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Lotusphere 2009 presentation
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Lotus Domino Document ManagerJelan Heidelberg | Senior Offering Manager | IBM
David Byrd | Executive IT Architect | IBM
David Bell / Solution Architect / IBM
ID610
Agenda
Overview
Elements and time line of the Domino Document Manager transition plan
Maintaining your current Domino Document Manager environment
Planning for your transition
4
Market Leading Organizations will be…
Source: 2008 IBM CEO study
“Change-Ready” Capable of changing quickly and successfully. Instead of merely responding to trends, it shapes and leads them. Market shifts become a chance to move ahead of the competition
“Globally integrated” to collaborate more effectively
Moving aggressively toward global business designs to take advantage of global integration opportunities. Able to access the best capabilities, knowledge and assets from wherever they reside in the world and apply them wherever required in the world
“Innovation Leaders” Innovative Beyond Customers Imagination. Deep collaborative relationships allow it to surprise customers with innovations that make both its customers and its own business more successful.
5
U
A Continuum of Content and Collaboration
Personal Team Enterprise
WCMPortalPlaces LibrariesBlogs Wikis Forums
PersonalFile Sharing ECM
The type and sources of content is growing and so is the need for collaboration and integration
Content
6
Lotus Quickr and ECMOur collaboration and enterprise content management offerings have parallel but increasingly integrated paths
Lotus Quickr• Collaboration• Content sharing• Intuitive user interface and connectors
ECM• Robust content management• Process integration• Rich API set
• Front-end to ECM services• Enhanced document management capabilities aligned
with ECM strategy
• Relying on Quickr for collaboration• Direction to provide increased ease of implementation
7
Lotus Domino Document Manager falls in the middle
Lotus Quickr• Collaboration• Content sharing• Intuitive user interface and connectors
• Robust content management• Process integration• Rich API set=
•Advanced document management•Rich API set•Ease of implementation
Domino Document Manager
ECM
8
Lotus Domino Document Manager reached maturity several years ago
Domino.Doc 3.1
Domino.Doc 3.5
Lotus Domino Document Manager
6.5.1
Lotus Domino Document Manager
7.0
Aug 2002(EOS Aug
2005)
Aug 2002(EOS Aug
2005)
Aug 2004 Oct 2005
■ From customer perspective --concerns about roadmap, long-term viability, strategic positioning
■ From IBM perspective -- significant investment not strategic or affordable
Agenda
Overview
Elements and time line of the Domino Document Manager transition plan
Maintaining your current Domino Document Manager environment
Planning for your transition
10
Transition Strategy
IBM will withdraw Domino Document Manager from marketing (remove parts from price book) effective in May 2009
End of Service for Domino Document Manager will occur in September 2012
Following our normal practice, IBM will make service extension agreements available after September 2012 Typically two to three years
Our goal: provide enough time and support so that you can have a
well-planned “soft landing”
11
A Choice of Alternative Products
Entitlement to Lotus Quickr users licenses will occur automatically on or before the End of Marketing date Requires that customer has active maintenance agreement Users licenses: ratio is 1:1 PVU licenses (e.g. Domino Utility Server): ratio is 2:1 Processor licenses: ratio is 200:1
After automatic entitlement occurs, customers will have the option to request one of the following products in place of Lotus Quickr: IBM Content Manager Collaboration Edition IBM FileNet Content Manager Collaboration EditionNote: these bundles include Lotus Quickr (see next page)
Note: if your maintenance has lapsed, we strongly encourage you to consider renewal or reinstatement before May
Lotus Quickr + ECM bundles
IBM Content Manager Collaboration Edition 8.0includes:
Lotus QuickrFull use license
IBM Content Manager 8.4.1Restricted use license
Users are limited to accessing content (move, copy, view, or search) in CM8 via the Quickr web UI or the Quickr connectors; cannot run add-on products
IBM FileNet Content Manager Collaboration Edition 8.0includes:
Lotus QuickrFull use license
IBM FileNet Content Manager 4.5Restricted use license
Users are limited to accessing content (move, copy, view, or search) in CM8 via the Quickr
web UI or the Quickr connectors; cannot run add-on products
Upgrades will be available from restricted to unrestricted bundles
Coming soon
13
Assistance Self-Assessment Guide (redbook)– planned for April or May
Basic migration tool – planned for April or May No charge for basic tool Will be available through trained IBMers or Business Partners
– To consolidate training and support Initially, migration from Domino Document Manager 6.5.1 and 7.0 to Lotus
Quickr services for Domino
Supplemental migration tool offerings available from Business Partners e.g. to move to Quickr J2EE, IBM FileNet, IBM Content Manager
Services offerings available from ISSL and Business Partners
Web landing page coming: Best practices forum / wiki Catalog of trained Business Partners
Lotus Quickr compared to Domino Document Manager
Feature Lotus Domino Document Manager Lotus Quickr
Document Check-in/out
Document versioning
Discussion threads
Dynamic links
Customizable workflows and events
LotusScript, Formula, VB, C
++
LotusScript, Java, REST, C+
+
Security at various levels
Document, Binder, Cabinet, Library
Document, Room, Place,
Server
Cross-platform/multiple clients
Compatibility with Office 2007 Future fix pack release
Preliminary: Stay tuned for more detailed information in Self
Assessment Guide
Known challenges (today)
Feature Lotus Domino Document Manager Lotus Quickr
Autonomic Scalability
J2EE
Document Event Handlers
Activity Logging Limited
Dynamic Meta-data/subforms Requires customization
Global Document Types N/A
Security at various levels
Document, Binder, Cabinet, Library
Document, Room, Place,
Server
Preliminary: Stay tuned for more detailed information in
Self Assessment Guide
The ease of Lotus Quickr tied to the power of ECM
Quickr Webservices
P8 APIs
Quickr Webservices on P8
Direct access Lotus Quickr & ECM systems via Lotus Quickr connectors
CM8 APIs
Quickr Webservices on CM8
■ Easy to create, share and collaborate via Lotus Quickr connectors♦ Microsoft Office, Microsoft Outlook, Windows® Explorer,
Lotus Notes, Lotus Sametime, Lotus Symphony
■ Provide basic content operations as a natural extension of popular applications ♦ Check-in/out, Round-trip editing, Versioning, Send/Copy
Links, View/Edit Properties, Approve/Reject, Publish Draft, Create from Document Type
The ease of Lotus Quickr tied to the power of ECM
Lotus Quickr APIs
■Lotus Quickr Web UI talks directly to Lotus Quickr server and provides ECM integration via end user menu actions
♦ User initiated document move, move with link, or copy into ECM♦ Create links to existing ECM content within Quickr♦ Easily display ECM folders within Lotus Quickr using feeds♦ Search ECM content from Lotus Quickr
Quickr web UI
Web Services Integration
P8 APIs
Quickr Webservices on P8
CM8 APIs
Quickr Webservices on CM8
Initially, Lotus Quickr J2EE; Quickr Domino support currently planned for late 2009
Martina easily publishes the completed contract from the Quickr place to the company’s ECM system
Martina is prompted for mandatory metadata that will launch a process and notify Heather that the contract for
the assigned case is finalized
Leveraging the built-in controls and process management of the ECM
system
Dynamically publish/store corporate assets
Document Categorization, Initiates Automated Workflow
Versioning options
Administrator can pre-populate location
and metadata as required
Entering the required meta-data allows her to quickly categorize the document and initiate an
automated workflow
Heather receives an e-mail notification that the contract is finalized and she should begin work on the case
Link to the contract document in the ECM system via the Quickr
connector
Sending links reduces e-mail size and “version anxiety”
Automated system notifications
Lotus Quickr compared to ECM
Feature Lotus Domino Document Manager
IBM FileNet Content Manager IBM Content Manager
Document Check-in/out
Document versioning
Discussion threads via Quickr integration via Quickr integration
Dynamic links
“Basic” workflow Including support for
active content OOTB Document Routing
Advanced workflow and business process management
LotusScript, Formula, VB, C++
High volume, transactional BPM, Active
Content
CM 8.4.1 integration with FileNet BPM
Security at various levels Document, Binder, Cabinet, Library
Annotation, Document, Class, Folder, Step,
Process, Object Store
Annotation/parts, Document, Type, Folder
Content FederationAcross IBM ECM and 3rd
party repositories
Across IBM ECM and 3rd party repositories via separate offering
Content Classification
Office 2007 integrated Planned for 2H 2009 via Quickr integration
Preliminary: Stay tuned for more detailed information in
Self Assessment Guide
Transition paths
Domino Document Manager
Lotus Quickr (services for
Domino)
Lotus Quickr (services for WebSphere
Portal)
IBM FileNet Content Manager
IBM Content Manager
Likely to be most common so we are focused here first
Example of migration tool
Subject to change
Example of migration tool
Subject to change
Summary of Time Line
Announcement of End of
Marketing and End of Support
1Q 2009
■ Withdrawal from marketing (no new sales)
■ Entitlement to replacement product(s)
■ Publication of Self-Assessment Guide
■ Availability of migration tool (through IBMers and BPs)
■ Availability of service offerings
2Q 2009
■ End of normal support
■ Service extensions available
September 2012
■Quickr “next” including enhancements to document management & APIs
2H 2009
■ Publication and on-going maintenance of Best Practices wiki
■ Office 2007 and Vista fix for Dom Doc 6.5.1 & Dom Doc 7.0
late 2009
• Learn, analyze and plan• Start using Lotus Quickr
Agenda
Overview
Elements and time line of the Domino Document Manager transition plan
Maintaining your current Domino Document Manager environment
Planning for your transition
27
Domino Document Manager Environment FAQ
Will there be a Lotus Domino Document Manager v8? IBM currently has no plans for a new major release Latest version is Lotus Domino Document Manager v7.0
Can Lotus Notes 8 client be used to access Lotus Domino Document Manager? Not formally tested, but experience has shown no issues
Will the Desktop Enabler work with Microsoft Office 2007? IBM is working on a revision to provide this support
Will the Desktop Enabler support Windows Vista? IBM is working on a revision to provide this support
28
Domino Document Manager Server Platform
Lotus Domino Document Manager needs to remain on Lotus Domino 7 platform Not a deployment blocker for Domino 8.x upgrade Remainder of Lotus Domino environment be upgrade
Leverage traditional mixed version coexistence best practices
29
Migration Requirements
Tooling supports both Lotus Domino Document Manager 6.5.1 and 7.0 for migration
No need to upgrade to Lotus Domino Document Manager 7.0 if current running on Domino Document Manager 6.5.1
If running an older version of Lotus Domino Document Manager then evaluate upgrade
30
Reference
Domino Document Manager (Domino.Doc) Support's most useful links – TN 1213248 URL: http://www.ibm.com/support/docview.wss?rs=899&uid=swg21213248
Domino.Doc Compatibility Matrices for Client, Server, and Web Browser – TN 7002980 URL: http://www.ibm.com/support/docview.wss?rs=899&uid=swg27002980
Lotus Domino Document Manager 7 Fix List URL: ftp://ftp.software.ibm.com/software/lotus/info/dominodoc/dd_fixes.zip
Agenda
Overview
Elements and time line of the Domino Document Manager transition plan
Maintaining your current Domino Document Manager environment
Planning for your transition
32
Planning for your transition
Several steps needed for transition to new technology Assess current usage of Lotus Domino Document Manager (DDM) Clean up current DDM environment Build/prepare target environment Migrate content Decommission DDM
Key message is carefully plan you transition
Externally available Self Assessment Guide to be made available in 2Q 2009 Aid in best product transition path selection
– Lotus Quickr– Lotus Quickr integrated with ECM environment
33
Transition Assessment
Review current usage for DDM environment Define use cases for current environment Document data security architecture Document data volume Product customization Integration with business process Client access methods
– Web Browser– ODMA (ie Microsoft Office)– Notes Client
Determine product feature requirements for target system Don’t expect a direct migration of all features, access
methods, etc The migration will require adjustment in the usage of the
environment
34
Define use cases for Domino Document Manager
Evaluate how the product is being leveraged within your organization
Is the system being leveraged as simple file repository?
Is the system being leveraged as enterprise content management system?
What are the business processes tied to the system?
35
Domino Document Manager Data Security
Document how the component level security is applied to the system
Can the security be mapped into the target system?
36
Domino Document Manager Data Volume
Determine how much content is being stored in system Total volume Document counts
How is that data structured? Library File Room File Cabinet Binder
37
Domino Document Manager Product Customization
Define customizations made within system Custom applications
– ODMA integration– Domino.doc API– Custom agents
System design modifications Document event handlers
Companion products used with system Image scanners, etc
38
Domino Document Manager Process Integration
Define if DDM integrated into existing business processes Custom Workflows Document retention Order Entry Etc…
Can the functions be mapped into the target system?
39
Client Access Methods
Define client access methods used to interact with system Web Browser ODMA (ie Microsoft Office) Lotus Notes Client Custom applications
Can these access methods be mapped to the target system?
40
Transition Summary
Self Assessment Guide available April/May timeframe
Transition timeframe Don’t rush into this… Carefully plan and execute transition Services assistance available from IBM and Business
Partners
Transition steps Evaluate current environment Select appropriate target product path Deploy target product Educate users on new products/process adjustments Migrate Domino Document Manager content Decommission Domino Document Manager
environment
Summary of Time Line
Announcement of End of
Marketing and End of Support
1Q 2009
■Withdrawal from marketing (no new sales)■Entitlement to
replacement product(s)■Publication of Self-
Assessment Guide■Availability of migration
tool (through IBMers and BPs)■Availability of service
offerings
2Q 2009
■End of normal support■Service
extensions available
September 2012
■Quickr “next” including enhancements to document management & APIs
2H 2009
■ Publication and on-going maintenance of Best Practices wiki
■ Office 2007 and Vista fix for Dom Doc 6.5.1 & Dom Doc 7.0
late 2009
• Learn, analyze and plan• Start using Lotus Quickr
Session ID Date Time Title
BDD107 Sunday 4:00pm - 5:00pm The Office is Flat (coffee in SOHO) -- Bringing Back The Human Element of Collaboration via Social Software
JMP303 Sunday 4:00pm – 6:00pm IBM Lotus Quickr in Action
ID610 Monday 11:00am - 12:00pm Lotus Domino Document Manager
SHOW202 Monday 12:30pm - 2:15pm Show 'n Tell: Developing for Lotus Quickr Domino Services
INV101 Monday 2:15pm - 3:15pm From Web 2.0 to Enterprise 2.0: Collaboration, Productivity, and Adoption in the Enterprise
ID610 Repeat Monday 2:15pm - 3:15pm Lotus Domino Document Manager
ID306 Monday 2:15pm – 3:15pm IBM Lotus Quickr Technical and Architecture Overview
ID307 Monday 5:00pm - 6:00pm Deployment and Performance Considerations for IBM Lotus Quickr Domino Services
BOF412 Monday 6:15pm – 7:15pm IBM Lotus Quickr Templates - Past, Present and Future
BOF405 Tuesday 7:00am - 8:00am IBM Lotus Quickr Feedback Session
INV101 Repeat Tuesday 11:15am - 12:15pm From Web 2.0 to Enterprise 2.0: Collaboration, Productivity, and Adoption in the Enterprise
AD409 Tuesday 11:15am - 12:15pm Build for Success: Getting the Most Out of Lotus Collaboration and Social Software
AD403 Tuesday 11:15am – 12:15pm Customizing IBM Lotus Quickr Domino Services
AD405 Tuesday 1:30pm - 2:30pm Are You REALLY Taking Advantage of an Integrated Lotus Collaboration Experience?
IBM Lotus Quickr Sessions at Lotusphere
Session ID Date Time Title
SHOW201 Wednesday 8:00am – 9:45am Integrating IBM Lotus Sametime and IBM Lotus Quickr Using LDAP
KEY103 Wednesday 8:30am - 9:30am Social Software - Creating Value Today, Establishing Opportunity Tomorrow
ID308 Wednesday 8:30am - 9:30am Mastering the Collaborative Content Continuum
ID306 Repeat
Wednesday 10:00am – 11:00am IBM Lotus Quickr Technical and Architecture Overview
BP204 Wednesday 3:00pm - 4:00pm Enhancing IBM Lotus Quickr for IBM Lotus Domino with Web 2.0 Integration
IOD309 Thursday 8:30am - 9:30amLotus Quickr and Enterprise Content Management: The Complete Content and Collaboration Solution
BP401 Thursday 10:00am - 11:00am Best Practices for Creating Customized Solutions for IBM Lotus Quickr
BP203 Thursday 10:00am – 11:00am Go Green! Reducing Your Collaboration Carbon Footprint
AD404 Thursday 11:15am – 12:15pm Customizing IBM Lotus Quickr Portal Services
IBM Lotus Quickr Sessions at Lotusphere
Thank you!!
Legal disclaimer© IBM Corporation 2008. A ll Rights Reserved.
The information contained in this publication is prov ided for informational purposes only . While efforts were made to v erify the completeness and accuracy of the information contained in this publication, it is prov ided A S IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy , which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall hav e 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.
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