ibm lotus quickr – deployment and customization...customization grégory engels about me •...

IBM Lotus Quickr – Deployment and

Customization

Grégory Engels

About me

• Gregory Engels

• Been around Lotus Notes since 1998

• Advanced Certified Domino Developer und Admin since R5

• Co-Author "Migrating Microsoft Exchange 2000/2003 to IBM Lotus Notes 7"

• Founder Kompurityhttp://www.kompurity.de

• Blog: http://inotes.de

Agenda

• Quickr Personal Edition?

• Quickr Standard Ed.

• Integrating Sametime

• Integrating Sametime Meetings

• Installing / Integrating Connectors

• Place Templates

• Performance

• Licensing

Quickr

Content Stores

Was ist IBM Lotus Quickr ?

Vollständigstes Set an Konnektorenfür Desktop Anwendungen plus einer offenen Konnektorarchitektur für Entwickler

Reichhaltige kollaborative Content- und Teamservices ,die mit dem gesamten IBM Portfolio integriert sind

Out-of-the-Box Business Templates (z.B. “Innovationsplatz”) unter Nutzung der Möglichkeiten von Composite Applications

Von Beginn an Integration mit Lotus JCR und Dominoâ Content Stores, und Pläne zur Unterstützung von IBM FileNet P8, IBM Content Manager und weiteren CM Systemen

* - Requires separate purchase; supported in future release of Lotus Quickr

Die schnellste Möglichkeit Geschäftsinformationen im Team auszutauschen

Lotus Domino IBM JCR IBM FileNet * SharePoint * Other

Shared

ContentTeam

Workspaces

Anywhere,

AnytimeWorkflow

Wikis

Team

Blogs

Business

templates

Quickrcontent stores

Quickr Personal Edition

• „Jeder Notes Kunde mit aktiver Notes Wartung darf Quickr Personal Edition nutzen“

• „The personal edition is notavailable at this time, but iscurrently part of IBM'sproduct plans. This material isdirectional in nature and doesnot imply any product plan commitment on the part of IBM. Plans are subject to change at any time withoutnotice.“

Lotus Quickr “Standard Edition”

TeamBlogs

TeamWikis

TeamKalender*

Diskussionen*

DokumentenBibliotheken

Aufgaben*

ListenAtom/RSS Feed

Integration**Online Status

und IM

Web Browsers

Windows Explorer &

Office

Lotus Notes

*verfügbar als Services für Domino in 8.0, geplant als Services für WebSphere Portal in 8.0.1

Räume zur (virtuellen) Zusammenarbeit

Interne

Nutzer

Externe

Nutzer

Mixed Teams

Lotus Sametime

Microsoft Outlook***

ErfordertLotus Sametim

Permanente Web Meetings &Doc Sharing***

Google GadgetIntegration ***

** verfügbar als Services für WebSphere Portal, geplant für Services für Lotus Domino in 8.0.1

ODF Editors***

*** weitere Funktionen nach V 8.0

ErweiterteSocial Networking

Integration***

• Dokumenten-Bibliotheken können als Komponente in Räumen benutzt werden

• Einfaches Austauschen und Managen von Dokumenten

• “Document Cards” als Preview

• Personen-Menus bei allen Namen

• Drag & drop

• Einfaches Checkin/Checkout

• Workflow zum Routen & zur Freigabe von Inhalten

• Hohe „Responsiveness“ (AJAX)

• Bookmark-nutzbare Dokumenten- URLs

• Unterstützung von RSS/Atom Feeds zum verteilen/konsumieren von Content

• Suche über multiple Libraries

• Original File-Typ Icons

• Anpassbare “Views” um die Inhalte zu organisieren

• Security auf allen Ebenen (Bibliothek, Ordner, Dokument)

• Erweiterbarkeit: Anpassbare Metadaten, Dokumententypen und Templates

Ein Quickr Place…Schnell Bibliotheken zum sicheren Speichern und Austauschen

von Dokumenten aufsetzen

Quickr Services for Domino

• AIX

• i5/OS

• Solaris

• Windows

• Domino 7.0.2 FP1

• SNAPPS Templates

• Places sind NSF

Quickr Services for Websphere Portal

• Linux (nur RedHat)

• Windows

• DB2 9.1

• WAS 6.0.2.17 Network

deployment

• Webserver

• LDAP

• Places sind in DB2

• Mehrere Sprachen auf

dem gleichen Server

10

Integrating Sametime features in places

• The Lotus Quickr and Lotus Sametime servers must reside within the same Lotus Domino domain and the same DNS domain.

• You must enable single sign-on authentication for Lotus Quickr and for Lotus Sametime.

• The Lotus Sametime features are available only to place members registered in an LDAP directory, and not as local users.

• You must configure Lotus Quickr and Lotus Sametime to use the same LDAP directory.

11

Preparing the servers

• Configure the Lotus Sametime server to use HTTP port 80 or to tunnel over port 80; this step is required for the awareness feature.

• Verify that awareness, instant messaging, and Web Conferencing are working for Lotus Sametime.

• Update the Web SSO Configuration

12

Verify that SSO is working

• Log in to Lotus Quickr using the name of an external user registered in the LDAP directory. Because multi-server sign-on is enabled, you must enter the fully qualified host name to connect, for example, http://qpserver.acme.com/quickr

• Create a test place and verify that you can add several members from the LDAP directory.

• Using the same browser session, connect to the Lotus Sametime server. For example, enter http://stserver.acme.com/stcenter.nsf.

• Go to the Attend Meeting page and verify that you are still logged on to the server.

13

Copy over the java files

• Download the (SDK) from http://www.ibm.com/developerworks/lotus/downloads/toolkits.html.

• Create the subdirectory path Domino\html\QuickPlace\peopleonline on the ST Server

14

Copy over the Java files

Copy toCopy fromFile name

C:\Lotus\Domino\htm

l\QuickPlace\

peopleonline

This following file can

be found on your Quickr

server:

C:\Lotus\Domino\Data\

PeopleOnline31.jar

C:\Lotus\Domino\htm

l\QuickPlace\peopleo

nline

C:\apis\st751sdk\clie

nt\stjava\bin

CommRes.jar

C:\Lotus\Domino\htm

l\QuickPlace\peopleo

nline

C:\apis\st751sdk\clie

nt\stjava\bin

STComm.jar

15

Specifying the Lotus Sametime server • Log in to Lotus Quickr as an

administrator.

• Click the Site Administration link.

• Click Other Options.

• Click Edit Options.

• Below Sametime Servers, type the URL for the Lotus Sametime server in the Sametime Community Server field, specifying the fully qualified host name, for example http://stserver.acme.com.

16

Verify that places are enabled• Log in to a place as a

manager.

• Click Customize.

• Click Basics.

• Make sure that Chat:

Show the Chat link is

selected

• Click Done

17

Enabling Online Meetings

• Register a user with an Internet password in the Domino

Directory on the Lotus Sametime server. Use this name

only for integration of Lotus Sametime with Lotus Quickr.

• Add the name of that user to the access control list (ACL)

of the STConfig.nsf database on the Lotus Sametime

server. Assign the user name Manager access, the ″Person″

user type, and the [SametimeAdmin] role.

• Shut down and restart the Lotus Sametime server.

18

Copying files required for online meetings

• Copy the files from the Lotus Sametime server to the

Lotus Quickr server, as described in the following tables:

On Microsoft Windows:

19

Update the notes.ini

• On the Lotus Quickr server, edit the JavaUserClassesExt

setting in the notes.ini file.

• On Windows, add the text indicated in bold below to the

setting.

• JavaUserClassesExt=QPJC1,QPJC2,QPJC3,QPJC4 QPJC1=C:\PROGRAM FILES\LOTUS\DOMINO\quickplace.jar

QPJC2=C:\PROGRAM FILES\LOTUS\DOMINO\log4j-118compat.jar

QPJC3=C:\PROGRAM FILES\LOTUS\DOMINO\STCore.jar

QPJC4=C:\PROGRAM FILES\LOTUS\DOMINO\STMtgManagement.jar

20

Configuring the qpconfig.xml file for

online meetings

Look for the qpconfig.xml file in the Lotus Quickr server data directory and open it with a text editor.

Make sure there is a <sametime> section in the file. If there is no <sametime> section, copy that section from the qpconfig_sample.xml file.

If the following lines exist in the<sametime> section of the file, remove them to enable the settings in the <sametime> section:

– <---------------Start of Sample-------------------->

– <---------------End of Sample-------------------->

• Within the <credentials> element, type the distinguished name and Internet password of the user you configured in the Domino Directoryfor Lotus Quickr meeting integration.

<sametime ldap="true">

<meetings invite_servers="false"> <tools>

<audio enabled="true"/>

<video enabled="true"/>

</tools>

<credentials>

<dn>cn=John Doe/o=acme</dn>

<password>xw356l78</password>

</credentials>

</meetings> </sametime>

21

Configuring the qpconfig.xml file for

online meetings • Specify other <sametime> settings as needed:

– If the Lotus Sametime server is configured to invite other Lotus Sametime servers to meetings, set invite_servers=″true″ in the <meetings> element to support that feature in Lotus Quickr.

– If you do not want to use audio Web conferencing features, set the audio enabled attribute to ″false″ in the <tools> element.

– If you do not want to use Web conferencing video features, set the video enabled attribute to ″false″ in the <tools> element. And save the qpconfig.xml file and restart the server for the settings to take effect.

22

Specifying the Lotus Sametime server • Log in to Lotus Quickr as an

administrator.

• Click the Site Administration link.

• Click Other Options.

• Click Edit Options.

• Below Sametime Servers, type the URL for the Lotus Sametime server in the Sametime Meeting Server field, specifying the fully qualified host name, for example http://stserver.acme.com.

23

Verifying that place members can use

online meetings• To test the online meeting configuration:

• Log in to a place as a manager.

• Click Customize. => Basics.

• On the Change Basics page, make sure that

Members can schedule online meetings is

selected. => Click Done.

• From the place, choose Calendar → New →

Online Meeting.

• Fill in the relevant fields, and then click Publish.

24

Lotus Quickr Konnektoren ermöglichen den

Zugriff unmittelbar aus den Anwendungen

Lotus

Notes®

client

Microsoft Office /

IBM Document Editoren

Windows Explorer /

“My Documents”

Lotus

Sametime®

Austauschen & Zusammenarbeiten transparent und

neutral gestalten

(MS Outlook

Client geplant)

25

Microsoft Office Konnektor

Öffnen und speichern von Dokumenten in Bibliothek oder TeamSpace

Dokumenten-Informationen (Meta-Tags)

Integriert mit einfachem Workflow für Freigabeprozesse

Integriert mit Bookmark-Sharing* bzgl. Tagging

Freie Wahl der Editoren (kein Upgrade notwendig)– Microsoft Office XP, 2000,

2003…– IBM Document Editors

Ermöglicht kollaboratives Erstellen von Dokumenten und Versionsmanagement…

Auch für IBM Documents mit

ODF-Format-

Unterstütung

* Bookmark Sharing erfordert IBM Lotus Connections

26

Microsoft Windows Explorer KonnektorMacht das Handhaben von Content besonders einfach…

• Navigieren durch

Content im gewohnter

Baum-Ansicht

• Drag & Drop Content

von lokalen Systemen

in die Bibliothek und

TeamSpaces

• Integriertes Action

Menü

Simplicity

27

Lotus Sametime Konnektor

• Navigieren durch Content im gewohnter Baum-Ansicht

• Drag & Drop Content von lokalen Systemen in die Bibliothek und TeamSpaces

• Integriertes Action Menü

• Schneller Zugriff im Kontext dessen, was man gerade macht

Schneller Zugriff auf gemeinsamen Content aus dem Real-time Client …

• Links in Chats versenden

• Kollegen einladen die Konnektorenherunterzuladen

28

Notes Konnektor

Öffnen und speichern von Anhängen in der Bibliothek oder in TeamSpace

Email-Anhänge durch Links ersetzen

In die File Menüs durch Klick rechts” integriert

Erinnerungs-Messageruft zur Nutzung

Unterstützung für Lotus Notes 7 & 8, für MS Outlook in Planung!

Vermindert Email-Anhänge, Content-Dubletten und “Versionierungschaos”…

29

Open Link

30

Quickr Konnektoren

• Die Konnektoren werden von Quickr Server

installiert und Heruntergeladen

– qkrconn.msi

– Etwa 9 MB Groß

• Der Konnektor für den Explorer kann nicht

abgewählt werden

31

Installing Connectors

32

Installing Connectors

33

Accept License Agreement

34

Select Connectors to be Installed

35

Specify Notes Location

36

Specify Sametime Location

37

Installation Complete

38

Content Services: Common Remote Access

• Quickr Connectors are built upon a common remote service layer.

• Connectors are unaware of the backend platform they operate against.

• REST and SOAP based interfaces are provided.

• Interfaces will be published and third-parties are encouraged to integrate and extend.

Documents Remote Services Layer

(REST / SOAP)

Java Content Services

Domino IBM JCR

Domino Services

39

SOAP: Document Management Service

Port Types• Content Service

� Operations independent of model type, retrieve server info

• Library Service

� Operations for returning component library information

• Document Service

� Operations for manipulating document management resources

40

SOAP: Document Management

Resource Types• The following resources are exposed in Lotus Quickr 8.0 SOAP services

� Document

� Draft

� Folder

� Library

� Document Type

� Property Sheet Type Definitions

� Property Sheets on Folder / Document / Draft

� View Definitions

� View

41

SOAP Sample: Retrieving a set of libraries

Client sends request to retrieve list of libraries from server

Server responds enumerating the libraries and metadata.

HTTP Client Quickr Server

HTTP/1.1 200 OK

<soapenv:Envelope>

<soapenv:Header/>

<soapenv:Body>

<getBusinessComponentsResponse>

<getBusinessComponentsReturn>

<libraries id="b8e71e8044f74972b715f789bef831d7"

path=“…" permissions="“ description=“For my content”

title=“My Library">

<creator dn=“…"

commonName=“…"/><lastModifier/><lockOwner/>

</libraries>

</getBusinessComponentsReturn>

</getBusinessComponentsResponse>

</soapenv:Body>

</soapenv:Envelope>

POST /dm/services/LibraryService HTTP/1.1

Content-Type: text/xml; charset=utf-8

soap:Envelope>

soap:Header>

userId>uid=quikradm,o=default organization</userId>

serviceVersion>6.0.8</serviceVersion>

<locale>en_US</locale>

soap:Header>

soap:Body>

getBusinessComponents>

<categoryTypes>DocumentManager</categoryTypes>

</getBusinessComponents>

soap:Body>

soap:Envelope>

42

SOAP Sample: Creating a Folder

Client sends request to create a folder off a relative path.

Server responds with success message and updated folder

metadata.

HTTP Client Quickr Server

HTTP/1.1 200 OK

<soapenv:Envelope>

<soapenv:Header/>

<soapenv:Body>

<createFolderResponse>

<createFolderReturn>

<folder id="715f789bef831d7" path=“…" permissions="“

description=“For my content” title=“My Library">

<creator dn=“…"

commonName=“…"/><lastModifier/><lockOwner/>

</folder>

</createFolderReturn>

</createFolderResponse>

</soapenv:Body>

</soapenv:Envelope>

POST /dm/services/ContentService HTTP/1.1

Content-Type: text/xml; charset=utf-8

soap:Envelope>

soap:Header/>

soap:Body>

createFolder>

<folder path=“…/FolderName”

description=“Folder Description”/>

</createFolder>

soap:Body>

soap:Envelope>

43

Connectors: REST and SOAP InteractionsR

ES

T (

AP

P)

SO

AP

Desktop

Checkout Document

List Folder

Open Document

Save Document

Checkin Document

<getFolders>

<getDocuments> (metadata)

<lockItem>

<getDocument> (metadata)

<getFile>

(body)

<getDocument> (metadata)

<getFile>

<lockItem>

44

Extend Quickr for Your Needs• REST services provide a simple

mechanism to contribute to and access content from Lotus Quickr

• SOAP services enable easy integration with existing tooling and web service consumers

• Examples

� Integrate xml e-forms (i.e. Workplace Forms) with SOAP services

� Publish chat transcripts into libraries from IM client

� Use syndication support to build custom mash-ups on Quickr content

XForms

Joe

Smith

21 Brown StreetQuickr

45

Quickr Templates

• QActivities: Activities Integration

• QAnnounce: Corporate Communications Management

• QContacts: Contact Management

• QProject: Project Management

• QIdeas: Ideas and Innovation

• QIssues: Issues Escalation, Workflow and Management

• QMeeting: Meeting and Agenda Management

• QPhotos: Image Repository

• QPresent: Collaborative Presentation Development

• QSurvey: Dynamic Surveys

• QSite: All-In-One, plus a Blog and Wiki! (for proof of concept -posting soon)

46

Tipps

• Die Hotfixes installieren

• Um den Konnektor für Lotus 8 zu installieren:– <INSTALL_LOCATION>\framework\rcp\plugin_customization.ini

– com.ibm.notes.branding/enable.update.ui=true

– Danach lässt sich in Notes die Updatesite eintragen, und der Konnektor

installieren.

47

Qickr Deployments - Domino

• Connector usage profile– 400 virtual users

– 100 places

– 1500 documents per library

– 460 MB per space

– 46 GB total

– 10% CPU usage

– 2,434,216 total transactions

• Web user interface usage profile– 350 virtual users

– 10 places


– 460 MB per place

– 6 GB total

– 52% CPU usage


4GBIBM xSeries 346, 3.2 GHz Xeon (4 CPUs)

Windows 2003 Enterprise Edition SP 1, Lotus Domino version 7.0.2 Fix Pack 1, Lotus Quickr services for Lotus Domino version 8.0

Lotus Quickr 8.0 services for Lotus Domino

MemoHardwareSoftwareServer

48

Qickr Deployments – J2EE

• Connector usage profile– 500 virtual users

– 100 places


– 244 MB per space

– 35 GB total

– 60% CPU usage


• Web user interface usage profile– 100 virtual users

– 100 places


– 244 MB per place

– 35 GB total

– 20% CPU usage

– 602,990 total transactions


IBM DB2 Enterprise Server Edition version 9.1DB2

4GBIBM xSeries 346, 3.0 GHz Xeon (2 CPUs)IBM HTTP Server v. 6.0IBM HTTP Server


Lotus Quickr services for WebSphere Portal version 8.0

Lotus Quickr 8.0 services for Lotus Domino

4GBIBM xSeries 346, 3.0 GHz Xeon (2 CPUs)IBM Tivoli Directory Server 6.0LDAP Server

MemoryHardwareSoftwareServer

49

Lotus Quickr Roadmap

Lotus Quickr - Zukunft

� Weiterer Fokus auf das User Interfa

� Weiterer Fokus auf die Konnektore

� Neuer Microsoft Outlook Konne

� Weiterer Fokus auf Integration

� In-context Sharing & Web Conferencing

� Profile, Bookmarks Sharing, Vorgänge,Communities, etc.

� Erweiterter Tools Support

� Lotus Component Designer

� Integration mit IBM FileNet

� Records Management, etc.

� Integration mit IBM Domino.Doc®

‘06 2Q ‘07 4Q ’07 – Q2 ‘08

IBM Workplace™& IBM WebSphere®

Portal Angebote

QuickPlace 7� Modernes, intuitives UI mit Web 2.0

� Business Templates, Blogs, Wikis...

� Konnectoren für Lotus Notes, Lotus Sametime, Microsoft

� Kollaboratives Content Management

� Einfach zu administrieren

Lotus Quickr 8

Lotus Domino Document Manager 7

Lotus Quickrpersonal edition

Lotus Domino Document Manager 8

This product roadmap is directional in nature and does not imply any product plan commitment on the part of IBM. Plans are subject to change at any time without notice.

50

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