IBM Emptoris Contract Management –
V10.0.2 Enhancements
Lalitha Balasubramhanya
Sunil Sridhar
Disclaimer
 IBM’s statements regarding its plans, directions, and intent are subject to change
or withdrawal without notice at IBM’s sole discretion.
 Information regarding potential future products is intended to outline our general
product direction and it should not be relied on in making a purchasing decision.
 The information mentioned regarding potential future products is not a
commitment, promise, or legal obligation to deliver any material, code or
functionality. Information about potential future products may not be incorporated
into any contract. The development, release, and timing of any future features or
functionality described for our products remains at our sole discretion.
 Performance is based on measurements and projections using standard IBM
benchmarks in a controlled environment. The actual throughput or performance
that any user will experience will vary depending upon many factors, including
considerations such as the amount of multiprogramming in the user's job stream,
the I/O configuration, the storage configuration, and the workload processed.
Therefore, no assurance can be given that an individual user will achieve results
similar to those stated here.
© 2012 IBM Corporation
Product Updates
10.0.2
Configuration data transport
Lines reporting
Custom properties in language
Approvals separated from
present/execute
• Deleted contract audit
trail/Session timeout
warning/Mass action >15
others
•
•
•
•
10
• Browser based
contract authoring
• Streamlined User
Management
• External Party
Management
9.5
• Support for Mac OS
• Enhanced Contract
Reporting
• Blue wash
9
•
•
•
•
New Home Page
Enhanced Search
Multiple Browsers
Authored contracts -DocX
support; No ActiveX
8.0/8.2
•
•
•
•
•
Executive Summary
Approvals on mobile
User defined lines
Obligation Management
Filed contract from interview
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7.5
© 2012 IBM Corporation
V10.0.2 Highlights
 Configuration Data Transport (to be covered in session 2)
 Reporting – Lines reporting and more
 Custom Properties in Language
 Terms in Notifications
 Increase mass actions from 15 to 1000
 Audit Trail for deleted contracts
 Approvals trigger
 Multiple addresses for Internal Organizations & Address Type configuration
 Contract Search Webservice enhancements
 Performance improvements to the language tab use cases
 Other enhancements – interview name, term groups, sample files, external user access, modification
to login name, session handling, timezone configuration
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Reporting on Lines
 Report on line definitions
 Report on data in the lines table
– On system defined data definitions*
– On user created data definitions
Easy – drag and drop for all fields –including user defined data definitions!!
* Note - Some of the system defined fields are not in this release. Plan to add them shortly
© 2012 IBM Corporation
Reporting Database – updated
when new data definitions are added
Contract
Management
Reporting
Database
Cognos Model
Standard
Model
New
Data
Def?
Update
Reporting
Database
Schema &
Model
Lines
Extension
Automatic update of the reporting Cognos model when new data definitions are added
1)
2)
Updates the reporting database and the Cognos model with the new data definitions
Note – CM supports a max of 1000 data definitions
ETL updates the reporting schema with the latest data
No changes to the way terms are reported currently; Plan to make it as easy to report on terms as it is do with lines in upcoming release.
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Lines – standard fields
Lines Extension for user defined data definitions
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User Defined Data Definitions
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Line definitions
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Additional Fields
 Relationship fields
– More info on the related contracts
– Link to related contract
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Reporting - Update
 Product fully supported with Cognos – Contract Management
– Out of the box authentication
– Out of box Cognos Model and out of the box report
 Product partially supported with Cognos – Spend
– Link to launch reporting
– Services lead model and reports
 Services lead reporting – sourcing, SLM, PGM, VSM
Cognos module supported
– Cognos Viewer
– Cognos Connection
– Cognos Workspace & Workspace Advanced
– Cognos Office Connection
– Report Studio
– Event Studio (new in v10.0.2)
– Cognos Business Intelligence Server
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Active reports on mobile device supported
• Gets email with report; can be opened on a
mobile device
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Example of an Active Report
Any report from Cognos can be stored as an Active Report.
This can be sent to a user via email – user can open this on their mobile
device.
This is available in v10, v10.0.1 as well
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Custom Properties
Benefits: Populate custom property values related to external companies in the contract language
(term) and line instances (data definition); Define approvals based on external company custom
property values
 Applicable for Organization custom properties
 One data definition per custom property is generated
– Data definition value is populated based on the external party data definition value
– If external party data definition is not present in the line definition, value is populated based on
external company/individual data definition value
 As many term definitions are created as the number of external party roles in the system
– Term values are populated based on the external party roles set on the system
– In case of multiple parties with same role, all term value is populated as comma separated
values (system displays the party name to differentiate the values in case of multiple parties
with the same role)
– Terms can be used as conditions in approval rules
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Custom Properties: New Flags
 Two new flags to generate system term and data definitions
 Validation/Warning messages based on the name and label for all objects will be displayed by the
system
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Custom Properties: Terms &
Data Definitions
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Custom Properties: Values
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Custom Properties: Language &
Line Clauses
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Terms in Notifications
Benefits: Use system and user-defined term labels and values in notifications
 All terms can now be defined as HTML tags in the notification template
 Syntax for using term labels - ##TERM_LABEL {term_name1, term_name2,…}##
 Syntax for using term values - ##TERM_VALUE {term_name1, term_name2,…}##
 System picks up the appropriate term values while sending out email notifications
 System displays a blank placeholder if the term is not found on the contract or does not have a value
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© 2012 IBM Corporation
Mass Actions
Benefits: Users can now create an asynchronous job to act on up to 1000 contracts from the
repository page
 Mass actions on the repository page now allow users to select up to 1000 contracts and trigger mass
actions
 If the number of selected contracts/amendments are less than or equal to the configured limit (15
by default), the system proceeds with synchronous job – earlier behavior
 If the number of selected contracts/amendments are more than the configured limit, system
initiates an asynchronous job
 Users can view the jobs submitted and review completion status from the repository screen
 Error files, if any, are generated and attached to the job details page
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Repository Mass Actions
 Available for all actions on the repository pages (except – Copy to Folder, Move to Folder, Remove
From Folder)
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Asynchronous Job
 System creates asynchronous job for mass actions on contracts if the number is more than the
configured limit
 Job number is provided to the user after the action is initiated
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View Submitted Jobs
 User can click on the job number hyperlink in the Job Confirmation dialog or view the details
through the ‘Submitted Jobs’ link
 System displays the jobs submitted by the user, their current status, jobs ahead in the queue, and
the error files, if any
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Job Details
 Users can click on the job name to view details of the job
 Error files, if any, are displayed in this dialog
 For actions such as Download Contract, users can access the resulting zip file containing all
downloaded contracts
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Deleted Contracts – Audit
Benefits: Customers can now track contracts that were deleted from the system; meet audit
requirements
 System now records details of all contracts deleted
 New tab in System Settings to access details of deleted contracts
 New permission to control access to the tab “System Settings > Deleted Contracts > Read”
 Permission has been added to the “Manage System Settings” permission group
 Users deleting contracts have ability to add comments
 For system triggered deletion and deletion through webservices, comments are automatically added
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Deleted Contracts Search
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Approvals Workflow
Benefits: Users with permission can trigger approvals at any point without having to click on
Present/Execute button
 New button is introduced on the contract editor to trigger approvals
 Presence of the button triggered by a permission – “Contract > Approvals > Initiate > Perform”
 Approvals button not tied to the task ownership but dependent on permission and contract statuses
 Migration adds the new permission by default to user groups having present/execute permissions
 System displays appropriate messages if there are no approvals or if clause level approvals are
pending
 Workflow is similar to the earlier trigger from Present/Execute use cases
 Earlier behavior is maintained as-is on the Present/Execute buttons as well
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Contract Editor - Approvals
 Users with Modify permissions can modify the approvers and/or sequence of approvals
 Approvals can be cancelled and re-initiated from the same dialog as well
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Address Enhancements
Benefits: Customers can define multiple addresses for internal organizations as well; configure
which of the address should be used on parties tab of the contract by default
 Multiple addresses are supported for internal organizations on VSM and synchronized into Contract
Management for different address types
 Negotiation tab in the System Settings area allows customers to configure the primary address
associated with a particular type to be used on the contracts by default
 Migration of internal organization multiple addresses for pre-Alder customers will be supported in a
future release
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Address Type Configuration
 System adds primary address to the parties when added to the contract based on the contract’s
owning organization configuration
 System populates the ‘Internal Primary Party Address’ & ‘External Primary Party Address’ terms
based on the configuration as well
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Search Webservice
Benefits: Retrieve more than 100 contracts using the contract search webservice with additional
information
 searchContract webservice has been enhanced to return 500 contracts per search request
– Configurable limit but with performance implications beyond 500
 searchContract webservice results return more parameters in addition to the earlier fields
– URL for the contract
– Internal Primary Contact
– External Primary Contact
– External Primary Party
– Effective End Date
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Language Tab Performance –
Dev Environment
• Environment details:
o Number of processors – 8
o RAM – 10GB
o Operating system – Windows NT 6.1 SP1
Performance Statistics (before and after fixes - time captured in seconds)
Single
Customer1
Before
After Improvement Before After Improvement
69%
4
3.29
0.86
74%
Insert Term
5.91
2.48
58%
2
Split Clause
4.97
2.59
48%
0
Delete Clause
4.02
1.48
63%
Delete Blank Clause
3.67
1.42
61%
Single
45.71 14.13
6
Loading
Before
Customer2
8
Load (30 users)
Before
After
Load HTML Insert Term Split Clause
Load (30 users)
After Improvement Before After Improvement
Loading
20.06
0.91
95% 240.77 14.14
Insert Term
21.77
1.88
91%
Split Clause
21.32
1.67
92%
Delete Clause
23.13
1.45
94%
Delete Blank Clause
20.84
1.14
95%
94%
Delete
Clause
Delete Blank
Clause
25
20
15
10
5
0
Before
After
Load HTML Insert Term Split Clause
Delete
Clause
Delete Blank
Clause
150
Single
Customer3
Before
Loading
Insert Term
112.17
Load (30 users)
6.13
122.89 16.28
95% 455.52 59.13
87%
Split Clause
124.17 17.24
86%
Delete Clause
120.56 14.55
88%
Delete Blank Clause
121.26 16.32
87%
31
100
After Improvement Before After Improvement
50
Before
87%
0
After
Load HTML Insert Term Split Clause
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Delete
Clause
Delete
Blank
Clause
Language Tab Performance –
QA Environment
• Environment details:
o Number of processors – 2
o RAM – 6GB
o Operating system – Windows 2008 server R2
Performance Statistics (before and after fixes - time captured in seconds)
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Single
15
Customer1
Before After Improvement
14
12
14%
5
Insert Term
17
13
24%
0
Split Clause
17
14
18%
Delete Clause
16
12
25%
Delete Blank Clause
17
11
35%
Single
Customer2
Before After Improvement
Load HTML
81
6
93%
Insert Term
80
7
91%
Split Clause
78
8
90%
Delete Clause
80
8
90%
Delete Blank Clause
80
7
91%
Customer3
Single
32
10
Load HTML
Before After Improvement
Load HTML
175
18
90%
Insert Term
165
41
75%
Split Clause
203
43
79%
Delete Clause
189
36
81%
Delete Blank Clause
189
40
79%
Before
After
Load HTML
Insert Term
Split Clause
Delete Clause Delete Blank
Clause
100
80
60
40
20
0
Before
After
Load HTML
Insert Term
Split Clause
Delete Clause Delete Blank
Clause
250
200
150
100
50
0
Before
After
Load HTML
Insert Term
© 2012 IBM Corporation
Split Clause
Delete Clause Delete Blank
Clause
Timezone configuration
 To avoid confusion due to timezone conversion, customers can now use config flags in
ecm.properties to set all users in Contract Management to a single timezone
 Users can continue to have different timezones for users for different applications in the suite
 As long as contracts are created in the timezone associated with all users, the system does not
convert the date/time anywhere in the system
 Flags in ecm.properties file
– cm.enable.singletimezone (set to False by default)
– Cm.singletimezone (timezone to be set for all users)
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Other Enhancements
 Auto generation of interview name has been enhanced to handle all special characters
 Term groups are expanded by default on both the contract template and contract instances
 BLU Sample Files & ISDK files can now be accessed from the Online Help section by all internal users
 Output of the “Contract Data Export to CSV” process schedule is now available on the UI as a link
right next to the process schedule
– New permission introduced to secure the file “Process Schedules > Contract Data CSV > Read”
– File appears as a link for download based on permission and process schedule status
 SSM allows modification of user login names
– NOTE: Any pending jobs or saved searches with old login names might fail if login names are
changed
 Session time-out across the suite has been implemented
– Time outs are configurable through the VSM UI
– Users are shown a warning and are logged off at session time-out
 Customers can now restrict external users from accessing Contract Management while keeping
them active in SSM at the same time through a configuration flag on SSM (introduced in 10.0.1.1)
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Thank you
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© 2012 IBM Corporation