Social Business Architecture © 2014 IBM Corporation
Social Business Architecture © 2014 IBM Corporation IBM Social Capability • Entry Points to Social – Social Use Cases – Social Patterns • IBM Social Business Reference Architecture – Architectural Overviews – Social Products and Solutions • Social Capabilities – Social Use Case Model • Architectural Decisions – Key Decisions – Integration Patterns – Non-Functional Requirements © 2014 IBM Corporation Relationships Fuel Social Business Network Customers Organization Partners © 2014 IBM Corporation Social Requires a Use Case Centric Approach Capabilities Implementations Open Communications Social Collaboration Social Use Cases Business Solutions Knowledge & Insights Leveraging Expertise Social Business Patterns © 2014 IBM Corporation • Exceptional Customer Experiences • Social Intranet • Collaboration Services • • • • Social CRM Smarter Workforce Social Commerce Social Intelligence Infusion Toolkit • Innovation • Mergers and Acquisitions • Workplace Safety Entry Points for Social Social Business Pattern Pattern Initiatives Social Use Cases Social Capabilities © 2014 IBM Corporation Patterns: From Process to Value Pattern Stakeholders Pain Points Value Props & ROI Customer Engagement • Managing brand across channels • Difficulty engaging advocates • Responding rapidly to marketplace shifts ↑ Brand awareness ↑ Effectiveness of Marketing ↑ Brand trust Marketing CMO, Digital Channel, VP Sales Sales VP Sales, VP Service, • Inconsistent sales performance Contact Center, CHRO, • Responding quickly to complex sales CPO • Creating B2B customers digital channel Customer Service VP Service, Contact Center, VP Sales, CHRO • 66% of WW consumers left from poor service • High cost of call center transactions Recruiting & Onboarding CHRO, COO, LOB, CPO • Accelerating time to productivity • Attracting talent that match skill & culture ↑ Speed to value ↑ Employee engagement & revenue ↑ Retention Innovation R&D, Product Dev, CMO • Less innovative than competition • Losing share • Limited product pipeline ↑ New products ↑ Speed to market ↑ % Revenue from new products Supply Chain EVP Manufacturing, CPO, Supply Chain Officer • Unreliable demand forecasts • Matching supply & demand • Geographic, time, & language barriers ↑ Demand forecasting ↑ Reaction for supply disruptions ↑ Capacity planning Workplace & Public Safety COO, EVP Operations, Safety Exec • Incidents impacting morale and brand • Slow emergency response • Citizen safety ↓ Incidents ↑ Workers comp savings ↑ Saving lives Mergers & Acquisitions COO, Integration Exec • Over 50% of M&A fail to achieve plans • Overcoming two cultures • Losing focus on market ↑ M&A success rate (>50% fail) ↑ Retention of talent ↑ Revenue Expertise & Knowledge LOB & Functional Execs • Higher cost of not knowing “experts” • Customers disengage from slow response ↑ Speed ↑ Efficiency © 2014 IBM Corporation ↑ Sales / Revenue ↑ Products per customer ↑ Market share ↑ Customer Sat ↑ Revenue (social CS = +20-40%) ↑ Efficiency (social CS = +7.9%) Purpose of Reference Architecture • Define IBM reference architecture – – – – – Major components Key enablers Key Integration points Deployment options Foundational services • Define solutions using “heatmap” based on reference architecture – IBM solutions in the market – Customer specific solutions – Industry and business solution patterns – Common language and visualization © 2014 IBM Corporation • Evaluate completeness of social solution – Drive architectural decisions – Understand product alignment and gaps – Define integration with customer’s existing ecosystem – Spans all industries and solution areas • Drives additional Architectural Artifacts – Scope identification – Roadmap definition – Risk assessment – Gap assessment Social Enablers Drive Solutions Social Platform Enablers Social Collaboration •Connections •Connections IM •Connections Meetings •Connections Mail Social Analytics •I2 Intelligence Analysis •IBM SPSS •Content Analytics •Social Media Analytics Social Content Social User Experience © 2014 IBM Corporation •IBM Docs •Connections Content Manager •Web Content Manager •WebSphere Portal •Customer Experience Suite •Employee Experience Suite •Worklight The Value of a Social Business Platform Integrated Platform Take advantage of a broad range of industry leading social tools Access IBM Platform for Social Business People-centric business capabilities Social Networking Social Analytics Social Content Social User Experience Socially enable business process Social as the business process Access Anywhere Access your social data from a variety of touchpoints (e.g. applications, desktops, mobile, etc) © 2014 IBM Corporation Deployment Options Foundational Services Integration Connected to Business IBM Integrated Capabilities IBM Mobile Access IBM Cloud Social Networking Social Analytics Social Content Social User Experience Deployment Options Foundational Services © 2014 IBM Corporation Integration IBM Platform for Social Business IBM Big Data Commerce and EMM Social Business Technology Enablers • 1st Layer Social Components – Social Networking – Social Content – Social Analytics – Social User Experience • 2nd Layer – Major categories of enablers • 3rd Layer – Core enablers – Foundational – Aides in capability alignment & adoption 11 © 2014 IBM Corporation Enablers - Core Features/Building Blocks People Centric Profiles Networks Messaging Commenting @mentions Social Content/ Publishing Blogs Wikis Files Document co-editing Rich Media Web Content Updates Surveys/Polls Libraries Sharing Social Cooperation Communities Activities Forums Social Q/A Ideation Discovery Tagclouds Search Streams/Feeds Analytic Association Association Following Recommending/ Liking Rating Bookmarks Tagging Pinning (saving) Real-Time Collaboration Instant Messaging Group Chat Live Chat Voice (1-1, 1-several) Audio Conference Video Calling Screen Sharing Web Conference (e-meeting) Social Analytics Social Listening & Monitoring Social Sentiment Analysis Social Relationship (Network) Analytics Predictive Analytics Social Content Analytics Digital Experience/ Platform Web Sites (intranet, externet, internet) Web Apps Mobile Apps IBM Social Business Reference Architecture Integration Access Web Mobile Client Enterprise Applications Analytic Engines IBM Platform for Social Business Social Networking Social Analytics People-Centric Networking Social Cooperation Social Relationship Analytics Predictive Analytics ECM Real-time Collaboration and Communications Association Social Content Analytics Sentiment Analysis Web Frameworks Social User Experience Social Content Interactive (usergenerated) Content Web Content Surveys & Forms Document co-Editing Intranet BPM Externet Search Internet Apps Social Media Deployment Options Private Cloud Multi-tenet Cloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator IBM Social Business Reference Architecture Integration Access Web Mobile Client Enterprise Applications Analytic Engines IBM Platform for Social Business Social Networking Social Analytics People-Centric Networking Social Cooperation Social Relationship Analytics Predictive Analytics ECM Real-time Collaboration and Communications Association Social Content Analytics Sentiment Analysis Web Frameworks Social User Experience Social Content Interactive (usergenerated) Content Web Content Surveys & Forms Document co-Editing Intranet BPM Externet Search Internet Apps Social Media Deployment Options Private Cloud Multi-tenet Cloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator IBM Social Business Reference Architecture Social Networking • People-centric, relationship driven • Openness • Transparent work and open decision making • Connected and discoverable • Business driven • Adaptable Social Networking © 2014 IBM Corporation People-Centric Networking Social Cooperation Real-time Collaboration and Communications Association IBM Social Business Reference Architecture Social Analytics • Infused into social platform – Recommended content and people – Social search • Leverage social data to under hidden relationships • Make determinations on what people think and might do – Leverage IBM solutions • Integrated solutions – Social Intelligence Toolkit – Sales Connect – SAND – Atlas/SmallBlue – Expertise Locator © 2014 IBM Corporation Social Analytics Social Relationship Analytics Predictive Analytics Social Content Analytics Sentiment Analysis IBM Social Business Reference Architecture Social Content • User Contributed – Sharing – Storing – Distributing • Co-creation – Collaborative document and content creation and management • Developing content to web, mobile, and social channels – WCM – Exceptional Digital Experiences – Social Media Publishing • Engaging – Surveys, polls, and other forms © 2014 IBM Corporation Social Content Interactive (usergenerated) Content Web Content Surveys & Forms Document co-Editing IBM Social Business Reference Architecture Social User Experience • Role-based, relationship driven social, web, and mobile experiences • Integration of: – Applications – People – Data – Processes • Dynamic, adaptable, and personal • Engaging – Customers – Employees – Partners Social User Experience © 2014 IBM Corporation Intranet Externet Internet Apps Architectural Overview from Reference Architecture • Reference Architecture Template • Example Architectural Overview– Innovation • Example Product View – IBM Software © 2014 IBM Corporation Architectural Overview - Template Access Web Integration Mobile Client Enterprise Applications IBM Platform for Social Business Social Networking Analytic Engines Social Analytics People-Centric Networking Social Cooperation Social Relationship Analytics Predictive Analytics Real-time Collaboration and Communications Association Social Content Analytics Sentiment Analysis ECM Web Frameworks Social User Experience Social Content Interactive (usergenerated) Content Web Content Surveys & Forms Document co-Editing Intranet BPM Externet Search Internet Apps Social Media Deployment Options Private Cloud Multi-tenet Cloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator Architectural Overview – Innovation Pattern Access Web Integration Mobile Client Enterprise Applications IBM Platform for Social Business Social Networking Analytic Engines Social Analytics People-Centric Networking Social Cooperation Social Relationship Analytics Predictive Analytics Real-time Collaboration and Communications Association Social Content Analytics Sentiment Analysis ECM Web Frameworks Social User Experience Social Content Interactive (usergenerated) Content Web Content Surveys & Forms Document co-Editing Intranet BPM Externet Search Internet Apps Social Media Deployment Options Private Cloud Multi-tenet Cloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator IBM [example] Social Architecture Product View Integration Access Web Mobile Client Enterprise Applications Analytic Engines IBM Platform for Social Business Social Networking IBM Connections IBM Sametime IBM Notes & Domino IBM Forms I2 Intelligence Analysis IBM SPSS ECM IBM Content Analytics IBM Social Media Analytics Web Frameworks Social User Experience Social Content IBM Connections Social Analytics IBM WCM IBM Docs BPM WebSphere Portal OpenSocial Portlet Standards IBM Social Apps Search Social Media Deployment Options Private Cloud IBM Smartcloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator Social Use Case Model © 2014 IBM Corporation Social Business Use Cases Cross-Industry Industry-Specific Cross -Business Recruiting & Onboarding © 2014 IBM Corporation Merger & Acquisition External Customer Insights Safety Social Business Use Cases Enablers © 2014 IBM Corporation Capabilities Use Cases Social Use Case Model Local Government Example Libraries Roles 1 2 Literacy Champions in Literacy Core Team Library Branches Subject Actors Literacy Core Team Object Actors Interaction Organize training [With each other/self] work activities Develop content Manage physical literacy materials ordering process [With Consultant] Develop Content Coordinate training Review physical literacy material purchasing Provide training [With Champions] materials Communicate training schedule Post guides, lists, etc Respond to questions, issues, ideas Communicate literacy events to Champions and Library Staff Coordinate physical literacy materials © 2014 IBM Corporation 3 Internal Stakeholders Capability Manage Cooperative Work 4 External Literacy Consultant 5 6 Literacy Trainers Citizen Success Criteria Relationship/Activity Initiative Goals Improve execution of training program Create awareness amongst Library staff of literacy issues and how best Increase County Literacy to address these issues. among children and adults Enterprise Impact Manage Cooperative Work Manage Individual Work Manage the physical stock and resources to aid in Literacy Campaign Manage Cooperative Work Manage Cooperative Work Manage Individual Work Manage the physical stock and resources to aid in Literacy Campaign Publish into networks Publish into networks Publish into networks Engaging conversations Publish into networks Manage Individual Work Manage the physical stock and resources to aid in Literacy Campaign Components of Social Use Cases • Relationship – Subject Actors and what they are doing with/for the Object Actors. • Interaction – What drives the social relationship, and fills the need. • Capability – Social business capability that distills need in an consistent way to align IT enablers Initiative 1 role Roles 2 role 3 role 4 role 5 role 6 role Success Criteria Subject Actors Object Actors Interaction Role [with role] what is the buisness doing © 2014 IBM Corporation Capability Relationship/Activity Initiative Goals Enterprise Impact Social Capabilities Drive Human Interactions © 2014 IBM Corporation Open Communications Information & Knowledge Sharing Leveraging Expertise Collaboration Business Capabilities for Social Business Capability Grouping Leveraging Expertise Knowledge Sharing Social Cooperation (Collaboration) Capabilities Build social recognition The ability to establish your social presence via building connections and other social interactions (that could include the direct contributions of knowledge or expertise) that extend the visibility of your expertise, influence, and reputation. Establish expertise The ability for an individual to understand if someone is an expert and how they are an expert. Includes the ability to reinforce or confirm expertise. Find expertise The ability to explicitly search for and discover expertise where ever it exists; in a individual expert or a network of experts collectively. Engage experts The ability to directly contact an expert; typically involves a request or dialog and may lead to extended cooperative work. Leverage expertise The ability to passively use the knowledge and contributions of experts; the user accesses and consumes the products of established expertise but does not directly consume the time and attention of the expert. Find information The ability to search for specific answers to a question, or seek information, content, or insights to make decisions, do work, or take some action Share knowledge The ability to store knowledge assets, information, and ideas and share with others with the intent of reuse and collaboration. Progress Ideas The ability to solicit, engage, and develop ideas. Learn The ability to leverage captured knowledge of others (both formal and informal), passively or actively, to learn and develop skills or ideas. Discover Insights The ability for individuals to discover information, interactions, and updates from across various networks so that they may develop insights to engage, make decisions, or take action. Manage Individual Work The ability for an individual to organize all things they create or use when doing work (assigned or ad hoc). Work with your network Ability to connect and engage with others in an ad-hoc manner to gain help in doing work. Manage Cooperative Work Ability to for a team or group of individuals to collaboratively manage formal and ad-hoc work. Publish into networks The ability to outwardly communicate informational messages or content to a targeted audience, leveraging open networks and social channels. Open Engage in Communication conversations Listen 28 Brief Definition © 2014 IBM Corporation The ability to interact in beneficial 2-way engagement with others, such as a dialog, discussion, or request and response. The ability to target and monitor specific social conversations, interactions, individuals, topics, or streams to gain insight about what others are thinking. Social Architectural Decisions Aligning Enablers to Capabilities • Align Layer enablers in well established, patternistic ways to Social Capabilities 3rd • Guidance as foundation to Use Case decisions Social Communication 1H13v2 Organizational awareness People Centric Profiles Networks Expertise Location Messaging Commenting @mentions Social Content Blogs Wikis Files Bookmarks Updates Sharing Rich Media Libraries Social Cooperation • Enablers aligned with business need: – Define Solution – Drive Adoption Communities Activities Forums Social Q/A Ideation Surveys/Polls Gamification Document Co-Editing Association Following Recommendation/Rating Social Analytics tagging/tagclouds Search Streams Liking Web Experiences Web Sites Social Media Web Apps Web Content Real-time Instant Msg Voice Video Calling Screen Sharing Discussion Web conference Meeting rooms © 2014 IBM Corporation Publishing into networks Engaged conversations Listening Social Patterns for Innovation Architectural Overview showing 2nd Layer and 1st Layer Enablers Access Web Integration Mobile Client Enterprise Applications IBM Platform for Social Business Social Networking Social Analytics People-Centric Networking Social Cooperation Social Relationship Analytics Predictive Analytics Real-time Collaboration and Communications Association Social Content Analytics Sentiment Analysis ECM Web Frameworks Social User Experience Social Content Interactive (usergenerated) Content Analytic Engines Web Content Intranet BPM Externet Search Surveys & Forms Document co-Editing Internet Apps Social Media Deployment Options Private Cloud Multi-tenet Cloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator Social Patterns for Innovation Product Recommendations Integration Access Web Mobile Client Enterprise Applications Analytic Engines IBM Platform for Social Business Social Networking Social Analytics ECM IBM Connections IBM Content Analytics Social User Experience Social Content IBM Connections IBM Forms IBM Social Media Analytics IBM WCM IBM Docs Web Frameworks BPM WebSphere Portal OpenSocial Portlet Standards IBM Social Apps Search Social Media Deployment Options Private Cloud IBM Smartcloud On-Prem Collaboration Frameworks Hybrid Foundational Services Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator Architectural Decisions © 2014 IBM Corporation Social Architectural Decisions Access Architectural Decisions Web Mobile Integration Client IBM Platform for Social Business Social Networking Social Analytics People-Centric Networking Social Cooperation Social Relationship Analytics Predictive Analytics Real-time Collaboration and Communications Association Social Content Analytics Sentiment Analysis Social User Experience Social Content Interactive (usergenerated) Content Surveys & Forms Web Content Document co-Editing Intranet Internet Enterprise Applications Architectural Decision Analytic Engines Architectural Decision ECM Architectural Decision Web Frameworks Architectural Decision BPM Architectural Decision Search Architectural Decision Social Media Architectural Decision Externet Apps Deployment Options Architectural Decisions Private Cloud Multi-tenet Cloud On-Prem Collaboration Architectural Frameworks Decision Hybrid Foundational Services Non-Functional Requirements Security Access SSO © 2014 IBM Corporation Directory & Identity Mgt Business Controls DR HA Admin Monitoring People Data Integrator Content Integrator Social Architectural Access Decisions • Client Plugins – Office and Outlook – Notes – OpenOffice – Sametime – Windows • Mobile Access – Native Apps – Contextual Apps • Expertise Locator – Custom Experiences © 2014 IBM Corporation Social Architectural Component Decisions Business Initiative Social Solution Social use Cases Social Components Capabilities Social Enablers © 2014 IBM Corporation Social Architectural Extensible Component Decisions • Downloadable Plugins – Eg. Connections File Viewer • Deployable Add-ons – Social Apps • Eg. ISSC Social Q/A – Connections Mail (web mail integration) – Sametime Web Meetings – Sametime Presence and IM – Cognos Reporting © 2014 IBM Corporation Social Architectural Deployment Decisions • Cloud Models – Take into consideration integration requirements (eg. SSO) – Staffing and ability to maintain – SmartCloud where social features change a lot © 2014 IBM Corporation Social Architectural Infrastructure (NFR) Decisions • Business Controls – Compliance (eg. Actiance) – Reporting – Archival, retention, legal discovery, etc • Data Layer – Underlying Database – Profiles sources – Objects on Disk (SAN) • Files, attachments, etc • Search Indexes • IBM Connections JVM Layout – It is possible to run multiple Application Servers (JVMs) on the same machine. Each JVM has its own memory allocation and configuration parameters. However, there is an overhead and administrative burden associated with managing multiple JVMs. (1) Implement a single shared JVM to contain all of the required Connections applications . (2) Implement separate JVMs for each of the Connections features (currently 14 in Connections 4.5). (3) Implement © 2014 IBM Corporation multiple JVMs (lower than the total number of the Connections features) and distribute Social Architectural Integration Decisions Integration Enterprise Applications Analytic Engines Activity Streams OpenSocial Process Flows Portal Experiences Portlets APIs Mobile Apps and Web Worklight Enterprise Applications Embedded Social Leverage Social Search Federated Search Social Content Social Media Engagement Socialytics ECM Web Frameworks BPM Search Social Media Collaboration Frameworks © 2014 IBM Corporation Social Solution Guidance © 2014 IBM Corporation Social Solution Guidance Non-Functional Requirements (NFR) NFR # Category Requirements (Examples) Explanation Priority 1 Performance Must be able to complete two searches per second of content across 5 main repositories The user should not have to sit and wait for a search to return a usable result. H 2 Scalability Configuration can handle up to 150K users and 5M documents The solution must scale with increasing user load (numbers of users on-line), number of documents/repositories, and number of page views M 3 Security SSO is supported; repository access and control monitoring software is supported. •Users can access the system using existing enterprise SSO solution. Infosphere Guardium database monitoring is supported. L 4 Identity Management The system should support user categories and authorization of content and community based on role in the organization 5 Availability 24/7/52 with 13 6 hour outage windows per year © 2014 IBM Corporation H •System is available except when out of service for routine maintenance. Solution is enabled with HA to address availability in case of unplanned outage. H Social Solution Guidance Security • Authentication • Authorization and Access Control • SSO – Web – Windows – Oauth • User Provisioning • User Profile Population – TDI – LDAP and other sources • SSL © 2014 IBM Corporation Social Solution Guidance Integration Patterns • IBM Connections – – – – – – – ActivityStreams Social Business Toolkit Widgets Web UI/Theme Feeds (ATOM) REST Profiles (TDI) © 2014 IBM Corporation • WebSphere Portal – Portlets – Web UI/Theme Integration – WebSphere/J2EE – Search – Personalization Rules – Web Content Social Solution Guidance Entry Points to Social Entry Point Solution Highlights Considerations Collaboration Full collaboration, social networking, document management, instant communications, and mail services. Strong competition with Microsoft may require a surround and integration strategy Customer Engagement Created exceptional digital experiences for customer value and commerce Align with marketing and commerce needs. Provide customer support and relationship building. Social Intranet Web and Mobile experiences of a comprehensive intranet service Leverages enterprise integration services (eg WebSphere Portal), web content services, and social networking/collaboration B2B Collaboration Share content and collaborate with external parties On-premises and cloud models Process Integration Take action on human events within business processes ActivitySteams and OpenSocial (with CastIron, etc) expose business process awareness in social channels Social Mail Evolution of email to be people centric and be a complete part of the social collaboration, social intranet Domino or Exchange with modern front in experiences Integrated Social Solutions Social intelligence toolkit JAZZ Cognos Collaboration Integrated with known platforms Social Processes Expertise Locator as a unique (mobile) tool Innovative and adaptable tools © 2014 IBM Corporation Social Solution Guidance Social as the Business Process • Social File Sharing – Connections Files with ECM – Mobile and Client Integration – Collaborative Editing (IBM Docs) • Expertise Location – Mobile app – Analytics – Social Content (Connections Profiles) • Social Q/A – ISSC Social App – Analytics and Connections Content • Social Profiles – Aggregated People data with TDI © 2014 IBM Corporation REFERENCE MATERIAL 46 © 2014 2013 IBM Corporation Some Definitions • Business Initiatives are what the business/organization strategically wants to focus on • Social Business Patterns and Use Cases can be applied to different customers and industries given similar business needs • – Higher Level Use Cases are broadly applicable across different organizations – lower level Use Cases include details about actors/personas, interactions, relationships, and specific enabler usage. – Can either be composed of multiple business capabilities or be a unique case of a specific business capability Business capabilities are those things the business needs to be able to do • – They must be clear to an end-user as something they can and would do -- clearly achieve something of value – The social business capabilities are a set of defined business capabilities that are enabled by one or more social business enablers Enablers are the technology building blocks used to build or enable the capabilities – Software packages, integrated solutions, specific components or product features – Enablers come from various software components in IBM’s Social Business Platform architecture Each of the above can be at various levels of focus. The business architecture for Social Business was defined to provide a framework within which to discuss and explore the use of social business enablers within a business or business area. Also to enable us to link the products or services supporting the enablers to the business need. 47 © 2014 IBM Corporation Guidelines for Representation of Social Business Enablers in this Reference Architecture • Diagram reflects core components and core enablers (functions) that are marketed as IBM's Social Business Platform – As such this diagram is not intended to be a industry-agnostic representation but attempts to represent in non-product terms the IBM solution • Decomposition contains references (not products) to core enablers of the Platform – There are currently 7 Enabler Groups. Those appear in the architecture. – Some specific Enablers appear because they have architectural significance. For example, Document Co-editing is a unique service and represents (from IBM) a software/server/service component – ie. IBM Docs is a part of the Platform as marketed to our customers, but is an add-on that is directly integrated and supported by IBM. • Additional “optional” components are reflected as Social Apps – ISSC Social apps are a type of add-on that is provided outside of the products and supported outside of the regular IBM support of entitled software. – Third-Party apps are also considered Social Apps. – Anything in the ISC “greenhouse” Catalog © 2014 IBM Corporation Reference Architecture Use Case Model © 2014 IBM Corporation Architectural Overview Adoption Guidance Architectural Decision: Enterprise Search Domains Global (ICA) Sources: Web, Content, Social, RDBMS, Email, File systems, CRM, Feeds Text Analytics: Thesauri, Clustering, Ontology Support, Semantic Processing, Entity Extraction, Relevancy Search Engine: Indexing, Converting, Crawling Meta-Data : Faceting, BI, Tagging, Taxonomy, Collaboration Native Component Search Connections (Social Business), People, Filenet, Sharepoint Were does Vivisimo fit in ? No response from lab IBM Content Analytics with Enterprise Search better search solution across multiple repositories, Can be used in addition to or instead of the native search engines (Portal, Connections, FileNet, etc) or in addition to those native search engines. Virtually unlimited in numbers of documents Ability to see external repositories Can be federated into Portal Ability to be single global search engine Content Analytics capability adds ability to create rules around context of content Broader search capabilities – more fine grain Discover what you don’t know Learn trends and patterns in your documents Vivisimo TBD 26, Corporation 2012 © March 2014 IBM Options: ICAES only Using ICA to replace native search interfaces within products, including Connections, is not ideal. Native Component product searches provide specific capabilities for power users and specific use cases and modifying product applications is costly. ICA with Native Component Search Most customer will use ICA for Enterprise Search but will also maintain product specific search capabilities for power users of that individual product. Individual vendor/product searches will have a place in any standards discussion. Best approach is to (a) define the search entry points to provide to the users, then (b) determine what search service best supports the search entry points Search Federation Federating from multiple sources into ICA is not ideal as it is difficult to compare relevancy across the search engines. There are solutions to this such as selecting result "slots" for inserting other search engine results but can require hard coding. Native Component Search WebSphere Portal contains its own built in search capability. Limited to 500,000 documents Only used within Portal No ability to see external content repositories (such as IBM FileNet) No federation capability with external search engine Connections Search Provides social search, recommendations Searches Connections content only Filenet (ECM) More integrated with respect to security – only see documents you have access to Architecture Decision: Mobile access to internal web portal Domain: Mobile access to internal web portal. Allows access from an internet-ready smart device that is HTML and JavaScript enabled. This can be viewed on iOS, Android, and Blackberry device. The decision of which approach to take is dependent upon the type of experience the client would like the mobile user to experience.. IBM Worklight & Portal Use when device choice is limited to android, iOS, RIM and Windows Mobile Where you need aggregation of multiple apps/content May still be subject to issues around high latency and low bandwidth connectivity Responsive design, where depending on the device only as much is displayed at once as the device can handle, not a full desktop experience that usually won't fit on a device Use in Websphere portal for Composition/federation/aggregation of multiple applications and content sources into one solution Reformats the desktop browser page to display properly for the given device Rich content, media or functional selection may be masked depending on device capabilities Use when a wide array of android, iOS, RIM, Windows Mobile, Symbian and WAP-Browser devices all need to have the same experience Navigator ECMs mobile application & framework based on DOJO Purpose built application for filenet Use the Navigator Mobile app for Enterprise content management © 2014 IBM Corporation Options: IBM has several different ways for access to a Social Business and Collaboration environment from a mobile device - IBM Worklight & IBM Portal - Dedicated IBM Connections Application (an IBM product) - Navigator, ECMs mobile application and framework based on DOJO NOTE: These products are complementary Dedicated IBM Connections Application Excellent if the functional target is just the Connections Environment Deployment will be limited to devices supported by the Connections Application (iOS, Android, Windows Mobile, RIM) Purpose built application for social business and connections Mobile Architecture Decisions Connections Mobile device access http://www-01.ibm.com/software/lotus/products/connections/socialeverywhere.html IBM Connections allows mobile users access to their corporate Connections data on-the-go via a micro-browser or a mobile application (device dependent). With a minimal number of taps, users can access their social software information – such as: Updates, Profiles, Communities (including the Media Gallery and Ideation Blogs) Files, Wikis, Activities, Forums, Blogs and Bookmarks - directly from their mobile device. Supported devices include: Apple iOS 4.0 and above, Android 2.2 and above, Blackberry OS6 and above, Nokia (microbrowser only), and RIM Playbook (micro-browser only). The IBM Connections mobile applications are available directly from the device vendor's digital distribution platform (app store). © 2014 IBM Corporation Architecture Decision: Content Management Domain: Which content repository should be used to store documents for IBM Connections Options: Connections - Files Filenet Content Manager Quickr customers are entitled to IBM Connections + Connections Content Manager, and have the option to leverage IBM Connections and integrated IBM Connections Content Manager libraries in Connections Communities going forward. What to use when –Always use Connections Files for Personal File Sharing (outside communities) – this provides ad hoc person-to-person social file sharing which can replace sending attachments in e-mails and is a communication pattern not supported by FileNet –For basic file sharing in the context of communities with sharing, liking, versions, comments, ... Connections Files suffices –For document management in the context of Communities additionally providing approvals, nested folders and file/folder level access control, Connections Content Manager that includes the FileNet content engine is required –For content management outside of communities use FileNet content engine with Content Navigator user interface –FileNet may require an additional product deployment and lacks a few capabilities of Files - it should be used if needed, but if its capabilities aren't needed then it shouldn't automatically be used if not already deployed at a customer Connections - Files Filenet Content Manager File access control limited to that used in Connections FileNet comes with its own access and control mechanism Uses the ACL from Connections Community based on the existing Connections roles (Reader, Owner, Contributor). Built in version control Every member of community has read access Ability to shield identity and specific file attributes from SEARCH function Files gives access control info to the search engine (Connections Search or ICA or Portal Search or Autonomy) and the search engine respects access control as set in Connections Files or other Connections services. Ability to segment a document repository to specific access for given users Draft handling and Approval routing Extended metadata taxonomy and document types Nested Folders Check in/out, although the "Lock file" in Files is identical in concept Allows peer-to-peer file sharing without the overhead of building a community/repository to send large files, b) social (likes, comments, share, downloads, tags, etc), lock/unlock, version tracking © 2014 IBM Corporation IBM Connections has a direct integration to IBM FileNet Content Manager as an underlying repository for Community Library services Architecture Decision: Social Media Analytics Domain: What type of analytics of the Social Business site is required? IBM has several different type of analytics that can be applied to the Social Business Collaboration solution. This decision is on the type to be applied which drives selection of the products to be implemented. IBM Connections – Profiling Analytics, trends and recommendation Who is logging in? How long do they use the system? How fast are Communities growing A link to the IBM Internal Connections Metrics can be found in the w3 Connections Community at: https://w3- Options – – – Connections: Use and Profiling Analytics which addresses questions like Coremetrics: ICAES • Analytics of User Posted content in wikis, blogs and forums, can be analyzed using Semantic Search and Analytics. Coremetrics Navigation analytics Navigation Analytics addresses questions like: How are users navigating our Social site? How do they move between pages? What links on pages seem to be used most often? connections.ibm.com/wikis/home?lang=en#/wiki/W775f1e9e243b_4514_8a41_d4f9 85d45b48/page/Metrics Connections now has some additional analytics in the form of identifying trends and recommendations, experience Network Analytics is an IBM Research Asset and can be delivered to the client as part of a services engagement Who talks to whom in the context of a topic? Which SMEs are contacted or cited most often on a given topic? Is there a geographic or language dependency in our collaboration? A link to the SAND asset can be found at: http://sand.haifa.ibm.com/sandvis/# ICAES Analytics of user posted content in wikis, blogs and forums, can be analyzed using Semantic Search and Analytics https://insights.almaden.ibm.com/lce/home (delivered to McKinsey via Research) © 2014 IBM Corporation Connections Activity Stream Best regards, Architecture Decision: Integration of Information Repositories Domain: Access existing business specific documents that may be stored in Documentum, DB2, Filenet, Oracle, Sharepoint, SQLSvr with key word and semantic search. Access and search product information master Options: Document Widgets & Portlets Activity Streams Portal Web Application Bridge Web Content Management (WCM) Document Widgets & Portlets Use or build pre-canned web user interfaces in Portal and Connections - Purpose built interfaces which deliver tailored user experiences - Check the IBM Business Solutions Catalog for pre-built widgets and portlets Portal Web Application Bridge Bring an existing application into your Portal user experience -Reuse existing web UIs in the context of your Portal's navigation, styling and theme -WCI and WCM's CMIS integrations © 2014 IBM Corporation Activity Streams Drive notifications, what's new and what's most important from various applications into a central, stream based user experience for your users - Take action and collaborate right from the stream: approving, rejecting, commenting on business processes and content from OpenSocial embedded applications - Deliver notifications to email, mobile devices or a web experience to find the most appropriate channel for the user - Can be global, showing all events happening across your organization, scoped to a person or scoped to a topic with a tag or community -Deliver in Connections, Portal or a custom UI Activity stream is also available out of the box in IBM Notes 9 and via Outlook via the new plugin (note: not fully OpenSocial enabled) Web Content Management (WCM) Drive a consistent web presentation through HTML/JS templates - Include list of content from other sources via Atom feeds, presenting your content with WCM templates - Out of the box templates are provided for IBM Connections and additional templates available on the Content Template Catalog Sharepoint vs Connections Business Service IBM Conn 2.5 IBM Conn 4 IBM CCM 4.5 MS SharePoint Foundation 2010 Social Networking People Networks Social Profile File Sharing Search Social Analytics (recomm, trending, etc) Content sharing, Tagging, and bookmarking Staying informed with Feeds, newsletters, etc MS SharePoint Std & Enterprise 2013 Mysites Mysites Social Communication Contribution (blogs, wikis, etc) Microblogs (status updates) Following (activitystreams, @mentions) Discussions Surveys and Polls commenting Disconnected Mysites Social Cooperation Community Personal and Ad hoc Work Mgt Ideation Self-provisioning Intranet Site Structured Web Content Discussions Navigation Community Activities Community Activities Community Sites offers a forum to connect users Community Activities Community Wiki Community Wiki Community Wiki Site WCM Networked Networked Structured Files Files & Folders Activities Activities Community Events Networked Team Collaboration Team Library Workflow Work/Project Management Calendaring © 2014 IBM Corporation Community Library Documents Activities Community Events Site Library Team Calendar Team Calendar
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