Domino Document Manager

®

®

2

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

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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




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”

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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

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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




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

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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

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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

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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




32


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

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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

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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

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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?

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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?

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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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Domino Document Manager