ECM Product Solution Training
®
Product Technical Presentation
for: IBM ECM Services For Lotus
Quickr
Margaret Worel, ECM Demo Team
February, 2009
© 2009 IBM Corporation
For Internal Distribution Only
IBM Software Group | Information Management software
Agenda
 Overview
 Architecture
 Technical Requirements
 CM lab
 FileNet demo
 Resources
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IBM Software Group | Information Management software
Product Overview
Teamwork and Collaboration + Automation and Control
 Publish Lotus Quickr documents to ECM
 Search and retrieve documents in ECM from Quickr
 Integrate ECM in desktop applications with Lotus Quickr Connectors
 Use the Enterprise Library Viewer portlet to view and
download the documents stored in the ECM systems.
 Link to ECM documents in blogs, wikis, lists, forums,
and comments.
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IBM Software Group | Information Management software
VERY high level architecture
Lotus Quickr 8.1
IBM FileNet
Services for Lotus
Quickr
IBM Content Manager
Services for Lotus
Quickr
P8 4.0.x
CM 8.x.x
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IBM Software Group | Information Management software
System Architecture Diagram
Create, Read, Browse,
Update Delete, etc.
Tooling
Lotus
Notes
Connector
Plugin
Lotus
Sametime
Connector
Plugin
Link and
Publish
Web Services
Lotus
Symphony
Connector
Plugin
REST Services
Microsoft
Office
Connector
Plugin
Web Services
Windows
Explorer
Connector
Plugin
Microsoft
Outlook
Connector
Plugin
Custom
Applicatoin
Connector
Plugin
REST Services
Web Services
REST Services
Lotus Quickr
services for
WebSphere Portal
JCR
Lotus Quickr
services for
FileNet P8
FileNet P8
4.0.2
Lotus Quickr
services for
Content Manager
Lotus Quickr Servers
Connectors
Lotus Quickr
Web UI
CM
8.4
Lotus Quickr
Content Integrator
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IBM Software Group | Information Management software
Quickr Communication Stack
Quickr Web UI, Quickr Connectors (Office, Explorer, Notes,
Sametime)
REST/Web Services
handler
REST/Web Services
handler
Data model
mapping layer
Data model mapping
layer
CM8 Path based service
with opt. Quickr
concepts
P8 Java API
EJB Transport
P8 Content Engine
Database
Websphere (EAR)
CM8 Java API
JDBC
CM8 Backend (Library
Server and Resource
Manager)
Database
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IBM Software Group | Information Management software
Technical Requirements
 Platform –
– Lotus Quickr 8.1.1 - Linux on 86, Windows
– CM v8.4 and FileNet 4.0.x
– P8 – 4.5 is being qualified now
 Infrastructure
– WAS 6.x
 Security
– Shared LDAP
 ECM and Third-party Components
– Optional integrations with Blackberry, etc.
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IBM Software Group | Information Management software
Customer Walkthrough
 Generic goals:
– High level understanding of existing processes
– Interfaces with other departments (process and
information interdependence)
– Interfaces with third parties (process and information
interdependence)
– Regulatory requirements, service standards and
management statistics
– PC desktop and current software applications (includes
mainframe)
– Constraints, inefficiencies, problems, costs
– Opportunities to improve on work processes and boost
quality
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IBM Software Group | Information Management software
Customer Walkthrough
 Quickr/ECM specifics
– Teamwork: How does your team currently work together? What
kinds of subgroups, cross groups, and functional teams are
there? Do you ever have to stop working on a particular case
because you don’t have all the information you need to
complete what you are doing?
– Documents: How are documents created? How do they enter
the department? What does it cost to print or distribute the
content files?
– Active Content: When do projects wait? How do you track who
has a particular item of work and what they are doing with it?
What are the key performance indicators that this process is
measured against?
– Compliance: What are your legal requirements? How hard is it
to get people to comply? What about archiving and disposing
of documents?
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IBM Software Group | Information Management software
Perform CM Lab
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IBM Software Group | Information Management software
Perform Quickr FileNet Demonstration
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IBM Software Group | Information Management software
Quickr Demo Gremlins
 Networking – get it straight
 Speed – don’t start up blackberry unless you will need it, or run it
off the VDC
 Caching – cache everything you can. Login and run through most
motions first – clean up instructions are in the demo script
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IBM Software Group | Information Management software
Additional Quickr Package Sales Information
Leverage the NEW FileNet and Content Manager Collaboration
Edition Offerings and a 1Q ECM COLLABORATION Fast Start
Play.
 NEW! IBM® FileNet® Content Manager Collaboration Edition
V8.0 (D082ILL) - includes full IBM Lotus® Quickr™ license and
restricted use FileNet licenses for $130 USD per user (also see
IBM Content Manager Collaboration Edition (D082GLL)
announced Nov 2008)
 1Q COLLABORATION 2.0 Sales Play - Sell >500 licenses of
Quickr (D617WLL) and FileNet (D04AVLL) or DB2 CM
(D07A7LL) together and ask for up to a 40% special bid discount.
Sell with Lotus Connections and / or Sametime Advanced for up
to a 50% discount!
 Quickr place on Greenhouse for Partners – contact Karl LaWall
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IBM Software Group | Information Management software
Q&A
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IBM Software Group | Information Management software
Quickr Support Resources
 IBM Documentation:
– http://publib.boulder.ibm.com/infocenter/lqkrhelp/v8r0/index.jsp
?topic=/com.ibm.lotus.quickr.admin.wpv81.doc/ecm/ic_ecm_c_
install_fn.html
 FileNet Services for Lotus Quickr Installation document
– ftp://ftp.software.ibm.com/software/data/cm/filenet/docs/qkrdoc/
10x/filenet_services_for_quickr_install.pdf
 Content Manager Installation and configuration
– http://publib.boulder.ibm.com/infocenter/cmgmt/v8r4m0/index.js
p?topic=/com.ibm.installingcmqkr.doc/cmslq0011.htm
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IBM Software Group | Information Management software
Office Integration
 Demo
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IBM Software Group | Information Management software
Office Demo Gremlins
 Start all office products before demo
 Log in to FileNet within all Office products before demo
 Lay out details panel as desired before starting
 Early version
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IBM Software Group | Information Management software
General Support Resources
 SharePoint
– Thorsten Zoerner - Connector experience and positioning
– Cengiz Satir and Martin Herbach - Future product capabilities
– Martin Pepper, Maig Worel – technical sales contact
 Quickr
– David Kajmo/Westford/IBM@Lotus – Product Management
– Jonathan F Brunn/Raleigh/IBM@IBMUS – Technical topics
– Martin Pepper, Maig Worel – technical sales contact
 Office
– Scott Mills– Product Management
– Martin Pepper , Maig Worel– technical sales contact
 Demo Gallery
– For these and other demos
– http://w3103.ibm.com/software/xl/portal/viewcontent?type=doc&srcID=DM
&docID=B238090D15210Z18
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IBM Software Group | Information Management software
French
Arabic
Russian
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