Get Started on SOA. People Entry Point Interaction and Collaboration Services. Case for an SOA Portal

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Derrick Lindsey
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1 Get Started on SOA People Entry Point Interaction and Collaboration Services Case for an SOA Our customers are our highest priorities; our employees are our highest cost We need to make our employees more productive and better able to service our customers. s are the face of your SOA environment. Let s look at how WebSphere Server can help. Service Oriented Finance CEO IBM 06 - Interaction and Collaboration Services v1.8.ppt 2 1

The Usability Challenge Applications and information are delivered in silos User1 password U_person1 pikj76yhd User? L09827 #$^&%*@ User_persona mypuppy Sales Pipeline Marketing HR Order Mgmt.

2 The Usability Challenge Applications and information are delivered in silos User1 password U_person1 pikj76yhd User? L09827 User_persona mypuppy Sales Pipeline Marketing HR Order Mgmt. Security Security Security Security Sales Force Automation System Department Repository HR Policies and Procedures ERP System 06 - Interaction and Collaboration Services v1.8.ppt 3 and How People Work Today 06 - Interaction and Collaboration Services v1.8.ppt 4 2

3 s Help Solve the Usability Challenge An environment that adapts to the needs of each user, in their role Composite Applications User? Common Security Role-based, in-context, process-driven Sales Pipeline Marketing Human Resources Order Management Sales Force Automation System Department Repository HR Policies and Procedures ERP System 06 - Interaction and Collaboration Services v1.8.ppt 5 Example: Loan Officer Role Custom search tools Customer portfolio application Personalized contact list with presence awareness Recommended actions 06 - Interaction and Collaboration Services v1.8.ppt 6 3

Example: Branch Manager Role Alerts Personal productivity tools E-mail Calendar Business performance tools 06 - Interaction and Collaboration Services v1.8.

Sales Force Automation Customer Relationship Management Browser role-based in context processdriven Communication e-mail Document Management E-Forms Content Management Collaboration Mobile Clients

4 Example: Branch Manager Role Alerts Personal productivity tools Calendar Business performance tools 06 - Interaction and Collaboration Services v1.8.ppt 7 IBM WebSphere is The Face of Your SOA Environment Rich Clients Natural, Intuitive, Adaptive User Experience Presence Awareness Instant Messaging Business Alerts Services Management Dashboards Sales Force Automation Customer Relationship Management Browser role-based in context processdriven Communication Document Management E-Forms Content Management Collaboration Mobile Clients Composite application that delivers services in the form of portlets, in the context of a business process E-Learning ERP Information Workflows ehr Composite products Syndicated Rates 06 - Interaction and Collaboration Services v1.8.ppt 8 4

5 Enterprise s Represent a Compelling SOA Entry Point Project Through 2007, an enterprise portal will be the first major application of SOA concepts for more than 50 percent of enterprises (0.6 probability). Analytical source: Gene Phifer, Gartner Research; Publication Date: 12 October 2005/ID Number: G Gartner 10/12/05 Forrester research has suggested that 80 percent of new application development is going to be in composite applications, rather than more-traditional apps. August 24, Intranet Journal: IBM's New Server Embraces 'Composite Applications', By: Tom Dunlap, August 24, Interaction and Collaboration Services v1.8.ppt 9 WebSphere is the Face of SOA For Customers, Employees, and Business Partners B2E s improve employee productivity and rapid decision making B2C s increase customer loyalty and cross-sell revenue Common Framework B2B s build partner relationships through integration with your business processes Service Creation Connectivity Business Process Data Data Service 06 - Interaction and Collaboration Services v1.8.ppt 10 5

6 Customer Self-Service with WebSphere We want to provide a superior self-service experience for our customers This sounds like a job for WebSphere. Service Oriented Finance CIO IBM 06 - Interaction and Collaboration Services v1.8.ppt 11 Requirements for Building Customer-Facing s Rapidly build and deploy portlets from reusable services Customers Create and manage a wide variety of portal content Personalize user experience to create up-sell and cross-sell opportunities Enable customers to fill in and submit application forms online Placeholder for screenshot of customer-facing portal 06 - Interaction and Collaboration Services v1.8.ppt 12 6

7 WebSphere Portlet Factory Builds Portlets With No Programming Required Developers use wizard-based Builders that automatically generate the required J2EE code Integration Builders automate the process of connecting to and introspecting back-end systems Lotus Domino, PeopleSoft, Siebel, SAP R/3, SAP Business Warehouse, Hyperion, databases, Web services Service Builders support the SOA programming paradigm Separates portlet user interface from the data WebSphere Portlet Factory Designer Portlet Wizard-based builders Portlet Portlet generate 06 - Interaction and Collaboration Services v1.8.ppt 13 Benefits of WebSphere Portlet Factory Service Builders Flexibly combine user interfaces and services Presentation Data D A T A C O NS D A T A P R O VI Enterprise App Use one service to drive display of multiple portlets U M ER D E R Database Web Services Reuse same UI with different data services Reuse existing assets 06 - Interaction and Collaboration Services v1.8.ppt 14 7

8 DEMO: Rapidly Build Portlets with No Coding Service Consumer Builders Service Provider Builders D A T A D A T A GET CUSTOMER PROFILE C O N S U M E R P R O VI D E R CICS Web Service CICS System Examine finished portlet that interacts with CICS web service Define service provider Generate service consumer portlet 06 - Interaction and Collaboration Services v1.8.ppt 15 Web Content Management in WebSphere Supports a process to create, assemble and publish portal content Users create and submit content via pre-defined templates Users only see and do what they have permission to (e.g. viewers, editors, approvers) Content can be routed for approval prior to publishing via built-in workflow Separation of content from how it is presented facilitates broad re-use publish Customer Content Template Content JSR 170-based Content Repository Employee Author/ Contributor 06 - Interaction and Collaboration Services v1.8.ppt 16 8

9 Content Personalization in WebSphere Developers define the portal page layout Business users define rules that apply to content shown in portal pages and individual portlets Customer Personalized content Content JSR 170-based Content Repository Developer Rules get executed at run-time, delivering personalized content to users Personalized Content Page Template rules Campaign Manager 06 - Interaction and Collaboration Services v1.8.ppt 17 Create a More Dynamic User Experience with Advanced Personalization Address Portlet 1 Area 1 Search Page Page Page Page Portlet 2 Area 2 Portlet 3 Area 3 Portlet 5 - x Area Portlet 4 4 Area 5 Visibility Rules Address Portlet 1 Area 1 Search Page Page Page Portlet 2 Area 2 Area 3 Portlet 3 - x Area 4 Area 5 Hide pages and portlets Attribute-based personalization based on visibility rules allows for a more flexible and dynamic user experience Visibility rules instruct the portal to: Show or hide pages and portlets based on dynamic characteristics that are determined at runtime according to business rules 06 - Interaction and Collaboration Services v1.8.ppt 18 9

DEMO: Personalization with Visibility Rules Juan s / Portlet View Gold status prompts display of Private Banking portlet Herman s / Portlet View Non-Gold status hides Private Banking portlet 06 -

10 DEMO: Personalization with Visibility Rules Juan s / Portlet View Gold status prompts display of Private Banking portlet Herman s / Portlet View Non-Gold status hides Private Banking portlet 06 - Interaction and Collaboration Services v1.8.ppt 19 Typical Electronic Forms Requirements Exact match of paper forms to comply with government regulatory agencies Prevent alteration of completed form after it has been digitally signed (non-repudiation) Use automation and integration with existing systems and business processes to reduce errors Keep track of all steps taken during the process (auditability) IBM Workplace Forms supports all these and more! 06 - Interaction and Collaboration Services v1.8.ppt 20 10

11 IBM WebSphere Supports End-to-End Forms Processes Using IBM Workplace Forms Customers Completed form WebSphere Extend Document Manager Workplace Forms Server Workflow Employees Approved form Form approval workflow tasks Store and retrieve form templates, as well as completed forms Fill-out, sign, and submit forms Forms Viewer (XML) plug-in for full fidelity or HTML view option Workplace Form template Forms Designer Developers Pixel-perfect forms 06 - Interaction and Collaboration Services v1.8.ppt 21 DEMO: Electronic Funds Transfer Request Using IBM WorkPlace Forms Customers Employees Fill-out Submit Store Document Manager View Fill-out, submittal, and viewing of Electronic Funds Transfer form 06 - Interaction and Collaboration Services v1.8.ppt 22 11

12 SharePoint Lacks Key Features of a Customer Facing SOA Microsoft has a portal solution called SharePoint. Why shouldn t I use that? SharePoint lacks key features of a customer facing portal. Let s take a look at what s missing. Service Oriented Finance CIO IBM 06 - Interaction and Collaboration Services v1.8.ppt 23 Microsoft SharePoint Server 2007 Limitations in a Customer-Facing Role Rapidly build composite portlets and applications without coding Easier management and re-use of portal content via separation of content from its presentation Adaptive and dynamic user experience using advanced personalization Secure, end-to-end forms solution with support for pixel-perfect forms and non-repudiation IBM WebSphere Yes (WebSphere Portlet Factory) Yes Yes Yes (Workplace Forms) Microsoft SharePoint Server 2007 No (requires significant hand coding) No (presentation and content tightly coupled) No (supports static business rules only) No (InfoPath) 06 - Interaction and Collaboration Services v1.8.ppt 24 12

13 WebSphere is the Face of SOA For Customers, Employees, and Business Partners B2E s improve employee productivity and rapid decision making B2C s increase customer loyalty and cross-sell revenue Common Framework B2B s build partner relationships through integration with your business processes Service Creation Connectivity Business Process Data Data Service 06 - Interaction and Collaboration Services v1.8.ppt 25 Employee-Facing Our employees need to be more productive and responsive to opportunities. WebSphere enhances employee productivity by bringing together all the collaboration needs Service Oriented Finance CIO IBM 06 - Interaction and Collaboration Services v1.8.ppt 26 13

Requirements for Building Employee-Facing s Be the interface for all user-facing tasks in a workflow Employees

NET applications Enable employees to work offline 06 - Interaction and Collaboration Services v1.8.

pending When the user clicks on the alert, the portal displays the user s task list Clicking on an individual

14 Requirements for Building Employee-Facing s Be the interface for all user-facing tasks in a workflow Employees Facilitate more effective collaboration Integrate and re-use existing ASP.NET applications Enable employees to work offline 06 - Interaction and Collaboration Services v1.8.ppt 27 WebSphere is the Face of SOA Business Processes Alert Can display an alert for users when tasks are pending When the user clicks on the alert, the portal displays the user s task list Clicking on an individual task will display the corresponding task page Tight integration with WebSphere Process Server Task List Portlet Task Page 06 - Interaction and Collaboration Services v1.8.ppt 28 14

Find Expertise and Get Answers Quickly with Collaboration Components

portal-driven collaboration People Finder allows you to search your

list portlet enables quick Instant Messaging and Web Conference

Exchange, or IMAP/POP3 back-end Browser-based collaboration 06 -

ppt 29 DEMO: -based Collaboration Instant Messaging Instant Web

15 Find Expertise and Get Answers Quickly with Collaboration Components Out-of-the-box portlets in WebSphere Extend Edition provide portal-driven collaboration People Finder allows you to search your corporate directory Instant Messaging Instant Web Conferencing Contact list portlet enables quick Instant Messaging and Web Conference SOA-based portlet Works against Lotus Domino, Microsoft Exchange, or IMAP/POP3 back-end Browser-based collaboration 06 - Interaction and Collaboration Services v1.8.ppt 29 DEMO: -based Collaboration Instant Messaging Instant Web Conferencing Totally integrated Standard browser Secure Session Collaboration Page 06 - Interaction and Collaboration Services v1.8.ppt 30 15

net applications to Java Bytecode Eliminates need to do a complete Java re-write Allows customers to preserve and maintain.net skills and code Visual Studio.

16 Integrate ASP.NET Applications with WebSphere Visual MainWin for J2EE: Edition* Cross-compiler technology that enables ASP.NET applications to run natively on WebSphere Consists of a plug-in to Microsoft Visual Studio.NET that ports.net applications to Java Bytecode Eliminates need to do a complete Java re-write Allows customers to preserve and maintain.net skills and code Visual Studio.NET Code, Compile, Debug, Deploy C# Microsoft Intermediate Language VB.NET Mainsoft Cross Compiler WebSphere Server Java Bytecode ASP.NET ADO.NET Web Services J2EE Application Environment * Available from Mainsoft ( contact: Ron Johnsen, VP WW Sales (ronj@mainsoft.com) 06 - Interaction and Collaboration Services v1.8.ppt 31 Enable Employees to Work Offline with Lotus Expeditor 6.1 New rich client for SOA built on open standards (Eclipse Rich Client Platform) Provides unified user experience across a range of different application types Web applications Rich client applications New composite applications applications Supports disconnected operation with intelligent synchronization Enables portlets to run locally on a laptop / desktop with or without network connectivity Server-managed to reduce administrative overhead Traditional Expeditor enables disconnected operation Browser Expeditor online offline Runs on Windows, Linux, and mobile clients 06 - Interaction and Collaboration Services v1.8.ppt 32 16

ppt 33 Multi-Site Support (Virtual s) Provides the ability to quickly create multiple sites with one portal installation Can support 2 to 100 s of sites B2C A B2E B B2B C Each site has

17 B2C, B2E, and B2B portals will provide a face to our SOA capabilities. And you can run all these portals on the same infrastructure with consistent management Service Oriented Finance CIO IBM 06 - Interaction and Collaboration Services v1.8.ppt 33 Multi-Site Support (Virtual s) Provides the ability to quickly create multiple sites with one portal installation Can support 2 to 100 s of sites B2C A B2E B B2B C Each site has its own users, directory, and look-and-feel WebSphere Portlet EARs Sites share hardware and software Enhances business flexibility while lowering deployment costs WebSphere Application Server Realm A LDAP Realm B Realm C Portlet Instances Microsoft can t do this! 06 - Interaction and Collaboration Services v1.8.ppt 34 17

18 Microsoft SharePoint Server 2007 Limitations in a Employee-Facing Role Support for structured and ad-hoc workflow within the portal On-premise Instant Messaging and Web Conferencing included Work with the portal offline Run multiple portals on the same infrastructure (virtual portals) IBM WebSphere Yes Yes (Extend Edition) Yes Yes Microsoft SharePoint Server 2007 Limited (document-centric) No (requires separate purchase) Limited (manual synchronization of documents only) No 06 - Interaction and Collaboration Services v1.8.ppt 35 Summary IBM WebSphere ideally positioned to be the face of your SOA environment Next generation portal platform for composite applications assembled from reusable services Is the Face of SOA for Customers, Employees, and Business Partners Strong services-orientation allows customers to get started quickly for enterprise portal projects Microsoft SharePoint Server 2007 is essentially a first generation portal solution Focus is more on basic access and integration, coupled with document-centric collaboration 06 - Interaction and Collaboration Services v1.8.ppt 36 18

19 06 - Interaction and Collaboration Services v1.8.ppt 37 19

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