IBM Software Group © 2005 IBM Corporation IBM ® Lotus ® Domino ® Document Manager 7 Adding Value to your Lotus Domino Investment NAME POSITION

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© 2005 IBM Corporation

IBM® Lotus® Domino® Document Manager 7Adding Value to your Lotus Domino Investment

NAMEPOSITION

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IBM, the IBM logo, Lotus, Domino, Domino.Doc, Lotus Notes, Notes, WebSphere, Workplace, Workplace Web Content Management, AIX, iNotes and DB2 are trademarks of International Business Machines Corporation in the United States, other countries, or both.

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.

Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Linux is a trademark of Linus Torvalds in the United States, other countries, or both.

Other company, product or service names may be trademarks or service marks of others.

The information contained in this documentation is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this documentation, it is provided “as 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 documentation or any other documentation. Nothing contained in this documentation is intended to, nor shall have 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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Agenda

“Managing” Information: Today

Overview

Technical Architecture

Key Features

What’s New in Version 7

Roadmap to the Future

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“Managing” Information: Today

Tim - marketing communications specialist

Sarah presents her edited copy to Business Partners

Bob presents at a tradeshow with his edits

Sends out for review

Comments sent back

Sarah John Bob

After making edits, Tim gives the final copy to the sales team for use with customers

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What do you get?

Inconsistent information in the value chain

Lost productivity

Increased storage costs

Missed opportunities

Unhappy customers

Lost $$

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What is collaborative document management?

The capture, storage, and management of documents that have been worked on jointly

with others

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Why is collaborative document management important? The Main Reason: An organization’s knowledge is

scattered on hard drives, email, shared networks / file servers, paper file cabinets, etc.

–hard to find–difficult to reuse–unorganized and unmanaged

The Costs are Huge!–Loss of intellectual capital–Productivity costs–Hardware / network storage costs–Competitive costs–Risks of litigation / fines for non-compliance

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Empower EmployeesReuse and leverage content across the organization Connect and collaborate across workgroups

Business plansVendor contractsPress releasesCustomer proposalsHR manualsCompetitive assessmentsBest practicesMarketing collateral

License agreementsTest plansMarketing strategiesProduct data sheets PresentationsLitigation supportInvestment prospectusCompliance documentation

If you work with these:

You need a better way to manage!

Why do organizations need collaborative document management?

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Attractive Total Cost of Ownership:

– Leverages existing Lotus Domino infrastructure

– Minimal end user training

– Incremental admin training

– Minimizes development costs

– Affordable price point

Rapid Time to Value:

– “Soft dollar” return

– Opportunity to become:

• More competitive• More productive• More effective

Why are customers buying Lotus Domino Document Manager?

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High Production:• document imaging• computer output archiving / presentation

Rich Media: • photos• videos• audio

Web Content: • Internet• intranet• extranet

Collaborative Documents: • office documents• chats• e-mail

ECM makes information,captured as contenteasy to store, find,

use, update and discard

Fit in the IBM Content Management Portfolio

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Lotus Domino Document Manager Overview

Delivers a security-rich organization-wide control system to capture, store, manage, and access business documents

Library services – check-in/check-out, version control, access control, audit trail

Lifecycle – review and approval, publishing, archiving

Collaboration – Email and Instant Messaging Integration

Allows out of the box integration with IBM Lotus Workflow™ and other Lotus Domino Applications

Leverages your existing Lotus Domino infrastructure to help lower your total cost of ownership

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Architecture & Features

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Utilizes Lotus Domino as the Underlying Server Engine

ROUTING WORKFLOW

VIEW INDEXING

FULL TEXT INDEXING

REPLICATIONENCRYPTION

DIGITAL SIGNATURES

ACCESS CONTROL DIRECTORY DOCUMENT

CONTAINER CALENDARINGSCRIPT

ENGINES

OBJECT SERVICES

OBJECT STORE

OBJECT SERVICES API (OLE, Java, LS, C++, C)

SMTP, IMAP, MAPI, POP,

LDAPHTTP NNTP IIOP NRPC

Document Management

Core Lotus Domino

Features

E-mail

security

collaboration

web server

data mgt

LDAP

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Technical Architecture

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Key Features

Integration with desktop applications

ODMA client interface

Microsoft® Windows® Explorer Integration

Document Drag and Drop

Documented COM-based API

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Key Features

Library Services

• Document profiling• Check-in / Check-out for reviews and

editing• Version control• Audit Trail for accountability• Security features• Search and Discovery

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Key Features

Out-of-the-box Lifecycle Management

• Review and approval cycles

• Publishing• Archiving

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Key Features

Administration capabilities

– Multiple libraries

– File cabinet mobility –Disconnect and Reconnect

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Key Features

IBM Lotus Sametime® integration

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Key Features

Discussion Forums

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Key Features

Attaché Case feature in Windows Explorer allows users to work with their documents while disconnected from the network.

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Key Features

The API contains two dozen classes for access to the features of Lotus Domino Document Manager

Uses for the Lotus Domino Document Manager API include:

– Integrating desktop applications

– Creating custom clients

– Import/export programs

– Background processing

– Bulk-handling of large document collections

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Technical Architecture – Distributed Model

TransactionManager

TransactionDatabase

Replication

TransactionManager

TransactionDatabase

Domino.DocServer

Replication Domino.DocServer

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Profiles

Store information about the document

Contain System attributes

Capture Application attributes

Customizable

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Web UI Screen Shot

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E-mail Integration

User Interface integration with IBM Lotus Notes® client at install time

Archive selected email to specified Doc Libraries

Granular options to copy, move, remove attachments, create multiple documents and send email message text into Lotus Domino Document Manager

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Select the Email(s) that you wish to archive in Notes, then from the Actions Menu select Move to Document Manager.

E-mail Integration

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Navigate through the Document Manager library hierarchy. and archive the select email/attachments at once.

Granular options are available to archive the email body only or save email bodies and attachments as one document

E-mail Integration – Selecting the Destination

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Additional archive options exist to remove attachments in an email and provide a link to the corresponding archived attachment in the Lotus Domino Document Manager library

A reference document link remains in the email in order to quickly access the document that is stored on Lotus Domino Document Manager.

E-mail Integration – Removing Attachments

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Directly from the File - Save As menu, navigate the Lotus Domino Document Manager library hierarchy and save your instant message chat sessions.

Instant Messaging Integration

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LDAP Directory Integration/SSO

Single Sign On Session based authentication between the web client and desktop client

Authenticate LDAP users with the Lotus Domino Document Manager directory

Supported LDAP sources: IBM Directory Server, Lotus Domino, Active Directory. iPlanet

Support nested LDAP groups

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Support for Lotus Domino Domain Search

Lotus Domino Domain Search

–Federated Search (search across libraries/servers)

–Improved performance by searching multiple dbs in parallel

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What’s New in Lotus Domino Document Manager 7?

Support for Netegrity Siteminder

Enabler support for additional desktop applications

– Details on how to enable additional apps

Serviceability enhancements

– better error messages

– better DE installation logging

– tracing for LS & agents

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What’s New in Lotus Domino Document Manager 7?

Updated platform support

– Lotus Notes and Domino versions 6.0.3, 6.5.2, and 6.5.3

– Browsers: IE 6.0, Safari (Mac OSX only)

– OS: Microsoft Windows XP, 2000, 2003 Server; IBM AIX® 5.1, AIX 5.2; Solaris 8/9, iSeries V5R3

Upgrade path from version 3.1 to version 7

Continued systems testing with other Lotus Notes and Domino 7 extended products

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Futures Roadmap*

*References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this publication may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.

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…and beyond: 7.x

JSR™ 170

Candidates for features include:

– Enablement for additional desktop applications

– Refining email integration for both Lotus Notes and Microsoft Outlook

– Integration with Lotus Domino Web Access (iNotes™)

– Silent install of the desktop enabler

– UI enhancements to the desktop enabler

– More “to be determined”

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JSR 170 - Content Repository API for Java™

The Java Community Process™ (JCP™) is a mechanism for standardizing the Java platform through Java Specification Requests (JSR)

JSR 170 was the proposed API to standardize access to content – approved in May 2005

The specification enables the development of content based applications that can be deployed on top of a number of different underlying repositories

Specifies an API and information model for

– Links

– Versioning

– Search

– Transactions

– Locking

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IBM Content Management Portfolio – Standards Support

IBM Lotus Domino Document Manager

IBM DB2® Document Manager

IBM DB2 Content Manager

IBM Workplace Web Content Management™

IBM Workplace™ Documents

IBM Websphere® Portal

JSR 170

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JSR 170 – Benefits

Common interface among IBM repositories and clients

Allows for in-place co-existence of multiple repositories

Integration point to IBM Workplace

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Repository Convergence

CM

ILWWCMPersonalization

JSR170implementation

WebSphere Portal

JSR170

Global SearchMail

Discussions….Document

Management

Extensions

DominoDoc Mgr

CM

ILWWCM

RDBRDB

FS

RDB

PCM API

WebSphere Portal

WPCP

DocumentManagement

Domino(.nsf)

DominoDoc Mgr

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Roadmap*

Q1 2005Q1 2004 Q4 2004 2006

Lotus Domino Document Manager

6.5.1

Domino 6.5.1

Lotus Domino Document Manager 7 Beta cycle begins

Lotus Domino 6.5.3

Lotus Domino Document Manager 7

Notes/Domino 7

Lotus Domino Document Manager 7.X

Lotus Notes and Domino 7.X

January 23-27

* Subject References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this publication may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.

Q3 2005 2007

Lotus Domino Document Manager

Next

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Where does it fit in the IBM portfolio?

For traditional document management applications use DB2 Document Manager:

– compound document support

– rules-based document lifecycle management

– support for engineering file formats

– renditioning services

– remote printing/plotting

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Where does it fit in the IBM portfolio?

For document management needs in Workplace environment use IBM Workplace Documents:

–Provides a security-rich and synchronous experience to create, import, edit and save documents -- with the option of an integrated rich client experience

– Document editors offer flexibility for updating many common file types

– Opportunity to improve organizational effectiveness by providing centralized, consistent management of documents

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How does it fit with the Lotus Domino family of products?

Common release schedule starting with release 6.5.1

Common set of operating systems

Common set of languages

Common set of supported browsers

Tested and supported to run together

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IBM Business Partner Add-on Solutions

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Intelligent Tools for Lotus Domino Document Manager Imaging / Scanning

Cobra Image Router (CIR) enables powerful, easy-to-use scanning into Lotus Domino Document Manager and Lotus Notes

Delivers resulting files (TIF, PDF+text, etc) directly to binder level

Index with meta-data into the document profile at the point-of-scan

OCR / Barcode Recognition

HP / Xerox / Canon – many more devices supported

Cross Industry

Cobra [email protected]

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Carefree Technologies – eRecords Bridge

Carefree Technologies Inc.Bill [email protected]

Cross Industry

Snap in a records management solution quickly and easily

Centralize retention, suspension, and disposition management

Predefined profiles ensure consistent corporate policy is applied

Enable corporate compliance with Government regulations as well as industry and legal standards

Runs on your technology, supporting Lotus mail and Lotus Domino Document Manager platforms on R5 and R6

Lotus Domino DocumentManager

IBM DB2RecordsManager

Lotus Notes andWeb Mail

ArchiveSystems

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Correlate K-Map: Solutions for Lotus Domino Document Manager

Enhances Lotus Domino Document Manager with

– Virtual Document and Foldering Capability

– Alternative User Interface

– Industry/Process-specific templates

– Sophisticated Offline capabilities

Cross-Industry Solutions:

– Project Management - Manufacturing

– Case Management - Financial

– Proposal Generation

Correlate Technologies Inc.David [email protected]

Cross Industry

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LEGAL Counsel for Lotus Domino Document Manager

For Corporate Legal Departments

Builds a Corporate Knowledge Base of Legal Content

Shares Documents with Outside Counsel

The Domino Document Manager Solution for Legal Communities

For Law Firms

Integrates with Case/Matter Management

Captures and Re-Uses Work Product

Creates a Security-Rich Client Vault of Documentation

Peters Technology GroupSteve [email protected]

Cross Industry