Agenda IBM Workplace Forms

Transcription

1 1

2 Agenda Welcome and Opening Video Overall Lotus Strategy & Roadmap IBM Lotus Notes & Domino Hannover and beyond IBM Workplace Overview & Strategy BREAK IBM Websphere Portal Overview & Roadmap IBM Workplace Forms The Boss Loves Lotus, where does that leaves Microsoft BP Presentation

3 IBM Workplace Forms (formerly known as PureEdge) Dirk Bomans March 2006

4 Agenda About E-Forms Integrating Workplace Forms Across IBM Software Portfolio Workplace Forms Product Overview Integration Scenario The Future of Workplace Forms Agenda slide

5 The Rapidly Growing E-Forms Market More than 80% of the processes in public and private businesses depend on forms. IDC In 2004 e-forms was estimated as a $400M Market. Gartner Group, Feb/05 Through 2006, XML-enabled e-forms will double in use as a standard enterprise document format. Gartner Group, Feb/05 By 2009, 25% of enterprises will use XML-based document processes. Gartner Group, Feb/05

6 E-Forms are more than just forms on the web Workplace Forms provide intuitive Web-based interfaces to business processes Enterprises are seeking electronic process enablers, not just forms on the web. Gartner (content / process fusion) E-forms based on XML architecture will redefine paperintensive processes and become the standard for Webbased-forms. Gartner The real value of electronic forms lies in its ability to reduce the bureaucracy associated with paper forms rather than simply replicating it. Gartner

7 Workplace Forms Integrates across the IBM Software Portfolio E-forms technology varies from simple (print-and-fill, web forms) to advanced (digital signatures, offline storage). Advanced e-forms are a critical component of Industry Solutions due to their broad applicability to a variety of business processes. E-forms provide a common front-end to many different IBM software products. E-form Workplace Collaboration Services Domino/Notes WebSphere Portal Form Component Mobile E-form Browser E-form Rich Client E-form Off-Line IBM Content Manager WBI, Source reference: WebSphere, 10pt Arial white etc.,regular, etc. Text slide with horizontal bar charts

8 IBM Workplace Forms Products Workplace Forms Viewer: A standalone or browser-based application to present, manage, interact with, integrate, digitally sign and submit Workplace Forms XML e-form and processwizard front-ends. Workplace Forms Designer: Powerful, easy to use WYSIWYG design environment to create secure XML e-form and process wizard front-ends Workplace Forms Server: API: Enables the creation and delivery of forms applications. It provides a common, open interface to Workplace Forms that enables e-forms data integration with server-side applications. WebForm Server: Provides real-time page-by-page conversion of Workplace Forms XML e-forms into HTML and JavaScript for rendering within a common web browser. Enables zero-footprint viewing of Workplace Forms Deployment Server: Deploys rich client and forms in a lightweight manner Basic text slide

9 Workplace Forms: E-Form Components Presentation Layer Pixel-perfect Resolution for duplicating paper forms

10 Workplace Forms: E-Form Components Presentation Layer Guided-interview process option (Wizard driven) User Interface Flexibility Multiple views on the same data Data/Rules-driven views Dynamic Behavior Declarative Rules instead of scripting dynamic behavior Enables much more complex dynamic behavior without deep programming

11 Workplace Forms: E-Form Components Presentation Layer Business Logic Capture forms processes in the form Integrate business process workflows Business Rule Flexibility Client side or Server Side Application of Forms logic to fit requirements

12 Workplace Forms: E-Form Components Presentation Layer Business Logic Data Instances Based on W3C XForms specification Multiple XML payloads for integration Validate against external XML Schemas Multiple Schema and Standards Support Client side or Server Side validation Only product to support multiple schemas within form Only production ready product to support W3C XForms standard

13 Workplace Forms: E-Form Components Presentation Layer Business Logic Data Instances File Attachments Capture complete transaction Supplemental or associated e- forms MS Office, videos, faxes, etc.

14 Workplace Forms: E-Form Components Presentation Layer Business Logic Digital Signatures in Secure E-Envelope Sign multiple, overlapping sections or complete Data Instances form Use built-in signing, digital certificates or signing pads Significantly smaller file sizes compared to proprietary binary formats File Attachments XML document (.xfdl)

15 Benefits of IBM Workplace Forms approach Treating forms in a document-centric way (i.e. as XML objects) allows us to: Maintain presentation and logic with data Save a form and work offline Route a form using any available transport mechanism (e.g. workflow, web, , FTP, etc.) Archive a form into a database Pre-fill a form with data and extract data from a form Sign and make a form tamperproof Integrate a form with other technologies (i.e., workflow, EAI, document/content management, etc.) Parse the XML data at any appropriate time in the form s lifecycle

16 Integrating Domino with Workplace Forms

17 Integrating IBM Workplace Forms with Domino/Notes 7 WebSphere Portal 5.1 Workplace Collaboration Services 2.6

18 Workplace Forms versus Domino Domino Workplace Forms Pixel Perfect Forms (Paper Forms) Forms Subforms Guided Front End Offline Support Domino Workflow Web Forms Overlapping Digital Web Services* Signatures Lotus Workflow Attachments XForms (W3C as transport Standards) Replication Portlets Forms Extensions (IFX) XML (eg. Signing Tablet) On Disk Encryption (3rd Party Encryption) Views & Logic (Form Management) Self contained Standalone Solution Collaborative Document Based Component Technology Business Transactional Record

19 IBM Workplace Forms & Domino

20 IBM Workplace Forms Future Directions

21 Workplace Forms Product Direction Advanced Language and Platform Support Internationalization / Globalization Increase Server and Browser Coverage Expand integration with key IBM middleware Continue Integrations with CM, WorkPlace, and other IBM Offerings Integration Kit for Websphere Portal Drive the adoption of XForms as the de-facto standard for e-forms Deliver XForms enablement in the core Forms product 2Q06 XForms only Design tool Eclipse based Extend industry focused form solutions Broaden industry based form solutions (such as Insurance, Banking/Finance, Healthcare, Government, Manufacturing) Broaden support for SMB Integrate with WSE Integrate with Domino/Notes Extend product functionality for SMB based customers

22 What is XForms? Implementation Application Specific XForms Standardization Innovation XForms is an open standard for forms on the web that builds on the syntax of XML data schemas to provide the necessary Rules and User Interface abstraction to enable a forms data processing model that ensures interoperability for customers and partners that speeds time-to-market and reduces costs. Forms-Based Application Forms Application Specific XForms Deployment (Platforms, Rich/Thin Client, UI Implementation) User Interface XForms Intent-Based UI Description Data Rules XForms Processing Rules Rules govern and describe the context, processing and usage of the form and its data Declarative Rules support: Data-driven UI, Accessibility, Localization, Data Validation, Web Services, etc. Data Syntax XML Data Schemas

23 XForms - Business Benefits and Customer Value 1 Enables Application Interoperability 2 Enables Industry Transactional Standards 3 Lowers Application Development Costs 4 Forms on any device in any language for any able/ impaired person in any role within a business process XForms support industry schemas along with transactional rules/ui Enables Interoperable B2B Processes & Transactions Integrates Customers, Suppliers, Channels XForms enables reusable form components with multiple client deployment options Faster Time-ToMarket/Value Enhances and Complements SOA Lower Costs to Deploy/Maintain Applications XForms provides a Forms Data Processing Model & supports active content using declarative rules & Web Services

24 Additional Resources Workplace Forms on IBM.com Workplace Forms on Partnerworld

25 Thank you Dirk Bomans