oriented architecture?

An IT architectural style that supports service orientation

… a composite application?

A set of related & integrated services that

support a business process built on an SOA

Page 13: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems13

The Vertical Silo Problem

Division “A” Division “B” Division “C” Division “D” Division “E”

Many customers are “stuck” in this approach and purchase this way – we help them best when we help them shift IT to better reflect the business.

Page 14: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems14

Where They Need to Head to Gain the Benefits

Outsourced

SupplierSupplier

Shared ServicesShared Services

Division (s)

CustomerCustomer

Service Oriented Architecture

To compete effectively, customers need this type of business flexibility, laying out the Integration Roadmap customized to their needs is key.

Page 15: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems15

IBM Software Reference Architecture (a.k.a. SOA Reference Architecture, Integration Reference Architecture)

Business Innovation & Optimization Services

Dev

elo

pm

ent

Ser

vice

s

Interaction Services Process Services Information Services

Partner Services Business App Services Access Services

Integrated environment for design

and creation of solution

assets

Manage and secure services,

applications &

resources

Facilitates better decision-making with real-time business information

Enables collaboration between people,

processes & information

Orchestrate and automate business

processes

Manages diverse data and content in a

unified manner

Connect with trading partners

Build on a robust, scaleable, and secure services environment

Facilitates interactions with existing information and application assets

Enterprise Service Bus: Facilitates communication between services

IT S

ervi

ceM

anag

emen

t

Infrastructure Services

Optimizes throughput, availability and performance

Robust Middleware Capabilities Connected in an Open, Flexible Manner

Page 16: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems16

Manages diverse data and content in a

unified manner

Integrated environment for design

and creation of solution

assets

Manage and secure services,

applications &

resources

Facilitates better decision-making with real-time business information

Enables collaboration between people,

processes & information

Orchestrate and automate business

processes

Connect with trading partners

Build on a robust, scaleable, and secure services environment

Facilitates interactions with existing information and application assets

Optimizes throughput, availability and performance

Each of the IBM Software Brands Play Key Roles in Delivering the Platform…

Business Innovation & Optimization Services

Dev

elo

pm

ent

Ser

vice

s

Interaction Services Process Services Information Services

Partner Services Business App Services Access Services

Enterprise Service Bus: Facilitates communication between services

IT S

ervi

ceM

anag

emen

t

Infrastructure Services

Robust Middleware Capabilities Connected in an Open, Flexible Manner

Page 17: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems17

Key Components of the SWG Strategy

Service Oriented Architecture

for Flexibility and Reuse

Open Computing for Innovation and Freedom

Delivering Business Value through A Next Generation SoftwarePlatform

Business Driven Development

to govern the business process of software and systems

development

IT Services Managementfor effective and Efficient

Delivery of IT Services in Support of Business Goals

Information On Demand to get the right information to the

right people, manage risk and create new insight.

People Productivityto make people more

productive in the context of what they do every day

Business Innovation & Optimization

to gain real-time insight into the state of their business, and

take action

Process Integrationto Rapidly Change Process Behavior to Keep Pace with

Business Requirements

Page 18: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems18

Gather requirements Model & Simulate Design

Discover Construct & Test Compose

Integrate People Processes Information

Manage applications & services Manage identity & compliance Monitor business metrics

Financial transparency Business/IT alignment Process control

IBM’s flexible approach to SOA The SOA Lifecycle enables different profiles for different needs

Page 19: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems19

Maximizing People Productivity within an SOADelivered through a natural, intuitive, adaptive user experience

Achieve real-time visibility into process performance while

ensuring availability & security meet service levelsSupport Corporate Governance and

Convert Strategy into Concrete Objectives

Model and simulate business processes and

underlying IT assets

WebSphere Business ModelerRational Software Architect

IBM Workplace DesignerIBM Workplace Forms

Lotus Domino DesignerNew Bowstreet Assets

Rational Application Developer

IBM Workplace Collaboration ServicesWebSphere Portal

IBM Workplace Managed Client Lotus Notes/Domino

WebSphere Everyplace DeploymentWebSphere Process Server

Domino Domain MonitorWebSphere Business Monitor

Tivoli Composite Application ManagerTivoli Federated Identity Manager

Create and assemble collaborative and composite applications

Delivering secure, modular, extensible role-based

Workplace environments

IBM Workplace for Business Strategy ExecutionIBM Workplace for Business Controls & Reporting

Page 20: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems20

People Productivity

Key Capabilities Business Context & Activities Collaboration Services Interaction & Access Services Managed Client Services

Customer Value Simplify the end-user experience Centralize management of entire end-

user environment Streamline development & delivery of

applications Leverage investments, skills &

applications

Key Capabilities Business Context & Activities Collaboration Services Interaction & Access Services Managed Client Services

Customer Value Simplify the end-user experience Centralize management of entire end-

user environment Streamline development & delivery of

applications Leverage investments, skills &

applications

Making People More Productive in the Context of What They Do Every Day

IBM Workplace Dynamic, role-based access to

information, applications, and collaboration anyplace, any time

Browser

Rich Clients

MonitoringModeling

Search, Analysis

ProcessesInformation

People

IBMWorkplace

Front-endIntegration

Page 21: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems21

On Demand Integration: info, process, and people

FRONT-END INTEGRATION BACK-END INTEGRATION

processes

people

information

management

Browser

Mobile Clients

Rich Clients

Managed ClientServices

Interaction &Access Services

Collaboration Services

Business Context& Activities

Content

Application AdaptersMonitoringModeling

Workflows

Data

IntegrationSearch, Analysis

Security Accounts Directory

IBM Workplace: Dynamic, role-based access to Information, applications, and

collaborationanyplace, any time

Page 22: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems22

IBM Workplace Capability Architecture

WebBrowser

RichClients

MobileClient

Pre

sen

tatio

n

Se

rvice

s

Bank BranchTransformation

EnterpriseIntegration Security / SSO

IBM Workplace Solutions

Workplace Collaborative Services

WebSphere Portal Framework

WebSphere Application Server

Workplace Business Controls & Reporting

J2EE Failover

Teams Documents Messaging WebContent

Learning

Content Workflow

MS Office &Windows

Oth

er

Clien

ts

Workflow

Role Based Applications

Load BalanceBusiness

Integration Open Standards

Page 23: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems23

IBM Workplace is…A family of products, solutions and technologies for transforming the way people work

Only Workplace provides:Unified, consistent access to people, resources and tools needed, in the context of a user’s role -- in order to make more informed decisions, faster

IBM Workplace family includes:Portal technology

WebSphere Portal

Collaboration tools Workplace Collaboration Services Lotus Notes & Domino

Tools Workplace Templates, Workplace Designer Lotus Domino Designer Workplace Managed Client WebSphere Everyplace Deployment (WED)

Solutions IBM Workplace for….Business Controls & Reporting, Branch Bank, etc...

Page 24: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems24

Contents What will we cover today…

The IBM strategy… On Demand

The role of middleware

The key role of SOA (Services Oriented Architecture)

Key Strategy Components

The IBM Workplace

IBM Workplace, Portal, Collaboration and SOA fitting together

Making SOA relevant for Workplace

Workplace Collaboration in the picture Functional details

Collaborative Tools

Page 25: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems25

Products for Small Businesses and Departments

IBM LotusIBM LotusDomino ExpressDomino Express

IBM Workplace IBM Workplace Services ExpressServices Express

IBM WebSphere IBM WebSphere Portal - ExpressPortal - Express

IBM Workplace Offerings for an SOAProviding a unified environment for developing, deploying and managing a simplified end user experience

Products for Enterprise

IBM Lotus Notes®IBM Lotus Notes®

IBM Lotus DominoIBM Lotus Domino

IBM Workplace IBM Workplace Collaboration ServicesCollaboration Services

IBM WorkplaceIBM WorkplaceManaged Client™Managed Client™

IBM WebSphereIBM WebSphereEveryplace®Everyplace®

IBM WebSphere PortalIBM WebSphere Portal

Tools and TechnologyIBM Workplace BuilderIBM Workplace Builder

IBM Workplace DesignerIBM Workplace DesignerIBM Workplace Client Technology™IBM Workplace Client Technology™

IBM Lotus Domino Designer®IBM Lotus Domino Designer®

SolutionsIBM Workplace for …IBM Workplace for …

Business Controls and Reporting; Procurement; Business Controls and Reporting; Procurement; HR Managers; Branch Banking, Sales Managers,HR Managers; Branch Banking, Sales Managers,

Business Strategy Execution … Business Strategy Execution …

IBM Workplace Offerings

Page 26: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems26

Enterprise AgilityEngineered to support open standards and deliver process-driven portals

Increased ProductivityDynamic, role-based composite views delivered for contextual collaboration

The People Productivity Business Drivers for SOAIBM Workplace provides a unified environment for developing, deploying and managing a simplified end user experience

Composite ApplicationsRe-usable assets reduce engineering costs and deployment times

2

3

1

Page 27: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems27

Introducing Composite Applications

Composite applications are:

A way to aggregate business services and present them to the right users at the right time.

A method to complete a task by utilizing standardized and reusable business processes

A way to automate services by exposing human accessible processes in structured ways

Built using IT services such as integration, personalization, security, collaboration and orchestrated workflow services

Service A (Credit Check)Portlet A

Service D (Place Order)

Service B (Account Balance)

Service C (Check Inventory)

Portlet B

Portlet C

Portlet D

Business Value

Reuse existing assets

Quickly deploy new business models and processes

Page 28: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems28

A WebSphere Portal investment enables composite applications

Service A

Service D

Service B

Service C

Portlet A

Portlet B

Portlet C

Portlet D

by bringing the right services together “on-the-glass” based on the task at hand by making it possible to automate services that assist the accessible process in structured ways

Create areas or sections of your portal targeted at specific tasks

by providing portlets as the natural way for users to interact with an enterprise “Service”

Page 29: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems29

Workplace Collaboration Services is an integrated, component-based, portal-based product

Lotus Domino app Enterprise Content

My Team

Discussion Component

Custom forms, workflow

Page 30: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

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Workplace Collaborative Services in Collaborative Systems30

IBM Workplace Collaboration Services Consistent, server-managed, component-based capabilities

Dynamically integrated... Team Collaboration Document management Web conferencing Editors e-Mail Calendar and scheduling Instant Messaging and Awareness Learning Workflow Templates Forms Activity Explorer And more….

... Built on Portal

Page 31: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

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Workplace Collaborative Services in Collaborative Systems31

Authentication/SSO Globalization Search Themes/Skins

Portlets Devices Portal Documents Click2Action

ACLs Administration Page Layout Portlet Wiring

Security vault Policies Provision LDAP

Collaborative Application

Infrastructure

Infrastructure Services

An SOA view of Workplace Collaboration Services: Applications, Components, Services

Inbox Chat Libraries Course Mgmt

Calendar Presence Discussion Forum Course Delivery

Address Book Team spaces Collaborative Process Security – rich client

Team Roles Identity Team Membership Web Conferences

Templates Notifications Application Sharing Offline Client

Messaging Team Collaboration

Document Management

Learning Web content management

Applications based on Templates

Page 32: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems32

A SOA for Increased Flexibility and Faster Time to Value

Directo

ry Services

Directo

ry Services

Websphere Application Server 5.0.2.11Websphere Application Server 5.0.2.11

SQLRDBMS

SQLRDBMS

WM

MW

MM

Websphere Portal 5.0.2.2

IBM Workplace Collaboration Services Application Components

IBM Workplace Collaboration Services: Infrastructure Services / Components

Inbox Chat Team Documents Course Mgmt

Calendar Presence Discussion Forum Course Delivery

Address Book Team spaces Collaborative Process Security – rich client

Team Roles Identity Team Membership Web Conferences

Templates Notifications Application Sharing Offline Client

Messaging Team Doc Mgt. Learning New App

Authentication/SSO Globalization Search Themes/Skins

Portlets Devices Portal Documents Click2Action

ACLs Administration Page Layout Portlet Wiring

Security vault Policies Provision LDAP

“Service-oriented architecture (SOA) deployments are (…) becoming a mainstream architectural model for developing services, applications and infrastructures.”

— Leading Analyst, Q4 ‘04

Page 33: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems33

Inside IBM Workplace softwareHow It All Happens

TeamCollaboration Documents Workflow Web Content Forms Productivity

Tools

Collaboration & Content Services

Integration Services

WebBrowser

RichClient

MobileClient

Content Data Applications Mainframe/Legacy BusinessProcesses

Presentation Services

CompositionCompositionServicesServicesUser roles

& identities

Directory

Business Processes Context

Presence Awareness

Page 34: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems34

Built on IBM Workplace Client Technology

Operating System (Windows, Linux, Mac [future])

Operating System Utilities (Browsers, Drivers, etc.)

Eclipse 3.0 FoundationUser experience framework, windowing, component interaction

Local EJB Container

Local Data Store

(Cloudscape)

Provisioning (Tivoli Agent)

Synchronization(SyncML4J)

IBM Value Added Extension Services

Workplace Client Technology

Componentized Server Managed Secured Data Pervasive

User Experience Rich, Contextual Componentized Provisioned Disconnected

Replication/Synchronization

Eclipse-based Extensible Run-time Environment

Server BasedProvisioning

Clien

t M

idd

leware

IBM Eclipse Contributions

Generic UI components(rich text editor, live names, etc.)

Workplace Shared Application Components

IBM LotusWorkplaceMessaging

IBM LotusWorkplaceDocuments

Activity Explorer

Custom ISVApplications

Page 35: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems35

Ease of use...

Comprehensive, approachable interface Built in rich document management Rich set of embedded productivity tools

Interoperable with Lotus Notes/Domino application

Ease of management... Centralized deployment – no deskside visits Updates are automatic Entirely managed at admin level Policy based provisioning

Ease of development... Common tool set Standards based

TCO... Choice of platforms and clients/devices Supports multiple versions of Office and Windows Simplified administration and maintenance

IBM Workplace Managed Client Simply a better way to deliver a rich client-based portal experience

Delivering a server managed rich client experience with powerful collaboration & productivity tools & line

of business applications

Page 36: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems36

Introducing Orchestrated Workflow

Workflow Service

Based on the user’s role, it orchestrates their navigation through “task pages” and portlets to complete a process

Presents the business processes in context with applications and people needed to complete it

Allows humans to handle process exceptions

Maintains the state information about the process so it can be monitored

Business Value

Quickly integrates business process with people--the most flexible part of a business process

Improves productivity through self-service process such as travel approval

Page 37: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems37

Role and Value of WebSphere Portal Delivers rich composite applications with orchestrated workflow

Task 2

Task 4

Task 3

Task 6

Task 5Send

Invoice

Web Service

Task 1

Process Instance

Loan Service Order

Customer

Loan Service Agent

Offering Accept

Underwriter

Pay

ProvideService

Design

Processing Team

Page 38: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems38

Enterprise AgilityEngineered to support open standards and deliver process-driven portals3

Composite ApplicationsRe-usable assets reduce engineering costs and deployment times

The People Productivity Business Drivers for SOAIBM Workplace provides a unified environment for developing, deploying and managing a simplified end user experience

1

2 Increased ProductivityDynamic, role-based composite views delivered for contextual collaboration

Page 39: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems39

Role and Value of Workplace ProductsProviding role-based composite views delivered for contextual collaboration

Lotus Domino app Enterprise Content

My Team

Discussion Component

Custom forms, workflow

Page 40: An initiative from L.I.R.I.S. and IBM Belgium ® The Liris Blue Academy 2005 - 2006 IBM’s Workplace Collaborative Services in Collaborative Systems Danny

The Liris Blue Academy 2005 - 2006

Workplace Collaborative Services in Collaborative Systems40

Role and Value of Workplace ProductsProviding role-based composite views delivered for contextual collaboration

Scenario:

• Web Based Interaction• Responsiveness to customers

• Change role – change interface• Access applications and people in

context

Maria launches processes and interactions using her role-based environment

Kate shares the idea with Maria – the Director of R&D

The interaction between Sue and Kate serves as the seed for a new

product idea

Increasing Organizational Productivity, Responsiveness, and Innovation with …

• Initiate document-centric processes• Collect and analyze information• Use e-mail & call exploratory meetings• Web conferences to share and

communicate• Access experts in real-time

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Role and Value of Workplace ProductsProviding role-based composite views delivered for contextual collaboration

Workplace Designer Rapidly build, test and deploy open, security-rich

components for IBM Workplace applications

Provides platform flexibility using a service-oriented architecture with open standards, such as XML, J2EE and JavaScript

Workplace Forms (Viewer/Designer/Server) Workplace Forms provides the forms front end to

SOA-based component applications Dynamic, data-driven forms viewer provides a customized

user interface Role-based forms integrate with workflows by maintaining

persistent data, business rules and information within the form

SOA Lifecycle Value: Create and assemble reusable components for composite applications

Workplace Designer

Workplace Forms

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Role and Value of Workplace ProductsProviding role-based composite views delivered for contextual collaboration

Workplace Collaboration Services (Enterprise)

Workplace Services Express (SMB) Deploy collaborative capabilities that match the context of

a persons role and that can adapt easily as needed

Greater flexibility with modular components that can be easily integrated into customized portal applications

Using the template editor, assemble components built with Workplace Designer into templates or applications and deploy in either Workplace product environment

SOA enables customers to deploy across hardware and software infrastructure investments of their choice

SOA Lifecycle Value: Deploy secure, modular role-based Workplace environments

Workplace Collaboration Services

Workplace Services Express

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Role and Value of Workplace ProductsProviding role-based composite views delivered for contextual collaboration

Workplace Managed Client Optional rich client experience for people who want

the benefits from using advanced productivity features

Supports the SOA-based Workplace components such as those for messaging and document functions

Provides secure offline support to enable users to work anywhere, anytime

WebSphere Everyplace Deployment Extends SOA onto Desktops, Laptops, Mobile and

Embedded devices Provides secure access to SOA-based applications for

mobile employees, enabling greater productivity Uses same SOA programming model so applications can

be extended without having to be re-written for various interfaces

Includes Workplace Managed Client for WebSphere)

SOA Lifecycle Value: Deploy secure, modular role-based Workplace environments to any device

Workplace Managed Client

WebSphere Everyplace Deployment

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Increased ProductivityDynamic, role-based composite views delivered for contextual collaboration

Composite ApplicationsRe-usable assets reduce engineering costs and deployment times

The People Productivity Business Drivers for SOAIBM Workplace provides a unified environment for developing, deploying and managing a simplified end user experience

1

2Enterprise AgilityEngineered to support open standards and deliver process-driven portals3

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Open Computing: The only practical approach

Goals of openness: Flexibility Resilience Avoid vendor lock-in Maximize freedom of action

Open standards: Promoting interoperability by using open

published specifications for API's, protocols and data and file formats

Open architecture (SOA): Building loosely coupled, flexible,

reconfigurable solutions

Open source software: Promotes standards Leverages community development and

collaborative innovation

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Contents What will we cover today…

The IBM strategy… On Demand

The role of middleware

The key role of SOA (Services Oriented Architecture)

Key Strategy Components

The IBM Workplace

IBM Workplace, Portal, Collaboration and SOA fitting together

Making SOA relevant for Workplace

Workplace Collaboration in the picture Functional details

Collaborative Tools

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IBM Workplace Collaboration Services Simplification

Simplify end user environment with one integrated interface

Simplify administration and IT management with one infrastructure

Simple licensing

Collaboration choice for SOA Open standards Componentized collaboration

services Templates, forms

Investment protection Integration and interoperability with

Domino and Microsoft environments

Multiple platform support

Workplace Collaboration

ServicesWorkplace Managed Client

Web browser

Mobile Client

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An integrated user experience

Simplicity Easy-to-use & consistent user interface Simplified, centralized & consistent administration

Horizontal integration between collaboration tools:Messaging & Documents

Add mail and attachments to document libraries to save space & promote reuseMessaging & Team Collaboration

Create web conferences from calendar for an easier experience Chat with sender of email to improve communication

Learning & Team Collaboration Participate in discussions & manage tasks to optimize learning experience Chat with course owner or instructor

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1. Team Collaboration

Team Collaboration Features

1. Team Spaces / Applications• Self-service web site creation, based on templates. Can include doc. mgmt, discussion forums, task

lists, persistent chat rooms, team calendars with web conferencing integration• Membership management & access control

2. Editing application templates and forms• Self-service tool for power users to create and edit templates and forms, to build custom applications,

that can better meet their business needs3. Presence & Instant Messaging

• Live names, contact lists, multi-way chatting. Based on SIP/SIMPLE standard

4. Web Conferences• Share presentations, files, URLs, and screens. Edit agenda, invite attendees

Team Spaces Value…

1. Enable teams to quickly build team spaces that manage the team’s documents, to dos, calendar, discussions, and other things needed to accomplish a long or short lived task

2. Enable teams to instantiate and manage these team spaces by themselves with minimal skill and without making everyone a system admin

Palette for quickly adding new portlets.

Drag and drop onto page.

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1. Team Collaboration

Team Collaboration Features

1. Team Spaces / Applications• Self-service web site creation, based on templates. Can include doc. mgmt, discussion forums, task

lists, persistent chat rooms, team calendars with web conferencing integration• Membership management & access control

2. Editing application templates and forms• Self-service tool for power users to create and edit templates and forms, to build custom applications,

that can better meet their business needs3. Presence & Instant Messaging

• Live names, contact lists, multi-way chatting. Based on SIP/SIMPLE standard

4. Web Conferences• Share presentations, files, URLs, and screens. Edit agenda, invite attendees

Templates Value…

1. Templates allow you to customize and roll-out rich applications (team spaces) for specific users’ needs

2. Consistency: deployed applications are based off common templates

3. Choose from many out-of the box templates or use ...

4. Simple browser-based tool (Builder) that provides flexibility and rapid application deployments

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1. Team Collaboration

Team Collaboration Features

1. Team Spaces / Applications• Self-service web site creation, based on templates. Can include doc. mgmt, discussion forums, task

lists, persistent chat rooms, team calendars with web conferencing integration• Membership management & access control

2. Editing application templates and forms• Self-service tool for power users to create and edit templates and forms, to build custom applications,

that can better meet their business needs3. Presence & Instant Messaging

• Live names, contact lists, multi-way chatting. Based on SIP/SIMPLE standard

4. Web Conferences• Share presentations, files, URLs, and screens. Edit agenda, invite attendees

Web conferencing Value…

1. Share presentations without flying everyone in

2. Tightly integrated with other services like team spaces, calendar and IM

3. Add agenda materials (presentations and web links)

4. Set whether materials are available for download

5. Add tele-conference information

6. Schedule to start immediately or in advance

More info: session #2634 “WCS Team Collaboration 2.x: A Technical Deep Dive ” on Thu @ 4:30pm

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Key Features

A standards-based document management system with core document library services and integrated collaborative capabilities

1. Document management• Document lifecycle: check-in/out, versioning, drafts. access rights for a secure repository• Nested doc. libraries with custom views and folders for better organization of documents• Import/export MS Office documents

2. Productivity tools• Compose/edit documents with editors (word processing, spreadsheet, presentation)

3. Optional server-managed client capabilities:• Offline capability with server synchronization• Rich document editors are available when original application is not available• Drag-and-drop documents from file system to a secure managed document repository

2. Documents

Document Mgmt. & Editors Value…

1. Create or import any type of document

2. Familiar folder navigation, with versioning, drafts, search, team review, sending links, etc.

3. Editors:

• Browser editors are lightweight applications

• Rich client editors are full feature applications requiring WMC: Provide rich functionality of, and, compatibility (read/Save) with MS Office. A real alternative to traditional productivity software with the benefits of a centrally managed client

More info: session #2627 “WCS Documents 2.x: A Technical Deep Dive ” on Wed @ 10:15am

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Key Features

A standards-based, lightweight, easy-to-use messaging system for un-served users. Provides core messaging features with built-in collaboration (e.g. presence, web conferencing, archival of emails), also available with the optional rich client. Recommend Notes/Domino for more complete messaging needs.

1. email• Compose, reply, forward, print, emails. Use priority, delivery confirmation, signatures, etc…

2. Calendar• All event types (appointments, meetings, reminders, all-day events, anniversaries) with individual or

repeating events. C&S workflow for approvals/rejections.

3. Address Book• Personal names and groups, selection from Directory

3. Messaging

Messaging value…

1. Centralized management of storage, quotas & policies

2. Account auto-provisioning

3. Save attachments from mail to document Library and create attachments from document library in mail.

4. Offline / online access with optional rich client (WMC)

More info: session #2626 “WCS Messaging 2.x: A Technical Deep Dive ” on Fri @ 8:30am

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Learning features

Provides learning capabilities to enhance Workplace applications ( Ex: to pre-requisite a course before rolling out email). Also, a complete learning solution supporting self-paced, collaborative & classroom-based courses.

1. Course Catalog that supports blended learning• Delivery of online courses, classroom-based courses with resources, certifications• Report generation, email distribution• Skills management: skills dictionary, individual learning plans• Course authoring tool: tests, quizzes, surveys, learning objects

2. Collaboration capabilities• Course discussion areas & document sharing• Embed Learning information in other applications (Ex: recommended courses)

4. Collaborative Learning

Learning value…

1. Increase speed of training – from how to use new applications to improving job relevant skills

2. Author and deliver training or learning materials – from mini tutorials to full courses

3. Self-service access

4. Run & track 3rd party content

5. Increase compliance with training initiatives

More info: session #2638 “WCS Collaborative Learning 2.x: A Technical Deep Dive ” on Thu @ 4:30pm

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Web Content Management Features

A system to author, manage and deliver web content • Manage intranet, internet, extranet sites• Integrates collaborative documents (emails, chats, office), rich media and document images

1. Author web content• Template-based content authoring with WYSIWYG rich text editor to easily create content

2. Manage web site• Versioning and roll-back for restoring or creating different versions for multiple uses (e.g. based on date)• Integration of information from multiple sources

3. Publish web content• Workflow processing and approvals for improved accuracy and relevancy of content• Personalized delivery lets author create content once and reuse in many places based on role and

preferences

5. Web Content Management

More info: session #1132 “Creating a Web Site with IWWCM: Step by Step” on Wed @ 1:00pm

WCM value…

1. Content creation is template-based, so authors are guided through the creation process.

2. Content workflows ensure the right people approve content before it is published, and only the right people see it after it is published

3. The same assets and content can also be reused in internet, intranet and extranet sites

4. Different people see different content

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IBM Differentiator:

Select

Policies

Capabilities

Deployment Options

IBM Differentiator:

Select

Policies

Capabilities

Deployment Options

Deploy Capabilities Centrally From The Server

Everything can be managed from a common place

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Easy To Work With Documents: Windows Integration

Windows Explorer integration:Lets you work with documents on server as if they were local files

Files are automatically stored back on the server after being saved locally Drag and drop files into a

Windows directory

Office integration:

MSFT Word, Excel, and PowerPoint toolbars are extended to provide direct access to document library functions such as locking, versioning, etc…

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Use examples of document services integration with what they have: Microsoft Office Integration

Word, Excel, and PowerPoint toolbars are extended to provide direct access to document library functions such as locking, versioning, etc…

Office documents can be saved directly to Document Library

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Use examples of document services integration with what they have: Microsoft Office Integration

Word, Excel, and PowerPoint toolbars are extended to provide direct access to document library functions such as locking, versioning, etc…

Users without Microsoft Office can still view documents

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Templates get you started fast and easy

Choose the template you want to work on

Templates link leads to this page

Available out-of-the-box: Chat Room Discussion Document Library Teamspace Domino Application

Access Employee HR Site Event Planning HR Team Marketing Team Meeting Materials You can easily

change these and save them as new application templates of your own

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We’re seeing strong customer interest in real-time learning Increase speed of

training – from how to use new applications to improving job relevant skills

Author and deliver training or learning materials – from mini tutorials to full courses

Self-service access

Leverages 3rd party content

Increases compliance with training initiatives

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Activity Explorer

Shared Comments

Screens with annotations

Persistent Chats

Documents

Use of activity threads for more efficient real-time collaboration

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A Spectrum of Tools and TechniquesSimple, ad hoc communication tools

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A Spectrum of Tools and TechniquesShared workspaces for team productivity

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A Spectrum of Tools and TechniquesRecent innovations in activity-centric collaboration

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A Spectrum of Tools and Techniques Demand for collaboration in process applications

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Challenges in Collaboration

Flood Scatter

Inconsistency, Incompatibility

Reach across application and repository boundaries

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What is Activity Explorer?

A New Way to Collaborate

Built on 4 Primary Concepts

1. Organizing

2. Sharing Objects

3. Activity Threads

4. Dynamic Membership

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Navigating Activity Explorer…

Activity ThreadShows all the related

objects to the currently

selected object

Instant ContactsShows a list of your

buddies

Activities ListAn “inbox” style view of all the

activities. Filtering supported, and multiple views (table or tree)

PreviewShows a preview of the

selected object

DetailsGives detailed

information about selected shared object

Navigator BarEasy access to other

WCT applications