1. © 2009 IBM Corporation For Internal Distribution Only © 2009 IBM Corporation For Internal Distribution Only ECM Product Solution Training ® Margaret Worel, ECM Demo Team February, 2009 Product Technical Presentation for: IBM ECM Services For Lotus Quickr

2. IBM Software Group | Information Management software Agenda  Overview  Architecture  Technical Requirements  CM lab  FileNet demo  Resources 2

3. IBM Software Group | Information Management software 3 Product Overview Teamwork and Collaboration + Automation and Control  Publish Lotus Quickr documents to ECM  Search and retrieve documents in ECM from Quickr  Integrate ECM in desktop applications with Lotus Quickr Connectors  Use the Enterprise Library Viewer portlet to view and download the documents stored in the ECM systems.  Link to ECM documents in blogs, wikis, lists, forums, and comments.

4. IBM Software Group | Information Management software VERY high level architecture 4 P8 4.0.x IBM FileNet Services for Lotus Quickr CM 8.x.x IBM Content Manager Services for Lotus Quickr Lotus Quickr 8.1

5. IBM Software Group | Information Management software 5 System Architecture Diagram Lotus Quickr Servers Connectors Connector Plugin Lotus Sametime Lotus Notes Lotus Symphony Microsoft Office Windows Explorer Connector Plugin Connector Plugin Connector Plugin Connector Plugin Web Services REST Services Lotus Quickr services for WebSphere Portal Connector Plugin Microsoft Outlook Web Services REST Services Lotus Quickr services for FileNet P8 Web Services REST Services Lotus Quickr services for Content Manager JCR FileNet P8 4.0.2 CM 8.4 Tooling Lotus Quickr Content Integrator Custom Applicatoin Connector Plugin Lotus Quickr Web UI Link and Publish Create, Read, Browse, Update Delete, etc.

6. IBM Software Group | Information Management software Quickr Communication Stack 6 Quickr Web UI, Quickr Connectors (Office, Explorer, Notes, Sametime) P8 Content Engine EJB Transport Data model mapping layer REST/Web Services handler P8 Java API CM8 Path based service with opt. Quickr concepts CM8 Backend (Library Server and Resource Manager) REST/Web Services handler CM8 Java API Websphere (EAR) JDBC Database Data model mapping layer Database

7. IBM Software Group | Information Management software 7 Technical Requirements  Platform – –Lotus Quickr 8.1.1 - Linux on 86, Windows –CM v8.4 and FileNet 4.0.x –P8 – 4.5 is being qualified now  Infrastructure –WAS 6.x  Security –Shared LDAP  ECM and Third-party Components –Optional integrations with Blackberry, etc.

8. IBM Software Group | Information Management software Customer Walkthrough  Generic goals: –High level understanding of existing processes –Interfaces with other departments (process and information interdependence) –Interfaces with third parties (process and information interdependence) –Regulatory requirements, service standards and management statistics –PC desktop and current software applications (includes mainframe) –Constraints, inefficiencies, problems, costs –Opportunities to improve on work processes and boost quality 8

9. IBM Software Group | Information Management software 9 Customer Walkthrough  Quickr/ECM specifics –Teamwork: How does your team currently work together? What kinds of subgroups, cross groups, and functional teams are there? Do you ever have to stop working on a particular case because you don’t have all the information you need to complete what you are doing? –Documents: How are documents created? How do they enter the department? What does it cost to print or distribute the content files? –Active Content: When do projects wait? How do you track who has a particular item of work and what they are doing with it? What are the key performance indicators that this process is measured against? –Compliance: What are your legal requirements? How hard is it to get people to comply? What about archiving and disposing of documents?

10. IBM Software Group | Information Management software 10 Perform CM Lab

11. IBM Software Group | Information Management software 11 Perform Quickr FileNet Demonstration

12. IBM Software Group | Information Management software Quickr Demo Gremlins  Networking – get it straight  Speed – don’t start up blackberry unless you will need it, or run it off the VDC  Caching – cache everything you can. Login and run through most motions first – clean up instructions are in the demo script 12

13. IBM Software Group | Information Management software Additional Quickr Package Sales Information Leverage the NEW FileNet and Content Manager Collaboration Edition Offerings and a 1Q ECM COLLABORATION Fast Start Play.  NEW! IBM® FileNet® Content Manager Collaboration Edition V8.0 (D082ILL) - includes full IBM Lotus® Quickr™ license and restricted use FileNet licenses for $130 USD per user (also see IBM Content Manager Collaboration Edition (D082GLL) announced Nov 2008)  1Q COLLABORATION 2.0 Sales Play - Sell >500 licenses of Quickr (D617WLL) and FileNet (D04AVLL) or DB2 CM (D07A7LL) together and ask for up to a 40% special bid discount. Sell with Lotus Connections and / or Sametime Advanced for up to a 50% discount!  Quickr place on Greenhouse for Partners – contact Karl LaWall 13

14. IBM Software Group | Information Management software 14 Q&A

15. IBM Software Group | Information Management software 15 Quickr Support Resources  IBM Documentation: –http://publib.boulder.ibm.com/infocenter/lqkrhelp/v8r0/index.jsp ?topic=/com.ibm.lotus.quickr.admin.wpv81.doc/ecm/ic_ecm_c_ install_fn.htmlhttp://publib.boulder.ibm.com/infocenter/lqkrhelp/v8r0/index.jsp ?topic=/com.ibm.lotus.quickr.admin.wpv81.doc/ecm/ic_ecm_c_ install_fn.html  FileNet Services for Lotus Quickr Installation document –ftp://ftp.software.ibm.com/software/data/cm/filenet/docs/qkrdoc/ 10x/filenet_services_for_quickr_install.pdfftp://ftp.software.ibm.com/software/data/cm/filenet/docs/qkrdoc/ 10x/filenet_services_for_quickr_install.pdf  Content Manager Installation and configuration –http://publib.boulder.ibm.com/infocenter/cmgmt/v8r4m0/index.js p?topic=/com.ibm.installingcmqkr.doc/cmslq0011.htmhttp://publib.boulder.ibm.com/infocenter/cmgmt/v8r4m0/index.js p?topic=/com.ibm.installingcmqkr.doc/cmslq0011.htm

16. IBM Software Group | Information Management software Office Integration  Demo 16

17. IBM Software Group | Information Management software Office Demo Gremlins  Start all office products before demo  Log in to FileNet within all Office products before demo  Lay out details panel as desired before starting  Early version 17

18. IBM Software Group | Information Management software 18 General Support Resources  SharePoint –Thorsten Zoerner - Connector experience and positioning –Cengiz Satir and Martin Herbach - Future product capabilities –Martin Pepper, Maig Worel – technical sales contact  Quickr –David Kajmo/Westford/IBM@Lotus – Product Management –Jonathan F Brunn/Raleigh/IBM@IBMUS – Technical topics –Martin Pepper, Maig Worel – technical sales contact  Office –Scott Mills– Product Management –Martin Pepper, Maig Worel– technical sales contact  Demo Gallery –For these and other demos –http://w3- 103.ibm.com/software/xl/portal/viewcontent?type=doc&srcID=DM &docID=B238090D15210Z18

19. IBM Software Group | Information Management software 19 French Russian Arabic