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© 2013 IBM Corporation ID105: “You Have My Mail in Your Connections!” Eric Portner Senior Software Engineer | Connections Mail Architect Scott Souder Program Director | Client Strategy: Notes, iNotes & Connections Mail

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Technical overview and deep-dive of the new "IBM Connections Mail" product presented at IBM Connect 2013

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Page 1: Ibm connect2013 id105-ibmconnections-mail

© 2013 IBM Corporation

ID105:“You Have My Mail in Your Connections!”

Eric PortnerSenior Software Engineer | Connections Mail Architect

Scott SouderProgram Director | Client Strategy: Notes, iNotes & Connections Mail

Page 2: Ibm connect2013 id105-ibmconnections-mail

2 © 2013 IBM Corporation

Please note:

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.

Page 3: Ibm connect2013 id105-ibmconnections-mail

3 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 4: Ibm connect2013 id105-ibmconnections-mail

4 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 5: Ibm connect2013 id105-ibmconnections-mail

5 © 2013 IBM Corporation

IBM Solutions to Meet a Spectrum of Customer Business Needs

● IBM SmartCloud Social Collaboration for Government®

● IBM GTS SmartCloud Enterprise®

─ IBM Notes & Domino®

─ IBM Domino Utility Server®

─ IBM Connections®

─ IBM Sametime®

─ IBM WebSphere® Portal®

─ IBM Web Content Manager®

● Partner Offerings

IBM SmartCloud® Engage®

IBM SmartCloud Meetings®

IBM SmartCloud Connections®

IBM SmartCloud Notes®

Hybrid

On-Premises

Public Cloud Dedicated Cloud

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6 © 2013 IBM Corporation

“Social Mail” is the evolution of messaging to include social capabilities...delivered in the context of where you choose to work

Access social tools from your inbox

Access messaging from social homepage Access from yourmobile devices

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7 © 2013 IBM Corporation

IBM Connections MailDelivery plans

Delivered in September, 2012, to be used in conjunction with IBM Connections 4.0

Initial functionality focused primarily on messaging capabilities:─ View and compose mail message (including rich text editing, spell check, etc.)

─ Signatures, addressing and directory search

─ Mail “badge” provides visual indication of new content

─ IBM Connections Files integration

─ Support for embedded experiences

─ View one-day calendar and individual entries

─ Security features

─ Ability to launch “primary” messaging client – e.g., iNotes [only]

Supported back-ends: Domino 8.5.3 FP3, Microsoft® Exchange® 2007 / 2010─ IBM SmartCloud® and other back-end systems targeted for future releases

Fully accessible solution (WCAG 2.0 AA and Section 508-compliant)

Page 8: Ibm connect2013 id105-ibmconnections-mail

8 © 2013 IBM Corporation

IBM Connections Mail“Being in mail without being in mail”

Lightweight social messaging tool Provides simple, elegant web mail

and calendar experience allowing people to remain within IBM Connections

Quickly manage incoming mail without leaving your social context

Make informed decisions in real-time with a social approach that brings information and expertise into easy and immediate reach

Delivered as a plug-in to IBM Connections 4.0

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9 © 2013 IBM Corporation

IBM Connections MailNew Mail badge in navigator

Informs user of newer, unread

messages

Indicates presence of unread messages in inbox Hovering over mail navigation entry causes badge to be reset and the

current inbox contents to be displayed

Admin configurable─ Checks for new mail every 30 minutes, or when a new Connections page loads (if 5 or

more minutes have passed since the last check)

─ In addition, if new mail is found and the new mail icon is displayed, Connections Mail stops checking for new mail until the next time the user opens the Connections Mail inbox

─ For additional details, see “What's New in IBM Connections Mail 1.0 Fix Pack 1” link on “Related Sessions & Resources” slide

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10 © 2013 IBM Corporation

IBM Connections Mail

Access via mail dropdown on

navigator

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11 © 2013 IBM Corporation

IBM Connections MailPerform essential mail tasks

Compose a new message Address messages to contacts in

your Connections network, plus contacts in your IBM Notes® or Microsoft® Outlook® contacts list

Refresh your inbox Find messages in your inbox Mark messages for follow-up Preview, Reply, Reply to All, Forward

or Delete See message-type icons,

replied/forwarded indicators, attachments, message flags, etc.

Launch into full mail experience (currently, iNotes only)

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12 © 2013 IBM Corporation

IBM Connections MailHover and “progressive reveal”

Distinguish unread messages Click “star” to mark as follow-up Key triage actions and additional

line of “snippet” information reveals on hover*

Reply, Reply to All, Forward or Delete

“Load more messages” loads additional entries, just like on your mobile device

* The “snippet” feature requires a 9.x mail template

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13 © 2013 IBM Corporation

IBM Connections MailSearch

Filter options: All, From, Subject Appear as input focus is placed on

search field

Underlining of “searched” phrases in message list, if present

in fields displayed within results list

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14 © 2013 IBM Corporation

IBM Connections MailRead a message

Displayed when message is opened from the message list

Mark as Unread “Move to...”

[folder] actions Image security

Critical actions: Reply, Forward, Delete

Mini-business card

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15 © 2013 IBM Corporation

IBM Connections MailUpload a “received” attachment to Connections Files

Interact with applications such as Connections Files from within mail messages

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16 © 2013 IBM Corporation

IBM Connections MailCompose a new message

Integrated mail contacts and social network in type-ahead (with Profile pictures!)

Attach files or insert Files links

Rich text editor Append signature

from mail system Spell-check

content

“Progressive reveal” for Cc, Bcc fields

“Objectized” names

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17 © 2013 IBM Corporation

IBM Connections MailAttach local files

Easily browse file system and attach files to outgoing message or upload to Connections Files

“Share on Send” prior to sending!

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18 © 2013 IBM Corporation

IBM Connections MailInsert Connections Files links

Browse Connections Files, find and insert links

Share and retrieve files directly from within mail messages and

significantly reduce storage requirements – through Connection Mail's integration with Connections

Files service

Page 19: Ibm connect2013 id105-ibmconnections-mail

19 © 2013 IBM Corporation

IBM Connections MailAccess calendar

Access via calendar dropdown on

navigator

Provides access to calendar quickly from any Connections application Overlays on top of current page

Page 20: Ibm connect2013 id105-ibmconnections-mail

20 © 2013 IBM Corporation

IBM Connections MailPerform essential calendar tasks

See today's schedule See previous – or next – day's

schedule, or choose a specific date

Color coding to highlight overlapping calendar entries

Past events are shaded Current timeline helps identify

what's next

Page 21: Ibm connect2013 id105-ibmconnections-mail

21 © 2013 IBM Corporation

IBM Connections MailView a calendar entry

View details of calendar entries

See meeting chair, invitees, date/time and whether attendance is required

Page 22: Ibm connect2013 id105-ibmconnections-mail

22 © 2013 IBM Corporation

IBM Connections MailEmbedded experiences

Seamless user experience

Stay in context where you're

already working

IBM Connections and third-party content – e.g., surveys, YouTube® videos, workflow approval processes – can all be acted upon without having to open a new browser window

Page 23: Ibm connect2013 id105-ibmconnections-mail

23 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 24: Ibm connect2013 id105-ibmconnections-mail

24 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 25: Ibm connect2013 id105-ibmconnections-mail

25 © 2013 IBM Corporation

IBM Connections MailUnder-the-hood

Separate install that “lays down” the IBM Connections Mail artifacts onto an IBM Connections system

Connections Mail Component─ OpenSocial 2.0 Gadget built on Dojo® Toolkit 1.7+

– Separate Gadget views for Mail, Calendar, Document and Mail Badge

─ Contains all Connections Mail specific UI

Connections' OpenSocial Container provides─ Run-time services for OpenSocial gadgets

─ Ajax® Proxy, which supplies “single sign-on” capability

Integration into Connections Pages─ Common navigation modified to conditionally include Mail and Calendar (access to

features can also be limited to a subset of users)

─ Loads support for OpenSocial Container services callbacks to display, resize gadgets, display gadget views within lightboxes

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26 © 2013 IBM Corporation

IBM Connections MailConnections page integration

Connections Page (App)

Header.jsp (Global Navigator) implementation extended to conditionally include Mail and Calendar

NavigationHandler.js (Container services callbacks needed by Connections Mail)

OpenSocial Container

Connections Mail Gadget

Page 27: Ibm connect2013 id105-ibmconnections-mail

27 © 2013 IBM Corporation

IBM Connections MailKey implementation details

Connections Mail gadget details─ IBM OneUI 3.0.2 used for consistent visual styling with Connections

─ Same rich text editor component as Connections

─ Utilizes Dojo Toolkit™ 1.7+ with Asynchronous Module Definition and asynchronous loading capability

─ JavaScript® Aggregator™ is used for performance

Mail data access and action execution─ No separate mail/calendar data storage on Connections

─ Transactions originate from the browser to the mail system (proxied by the OpenSocial Ajax Proxy)

– Some transactions require some additional processing at the Connections server (these are implemented via custom Ajax Proxy extensions)

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28 © 2013 IBM Corporation

Leverages Dojo Toolkit 1.7.1+ support for Asynchronous Module Definition format and the loader extension API

Provides optimized access to JavaScript resources─ Minifies code by removing white space and shortening variable names

─ Trims code based upon application defined conditions ('has.js')

─ Consolidates requested modules into a single response using require list expansion

Also supports CSS optimization and i18n resource consolidation Extensible, can add support for additional:

─ Resource types (e.g., html)

─ Repositories (e.g., JAR, ZIP, DB)

Available on OpenNTF (JAGGR Project)─ Consumers and contributors welcome!

https://github.com/OpenNTF/JavascriptAggregator/wiki

IBM Connections MailJavaScript Aggregator

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29 © 2013 IBM Corporation

IBM Connections MailComponents and flows

Connections/Websphere Application ServerConnections Mail Services and Extensions

Browser on Workstation

Server

Domino

Static design component

modules

OpenSocial Ajax Proxy

OpenSocial Mail/Calendar component (OpenSocial gadget)

Model layer

Component controller

Component UI layer

Desktop

Social Mail/PIM services

JavaScript Aggregator

servlet

Helper Services (discovery, spell check)

Domino connector

iNotes (DWA) API

iNotes (DWA) Redirect DB

Exchange connector

Filters(Files integration,

EWS message access,attachment operations)

Exchange

EWS API

Autodiscover service

Messaging LDAP

(Domino or Active Directory)

Page 30: Ibm connect2013 id105-ibmconnections-mail

30 © 2013 IBM Corporation

IBM Connections MailService discovery

Process by which Connections Mail locates messaging services Performed by “Discovery” servlet Configured in the socmail-discovery-config.xml file located in LotusConnections-

config directory with other IBM Connections configuration files Uses the Internet email address of currently logged-in user from IBM

Connections Profiles to:─ Determine lookup approach

─ Identify service location ➔Email address in Profiles must match address in the directory

Supports multiple mechanisms for locating services depending upon messaging back end (mutually exclusive)

─ Domino

– Domino Directory (via LDAP)

– iNotes Redirect Database

─ Exchange

– Microsoft Active Directory® (via LDAP) + Microsoft Exchange Autodiscovery™

─ Both

– Fixed assignment

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31 © 2013 IBM Corporation

IBM Connections MailService discovery configuration

Simple Discovery Configuration example – IBM Domino via LDAP<config id="socialmail-discovery-config" version="1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xsi:noNamespaceSchemaLocation="socialmail-discovery-config.xsd">

<discovery>

<ServerConfig name="domino-us-users" enabled="true">

<DirectoryServer>dirhub.us.ibm.com</DirectoryServer>

<port>33389</port>

<DirectoryUser>administrator</DirectoryUser>

<DirectoryPW>password</DirectoryPW>

<DirectoryServerDomain>us.ibm.com</DirectoryServerDomain>

<ConfigType>DOMINO</ConfigType>

<MailPattern type="us.ibm.com"/>

<MailPattern type="*.ibm.com"/>

</ServerConfig>

<ServerConfig name="domino-ie-users" enabled="true">

<DirectoryServer>dirhub.ie.ibm.com</DirectoryServer>

<DirectoryUser>administrator</DirectoryUser>

<DirectoryPW>password</DirectoryPW>

<DirectoryServerDomain>ie.ibm.com</DirectoryServerDomain>

<ConfigType>DOMINO</ConfigType>

<MailPattern type="ie.ibm.com"/>

</ServerConfig>

</discovery>

</config>

} Directory Access Info *Credentials can also be stored in WAS config

} Email patterns that match this ServerConfig definition, e.g. [email protected]

Page 32: Ibm connect2013 id105-ibmconnections-mail

32 © 2013 IBM Corporation

IBM Connections MailGeneral deployment topics

Enabling Connections users for Mail and Calendar─ lotus-connections-config.xml has a setting to enable “connectionsmail” service

─ WebSphere® Application Server® J2EE™ role “mail-user” governs users enabled for feature

– Can be set to “All Authenticated in Application's Realm,” or narrowed to users or groups in directory used by WAS

─ Connections Mail specific settings located in socmail-discovery-config.xml

Key configuration settings within socmail-discovery-config.xml─ MailPolllInterval

– Results in new mail checking to occur at specified interval after a page is loaded

• Setting this to 300000 would result in polling every 5 minutes (5*60*1000)

─ MailSearchInterval

– Results in search requests being fired when there is a delay for this interval

• Setting this to 5000 would result in search happening after a 5 second delay

─ MyPIMLinksEnabled

– Set to false to turn off the “My Mail” and “My Calendar” links (for Domino)

─ AllowPublicSharing

– Set to false to disable public sharing option when uploading attachments

─ For other settings, see the “Configuring IBM Connections Mail” help topic in the wiki

Page 33: Ibm connect2013 id105-ibmconnections-mail

33 © 2013 IBM Corporation

IBM Connections MailDomino deployment topics

Versions of Domino supported─ Domino 8.5.3 FP3

Protocol/Services used to interact with Domino─ Uses similar HTTP transactions to iNotes

─ Some extensions/fixes were needed to help meet needs of Connections Mail

─ May be configured to leverage an iNotes Redirector to determine the mail file path to be accessed for current user from Connections Mail, or can use LDAP to retrieve user mail file location from Domino directory

Single sign-on possibilities for Connections and Domino─ LtpaToken/WebSphere-Domino SSO

─ SPNEGO

─ CA® Siteminder®, Tivoli® Access Manager® WebSeal® fronting both Connections and Domino

Miscellaneous feature details─ Snippets feature (initial portion of mail messages displayed in message list) requires a 9.x version of

the mail template

─ Reads and updates the iNotes Type-ahead list

─ “My Mail” and “My Calendar” links open up Inbox and Calendar within iNotes

─ Collapses tabbed tables (as done when sent to external mail systems)

Page 34: Ibm connect2013 id105-ibmconnections-mail

34 © 2013 IBM Corporation

IBM Connections MailMicrosoft Exchange deployment topics

Versions of Microsoft Exchange supported─ Microsoft Exchange 2007 SP3 (with Microsoft Exchange Web Services™ support)

─ Microsoft Exchange 2010 SP1

Protocol/Services used to interact with Microsoft Exchange─ Microsoft Exchange Web Services (EWS)

– Used by Microsoft Entourage® 2008 for Apple® Mac Mail® as well as Microsoft Outlook 2011® for Mac

– Used by Microsoft Outlook® (for Microsoft Windows®) for free/busy, Out-of-Office, and Calendar sharing

─ Autodiscover service (part of EWS)

– Allows Microsoft Outlook 2007® and ActiveSync® clients to obtain mailbox connection settings with little user intervention

─ LDAP (to Active Directory)

Single sign-on possibilities for Connections and Microsoft Exchange─ SPNEGO

─ Tivoli Access Manager / WebSeal fronting both Connections and Microsoft Exchange

➔ CA Siteminder® fronting Connections not yet supported

Page 35: Ibm connect2013 id105-ibmconnections-mail

35 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 36: Ibm connect2013 id105-ibmconnections-mail

36 © 2013 IBM Corporation

Connections Mail Notes/Domino

Social EditionPublic BETA

Notes/DominoSocial Edition eGA

Notes Traveler 9.0 eGA Notes Traveler®

Upgrade Pack 1 Connections Mail

Update 1 Notes/Domino

Social EditionUpdate 1

Cloud

On-Premises

SmartCloud Notes GA7

IBM Messaging Roadmap

SmartCloud Notes GAnext

EO 2012 1H 2013 2H 2013 2014 2015

SmartCloud Notes GAnext

Notes/Domino Social EditionMaintenance Release

Notes/Domino 8.5.xMaintenance Release

Notes TravelerUpgrade Pack 2

Connections Mail for SmartCloud®

Notes/Domino Next Notes Traveler Next

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.

Page 37: Ibm connect2013 id105-ibmconnections-mail

37 © 2013 IBM Corporation

IBM Connections MailThoughts for inclusion in subsequent releases...

Support for IBM SmartCloud® Notes®

Launch alternative client (e.g., Microsoft Outlook Web Access® to Microsoft Exchange®)

Accept or Decline calendar invitations Free-time indicator on calendar invitations Reading of encrypted mail on Domino Siteminder support on Microsoft Exchange Save message as Draft Enhanced support for UX customization Extended BiDi support

Page 38: Ibm connect2013 id105-ibmconnections-mail

38 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 39: Ibm connect2013 id105-ibmconnections-mail

39 © 2013 IBM Corporation

Related Sessions & Resources IBM iNotes

─ ID101 What's New in IBM iNotes 9.0 Social Edition (4:15PM-5:15PM, Tuesday | Dolphin N. Hem E)

─ AD214 Lotus iNotes Customization – Make iNotes Your Own! (8:30AM-9:30AM, Thursday | Dolphin N. Hem D)

IBM Connections─ BP306 Connection the Dots Between IBM Domino, IBM Notes 9.0 and IBM Connections

(5:30PM-6:30PM, Tuesday | Swan SW 7-8)

─ ID307 Make Your Microsoft Stack Social with IBM Connections (11:15AM-12:15PM, Wednesday | Dolphin S. Hem III)

GO GET IT!─ Connections Mail 1.0 on the Solutions Catalog

Useful links:─ “What's New in IBM Connections Mail 1.0 Fix Pack 1”

Page 40: Ibm connect2013 id105-ibmconnections-mail

40 © 2013 IBM Corporation

Agenda

Overview: IBM® Connections® Mail®

DEMO, DEMO, DEMO!!! Stuff You Need to Know The Road Ahead Related Sessions & Resources Q&A

Page 41: Ibm connect2013 id105-ibmconnections-mail

41 © 2013 IBM Corporation

G e t S oc ia l. Do Business.

Thanks!

Page 42: Ibm connect2013 id105-ibmconnections-mail

42 © 2013 IBM Corporation

Legal disclaimer

© IBM Corporation 2013. All Rights Reserved.The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.

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.

All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.