1. Workplace Services Express – Walk thru
<Welcome>
Today, I am here to talk to you about exciting new announcements IBM has made in the last few weeks.
These announcements are centered on what we call IBM Workplace.
IBM Workplace represents all of the products and technologies inside of IBM Software Group that are focused on making people more productive.
<CLICK>
Shaun Smith

2. A Quick Tour Organized to help you perform common tasks2
Handy people finder and contacts list, plus online status for instant messaging 3
Easy ways to change the look of the site and to create new team spaces 1
Quick access to information users need to do their jobs 4

3. Shared Lists Sales Tracking Sign Up Sheet Prospects Announcements
Employee Directory
Invitations & RSVPs
Directions
Minutes
Survey
Milestones
FAQs
Shared Lists
Links
Contacts
Issues
Vacations
Attendance
Agenda
Lots of predefined lists to help you organize and manage content
Dragging new lists from the palette, to add them to any team space
Page through the data, customize the columns, or sort and filter the data

4. Lists and Forms
To add or change items in the list, you fill out a form
It’s simple to add new fields or change the layout of the form
It’s a very simple way to build your own “applications” that collect and store the data you need

5. Anyone can easily change the list and form, without IT assistance – as long as you have the proper access rights 2
Customizing Lists
Add new fields that will be displayed in the list and on the data input form 1 3
Drag and drop to re-arrange the columns-

6. Graphs
Choose bar or pie views for the list data 1

7. Managing Documents
Search for documentsand save searches to “smart folders” 3
Create or import any type of document 1
Send links to document 4
Familiar Folder Navigation 2
Live names throughout, so you can contact the author or other users 5

8. Document Lifecycle Check in, check out Version history Approvals
Private Drafts
Comment and Review

9. Reviewing Documents
Discussion threads for tracking comments on documents 1

10. Editing Documents Use built-in editors or launch desktop applications
Document is automatically saved back to the server when you finish editing
Edit documents in any supported language
Works on both Windows and Linux client

11. Microsoft Office Integration
Word, Excel, and PowerPoint toolbars are extended to provide direct access to portal functions such as locking, versioning, etc… 1
Document properties can be stored in portal, searched and used for preview 2
We also provide extensions to the Office toolbars and menus, so you can work directly with Portal documents. Again, all of this functionality is available in both portal and workplace.

12. Desktop Integration
Windows Explorer extension lets you work with server documents as if they were local files
Files are automatically stored back on the server 1
There is also a Windows Explorer extension which lets you do the same kind of work from the desktop. The contents of the PDM library are synchronized to the file system as local files, where you can work with them and they are saved back to the server.

13. Team Spaces 1
Collaboration tools: team schedule, team documents, discussions, chat room, and search 2
Manage roles, membership and access to the team space.
Instantly chat with other members of the team

14. Finding and Communicating with People1
People Finder integrates with company directory 2
Pop-up menu near people’s names so you can chat, send mail, call, or find out where they fit in the organization 3
Integrated Instant Messaging
Enables easy communication within your
organization

15. People Finder
Quick search for people by name, address, portal user id, phone, department or job title
Advanced search lets you search by any field in the profile
See an organization chart view for anyone
Pop-up menu for contacting people

16. Other Tools
Team task list
Shared team calendar
Chat room
Surveys

17. Membership
The moderators of the team space can invite other people to join
Each person or group that is invited can be assigned to a role: moderator or contributor
The list of members and roles determines who gets access to documents, who appears on the contacts list, who is invited to meetings, etc.

18. Accessing Your Mail, Calendar, and Address Book1
Predefined tools allow easy
access to Mail, Calendar and
Address Books 2
Predefined Portlets for access to Lotus Domino, Microsoft Exchange
and industry standard POP3/IMAP mail services

19. Deployment and Operations
System is designed for self-service administration, plus policies to keep things running smoothly
Employees can create and customize their own team spaces without any help from the IT department
Team space owners assign roles to decide what users can see or do
Policies help manage unused team spaces
Common services
user profiles
search index
security

20. Team Space Templates
Within any organization there are many different teams working together every day
Each of these teams might want their own space to work in, where they can store documents, manage a project calendar, etc.
The exact pages and portlets that each team needs will depend on the nature of their work
Workplace provides predefined templates, so you can make team spaces that are tuned to the tasks at hand: planning for an event, holding a regular team meeting, developing employee guidelines, etc.
You can also customize team spaces and save them as new application templates of your own

21. 3
List portlets that are useful for this team’s work 2
Team Tasks and calendar
A Typical Team Space 1
Page team space for organizing sales activities; with a schedule
document library, discussion area, and search

22. Predefined Templates Blank Chat Room Discussion Document Library
Domino Application Access
Employee HR Site
Event Planning
HR Team
Marketing Team
Meeting Materials

23. Editing templates Preview your application as it is being developed 3
Set properties, design pages and add portlets, define parameters and roles 1 2
Set up parameters than can be changed whenever someone uses your template to create their own team space

24. Changing the Look

25. Adding New Portlets 1
Slide out palette on each page lets you add new portlets to that page

26. Re-arranging Portlets
Simply grab a portlet on the page or from the slide out palette and drag to the desired location on the page 1

27. Membership and Roles Teams can manage their own membership and roles
The owner of a team space can assign people to roles or change the owner
Overall roles can be mapped to more specific actions of each portlet

28. Partner Templates in Progress
Accountants
Update clients on the latest tax laws
Post to-do lists for creating a corporation
Ad Agencies
Track deadlines
Post design ideas, stock photos, storyboards for review
Architects
Post floor plans, sketches, photos
Keep lists of preferred sub-contractors
Associations or Trade Groups
Share ideas and latest trends
Post notes from seminars and conferences
Authors and Publishers
Review drafts and revisions
Track publishing deadlines
Entertainers
Post photos and artist profiles
Post audition opportunities
Job Recruiters
Post job openings
Store resumes and review applicants
Track hiring deadlines
Real Estate Agents
Post info and photos of properties
Checklist lists for closing
Volunteer Organizations
Track volunteer and donation needs
Web Designers
Post design reviews and gather client feedback
Create to-do lists for bugs and technical issues

29. Policies
Policies manage the Workplace automatically, without manual tasks
Team Space Policies limit size and activity
Set limit on size and specify warning threshold
Specify maximum days with no activity
When over quota, warnings are sent to administrator, moderator and members and displayed on welcome page so they can take action
Team Spaces are not deleted

30. Common Services User Profiles Search engine and Content Index
Content access services
Security

31. Installation
Quick single-server install for small departments or teams
Move to company database or directory later, using configuration wizards

32. Portal Management Fast time to value Easy to use
Collaboration portal installed/configured in under an hour
Lists, documents, & templates to get up and running quickly
Easy to use
Easy access from the browser
Drag and drop to customize pages
Leverages your investment in MS Office 2000, 2003
Use Office and Windows Explorer to work on documents
Simpler to manage
Consolidated management of portal and collaboration tools
Grows with you
Start with a single server deployment and grow up