1. IBM Software 1

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3. ® IBM Software Group IBM SWG BP KickOff 2004 | 26.2. – 27.2.2004 Hotel Medlov Investment Vojtěch TršPetr ChmělíkIvana Děkanová L1 Dynamic WorkPlace / Portal & Portal

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

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

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

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

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

9. IBM Software 9 Lotus Workplace Platform (full capabilities, tooling, etc) Lotus Workplace capabilities can be expanded by Upgrading to full portal, or adding additional products Customers can, but do not have to purchase entire platform !!! Upgrade to full WebSphere Portal Upgrade to full WebSphere Portal And Purchase DB2 Information Integrator Even More Lotus Workplace Deliverables

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

11. IBM Software 11 Portal Messaging Calendar/Schedule Awareness Meetings Web Content Development Learning People Finding Web and Doc Mgt Digital Assets Imaging E-Records Content Archiving Data Virtualization Media Streaming Process Integration BI Adapters Business Objects Monitoring App connectivity Modeling Stage management Collaboration Transactional Processes Information Management Hierarchical Storage Portal = Single Point of Interaction -application -content -processes -people Simplification for the user Role Based Personalized and Dynamic User Process Integration Branded Lotus Branded WebSphere Branded DB2 Branded WebSphere

12. IBM Software 12

13. IBM Software 13

14. IBM Software 14

15. IBM Software 15

16. IBM Software 16 Standards-based Integration Portal Standards IBM is Chair for OASIS WSRP IBM is Co-Chair for JSR 168 Full Support of Portal Standards in WebSphere Portal 5.0.2

17. IBM Software 17 Portal Principles  Combines application user interfaces together into one unified presentation  Administrators can lock the pages, or allow users to customize them  All without any programming  Pages are constructed dynamically so that users in different roles see different pages, content and navigation

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

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

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

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

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

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

24. IBM Software 24 Portlet Modes

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

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

27. IBM Software 27 WorkPlace Messaging Calendar/Schedule Awareness Meetings Web Content Development Learning People Finding Web and Doc Mgt Digital Assets Imaging E-Records Content Archiving Data Virtualization Media Streaming Process Integration BI Adapters Business Objects Monitoring App connectivity Modeling Stage management Collaboration Transactional Processes Information Management Hierarchical Storage WorkPlace= Single Point of Collaboration -application -content -processes -people Simplification for the user Role Based Personalized and Dynamic User Process Integration Branded Lotus Branded WebSphere Branded DB2 Branded Lotus

28. IBM Software 28 Lotus Workplace products Market leading collaboration Messaging Team Collaboration Learning Web content management WebSphere Portal  Market leading portal product  Unified Presentation Layer  On-the-Glass Integration WebSphere Application Server  Market leading application platform  Highly scalable  Intuitive administration, management components DB2 Data store  Market leading relational data base  Backup/restore tools Lotus Workplace products built on proven IBM technologies WebSphere Studio  Integrated development environment

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

30. IBM Software 30 Lotus Workplace Concept

31. IBM Software 31 Lotus Workplace Messaging

32. IBM Software 32 Lotus Workplace Calendar

33. IBM Software 33 Lotus Workplace Adress Book

34. IBM Software 34 Lotus Workplace People Finder

35. IBM Software 35 Lotus Workplace Web Conferences

36. IBM Software 36 Lotus Workplace Web Conferences

37. IBM Software 37 Lotus Workplace Meeting Center

38. IBM Software 38 Lotus Workplace Team Spaces

39. IBM Software 39 Lotus Workplace Team Space - Welcome

40. IBM Software 40 Workplace Team Spaces - Document Repository

41. IBM Software 41 Lotus Workplace Team Spaces – Discussion Forum

42. IBM Software 42 Lotus Workplace Collaborative Learning

43. IBM Software 43 Lotus Workplace collaboration platform Lotus Workplace collaboration platform Product Roadmap Summary 4Q03 1Q042Q043Q044Q04 Lotus Workplace products 2.0 Lotus Workplace products 2.5 WebSphere Portal 5.02…5.0.X WebSphere Portal 5.1 IBM Lotus Notes/Domino 7.0 IBM Lotus Notes/Domino and extended products 6.5.1 1Q05 Lotus Workplace products 1.1

44. IBM Software 44 WebSphere Portal Roadmap WebSphere Portal Enable & Extend V5.0 4Q 20034Q 2004 Today Tomorrow WebSphere Portal Enable & Extend V5.02 Add restricted use license of WCM WebSphere Portal Enable & Extend V5.02 Add restricted use license of WCM WebSphere Portal Enable & Extend for z/OS V5.1 3Q 2004 1Q 2004 WebSphere Portal Express & Express Plus V5.02 add support for iSeries WebSphere Portal Express & Express Plus V5.02 add support for iSeries WebSphere Portal Enable for z/OS V4 WebSphere Portal Enable for iSeres V4 WebSphere Portal Express & Express Plus V5.0 WebSphere Portal V5.0x WSRP & JSR 168 (*) WebSphere Portal V5.0x WSRP & JSR 168 (*) WebSphere Portal V5.1 Continued focus on ease of install, integration, and deployment HP/UX platform support Improved Multiple Virtual Portal Support Enable & Extend: integrated LWWCM based Content Mgmt Portal restrictions apply Integrated with WS Personalization Extend & Express Plus: Add Instant Msg, Presence Awareness and Team Workspace from LWP Team Collaboration WebSphere Portal V5.1 Continued focus on ease of install, integration, and deployment HP/UX platform support Improved Multiple Virtual Portal Support Enable & Extend: integrated LWWCM based Content Mgmt Portal restrictions apply Integrated with WS Personalization Extend & Express Plus: Add Instant Msg, Presence Awareness and Team Workspace from LWP Team Collaboration

45. IBM Software 45 Lotus Workplace product roadmap 2.0 Beta  1.1 product updates Focus on scalability New features across products  3 new products Enterprise Document Management Real-time Collaboration Express  New cross-product capability Templating/Basic forms/Builder (primarily applied to Team Collaboration) Rich client capability (primarily applied to mail, calendar and instant messaging) Introduce coexistence (primarily ST/QP/Dom.doc) Introduce API’s 1Q042Q043Q044Q04  2.0 product updates Increased function across all products  New cross-product capability Mobile support Extend rich client/offline Extend builder Extranet support (anonymous users) Workflow Automated licensing tool Introduce migration tools (primarily ST/QP/Dom.doc) 2.0 release of products 2.5 release of products 3 new products Scalability Rich client Customization Coexistence New function Mobile Scalability Migration

46. IBM Software 46 Futures …

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

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

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

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

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

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

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

54. IBM Software 54

55. IBM Software 55

56. IBM Software 56 Improved Document Collaboration  Continuation of the significant UI Improvements delivered with Lotus Workplace 2.0

57. IBM Software 57 Document Library as part of a Workplace

58. IBM Software 58 Folders/Document Taxonomy

59. IBM Software 59

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

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

62. IBM Software 62 Ability to import one or multiple files

63. IBM Software 63 Highlight new documents Show document has comments

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

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

66. IBM Software 66 Example of IM alert

67. IBM Software 67

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

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

70. IBM Software 70 Comments/Discussion

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

72. IBM Software 72

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

74. IBM Software 74 The Product View – Document Management 1Q 2005…… Tomorrow 2H 2004 1H 2004 LWP 2.x Doc Mgmt Desktop Integration - Rich Client Standards – JSR 170, WebDAV CM Exploitation Records Management Customized Taxonomies Unified Search LDM/Workplace Unified Search LDM/Workplace LWP 2.0 Document Mgmt Enterprise Repository Document index, search, folder, versioning, locking Check-in/Check-out, Draft Office Round-Trip/Office Ext. CM Store, Versioning Mail Archive Fed Search LWP 2.0 Document Mgmt Enterprise Repository Document index, search, folder, versioning, locking Check-in/Check-out, Draft Office Round-Trip/Office Ext. CM Store, Versioning Mail Archive Fed Search 6.5.1 Lotus Domino Doc Mgr. Web UI Enhancements Instant Messaging Store Search Performance Email Integration( Notes) LDAP Support 6.5.1 Lotus Domino Doc Mgr. Web UI Enhancements Instant Messaging Store Search Performance Email Integration( Notes) LDAP Support D J LWP 3.0 Doc Mgmt With Integrated “KM” Workplace Doc/Content Search Auto Expertise Profiles Auto Doc Categorization 7.0 Lotus Domino Doc Mgr. Multiple Repository Migration Tools 7.0 Lotus Domino Doc Mgr. Multiple Repository Migration Tools J J D LDM to Workplace DM access NSF  RDB/CM (Workplace “document store”) e.g. “Drag-n-drop” via Explorer Interface LDM to Workplace DM access NSF  RDB/CM (Workplace “document store”) e.g. “Drag-n-drop” via Explorer Interface 6.5.2 Lotus Domino Doc Mgr.

75. IBM Software 75 Web and Document Management – Common Repository model JSR 170 JSR 170 Extensions RDBDomino JSR 170 implementation JSR 170 implementation CM WebDAV JSR 170 More JSR 170 Extensions JSR 170 implementation Enterprise Doc ClientLWP Doc Client Improved functionality and scalability Web Content Mgr. e.g. Records Management Portal Doc Mgr.

76. IBM Software 76 Document & Content Management V6.5.1 LWP 2.0 Lotus Domino Document Manager (Domino.doc) LWP 2.1LWP 3.0 Workplace DM Unified Search Workplace DM Standards Support JSR 170 Workplace DM KM Expertise LWP 2.0 LWP 1.1 LWP 2.1 LWP 2.0WP 5.0WP 5.1/LWP 2.1 Web Content Management Portal Document Management Document Management IBM DB2 Content Management Workplace Document Manager exploitation of DB2 Content Manager