IBM Software Group IBM Internal Use Only © 2005 IBM Corporation BCS : Content and Collaboration Let’s give them something to talk about Martin Pepper ECM Technical Sales Maig Worel WW ECM Demo Team

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Agenda  BCS Overview  SharePoint Overview  SharePoint Lab  Lotus Quickr Overview  Quickr and Content Manager Lab  Quickr and FileNet BPM demonstration  Office Integration  Q&A 2

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Collaboration can mean many things

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Texting

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Blogs & Wikis

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Social Networks

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation The difference between him and the rest of us?

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation He probably understands what all these do

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation ECM systems are also present

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation We’ve invested in these

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Two worlds...

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Why do they need to communicate?

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation There are clear advantages of both

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation IBM product offerings

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation ECM connectors for Microsoft SharePoint IBM FileNet IBM FileNet Connector for Microsoft SharePoint Document Libraries IBM FileNet Connector for Microsoft SharePoint Web Parts

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Recognising an opportunity The vast majority of our customers will have SharePoint somewhere within their organisation – Many have been given it for free HOWEVER Customers are: EITHER struggling to maintain and / or control their SharePoint sites OR they are yet to deploy SharePoint on an enterprise scale due to lacking capabilities. Escalating storage costs ? Viral growth of sites? High application development costs? Legal exposure? How do you model, monitor and optimise your business processes? Records Management and corporate security policies? Slow performance and limitations on documents stored per library

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation ECM Services for Lotus Quickr IBM FileNet Services for Lotus Quickr IBM Content Manager Services for Lotus Quickr

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Recognising an opportunity Upsell for existing Quickr customers Easy to use interface into ECM Customers who interested in Microsoft alternatives Questions to ask : How do your teams currently work together? How rapidly can you respond to UI development and customisation requests? Legal exposure / Records Management? How do you integrate your collaboration environment with your business processes How do you measure and improve your business processes?

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation 19 Competitive Analysis by function: SharePoint Standard CAL (SQL Server)‏ ECM CollaborationEdi tion (CE) (Quickr + restricted ECM)‏ Lotus Quickr + ECM-EE (unrestricted license)‏ Usability/Web 2.0 Collaboration, Application Int. Lotus Quickr provides superior usability via Web 2.0 based standards, leverages social software strengths of Lotus portfolio plus best-of-breed collaboration; provides application integration with MS Office (2003, 2007), Windows Explorer, Notes, Outlook, Sametime, and Symphony Content Management Quickr / ECM integration provided in both CE restricted license bundle as well as with full Quickr plus ECM Enterprise Edition licenses Platform CE restricted license bundle supports all ECM platforms available with full use license Performance, HA CE restricted license bundle supports all performance features and clustering for high availability of ECM repository. CM Extensibility/ Customization CE restricted license bundle does not allow use of CM APIs or use with CM-EE Add-ons (RM, , Integration, Classification, BPM, Search, Analyzer, Discovery)‏ Content Integration CE restricted license bundle does not allow use of IICE for ease of content system integration Content Collection- Archive CE restricted license bundle does not allow use of Records Crawler for ease of File System content migration & administration Management CE restricted license bundle does not allow use of Commonstore or IBM CM Classification for easy content migration & administration Search CE restricted license bundle does not allow use of OmniFind EE or IBM CM Search; Quickr UI supports search of ECM and Quickr repositories Automated Classification CE restricted license bundle does not allow use of IBM Classification Engine Workflow/BPM CE restricted license bundle does not allow use of IBM BPM for business process management; Quickr supports minimum Workflow requirements RM CE restricted license bundle does not allow use of IBM RM for Enterprise records management = Quickr components = Allowed in restricted use CE bundle = EE features not allowed in CE bundle

IBM Software Group IBM Internal Use Only © 2005 IBM Corporation IBM FileNet Connectors for SharePoint 2.2

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Agenda  What’s new in 2.2  Features  Product architecture  UFI Configuration Hints  Demonstration Gremlins !  Where can you get more Information?  Q & A

IBM Software Group IBM Internal Use Only © 2005 IBM Corporation IBM FileNet Connector for SharePoint 2.2

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation What’s new in 2.2  Import / Export (also called migration)‏  Remote deployment of the Connector Administration Services  Records management support  Migration of SharePoint versions  Move and create link to P8 4.0 document  Single Sign on Support (SSO) when accessing link docs

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation New 2.2 Product Architecture

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Technical Introduction – Architecture diagram © Copyright 2008 IBM Corporation.

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation UFI Configuration Hints & Tips

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation UFI Configuration hints & tips  Post processing task  make sure you don't leave it out !!  Can cause infinite loop whilst storing content in P8  Get Versions feature  extra decision point  The Get versions dialog collects “All versions” or counts backwards from the latest version

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation UFI Configuration hints continued …  Locking down content in SharePoint  assigning an admin user

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation UFI Configuration hints continued …  Unsupported UI elements in UFI

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Demo Gremlins !  Memory leak  Do not leave the UFI running (this is fixed in the next fixpack)‏  Web parts  Default caching is 10 minutes (turn off for demo)‏  FileNet public inbox does not retain selected inbox between logon sessions  Collector schedule "Always“  when adding content to SharePoint:  EITHER do not take longer than 30 seconds to enter properties  OR configure your rules to not collect content with blank properties

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation More Information  External (www) Home Page  sharepoint/support.html  TechNotes and Product Documentation  Internal (Xtreme Leverage) Home Page  ibm.com/software/xl/myportal/!ut/p/c1/04_SB8K8xLLM9MSSzPy8xBz9CP0os3hvL3c_A3cfQw ML4wADAyMPi8CAwBAjQwMjA6B8JG55AyNidBvgAI4GBHSHg1yL33aQPB7z_Tzyc1P1C3JDIwy yTBQBJoefFA!!/dl2/d1/L2dJQSEvUUt3QS9ZQnB3LzZfS0pHTjBHTDEwODNQMDAySDhRUFFU MjEwTzU!?nb=ca&ni=dm&ca=db2contentmanagement&pr=rsformicrosoftsharepoint  Sales tools and product pricing  BCS Advocates Quickr site   Technical hints and tips, announcements, presentations and discussion boards  Development WIKI for SharePoint Connector   Latest technical presentations and product news

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation Questions & (possibly) Answers

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation SharePoint lab description

IBM Software Group | DB2 Information Management Software IBM Internal Use Only © 2004 IBM Corporation High level Lab description  Focus Corporation Contract Processing SharePoint site  Collaborative preparation of contracts using SharePoint as the UI and IBM ECM for content storage, process management and compliance.  User Experience  There are 3 actors in this scenario : Mark who works with service contracts  Peter from the Purchasing department He will be authoring contracts within the SharePoint site and watching for contracts which are rejected by Legal  Lee from the Legal department He will be reviewing and approving the legal aspects of contracts  Administration actions  I will show the how to collect and process the contracts correctly from the Configuration Manager  The “Lee” user you will also be adding an IBM web part to the SharePoint site