IBM Forms V8.0
IBM Forms 8.0 Classic Overview
© 2012 IBM Corporation
Agenda
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Overview
Why do customers buy IBM Forms?
Business Value of IBM Forms
IBM Forms Components Overview
IBM Forms Classic Document Model
Integration Scenarios
IBM Forms 8.0 Classic Feature Updates
Forms 8.0 Classic Integration with IBM Case Manager
© 2012 IBM Corporation
Overview
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IBM® Forms™ helps
reduce the time, costs, and
problems inherent to
manual, paper-based forms
processes.
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Providing far more than
simple electronic print and
fill capabilities, IBM Forms
aids in streamlining and
automating end-to-end
business processes that
are initiated by forms.
© 2012 IBM Corporation
Background on IBM Forms
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First XML Intelligent Document introduced in 1998 by PureEdge
Solutions
Microsoft & Adobe entered the market later
Leadership within standards community (e.g., W3C, XML, & XForms)
Over 5M users across 300,000 end user organizations including some
of the largest enterprises in the world
Acquired by IBM effective August 1, 2005 and product suite
rebranded to Workplace Forms
Customers have integrated Workplace Forms component technology
with IBM Lotus, DB2, WebSphere, and Tivoli middleware
In September 2007, Product suite was rebranded again to IBM Forms
with the 3.0 release.
In December 2010, Product suite was rebranded again to IBM Forms
with the 4.0 release.
"XForms...is key to ensuring that electronic Web transactions can be
carried out in an open, interoperable manner…It builds on the
success of HTML forms to change how companies and individuals do
business on the Web," Rod Smith, IBM Fellow.
© 2012 IBM Corporation
Why do customers buy IBM Forms?
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Political
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http://www.whitehouse.gov/omb/fedreg/gpea2.html
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SEC – EDGAR
XML
Open Standards
Interoperability
Extensibility
Why do we win?
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Technical
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Regulatory requirements
Government Paperwork Elimination Act (GPEA)
built from ground up to be forms, while only a small percentage of our
competitors business is forms. XFDL and XForms designed to do nothing but
forms, differentiates us.
© 2012 IBM Corporation
Why do customers buy IBM Forms?
IBM Forms is used to streamline forms processes throughout industry
and government.
Typical Form-Driven
Processes
Public Facing
Industry Drivers
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Legislation
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Industry standards
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Scalability and robustness
Internal Processes
 Health & Safety compliance
Manufacturing
Standards & Usability
Banking and Finance
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Health Care
Scalability and Security
Education
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/
Insurance
Customer / Prospect
Partner / Citizen
Government
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 Threat and Risk Assessment
 Supplier Management
 Leave Request and Approval
 Travel Request and Approval
 Procurement Approval
 Time Recording & Approval
 Performance Management
 Personnel Profile and Updating
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Cross-Platform
 Records Management
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Cross-Function
 Contract Management
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Great place to start
 Forms Management
“More than 80% of the processes in public and 
private businesses depend on forms.” - IDC
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Compliant Document Generation
© 2012 IBM Corporation
Business Value of Forms
The costs of using and processing paper forms in many organizations today is
staggering
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A single paper form costs $30-$165 to use, enter, process and retain
$22.5B is spent on pre-printed forms in the US alone
30% of pre-printed forms are wasted
© 2012 IBM Corporation
What does IBM Forms provide?
 A forms-based human interface for business
process automation and SOA
 Leverage existing IT investments by extending the
reach of existing applications
Efficiency
 Captures complete and accurate data at the source
 Simplifies forms for users, saving time and effort
 Use Web-based services to reduce transaction
Customer cycle times and improve customer satisfaction
Service
 Leveraging Service Oriented Architectures helps us
react quickly to changing business conditions
 Eases regulatory compliance by creating complete,
Agility
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auditable transaction records
© 2012 IBM Corporation
Automating Forms-based Business Processes
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A secure, XML-based form technology to replace manual paper-based
processes or as a front-end to web-based applications where the
capture and re-use of data is important.
© 2012 IBM Corporation
IBM Forms customers are achieving significant cost savings and
operational efficiency
The Client
Securities & Exchange
Commission (SEC)
Woodmen of
the World
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The Solution
The Return on Investment
Enterprise IBM Forms deployment:
18,000 forms, serving 700,000
employees globally
ROI $50 Million annually. (Army is
estimating $1 billion+ payback,
serving 1.5 million users)
Financial disclosure IBM Forms solution
serving 27,000+ publicly traded
companies within US Markets
Estimated annual cost savings to
taxpayers of $1.8 million
Intuitive wizard based IBM Forms
solution guiding insurance agents
through policy application process with
real-time data validation
Policy application process time
reduced from weeks to hours with
electronic e-Pad integration
© 2012 IBM Corporation
IBM Forms Components Overview
FileNet
P8
IBM Forms
Services Platform
Websphere Application
Server
Websphere
Process
Server
WID/
WBM
DB2
IBM Forms Webform
Server
Websphere Portal
A Web 2.0 client for inside
or outside the corporate
firewall
IBM Forms API
IBM Forms with
Workflow
Human centric workflow for
electronic forms routing
Allows your Web
application to
manipulate IBM Forms
IBM Forms Viewer
A rich client for mobile or
disconnected users
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IBM Forms
Designer
An Eclipse-based,
drag-and-drop forms
editor
© 2012 IBM Corporation
IBM Forms component - Viewer
IBM Forms Viewer
 Stand-alone or browserbased plug-in application
to present, manage,
interact with, integrate,
digitally sign and submit
IBM Forms XML e-form
and process-wizard
front-ends
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© 2012 IBM Corporation
IBM Forms component - Designer
IBM Forms Designer
 Powerful, easy-to-use
design environment to
create secure XML eform and process
wizard front-ends
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© 2012 IBM Corporation
IBM Forms Eclipse Designer even easier to use
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Support for Basic and Advanced
user modes
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A simple drag-and-drop/pointand-click design experience
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Dramatically lowers TCO
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Quick start wizards
Simplified palette
Easier access to property settings
Easier button creation
Easier image addition
Automatic data model
creation/update
Business analysts can develop forms
without having to involve IT
© 2012 IBM Corporation
IBM Forms component - Server
IBM Forms Server:
 API: Enables the creation and delivery of forms applications. It provides a
common, open interface to IBM Forms that enables E-Forms data
integration with server-side applications.
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WebForm Server: Provides real-time page-by-page conversion of IBM
Forms XML E-Forms into HTML and JavaScript™ for rendering within a
common web browser. Enables zero-footprint viewing of IBM Forms.
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Forms Services Platform: OSGi-based Forms application framework.
© 2012 IBM Corporation
The Webform Server
Webform Server is a Web 2.0 forms experience
 Forms are rendered as HTML/JavaScript
 Eliminates the expense of deploying and managing desktop
software
 Enables complex, interactive customer-facing forms applications
 Customers don’t have to install software to do business with
you
Webform Server is a cross platform solution
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Windows (IE and Firefox)
Mac OS X (Firefox and Safari)
Webform Server provides an interactive fill experience
AJAX is used to update forms dynamically
 Includes support for:
 Document attachments
 Accessibility compliance
 Electronic signatures
 Translated to 26 languages
 Local form open/save
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© 2012 IBM Corporation
The Webform Server
Simplifying deployment, expanding the availability of Forms to all
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Eliminates need for clientside software install when
online
Web 2.0/Ajax functionality –
dynamic, modern UI
Strong support for Web
services, REST, ATOMbased services
Supports highly fidelity,
signatures, dynamic
behaviors, and all other
forms functionality
Compatible with viewer
deployed forms
Renders to a broad array of
platforms, Mac/Safari, IPad,
FireFox, IE, …
© 2012 IBM Corporation
IBM Forms with Workflow
Human centric workflow for electronic forms routing
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No Coding Workflow Application
Design
Route IBM Forms and eform data
through business logic
Send IBM Forms and eform data to
and from databases, directories and
document repositories
Workflow statistics and monitoring
Real-time data centric reporting
IBM WebSphere Portal portlets with
Web 2.0 capabilities
© 2012 IBM Corporation
IBM Forms Classic Document Model
Presentation Layer
 Guided-interview process option
(Wizard driven)
User Interface Flexibility
 Multiple “views” on the
same data
 Data/Rules-driven
“views”
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© 2012 IBM Corporation
IBM Forms Classic Document Model
Presentation Layer
Business Logic
 Capture forms processes in the form
 Integrate business process
workflows
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© 2012 IBM Corporation
IBM Forms Classic Document Model
Presentation Layer
Business Logic
Data Instances
 Based on W3C XForms specification
 Multiple XML payloads for integration
 Validate against external XML
schemas
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© 2012 IBM Corporation
IBM Forms Classic Document Model
Presentation Layer
Business Logic
Data Instances
File Attachments
 Capture complete transaction
 Supplemental or associated e-forms
 MS Office, videos, faxes, etc.
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© 2012 IBM Corporation
IBM Forms Classic Document Model
Presentation Layer
Business Logic
Digital Signatures make form a Secure “EEnvelope”
 Sign multiple, overlapping sections or complete form
Data Instances
File Attachments
 Use built-in signing, digital certificates or signing pads
 Significantly smaller file sizes compared to
proprietary binary formats
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© 2012 IBM Corporation
Integrating IBM Forms Classic
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Web Application Integration
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The IBM Forms Viewer can be
run either standalone – by
launching a form locally, or as a
browser plug-in.
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The IBM Forms Viewer is
associated with the mime-type:
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application/vnd.xfdl
© 2012 IBM Corporation
Integrating IBM Forms Classic – UI integration
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Typical User Interface Integrations Include:
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Web Application Integration
Zero-Footprint Form Display
Portal Application Integration
Content Manager
© 2012 IBM Corporation
Integrating IBM Forms Classic
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Zero-Footprint Form Display
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Webform Server provides serverside translation of XFDL into
HTML and JavaScript.
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Webform Server maintains the
rich, XML document on the
server-side.
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Both Servlet and Portlet-based
zero-footprint applications are
supported.
© 2012 IBM Corporation
Integrating IBM Forms Classic
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Portal Integration
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One can pass dynamic
URL/URI into the form for
submission. There are
several methods for doing so.
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State management is an
important consideration when
creating a IBM Forms Portal
application; one must
manage ‘parking’ the Viewer
in memory to ensure that
interactions with other
Portlets do not wipe out inprogress form data.
© 2012 IBM Corporation
IBM Content Manager – Data integration:
IBM Forms integrates with WebSphere and DB2 Content Manager.
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A Reference Application is available on the Content Manager Demo Platform
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Enables a “one-click submit” and “one-click update” into Content Manager.
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Deployed with a range of demo forms.
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Extensible to allow simple demonstration with other forms – no coding required!
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Connector is owned by the Content Manager team, ensuring future compatibility and
enhancement.
The Content Manager Connector makes it simple for developers to:
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Store forms as items in Content Manager (with attribute values set based on form data).
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Retrieve form items from Content Manager.
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Update existing form items within Content Manager.
Form
Viewer
Form Viewer
in Web
Browser
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Submission
Servlet
Content
Manager
Simple
CM
Connector
© 2012 IBM Corporation
The Forms Services Platform
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A simple, extensible platform to facilitate the
integration of IBM Forms with partner
technologiesutilizing technologies such as
WebSphere Transformation Extender (TX),
etc.
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Shorten time-to-value and reduce cost/risk for
customers, partners .
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Provide re-usable components
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Ensure integration interoperability
IBM Forms
Viewer
Application
Servers
e.g.
WAS
Integration with key IBM/partner
technologies.
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Provide “out-of-the-box” functionality
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Direct Integration - Portal, CM, Process Server
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WebSphere TX – DB2, SAP, SOA, etc.
Repositories,
e.g.
CM, JCR,
Domino
IBM
Forms
Webform
Server
User
Interfaces
e.g.
Portal,
Notes
IBM Forms -Forms
Services Platform
Workflow
e.g.
Bulit-in,Process
Server., FileNet,
etc,
• Mapping Services
• Transformation Services
•Pre-population
• Meta-data management
• Create, Read, Update,
Delete
Packaged
Applications
e.g. SAP,
Siebel
Application
Design,
e.g. Notes
Designer
Identity
Management
e.g. Tivoli
Example modules and integrations.
Best practices and integration guidelines.
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© 2012 IBM Corporation
IBM Forms 8.0 Classic
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XML document based
Render as web form or offline with Viewer
Integration
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Wet and digital signature support
Optional Workflow version
Platform Updates
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IBM Case Manager
IBM FileNet
WebSphere Portal
REST / Web Services
Internet Explorer 9
Safari 5.1 support.
Firefox 9 and 10 support
Chrome 17.09 support
IPad 5.1 support
Android 4.0 support
Portal and WAS 8.0 support
© 2012 IBM Corporation
IBM Forms 8.0 Classic Feature Updates
Feature improvements made to support clients deliver high-value applications.
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A fast, simplified way of capturing a
graphical version of written signatures.
­ Wet signature captured within the form
­ An IBM Forms solution catalog asset
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Form printing and simplified signing
enhancements.
Better server performance & scalability:
­ Easier to tune server memory management
­ Optimize form loading and processing
times
Higher ease of use and lower administration costs.
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© 2012 IBM Corporation
Forms 8.0 Classic Integration with IBM Case Manager
Extend your FileNet BPM and IBM Case Management investment to your employee
and customer Web experience
IBM Forms/ Portal front end to ICM
Customer Web experience in Portal
Invokes
Process
IBM Form
in Portlet
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© 2012 IBM Corporation
Forms 8.0 Classic Integration with IBM Case Manager
Forms delivers an intelligent user experience that enhances and simplifies
the delivery of case-based solutions.
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Collects data accurately and completely, with
straight through integration with case files.
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Provides a comprehensive set of data capture
tools to manage case properties.
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IBM Case
Manager
Empowers caseworkers to extract more insight
from case properties, enabling them to make
better and faster decisions on cases.
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Engage clients inside or outside the firewall,
capturing data at the source and instantly launch
cases.
Information
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Creates an auditable, compliant records for case
transactions.
Process
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People
© 2012 IBM Corporation
Forms 8.0 Classic Integration with IBM Case Manager
Newly created case information appears in standard work and case pages within case manager.
Case Worker view - managing the outcome of the dispute
Values from submitted form
flow into Case Manager
Submitted form and
signature is captured
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© 2012 IBM Corporation