Lotus Quickr 8.0: Technical Architecture

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2 Lotus Quickr 8.0: Technical Architecture Chai Shong Phua 2007 IBM Corporation

3 Agenda 1 2 Functional Overview Architecture 3 Customization 3

4 Lotus Quickr: Power to the People Lotus Quickr self-service workspaces enable team members (no matter their location or time zone) to track all their people, content and projects Lotus Quickr is designed to help multi-disciplinary virtual teams to make things happen faster and easier than ever before Lotus Quickr enables new levels of execution excellence and it provides collaboration tools that empower teams to: Manage, share and discuss ideas and content easily and security Keep everyone up to date on projects Lotus Quickr helps bring people & projects together and bridge differences, across Organizational and corporate boundaries Geography and time zones Demographics culture and age Working styles 4

5 The fastest way to share everyday content with teams Collaborate from within your desktop applications with the client connectors Expand your scope of collaboration with the servicebased open architecture Start quickly with the out-of-thebox business templates (e.g. Project Place) Select your preferred content repository with the IBM Lotus Domino and JCR content stores Included Content Stores Current plans for interoperability for comprehensive, scalable end-to-end content mgmt. Lotus Domino IBM JCR * These platforms will require a separate purchase when interoperability with Lotus Quickr is supported Integration & Coexistence IBM FileNet* IBM CM* Other* 5

6 Team workspaces (places) Easily create online places for projects and teams Self-service with a step-bystep guide to create a place Select the template with the look-and-feel and the components that you need: Content libraries Team calendar and milestones Lists/Forms for managing structured content Discussions forums, team blogs, & wikis And more... 6

7 Component architecture for team workspaces Clients Application Templates Collaboration & Content Components Infrastructure Services Team work space Project Mgmt. Innovation & Idea Mgmt. Wiki Blog Content Mgmt. Meetings Pictures & Photos Presentations Team work site Content Libraries Task Mgmt. Discussion Forums Wiki Team Blog Web Content Forms & Lists Team Calendar Meeting Mgmt. What s new Member list & Roles Picture Library Announcements Surveys Team Contacts Offline Access Extranet Access Workflows Search Authenticate & SSO Agents Composite Places Themes, Skins & Layouts User Mgmt. Access Control Content Replication Notification & Feeds Back-up & Restore Archiving Administration Lotus Integration Presence (Lotus Sametime) Web. Conf. (Lotus Sametime) 7

8 Rich set of Collaboration components A rich palette of components to build business solutions From IBM, or IBM Business Partners (at no additional charge) Examples of key components to include in your company specific business templates for self-service access Team blog / journal Easy rich text entry & inline commenting Wiki Automatic versioning Idea/innovation tracking Comments & workflow Meeting & Agenda Mgmt. Item-driven agenda builder & Web conference integration 8

9 Collaboration components (continued) And more components... Collaborative presentation review Microsoft Powerpoint slide-by-slide commenting Contact mgmt. Internal and external contacts across projects Dynamic surveys Wizard to build custom survey Communications management Announcement lifecycle & workflow Tasks mgmt. Gantt charts with dependencies Resources Export to spreadsheet 9

10 Collaboration components (continued) And even more components... Photo library and gallery Tagging & thumbnails Issues Escalation Workflow and management Discussion threads / forums Hierarchy of responses Team calendar Post events and milestones Daily, weekly, and monthly views ical invitations to personal calendars Supports rich text and images And more from you! Lotus Quickr solutions catalog 10

11 Content Libraries Easy management of documents Draft. Check-in/check-out Versioning/revisions Easy-to-use workflow Compelling User Experience Contextual menus Drag-and-drop People menus on all names High responsiveness (AJAX) Easy-to-use search Sharing content Bookmarkable document URLs Atom Feed enabled 11

12 Lotus Quickr connectors integrate right into your favorite applications Making sharing & collaboration transparent and natural Lotus Notes Microsoft Office Microsoft Windows Explorer Lotus Sametime Microsoft Outlook (future release) Key Benefits: Share and manage your content easily Don t interfere with the way people work: Use drag and drop Complex actions are natively integrated into the tools using consistent menus: Edit, view version history, process workflow, etc. Different versions of SW are supported Lotus Notes 6.5, 7.0, Microsoft Office XP & 2007, etc. 12

13 Lotus Notes Connector = Collaborate out of the inbox Helps reduce attachments, content duplication, and version anxiety Functionality Save attachments into team workspace Replace attachments with shared links File menus and right click Native Prompt to encourage participation Benefits Reduce mail file sizes Remove confusion by getting the latest version New team members are productive more quickly Technical specs Support for Lotus Notes 6.5 & 7.0 releases Implemented as a Lotus Notes menu extension Current plans Drag & drop of Lotus Notes 8.0 attachments directly into Lotus Quickr folders - and vice versa 13

14 Microsoft Office connector Facilitates collaborative document authoring and version management Functionality Save documents into your places Open documents from shared places Integrate with workflow for approval routing Benefits Create and share documents naturally Use your editor of choice (no forced upgrade) Technical specs Support for Microsoft Office 2007, XP, 2003 Implemented as a Microsoft Office menu extension Current Plans Similar integration for IBM Productivity Tools 14

15 Lotus Sametime connector Provides easy access to shared content right from real-time client Navigate content through a simple tree interface Drag and drop from local system to libraries and team workspaces Send links in chats Invite colleagues to download the connectors Integrated action menu Quick contextual access to shared documents Implemented as an Eclipse plug-in 15

16 Microsoft Windows Explorer connector Makes it easy and natural to move content to collaborative environment Navigate content through familiar tree interface Drag and drop content from local system to libraries and team workspaces Integrated action menu Implemented as a Microsoft Windows namespace extension Integrated actions: it s more than WebDav 16

17 Microsoft Outlook connector Planned for future release Lotus Quickr task pane will display a hierarchical view of document libraries Drag an (or just its attachment) from a folder to a Lotus Quickr document library Create a place, manage a library or its content directly from Microsoft Outlook software Plans are subject to change at any time without notice 17

18 Offline access Get the same experience offline as the one you get when you are online Take the entire place offline, not just content libraries Take advantage of Lotus Domino services Security features Replication 18

19 Agenda 1 Functional Overview 2 Architecture 3 Customization 19

20 Lotus Quickr Design Principles Focus is on the user experience independently of the infrastructure End-users should not have to worry about what is behind the scene Example: connectors, and integrated use of places/templates across platforms Openness and flexibility Goal is to integrate with diverse content repositories, and provide an aggregated view of the content and collaboration to end users Protect our customers investments Providing different deployment options demonstrates IBM s intent to leverage our customers investments and skills: Lotus Domino services (storing the content in an NSF-based repository), or J2EE services (storing the content in a relational Database) A combination of the Lotus Domino and J2EE services 20

21 Install Lotus Quickr 8.0 today?... No problem... Express Installation of the server in about an hour In either a Lotus Domino or a J2EE deployment setup Connectors are self-provisioned and install in about a minute 21

22 Create Places in three simple Steps Done the new place is ready for use 22

23 What Gets Installed with Lotus Quickr 8.0? It s all in the box... Including a scalable content repository Server installation J2EE Services IBM WebSphere Application Server Network Deployment IBM WebSphere Portal Multi-Platform (subset) IBM DB2 Universal Database 9.1 Enterprise Server Edition or use an existing IBM DB2 database Lotus Quickr 8.0 application Lotus Domino Services Lotus Domino with fix pack 1 Lotus Quickr 8.0 application 23

24 Lotus Quickr Architecture Browsers User s View Feed Readers Connectors Quickr Components (Docs, Wiki, Blog ) Quickr Content Services (Domino, REST, SOAP) Quickr Components (Docs, Wiki, Blog ) Quickr Content Services (Java, REST, SOAP) WebSphere Portal Server (subset) Domino WebSphere Application Server Domino NTF NTF NTF NSF NSF NSF RDB J2EE 24

25 A Cluster Deployment for Lotus Domino Services Dispatcher HTTP Server HTTP Server Lotus Quickr Lotus Quickr Deployment Manager Portal Server 5.1 or 6.0.x Deployment Manager Lotus Connections Domino Domino WAS 5.1 or 6.0 WAS 6.1 File System File System Directory Server Database Servers Quickr Quickr NSF Quickr NSF Quickr NSF NSF Quickr Quickr NSF Quickr NSF Quickr NSF NSF WP DB Quickr DB Conn DB 25

26 A Cluster Deployment for J2EE Services Dispatcher HTTP Server HTTP Server Deployment Manager Lotus Quickr on Portal (subset) Deployment Manager Portal Server 5.1 or 6.0.x Deployment Manager Lotus Connections WAS WAS 5.1 or 6.0 WAS 6.1 Directory Server Database Servers WP DB Quickr DB Conn DB 26

27 Supported Servers OS and Database Lotus Domino OS Microsoft Windows 2003 Standard Edition Server SP 1 Microsoft Windows 2003 Enterprise Server IBM System i (IBM i5/os V5R4) IBM System p (IBM AIX V5.3) Sun Solaris operating environment V10 Database NSF J2EE OS Microsoft Windows XP SP2 - as development platform only Microsoft Windows 2003 Standard and Enterprise SP1, Windows Server 2003 R2 Red Hat Enterprise Linux ES, AS, WS, Desktop for (x86) 4.0 U4 Database Microsoft Windows DB2 9.1 Linux (Red Hat) DB2 9.1 Note: Oracle support is currently planned for 1H 08 27

28 Using Lotus Quickr with WebSphere Portal Two complementary value propositions and usage scenarios: 1. WebSphere Portal is a framework for building web sites with simple and consistent end-user experiences. These Web sites... Are created by the site owners for use by the site s user community Have more users/readers, than authors Are relatively few in number, serving relatively large user communities 2. Lotus Quickr is a team collaboration solution enabling teams to easily share information and collaborate on projects. These places... Are self-provisioned with place owners deciding on layouts and content Have a higher ratio of users that actively contribute content to the place Are large in number (one for each project or team) Many customers will want to access Lotus Quickr through WebSphere Portal. Just like any other app... 28

29 Lotus Quickr and the WebSphere Portal technology Lotus Quickr on J2EE services relies on WebSphere Portal technology Lotus Quickr places are implemented as composite applications The embedded portal server is a subset of WebSphere Portal Multiplatform but does not include: Business process choreographer, Virtual portals Portlets can be deployed into Lotus Quickr places Lotus Quickr and its individual components (e.g. document library) are not deployable into an existing WebSphere Portal server Business components (such as those built with WebSphere Portlet Factory) can be deployed into Lotus Quickr places Many components (ex: blog, wiki..) are implemented using IBM Web Content Management (WCM) technology Provides for customization of these components using the WCM authoring 29

30 Integration with an existing portal infrastructure (1) Tighter integration is currently planned with upcoming product releases Example: My Places and ATOM feed consuming portlets Options available today to visually integrate a Lotus Quickr server (Domino or J2EE-based) and an existing WebSphere Portal server: 1. Use Lotus Quickr Web services to access the Lotus Quickr content from custom portlets on the WebSphere Portal server Use existing tools (IBM Rational Application Developer, WebSphere Portlet Factory, etc.) to create new custom portlets (ex: a portlet to display a list of documents from Lotus Quickr) 30

31 Integration with an existing portal infrastructure (2) 2. Use an iframe within WebSphere Portal to access Lotus Quickr components Simple and easy to set up 31

32 Agenda Functional Overview Architecture Customization 32

33 Extending Lotus Quickr Business Users little or no technical skills but lots of domain knowledge Technical Users some technical skills in languages like LotusScript, Visual Basic, Javascript, HTML and some domain knowledge Developers deep technical skills in Java, C++, C#,.net. usually little domain knowledge 33

34 Extending Lotus Quickr Business Users Build the right application or template by selecting just the components that you need e.g. An RFP place with tasks and doc library Define a new form with custom fields E.g. customer issues Define a document workflow e.g. A workflow for approving a document for publish to ibm.com... Define a taxonomy for categorizing documents Define a new document type using predefined property sheets and custom meta-data e.g. A press release with a Microsoft Word template Define a shared view based on document properties and categories 34

35 Place customization 1. Create a place, and select the components you need Drag and drop (Qsite) 2. Use the theme (colors, branding) you want 3. Pre-load with seed content 4. Save as a new template (PlaceType) 35

36 Extending Lotus Quickr Technical Users Create new agents e.g. A placebot to archive a place Use HTML forms Change the user experience e.g. modify or create a new theme and skin Connect the components e.g. Wire in a new portlet that provides a custom document view of a selected document Extend components using authoring from Web Content Management (WCM) e.g. An improved blog based on the out-of-box component Define new business components using WebSphere Portlet Factory e.g. A project status component for a Project Management place 36

37 Extending Lotus Quickr - Developers Add new actions E.g. Adding a scan action to the document menu Develop new connectors using Web Services and REST API s E.g. FTP connector Implement content services on new back-ends E.g. Content Services on IBM FileNet Implement resource managers on new back-ends E.g. Feeds provider personalization rules 37

38 Summary 1 Functional Overview 2 Architecture 3 Customization 38

39 Resources Please visit... For demos, materials, etc. 39

40 Why should I use Lotus Quickr or upgrade from Lotus QuickPlace -... today? 1. A better Web user experience New user interface, contextual menus, drag and drop, etc. 2. Access from the applications you use everyday Quickr connectors for Microsoft Office, Microsoft Windows Explorer, Lotus Sametime, Lotus Notes Access Lotus Quickr content using ATOM feeds 3. New or updated collaborative components Wikis, Team Blogs, tasks, presentations, pictures, surveys, meetings, etc. 4. Collaborative content management and team collaboration Leverage portal infrastructure to build collaborative role-based applications 5. And don t forget the administrators New role for management of nested places, place statistics for business owners, etc. In-place upgrade from Lotus QuickPlace 6.5 and

41 Thank you!! 41

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