ibm start now- interactive information delivery

IBM Start Now Collaboration Solutions Scenario: Interactive Information Delivery

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IBM Start Now Collaboration Solutions: Interactive Information Delivery

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What You Get with a Start Now Solutions Scenario Each Start Now Solutions Scenario provides planning and implementation details about a specific area or type of solution for a business domain. The following valuable tools are included with most scenarios to guide you in completing similar solutions for your customers.

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This symbol is used in this document to identify templates, worksheets, sample code, or other reusable files that are provided with this specific solution scenario.

Comments Welcome Your comments are important to us. We want IBM Start Now Solutions for e-business to be as helpful as possible. Please send your comments about this and other IBM Start Now solutions directly to us at [email protected].


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Contributors IBM Start Now Collaboration Solutions Scenario: Interactive Information Delivery was produced by the following team of specialists:

Business Partners

Mario Campastro is the General Manager for Estudio Campastro Consultores, in Salta - Argentina. He has more than 10 years of experience in administrative and process reorganization. For the last four years he has specialized in Lotus LearningSpace solutions. Leonardo P. Sepulcri is the Technology Manager for Wasys Technologies in Brazil. He has over six years of extensive experience architecting collaborative solutions using Domino and Web technologies. He holds a degree in Electronics Engineering and a specialization in Managing Information Technology. He is a Certified Lotus Professional, and has obtained specialties in Start Now Sales Solutions, Start Now Collaboration and Start Now Content Management Solutions. He started working with Lotus and IBM products in 1996 performing development, deployment and project management activities.

IBM Services German Valderrama is a Lotus IT specialist for IBM Software Group in Colombia. He has over 15 years of experience in IT. He has been working with Lotus applications for over 4 years, first as a Senior Consultant for Lotus Professional Services and currently as a Technical Sales Specialist with responsibilities that include Domino, Notes, LearningSpace, Sametime and QuickPlace. German holds a degree in Computer Science from Universidad de Los Andes, Colombia.

Additional Contributors Michelle Lillie Start Now Solutions Manager, IBM Software Group, Austin, Texas

John Biebelhausen Start Now Marketing Manager, IBM Software Group, Austin, Texas

Mike Foster Technical Coordinator, International Technical Support Organization, Austin, Texas

Ingrid Rodriguez Start Now Solutions Product Manager, IBM Software Group, Austin, Texas


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Copyright & Trademark Information The following terms are trademarks or registered trademarks of International Business Machines Corporation in the United States or other countries or both:

AIX DB2 DB2 Extenders

DB2 OLAP Server DB2 Universal Database DeveloperWorks

Domino Domino.Doc IBM

LearningSpace Lotus Lotus Enterprise Integrator

Lotus Notes Lotus Workflow MQSeries

PartnerWorld QMF QuickPlace

Red Brick Redbooks RS/6000

Sametime SecureWay VisualAge

Tivoli WebSphere

Adobe and Adobe Acrobat are trademarks of Adobe Systems Incorporated.

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Other company, product, and service names may be trademarks or service marks of others.


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Table of Contents IBM Start Now Collaboration Solutions Scenario: Interactive Information Delivery .......... i

Section 1. Solution and Scenario Overview ......................................................................... 1 1-1 Understanding the Solution............................................................................................. 1

1-2 Understanding the Scenario ............................................................................................ 1

1-2-1 Useful Terms and Definitions................................................................................. 2

1-3 Solution Essentials .......................................................................................................... 3

1-3-1 Scenario Architecture.............................................................................................. 3

1-3-2 Development Tools................................................................................................. 6

Section 2. Planning the Customer Solution.......................................................................... 7 2-1 Determining the Scope of the Solution........................................................................... 7

2-1-1 Solution Assumptions ............................................................................................. 7

2-1-2 Skill Assumptions ................................................................................................... 7

2-1-3 Task Estimates ........................................................................................................ 8

2-2 Task Estimate Details ................................................................................................... 10

2-2-1 Plan the Solution................................................................................................... 10

2-2-2 Develop the Solution............................................................................................. 15

2-2-3 Test the Solution ................................................................................................... 18

2-2-4 Deploy the Solution .............................................................................................. 18

2-2-5 Educate the Customer ........................................................................................... 20

2-2-6 Additional Services............................................................................................... 22

Section 3. Implementing and Deploying the Solution ....................................................... 23 3-1 Gather What You Need................................................................................................. 23

3-2 Installation Checklist .................................................................................................... 23

3-3 Set up the Servers.......................................................................................................... 25

3-3-1 Install the Operating System................................................................................. 25

3-3-2 Configure the Operating System........................................................................... 27

3-3-3 Common Installation Problems............................................................................. 28

3-4 Install the Catalog and Content Server ......................................................................... 28

3-4-1 Prerequisites.......................................................................................................... 29


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3-4-2 Special Considerations.......................................................................................... 29

3-4-3 Key Installation Values......................................................................................... 30


3-5 Install Lotus LearningSpace - Live Virtual Classroom V1 Session Server.................. 31

3-5-1 Prerequisites.......................................................................................................... 32

3-5-2 Special Considerations.......................................................................................... 32

3-5-3 Key Installation Values......................................................................................... 33


3-6 Set up the Scenario........................................................................................................ 34

3-6-1 Create Users .......................................................................................................... 34

3-6-2 Create the Sample Course..................................................................................... 35

3-6-3 Schedule Sessions ................................................................................................. 39

3-7 Customize LearningSpace - Virtual Classroom............................................................ 40

Section 4. Guided Tour of the Solution Scenario .............................................................. 42

Section 5. Reference Materials ............................................................................................ 46 5-1 Helpful Websites........................................................................................................... 46

5-2 Related Redbooks ......................................................................................................... 48

IBM Start Now Collaboration Solutions: Information Delivery and Tracking

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Section 1. Solution and Scenario Overview

1-1 Understanding the Solution When integrating collaborative capabilities into the business processes, a company is likely to evolve through various phases. A business will likely begin using standalone collaborative tools to assist with internal productivity and teamwork. In the next phase, the company may make collaboration tools an integral part of major partner and customer websites and communications. Use of these capabilities may then evolve into more sophisticated integration of all aspects of a company's business and emphasize collective, consistent, and automated processes. Finally, in an ideal situation, the company will conduct all business and communication with members of their value chain - suppliers, distributors, manufacturers, and partners - using the most effective and efficient method available.

Typical collaborative solutions that illustrate various approaches to customer problems include:

• Team-based, collaborative communications that improve communications between remote team members and improve working processes and relationships with partners

• Interactive customer support that improves customer satisfaction and loyalty

• Information delivery that allows a business to educate and inform their employees, partners and customers easily and interactively

• Community-building websites that provide an efficient, productive, and community-building work environment for employees

1-2 Understanding the Scenario This scenario illustrates how a business can establish a live, online information delivery environment. This allows the business to deliver information, such as new product information or sales training, to its employees in real-time without necessitating travel or time-consuming, face-to-face meetings. Solutions that offer the ability to administer assessments help ensure that the audience understands the material that is presented.

Information sessions are presented live through electronic meeting and virtual workspace technologies. Material that is used in the sessions can be as simple as existing presentations or as dynamic as a live demonstration of a product. The audience can interact with the presenter and with each other, allowing collaborative learning and information exchange to take place. These sessions can also be recorded to facilitate repeated sessions.

For easy access from other websites, such as a corporate website or a department site, the online information delivery ability can be integrated with these applications.


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The scenario illustrated in this document presents a sample information delivery session that you can use for demonstration purposes. The materials for this sample session, or course, have been pre-defined and created for you to use as-is or to customize to align better with your customer's needs and interests. The scenario implementation shows you how to configure and set up a sales training course that delivers information about a new product. The course is comprised of several components that help illustrate capabilities of an interactive information delivery solution:

• A pre-defined agenda

• A Microsoft PowerPoint presentation

• Instant messaging capabilities and the ability to view names of participants

• Breakout sessions that allow groups of people - such as sales personnel from specific regions - to "meet" together for instruction that is relevant only to them

• Sharing of applications on the instructor's system, such as dynamically updating a spreadsheet or showing everyone how to use a new tool

• Assessment questions

• Redirection of the audience's browsers to pre-defined websites

1-2-1 Useful Terms and Definitions

The following specific terminology will help you fully understand the concepts required during the implementation of this solution.

Content

Content refers to material that is presented to the audience (or students) during an information delivery session or course.

Desktop Application Sharing, Screen Sharing, and Conferencing Tools

These terms refer to programs that allow multiple people in various locations to accomplish the following tasks:

• View the same desktop application or screen running on one system at the same time

• Edit a document in real time

• Conduct audio and video meetings online Conferencing and desktop screen sharing are most suitable for use in broadcast presentations or document review.


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Directory

A directory is a collection of user and resource information, such as user names, passwords, server names, and other information used by software programs to look up and authenticate users.

e-meetings

An e-meeting is any event in which there is collaboration between remotely situated participants. An e-meeting uses any of the following channels to establish communication between participants: instant messaging, voice, video, and visuals (presentation materials). Desktop application sharing, screen sharing and conferencing tools may be part of an e-meeting.

Real-time Communication

Real-time communication refers to the process of immediate, electronic communication between two or more individuals regardless of their proximity to each other.

1-3 Solution Essentials Solutions based on this scenario are delivered to the customer through IBM Business Partners. This scenario describes the major components of these types of solutions:

e-business software for collaborative e-learning solutions

Hardware

Development tools to customize the solution

Business Partner services

The following sub-sections discuss these resources. In the Planning the Customer Solution section on page 7, there is more information pertaining to the tasks you will perform to complete the solution.

1-3-1 Scenario Architecture

The Interactive Information Delivery scenario architecture is based on the Direct Collaboration pattern published in the IBM Patterns for e-business. The patterns define standard and best-practice implementation architectures for specific types of customer solutions, and they are incorporated into this scenario. For links to the pattern documentation and introductory material about software design patterns, see the Reference Materials section on page 46.


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To deploy an Interactive Information Delivery solution, the following software and hardware configurations are suggested. These suggestions are based on deployment experiences and are typically higher configurations than the minimum requirements specified by the product documentation. Your customer may have existing hardware that does not meet these suggested configurations but may still be sufficient for their needs.

Machine Name Software Components Software Prerequisites Suggested Hardware

Catalog and Content Server

Lotus Domino Application Server 5.0.10

Lotus Domino 5.0.10 Critical Fixpack 1 (from Lotus QuickPlace CD)

Lotus QuickPlace 3.0

Lotus LearningSpace Live Virtual Classroom v. 1

Windows NT 4 Service Pack 6.0a (or higher) or Service Pack 5 (for international); or Windows 2000 Advanced Server with SP 2 (or higher)

800 MHz processor

1 GB RAM

2 GB free disk space

Session Server Lotus Domino Application Server 5.0.10

Lotus Sametime 3.0

Lotus Sametime 3.0 Service Pack 1

Lotus Domino 5.0.10 Critical Fixpack 1

Lotus LearningSpace Live Virtual Classroom v. 1

Windows NT 4 SP6.0a (or higher) or SP 5 (for international); or Windows 2000 Advanced Server with SP 2 (or higher)

800 MHz processor

1 GB RAM



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Machine Name Software Components Software Prerequisites Suggested Hardware

Administration Client

Lotus Notes 5.0.10

Lotus Domino Administrator 5.0.10

Lotus Domino Designer (optional, for customization)

Windows 98 or greater with the most recent service packs

Frame-enabled browser (such as Netscape Communicator 4.7 or higher; or Microsoft Internet Explorer 5.0 or above)

256 MHz processor

256 MB RAM


Directory Server (optional)

You may also use a separate directory server, if your customer has one in their environment already. For this scenario implementation, the Domino LDAP service from Domino Application Server is used as the directory, and therefore no additional server is required.

Product Descriptions

Lotus LearningSpace - Virtual Classroom is an e-learning tool that enables live, interactive e-learning sessions over the Internet. This simple to use and easy to install virtual classroom offers instructors capabilities to deliver training that engages students anywhere in the world. LearningSpace - Virtual Classroom is a standalone product that provides all the features needed to structure and deliver real-time training, including course outline tools, awareness and chat to add interactivity and gain feedback, and assessments to help gauge training effectiveness. Easy to use application sharing, whiteboarding, and audio/video collaborative tools keep learners involved and the user interface is designed to perpetuate the training metaphor, allowing enrollment in courses and tracking of student attendance and performance.

Lotus LearningSpace - Virtual Classroom's delivery platform is built on Lotus collaborative technologies and allows customers to get started with a learning initiative of any size - whether installed on a single server to meet the needs of a departmental training initiative, or in multi-server configurations to support an entire company's live e-learning needs.

Lotus LearningSpace - Virtual Classroom requires several other Lotus products to be installed in the environment.

• Lotus Domino Application Server combines Web server technology with groupware, messaging, and application-development capabilities to create a collaborative work environment. It provides a platform for creating and hosting interactive Internet and intranet Web applications that are accessible to anyone with a browser. It also provides the necessary messaging, directory, and security services as a foundation upon which to build a collaborative solution that uses Lotus QuickPlace and Lotus Sametime.

• The Domino Administrator client pulls all the Domino administration tasks together into one interface. This client allows administrators and developers to manage and monitor the entire Domino infrastructure, including Lotus Sametime servers. It also


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provides administrators with the ability to manage databases on each server, including access control lists.

• The Lotus Notes client, packaged independently and also included within the Lotus Domino Designer product, allows for the use and management of the contents of Domino applications by way of a Notes interface.

• Lotus QuickPlace is a self-service Web collaboration tool that is used for creating virtual workspaces. It allows remote and local team members to use a common forum for such collaborative efforts as online information sharing, discussion, project planning, and scheduling. QuickPlace is used to define and store the agendas for courses created through LearningSpace - Virtual Classroom.

• Lotus Sametime allows team members to engage in real-time communication by using instant messaging and sharing applications and whiteboards. It provides the real-time collaboration features for the e-learning sessions presented by LearningSpace - Virtual Classroom.

1-3-2 Development Tools

This section describes the suggested tool to help you customize the solution. Practical knowledge of the following tool allows you to customize solutions for your customers:

Development Software Use Software Prerequisites Suggested Hardware

Lotus Domino Designer 5.0.10

Provides the capability of modifying the look and feel of the LearningSpace - Virtual Classroom user interface

Windows 98 or greater with the most recent service packs

Frame-enabled browser (such as Netscape Communicator 4.7 or higher, or Microsoft Internet Explorer 5.0 or above)

Pentium III 300 MHz or better

256 MB RAM



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Section 2. Planning the Customer Solution

2-1 Determining the Scope of the Solution This section defines the major activities you will perform when implementing the scenario, and provides an estimated duration for each task. Included in this section is a list of scenario parameters or assumptions, a high-level task list, and detailed descriptions and task breakdowns.

2-1-1 Solution Assumptions

The suggested tasks in this section assume you will use the samples provided in this scenario and will modify them to suit the needs of your customer. If this is not the case, some of these tasks will not apply. Depending on your development style, you might complete these steps in a different order.

Note that all estimates in the next section are based on the following assumptions:

The information delivery, or e-learning, system will be used within a company. No external access is required.

Minor customization to the LearningSpace - Virtual Classroom user interface is required.

Collaborative capabilities will be implemented (screen and application sharing, forum for collaborative efforts such as online information sharing, discussion, project planning and scheduling, instant messaging with text, audio and video).

No integration with another system.

2-1-2 Skill Assumptions

To give you a better understanding of the types of skills used to implement a solution based on this scenario, the table below describes some common activities and the required skill needed to do them.

With these skills... You can...

Read and implemented this scenario; reviewed tool and product tutorials

Implement a live information delivery solution based on LearningSpace - Virtual Classroom

Configure the scenario for your customer environment

Experience with Lotus Domino or Sametime administration

Administer Lotus Domino, Lotus Sametime, and Lotus QuickPlace servers in one domain


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With these skills... You can...

Experience with Domino Designer and Notes programming

Customize user interface look and feel

All estimates in this section are based on the following assumptions about the person who customizes the solution:

• Has experience with Domino Application Server and Sametime administration

• Has knowledge of fundamental e-learning concepts

• Has working knowledge of Notes programming if customization of the user interface is required

2-1-3 Task Estimates

The column in the following table is provided for you to identify the tasks you plan to do. In some cases, task estimates will range significantly. Unique considerations and how to adjust the hours are explained in the detailed sub-sections.

This table is packaged with the scenario and may be used as a planning tool when estimating the project hours for your customers.

Task Range of Services Hours

Reference

Plan the Solution 28 65 Page 10

Gather and Document Requirements 4 16 Page 11

Design the Solution 12 28 Page 12

Set Up Prototype 4 6 Page 12

Perform Gap Analysis 1 3 Page 12

Plan Initial Information Contents 4 6 Page 13

Develop Project Plan 2 4 Page 13

Confirm the Plan 1 2

Develop the Solution 30 92 Page 15

Set Up Development Environment 13 24

Set Up Hardware (2 systems) 3 5

Page 15


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Reference

Install and Configure Operation System (2 systems) 3 5

Install and configure Domino Application server (2 systems) 3 5

Install and Configure Lotus QuickPlace 1 2

Install and Configure Lotus Sametime 1 3

Install and Configure LearningSpace - Virtual Classroom (2 systems) 1 3

Install and Configure Lotus Notes, Domino Administrator and Domino Designer Clients 1 1

Develop Graphics 0 24

Customize the User Interface 8 20 Page 16

Create User Directories and Authorizations 1 4 Page 16

Assist with Initial Content Development 6 16 Page 17

Set Up Basic Security and Communications 2 4 Page 17

Test the Solution 10 22 Page 18

Create a Test Plan 2 6 Page 18

Test LearningSpace Implementation 8 16 Page 18

Deploy the Solution 16 46 Page 18

Establish a Connection to the ISP 1 3 Page 18

Set Up Production Servers 8 16 Page 19

Publish Information Content 2 4 Page 19

Plan the Site Launch 2 4 Page 20

Final Integration and Adjustments 2 16 Page 20

Acceptance Test 1 3 Page 20

Educate the Customer 22 44

Develop Education Modules 16 24

Set Up Training Environment 2 8

Present Training 4 12

Page 20

Additional Services 0 32 Page 22


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Reference

Customer-engagement specific task 0 32

Total 106 301

The remaining information in this section describes these tasks in detail.

Adjusting the Task Estimates

Depending on your skills and experience, the estimates presented may be too high or too low. You may want to approximate more realistic time estimates for your efforts based on whether you are new to this solution or skill area or are considered an expert.

If one or more of the following characteristics matches your personnel, consider increasing the overall time estimate by 30%:

• Completed training in the skill areas required but have no or little hands-on experience

• Understand main concepts about collaboration solutions but have not deployed any

• Have experience in some but not all aspects of the deployment cycle of solutions If one or more of the following characteristics matches your personnel, consider decreasing the overall time estimate by 10%:

• Completed training in the skill areas

• Completed the full deployment cycle in a number of e-business projects

• Have experience implementing solutions in the collaboration domain A spreadsheet is packaged with the scenario that allows you to calculate project time estimates based on varying skill and experience levels. Use it to help you plan your project.

2-2 Task Estimate Details

2-2-1 Plan the Solution

Planning the solution involves identifying and scheduling all the activities that you need to perform to create your customer's solution. Tasks include those that are related to customer requirements, communication and networking, security and project management (including meeting with customers and their partners).


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Gather and Document Requirements

At the beginning of your engagement, you should meet with your customers to understand their proposed objectives and gather their requirements. You should first understand their vision, their business, what the real problems are that they want you to address with your solution, and the results they expect. Understanding these items will help you determine all the requirements for the solution.

Some questions you could ask your customer during this requirements gathering stage include:

• How many users do they expect to be using the system?

• Should access be limited to internal employees, or should it include external partners or customers?

• What are the different profiles of users and what permission will be given to each one? (Needed mainly for administrative configuration of the system)

• Who are the students and the instructors? What are their expectations?

• Does it need to integrate visually with other websites or the company's branding? In other words, what type of look and feel do they want to achieve?

• Does it need to integrate functionally with other applications or websites?

• Does the customer want to keep user definitions separate in this system, or use pre-existing user information from an existing LDAP directory?

• What type of information will be delivered most often through this system? Will the major use be for: ♦ One-time, informal information sessions?

♦ Repeated (recorded) information sessions?

• What are the usual formats of the learning content? Text, presentations, demonstrations, simulations, etc.

• Will classes be given from several locations?

• What is the bandwidth available for this solution?

• Are video or voice support required? Gathering and documenting requirements could take between 4 and 16 hours depending on the answers to the questions above. For a more complex solution in which the information delivery system is integrated with other solutions, the requirements activities would take between 12 and 16 hours since a better understanding of the integration needs and the existing solution infrastructure are necessary.


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Design the Solution

Design involves understanding the customer's environment, including the hardware, software, data volumes, special requirements, and operational procedures. Design also includes formulating technical requirements and defining the solution architecture.

Two main topics will require most of your design time: the user interface look and feel and the architecture of your solution. For the user interface, your customer may want you to customize the login page of the LearningSpace - Virtual Classroom product to reflect their banner or logo and also customize other pages. The architecture of your solution should look similar to that described in Scenario Architecture on page 3. You may need to add additional servers into the environment, depending on the needs of your customer.

The design of the solution architecture could take from 12 to 16 hours, and the additional time needed if the customer wants a custom user interface could take up to an additional 12 hours (this includes defining graphics, colors, button sizes, texts, etc. that are needed).

If your customer will use Lotus Sametime Advanced services like audio and video, you should be aware of the trade-offs between bandwidth using them. Remember that if your customer will use real-time communication, your design should address the bandwidth and CPU needs for multimedia support (consult Sametime Multimedia Services and Best Practices white papers available at the Lotus Developer Site. See Helpful Websites on page 46.)

Set up a Prototype

In your plan, a prototype should be included to validate your understanding of your customers' requirements. Based on the customer feedback to this prototype, you may find areas in your plan to reassess or reorganize. If a customer's desired solution is close in nature to this scenario, consider customizing it to quickly create the prototype. Your prototype should show an example of the graphical user interface (GUI) and address the main functional aspects of the solution.

Perform Gap Analysis

Planning your solution may involve performing a gap analysis to give the customer an estimate of the development effort required to set up the solution. At its core, the analysis seeks to determine what parts of the solution need to be extended, modified, or created from the information presented in this scenario. The number and complexity of customizable components drives the size of the project and the required resources.

The gap analysis for this scenario should include determining how much customization to the user interface will be necessary and how much of the initial content the customer already has or wants you to create. Gap analysis is estimated to take between 1 and 3 hours.


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Plan Initial Information Contents

Your customer may ask you to create - or help him create - the initial set of materials to deliver to employees through this system. In planning what to deliver, you need to consider the following and create a documented definition of the input dependencies, output formats and contents:

• The subject matter content

• How to structure the material. Does the customer already have files that contain the information, and can you reuse these within the LearningSpace - Virtual Classroom structure?

• Definition of who should obtain the information, and how to define those users to the system appropriately

• Does the customer want to monitor the people who access the information?

• What are the most common types of information that the customer will want to distribute with this system? How can you create the initial content structure in a way that can be used as a template for creating future information modules?

• Which tools will be used to develop new material?

• Are assessments necessary? Content for information modules can be as simple as HTML files or existing presentation slides.

Developing a plan for initial content is estimated to take between 4 and 6 hours.

Develop Project Plan

The next step is to create the project plan that describes how and when the project will be completed. This plan should document all dependencies and expectations clearly, so the customer knows what is required from him and what to expect from you. The project plan should contain:

• A list of the people and teams who will participate in each stage of the project. For each team that you list, identify the person who functions as the team lead or project manager.

• A comprehensive schedule listing major checkpoints for both the Business Partner and the customer.

• A list of all deliverables that you expect the customer to provide, such as data and graphic design elements. Include details - like the specific formats in which you require the deliverables, if appropriate - to ensure that these expectations are clear.


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• A list of all deliverables that you will provide to the customer, including documentation, training material, and the solution itself. Again, include enough details to ensure your customers clearly understand what to expect.

• A comprehensive list of assumptions you are making in creating/modifying scope of work documentation. Pay particular attention to things that may affect the project timelines and costs.

• A list of external dependencies (the ones you will not have control over), especially the ones for which your customer will be responsible.

• A signed agreement that describes the scope of the project in as much detail as possible.

• A staffing plan that describes the skills required and the responsibilities for each member of the team.

• A description of the testing that will be conducted prior to and during deployment.

• A schedule for installation of servers and clients, either by offices or by geographic areas. If the customer knows when and where you will begin the installation, then he can be better prepared to assist you.

• A description of the education that will be created and conducted to train the users on the new system.

It is useful to create a Gantt chart that identifies activities, dependencies and schedules so everyone involved clearly understands what is expected of them. It is also important that you prepare and investigate external parameters early. For example, if you need to obtain IP addresses from an ISP, you should understand how long that will take and begin the process early enough to meet any dependencies in the schedule.

The more complex a solution you plan to develop, and the more of the items listed above you have to consider in your project plan, the more time it will take you to develop a comprehensive, accurate plan.

Confirm the Plan

It is critical that you confirm the results of the planning stage with your customer and that you keep a signed copy of their agreement to the plan. Both you and your customer must have a detailed understanding of the full scope and expectations of the project. If any third-party members will be involved with or affected by your solution, inform them of the scope of your project and include them in the agreement process. This task may require that you revise and refine your plan several times before you and your customer finally accept it. The more complex your project, the longer this process will take.


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2-2-2 Develop the Solution

Set up Development Environment

This process involves setting up the required hardware, and installing the operating system and development and test software. Instructions for installing the software products are found in the Implementing and Deploying the Solution section on page 23.

Each aspect of this task will take approximately the number of hours defined below:

Step Hours

Set up hardware (2 systems) 3 5

Install and configure operating system (2 systems) 3 5

Install and configure Domino Application Server (2 systems) 3 5

Install and configure Lotus QuickPlace 1 2

Install and configure Lotus Sametime 1 3

Install and configure LearningSpace - Virtual Classroom (2 systems) 1 3

Install and configure Lotus Notes, Domino Administrator and Domino Designer Clients 1 1

Develop Graphics

You may have to develop new graphics for your customer's solution. Examples of graphics are banners at the top of a page, the company logo, buttons, and any background graphics or watermarks.

The time involved for producing graphics depends upon whether or not the customer has provided any graphics in digital format, such as JPEG, GIF, bitmap, or TIFF formats. If graphics need to be developed from hardcopy letterhead, you should allocate additional time to scan, crop, optimize color, and size the graphics. An experienced graphic artist may produce images much more quickly.

Time Required (Hours) Item to Create

Digital Format Provided

No Digital Format Provided

Banner 0.5 - 4 1.5 - 8

Logo 0.5 - 1 1.5 - 3

Buttons 0.5 - 1 1 - 1.5

Background 0.5 - 2 1.5 - 2


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You may need to customize the LearningSpace - Virtual Classroom interface. To do this, you will need a banner and logo along with any other graphics your customer wants you to add. The time estimate for this task ranges from 0 hours (if your customer wants no customization to the default interface) to 24 hours.

Average graphics development for the interface may take between 4 (for reusing existing graphics and making minor modifications) and 24 hours (for generating completely new graphics).

Customize the User Interface

After creating the required graphics, you will modify the default LearningSpace - Virtual Classroom login screen with the new banner and logo, or make other changes to look and feel of all the environment, using the Lotus Domino Designer tool as described in Customize LearningSpace - Virtual Classroom on page 40.

Create User Directories and Authorizations

As part of your solution, you will need to define a minimum set of instructor and student users with user IDs and passwords. If your customer already has this collection of information in a Lightweight Directory Access Protocol (LDAP) directory, your customer may decide to leverage the user definitions and tie the new application into their existing directory. This would help manage users across various software products. Doing this is beyond the scope of customization described in this document and time estimates are not provided.

Assuming the user definitions are to be standalone (that is, not linked with another directory), you will have to create some users.

Your customer can provide you with lists of names, IDs and passwords for each user he wants you to define. Using the administrator interface's manual method, you can then create these users. The estimated time for creating them is as follows:

Number of IDs Time Required (Hours)

10 0.5

50 1-2

LearningSpace Virtual Classroom gives you the option of creating users in batch mode, using a comma-separated list of names and associated information. If you have more than about 50 user IDs to create, you may want to invest the time to create such a list.


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People who are to access the LearningSpace - Virtual Classroom user interface to take information must be registered or can self-register in the information area if that feature is enabled. The content which a user can access will depend if self-enlisting is allowed or if the user was enlisted by the instructor or the administrator.

Assist with Initial Content Development

Your customer may ask you to help develop the initial set of information content for his delivery system. At a minimum, he would already have all the materials - presentations, text, web pages, video clips, and other material - and would ask you to create an agenda and structure for one or two sessions from that, so his employees could begin using and pilot testing the system immediately. You should be prepared to develop structure and flow around the existing materials, and give your customer assistance in understanding how to build his own units of information. Preparing one such information unit may take you from 6 to 16 hours.

Your customer may also ask for your assistance in creating the actual content. You can assist him in developing presentations, video clips, HTML pages, assessments, and other materials. Developing a small set of such material to use as an initial trial could take up to 16 hours depending on the complexity, interaction and animation required.

One suggestion you could make to the customer is to have you create such an information course about the new information delivery system to help train his employees.

Set up Basic Security and Communications

For information on how to set up firewalls and other security-related infrastructure, see the IBM Start Now Infrastructure Management solution on the Start Now PartnerWorld website. The section below describes some of the items you should consider implementing when securing your solution, but does not explain in detail how to do this.

The infrastructure for this version is a local area network (LAN) that contains the customer's servers, applications, and clients. From a hardware perspective, there are many enhanced routers that can provide some features of a firewall, such as filtering and network address translation (NAT). Such routers can be used to implement virtual private networks (VPNs) between different locations in a customer's company. With a few protocols, you can configure the Domino access control lists (ACLs), the HTTP access rules, and the basic firewall rules to create a basic, secure environment.

The task duration is estimated between 2 and 4 hours for the scenario presented in this document.


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2-2-3 Test the Solution

Create a Test Plan

At the beginning of the solution-testing stage, your top priority is drafting a comprehensive test plan. When creating your plan, identify all the functional, usable, and environmental items that you have to test. Creating a test plan will help you think through the scenarios that you need to test and identify the necessary test environments.

At a minimum, you should plan to test the following items:

• Communications and security, including all connections, ports, and access rules

• All application interfaces and functions

• All different company sites that will have access to Lotus Virtual Classroom environment

• Any variable that affects runtime, such as workload size, backup method and frequency, and number of users

• Test the solution on appropriate browsers. Some browsers, such as Microsoft Internet Explorer and Netscape Navigator, process text and graphics slightly differently. Therefore, it is important to ensure your website displays and functions correctly on the major browsers that customers will use.

• Integration of your site links into other systems, such as existing websites or application environments

• Performance for the expected traffic volumes

Test LearningSpace Implementation

Testing the solution will take between 8 and 16 hours, depending on how much user interface customization you performed, and how many content modules you created. You should also test the appropriate configuration of the permissions associated with each user.

2-2-4 Deploy the Solution

Establish a Connection to the ISP

The first task you should perform during deployment is establishing a connection to the ISP, if needed. The reason for this urgency is because the elapsed time from choosing an ISP to when the server is actually accessible from the Internet may take weeks.


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There are many choices for an SMB to connect its website to an ISP. Consider the types of connection and some key attributes of the providers. Use one of the broadband options to support large volumes of traffic and increase the speed of access for customers. Also, consider the availability of these services in your region.

Set up Production Servers

This process involves preparing the hardware for installation and ensuring that the appropriate operating system drivers are available. See the Implementing and Deploying the Solution section on page 23 for more details.

The software setup includes loading the operating system (if required), installing the necessary software, and performing any additional configuration steps.

Having set up similar systems in your development and test environment, you should be able to avoid the difficulties that you discovered during the earlier installations. However, you must remember that some problems can be discovered only in the real production environment, where other users are certain to be affected. To limit the number of setbacks and disturbances that you might encounter, it is important to plan this stage thoroughly.

Before you run your applications and integrate them with your customer's legacy systems, create backup copies of all critical data.

Publish Information Content

Publishing the solution involves copying files to the production server, establishing user IDs and access rights, updating server location references, and configuring external access. Always test the accessibility to your site from a remote machine.

Some important things to test are:

• Operational errors - All pages function as designed

• Links - Both internal and external (to other sites) links are correct

• Content - Images and text are correct If your scenario involves a third party, such as partners to whom your customer wants to make the new system accessible, make sure the third-party members have access to the appropriate function. Preferably, you should complete this step before you launch the solution. Until you are certain that the security features are functioning properly, you may want to grant access only to a few individuals instead of immediately granting access to all third-party users.

Publishing the solution in most cases takes between 2 and 4 hours, depending on server speed, number of files to copy, and amount of configuration that needs to be done.


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Plan the Site Launch

You should plan the initial launch of the site or application by properly announcing and advertising it. Consider the following suggestions:

• Direct mailing or e-mail to employees

• Special banner advertisements for the first week on internal websites

• Coordinating a message from the company managers, expressing the importance of the new internal tools and systems and how they can help the company and its employees

• Information sessions - particularly online training The estimated duration for coordinating and executing the launch activities is 2 to 4 hours for most solutions.

Final Integration and Adjustments

After you have set up the final environment, installed your tested solution, and integrated it with any existing software, you still may discover some problems or inconveniences that no one could have predicted. To help your customer deal effectively with such post-installation problems, you may want to make your services available for two weeks after you launch the solution. Expect to spend about 2 to 16 hours for this activity. The more complex the applications or the integration with other solutions, the more problems will be found and the harder they will be to fix.

Acceptance Test

It is recommended that your project manager and your customer hold a Customer Acceptance meeting. If possible, schedule this meeting for the same time when you outline your plans to make post-installation adjustments and to address future support needs. Ask your customer to sign an acceptance agreement that clearly indicates when the project is over. Attach a copy of all the project documentation and, as a quality measure, ask the customer to evaluate the project and your company.

Finally, try to use customer feedback to improve your methodologies, teams, and skills. This feedback can help you reach higher levels of quality, which helps you generate more and better business.

2-2-5 Educate the Customer

Part of your implementation responsibilities might include training selected customer staff members on the system that you develop. Such training includes monitoring website status, designing and changing the applications you provide, troubleshooting basic problems, and performing other operational tasks.


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If you are a Lotus Authorized Education Center (LAEC), you can provide your customers with official Lotus product courses. For the remaining technologies - hardware, OS, communications, and security - or if you are not an LAEC, consider preparing short seminars to brief the customer's administration team on those details you feel they must know.

This training could involve the following topics, depending on what is included in your solution:

• Solution technical design

• Hardware and software implementation

• Problem determination process

• Looking at application logs

• Checking software status

• Backing up and restoring important files and databases

• Developing a troubleshooting checklist

• Establishing a Frequently Asked Questions (FAQ) list

• Administering the application

• Using LearningSpace to view information as well as to deliver information Consider creating online educational modules to deliver to your customers in the LearningSpace - Virtual Classroom framework.

The time it takes to create and deliver technical training varies by solution, depending on how much material you need to cover, how many audiences your material needs to address, the technical depth of the discussions, and how knowledgeable your students are about the fundamental concepts and functions of the collaborative products. The tables at the beginning of this section outline the estimated durations for creating and delivering training to your customers. The training activities can usually be defined as:

• Developing the educational modules - Either within LearningSpace - Virtual Classroom or as individual presentations, documentation, or online helps

• Setting up the training environment - The training environment should imitate the real production environment as much as possible. You may need to set up test copies of applications and databases, and define test users during this stage.

• Presenting the training - You may need to provide various sessions of the training to different audiences.

In addition to training the customer on the new system, you may also provide Redbook documentation and Helpful Websites as reference materials. See the Reference Materials section on page 46 for more information.


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2-2-6 Additional Services

Helping your customer with maintenance presents an opportunity for additional service revenue. The intranet site should be checked and maintained at least every two to three months. Some of the maintenance tasks can be completed remotely, and others might require a customer visit.

Other tasks may include copying files to the production server, establishing new user roles and access rights, and updating server location references.

Your customer may also want you to integrate this e-learning system with existing solutions such as intranet portals or department or company websites.


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Section 3. Implementing and Deploying the Solution To give you a better understanding of the types of tasks performed in implementing a solution based on this scenario, the following sections list the items needed and describes the activities necessary to implement and deploy this solution.

3-1 Gather What You Need The following is a list of the items you need to gather to complete the task of installing and configuring the solution scenario:

• System hardware for 2 servers

• Operating system: Windows 2000 Advanced Server and service pack 2 or later; or Windows NT 4 and service pack 6a or later for US installations

• Lotus Domino Application Server 5.0.10

• Lotus Domino 5.0.10 Critical Fixpack 1 (on the Lotus QuickPlace 3.0 CD)

• Lotus Sametime 3.0

• Lotus Sametime 3.0 Service Pack 1

• Lotus QuickPlace 3.0

• Lotus LearningSpace Virtual Classroom V1 Session Server

• Lotus LearningSpace Virtual Classroom V1 Catalog Server and Content Server

• Lotus Notes and Domino Administrator 5.0.10 clients

• Lotus Domino Designer (optional) for customizing the user interface The following subsections provide information about the activities you will need to perform to implement the solution. It is recommended that you look ahead at the installation and configuration tasks to identify any information you may need to ask the customer prior to starting the implementation.

3-2 Installation Checklist The Interactive Information Delivery scenario provides a company with a way to easily ensure that all appropriate personnel receive required information. In this example, the fictitious Home Abroad company uses the LearningSpace Virtual Classroom product to inform their sales force and resellers about new products. It also illustrates how to create separate sessions for groups of


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people from specific geographical regions that have characteristic cultural information to learn about selling the product.

In this scenario, the authentication will be based on Domino. A separate LDAP directory server will not be used. You can, of course, use an LDAP server instead of Domino authentication in your environment if your custom solution requires it.

A separate spreadsheet of this table is provided with the scenario.

Machine Name Task Page

Set up the Servers 25 Catalog and Content Server Install the Catalog and Content Server, which

includes:

− Install Domino 5.0.10

− Install Lotus Notes and Domino Administrator client software

− Optional: Install Lotus Domino Designer 1

− Pre-register the Session Server

− Install Lotus QuickPlace

− Install Domino 5.0.10 Critical Fixpack 1 (from the QuickPlace CD)

− Install Lotus LearningSpace - Live Virtual Classroom V1 Catalog and Content Server

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Set up the Servers 25 Session Server

Install the Session Server, which includes:

− Install Domino 5.0.10

− Install Sametime 3.0

− Install Sametime 3.0 Service Pack1

− Install Domino 5.0.10 Critical Fixpack 1

− Install Lotus LearningSpace - Live Virtual Classroom V1 Session Server

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Set Up the Scenario 34

For optional customization only


Customize LearningSpace - Virtual Classroom 40

1 Lotus Domino Designer can be installed on any machine that can connect to a Domino server. In your development or demonstration environment, you may install it on one of the servers, as is done in this scenario. In a production environment, the Domino Designer is not required and would therefore not be installed on the server.


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3-3 Set up the Servers This section describes installing and configuring the operating system.

3-3-1 Install the Operating System

This section describes the components that should be configured before you begin the solution installation and the key installation parameters for the servers. The detailed operating system installation steps are not described in this document, but you can follow the configuration information below as a guide during installation of the operating system.

For detailed server installation, see the appropriate operating system link in Helpful Websites in the Reference Materials section on page 46. After installation of operating system, apply any latest service packs.

Windows Installation Parameters

When you install Windows, you should follow these recommendations:

Component Item Suggested Value

Partition size Minimum 10 GB Hard drive

File system NTFS

Server type Standalone

Internet Information Server Do not install

SMTP mail Do not install

Windows installation

Protocols Microsoft TCP/IP

Post-installation Video resolution 1024 x 768 x 65536 NOTE: Ensure that the first eight characters of all computer names, user IDs, and database names are unique on the network.

Installation Values

Use the following tables to record the parameters used prior to or during installation of the operating systems. Some values will be generated by the system. These values will be denoted with the ⇐ symbol. In addition, a separate spreadsheet of this table is provided with the scenario.


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System Parameter Catalog and Content Server

Session Server

Administrator-level ID 1

Administrator-level ID Password 2

Hardware model 3

Hardware serial number 4

Name and organization 5

Computer name 6

Server description 7

System Administrator password 8

Workgroup/domain name 9

Primary & secondary DNS 10

TCP/IP address 11

Default gateway / router 12

Fully qualified hostname 13

Subnet mask 14

WINS server 15 (Windows)

NewUserName ⇐ 16

Notes: 1 System user with administrative rights, usually other than "Administrator" (Windows),

commonly referred to as a "superuser." Often configured with special user rights for the purpose of executing specific server tasks.

2 The superuser's password. 3 Server's hardware model name and number, e.g., "xSeries 240, 8664-81Y" 4 Server's serial number, e.g., "23GD294" 5 Contact information of owner of this server. 6 Name by which the server is identified on a Microsoft Network. Always enter computer

names in lowercase (e.g. catalog.example.com, not CATALOG.EXAMPLE.COM or Catalog.example.com).

7 Used to describe the function of the server, e.g., "LVC Content and Catalog server" 8 Administrator's (Windows) password.


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9 Microsoft Windows Workgroup or domain of which this server is a member. 10 Numerical IP address of the primary and secondary TCP/IP Domain Name Servers this

machine is configured to use. 11 Numerical IP address of this server. 12 Numerical IP address of the default gateway machine this server is configured to use. 13 TCP/IP host name of this server. 14 TCP/IP subnet mask of the network this server is a member of (e.g., 225.225.225.0). 15 Windows WINS server's address used to resolve NetBIOS names (e.g., 192.168.0.3). 16 A system-generated user name.

3-3-2 Configure the Operating System

Install Windows service packs as required by the programs you plan to install on the machines. Ensure that networking configurations are up and running.

Prior to beginning the installation of any Lotus products, be sure to do or consider the following:

• Use the recommended minimum configuration of two servers (one for the Catalog and Content Server, and one for the Session Server).

• Ensure you have adequate hard drive space.

• Use the winver command to check that the correct operating system patches are installed.

• Disable any Web servers on the computer.

• Always enter computer names in lowercase (e.g. catalog.example.com, not CATALOG.EXAMPLE.COM or Catalog.example.com).

• If you are using Windows 2000, make sure the computer's Network Identification contains the DNS domain name (e.g. catalog.example.com, not simply catalog).

• The computer must be registered in the Domain Name System (DNS). As a temporary workaround, you can create entries in the local hosts files of this computer and every computer that someone uses to connect to it.

• Avoid using Windows 2000 Terminal Services and PC Anywhere during install, as they affect both the services starting and ports used.

• Using the Date/Time function on the Windows Control Panel, make sure the two server computers are configured with the same date, time, and time zone.

• Using the regional options functions on the Windows Control Panel, make sure the computers have the same time and date formats.


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• For optimal performance, use Microsoft Internet Explorer as your browser.

• Utilities that stop pop-up windows from displaying in browsers interfere with some features of LearningSpace - Virtual Classroom. For example, pop-up inhibitors prevent Web pages sent by instructors from displaying in students' browsers. Therefore, turn off or uninstall any pop-up inhibitor utilities you may have installed.

• When setting up your LearningSpace - Virtual Classroom session servers, the display color settings must be set to a resolution that is higher than 256 colors.

3-3-3 Common Installation Problems

Installation problems can occur if you do any of the following:

• Fail to install any fix that is required

• Use a dynamic IP address instead of a fixed one

• Fail to disable IIS or any other Web server

3-4 Install the Catalog and Content Server This section is an overview of the installation for Lotus LearningSpace - Live Virtual Classroom V1 Catalog and Content Server. After reading the information in this section, perform the installation steps located in the Lotus LearningSpace - Virtual Classroom V1 Installation Guide.

Also, read the IBM Lotus LearningSpace - Virtual Classroom V1 readme file. It contains important information about Lotus LearningSpace - Live Virtual Classroom V1, including the following:

• LearningSpace - Virtual Classroom documentation

• How to access LearningSpace - Virtual Classroom

• Software caveats Do not skip any installation steps that are documented in the installation instructions, especially those that tell you to:

• Stop the Domino Server

• Start the Domino Server

• Reboot the computer Use the options and settings stated in the Installation Guide; set and clear the checkboxes as stated in the Installation Guide.


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The steps required to install Lotus LearningSpace - Live Virtual Classroom V1 Catalog and Content Server are documented explicitly in the Lotus LearningSpace - Virtual Classroom V1 Installation Guide:

• Install Domino 5.0.10

• Install Lotus Notes client software

• Pre-register the Session Server

• Install Lotus QuickPlace

• Install Domino 5.0.10 Critical Fixpack 1 (from the QuickPlace CD)

• Install Lotus LearningSpace - Live Virtual Classroom V1 Catalog and Content Server

3-4-1 Prerequisites

You must have a Windows 2000 Server or Windows NT 4 Server installed according to the instructions in the Set up the Servers section on page 25.

3-4-2 Special Considerations

After you finish the steps in the "Install QuickPlace" section in the Lotus LearningSpace - Virtual Classroom V1 Installation Guide and before you begin the steps in the "Install LearningSpace - Virtual Classroom on the Catalog Server" section, you should install the Domino 5.0.10 Critical Fixpack 1 by following these steps:

1. Stop the Catalog server's Domino server. In the Domino server console window, type quit and press the Enter key. When the Domino server has completely stopped, the window disappears.

2. Start the Domino 5.0.10 Critical Fixpack 1 incremental installer (i.e., 5010_5010cf1ser.exe) located on the Lotus QuickPlace 3.0 CD.

3. The incremental installer should have correctly set the directory for the Notes program files to the Domino program directory (e.g., C:\Lotus\Domino). If the directory is incorrect, fix it.

4. The incremental installer should have correctly set the directory for the Notes data files to the Domino data directory (e.g., C:\Lotus\Domino\Data). If the directory is incorrect, fix it.

5. Follow the prompts on the screen to complete the installation.

6. Start the Domino server.


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7. As the server starts you should see a line in the Domino console that begins with "Lotus Domino r Server 5.0.10CF1." Wait until you see the messages that indicate the following services have been configured or have started:

♦ HTTP: Web SSO

♦ QuickPlace Web SSO

♦ QuickPlace Server

♦ HTTP Web Server

The installation guide requests you to install Lotus Notes and Domino Administrator client software. You may also want to install Domino Designer in order to make some customizations to the Lotus LearningSpace - Live Virtual Classroom interface. In that case, during the installation of the clients select "All Clients" as the setup type.

Note that in this scenario the option of using an external LDAP server will not be used. You must follow all the steps that are needed to set up the scheduled replication between the two Domino servers, not the configuration or options for external LDAP directory server that are presented in the following sections:

• "Before you begin," step number 5

• "Configure Web Single Sign On (SSO)," after step number 16

• "Install Sametime," step number 9 Any computer that has LearningSpace - Virtual Classroom installed must be restarted on completion of the install. The LearningSpace - Virtual Classroom Installation Guide says that you must restart computers only if you set the Domino server and LearningSpace - Virtual Classroom to start automatically when each computer starts. However, this task is also necessary if you have set Domino and the LearningSpace - Virtual Classroom to be started manually.

3-4-3 Key Installation Values

If desired, use this table to record information you provide during the install for later reference. A separate spreadsheet of this table is provided with the scenario.

Parameter Value

Domain Name1

Certifier Name2

Server Name3

Server Host Name4

Administrator Name5

Administrator Password6


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1 Domino Servers and Lotus Notes clients are grouped into domains, which are the basis for

the design of a Lotus Notes environment. A domain is a group of servers that use the same Domino Directory. Specify the domain name that you wish to use.

2 Select a name for the certifier. For ease of recognition, it is recommended that you use the same name as the domain name.

3 The name of the server being set up. NOTE: The server's full name is a combination of the Server Name and the Organization Name separated by a slash. For example, domino1/org is a full server name where domino1 is the Server Name and org is the Organization Name.

4 The server's TCP/IP hostname. It is recommended that you use the following convention: server_name.your_organization_domain_name.com. If you choose to use a different name, you may need to update your Domain Name Server (DNS) definitions with the new Domino Server hostname.

5 For the name of the Domino administrator, you would normally use a name such as Notes Administrator. It is the name of an administrative function rather than a specific individual. After the server is running, you would then add specific users with administrative authority.

6 Allow the configuration program to create a new administrator ID file, which is called user.id and saved to the Domino Directory.


Problems may occur if you do any of the following:

• Skip any reboot instructions

• Fail to apply some of the Domino Critical Fixpack

• Fail to configure Web Single Sign On (SSO)

3-5 Install Lotus LearningSpace - Live Virtual Classroom V1 Session Server

This section is an overview of the installation for Lotus LearningSpace - Live Virtual Classroom V1 Session Server. After reading the information in this section, perform the installation steps located in Lotus LearningSpace - Virtual Classroom V1 Installation Guide.

Also, read the IBM Lotus LearningSpace - Virtual Classroom V1 readme file. It contains important information about Lotus LearningSpace - Live Virtual Classroom V1, including the following:


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• LearningSpace - Virtual Classroom documentation

• How to access LearningSpace - Virtual Classroom

• Software caveats Do not skip any installation steps that are documented in the installation instructions, especially those that tell you to:

• Stop the Domino Server

• Start the Domino Server

• Reboot the computer Use the options and settings stated in the Installation Guide; set and clear the checkboxes as stated in the Installation Guide.

Be patient when necessary, especially when waiting for messages such as "Sametime Server: Running" and when waiting for the Lotus LearningSpace - Live Virtual Classroom V1 Session Server installation to finish.

The steps required to install Lotus LearningSpace - Live Virtual Classroom V1 Session Server are:

• Install Domino 5.0.10

• Install Sametime 3.0

• Install Sametime 3.0 Service Pack1

• Install Domino 5.0.10 Critical Fixpack 1

• Install Lotus LearningSpace - Live Virtual Classroom V1 Session Server Be sure to reboot the Session Server after installing Sametime Service Pack 1. This information is not in the Installation Guide.

3-5-1 Prerequisites

You must have a Windows 2000 Server or Windows NT 4 Server installed according to the instructions in section the Set up the Servers section on page 25.

3-5-2 Special Considerations

• Pay particular attention to the fact that the Lotus LearningSpace - Virtual Classroom Installation Guide instructions for installing the Sametime 3.0 Service Pack 1 describe a question that is no longer asked. The Sametime 3.0 Service Pack 1 installation program


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no longer asks whether this Sametime server will be managed by an Enterprise Meeting Server.

• Note that in this scenario the option of using an external LDAP server will not be used. You must follow all the steps that are needed to set up the scheduled replication between the two Domino servers. See the Special Considerations section on page 29 for more details.

Any computer that has LearningSpace - Virtual Classroom installed must be restarted on completion of the install. The Lotus LearningSpace - Virtual Classroom Installation Guide says that you must restart computers only if you set the Domino server and LearningSpace - Virtual Classroom to start automatically when each computer starts. However, this task is also necessary if you have set Domino and the LearningSpace - Virtual Classroom to be started manually.

After installation is complete, you can access the LVC interface as an administrator by using the following URL:

http://<Catalog_server_name.com>/learningspacevc

Login with the user ID: lvcadministrator

and the password: learningspace

3-5-3 Key Installation Values

If desired, use this table to record information you provide during the install for later reference. A separate spreadsheet of this table is provided with the scenario.

Parameter Value

Domain Name1

Certifier Name2

Server Name3

Server Host Name4

Administrator Name5

Administrator Password6

1 Use the same domain name you created for the Catalog and Content Server. 2 Use the same certifier name you created for the Catalog and Content Server. 3 The name of the server being set up. NOTE: The server's full name is a combination of the

Server Name and the Organization Name separated by a slash. For example, domino1/org is a full server name where domino1 is the Server Name and org is the Organization Name.


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4 The server's TCP/IP hostname. It is recommended that you use the following convention: server_name.your_organization_domain_name.com. If you choose to use a different name, you may need to update your Domain Name Server (DNS) definitions with the new Domino Server hostname.

5 Use the administrator name that you created when installing the Catalog and Content Server. 6 Use the administrator password that you created when installing the Catalog and Content

Server.


Problems may occur if you do any of the following:

• Skip any reboot instructions

• Fail to apply the Sametime Service Pack

• Fail to configure Web Single Sign On (SSO)

3-6 Set up the Scenario

3-6-1 Create Users

An administrator user account is created by default during the installation of Lotus LearningSpace - Live Virtual Classroom V1. Login to the following URL with this account:

http://<Catalog_server_name>/learningspacevc

Login as: lvcadministrator

The password is: learningspace

Using this administrator ID, you can create additional users in LVC.

Create at least one instructor and two or three students. Use the following table to record their names and passwords. A separate spreadsheet of this table is provided with the scenario.

Role (Instructor or Student) User ID Password


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3-6-2 Create the Sample Course

The Interactive Information Delivery scenario illustrates how to use the LearningSpace - Virtual Classroom framework to provide users with information in a structured, yet flexible manner.

Configuring the scenario involves creating a new look and feel for the user interface, as well as setting up a sample course using a provided outline and materials.

To configure this scenario, several activities should be performed on the Catalog and Content Server:

1. Copy the sample course files for the scenario to any location on the server: New Product General.ppt

Price Modeling Tool.xls

Market Share.xls

North America Customers.ppt

Central and South America Customers.ppt

2. Start LearningSpace - Virtual Classroom.

3. Login as an instructor using the instructor ID and password created in the Create Users section on page 34

4. Select to build a course.

5. Then choose to create a new course.

6. Fill in the characteristics of the new course, and when finished filling in the information, complete creating the course:

a. Choose an existing category or create a new one

b. Give a name to the course

c. Give a number to the course

d. Write a brief description of the course

e. Select other instructors if you wish. By default the instructor that started this session will be in the instructor's list.

7. After the course is created, you will see a summary of the course details. From this view you can:

a. Change the information you entered in the previous step by editing the catalog information

b. Choose to publish the course in the catalog by adding the course to the catalog

c. Add restrictions to allow only administrators to see this course


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In order to create the course outline, sessions and assessments, the steps in the following sub-sections need to be completed. For more information on creating course materials than is offered in this scenario document, refer to the Lotus LearningSpace - Live Virtual Classroom V1 Instructor's Guide.

Develop the Course Outline

1. On the screen showing the course details, select to develop the course outline.

2. For the purpose of this scenario, you will create the following materials:

♦ Start of session

♦ Product Presentation

♦ Market Share Analysis

♦ Price Modeling Tool

♦ Some Websites to Visit

♦ Region Break Out Sessions

♦ Assessments

The following section is a summary of the steps that need to be followed in order to build the content of the course.

Start of Session 1. Select the "start of session" item. A summary of this item appears on the screen.

2. If you want to change the text that appears in the outline, edit the item and submit the change.

Product Presentation 1. From the course outline window, select to create a new outline item.

2. Choose to create a presentation file.

3. Fill in the appropriate fields and add the Microsoft PowerPoint file New Product general.ppt to the presentation. If desired, add some comments that may help the instructor when teaching this material and allot 15 minutes for this presentation.

4. Save the item when you are finished, and wait until the uploading process finishes.

Market Share Analysis 1. From the course outline window, select to create a new outline item.

2. Choose to create a presentation file.


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3. Fill in the appropriate fields and add the Microsoft Excel file Market Share.xls to the presentation. Add comments that may help the instructor when teaching this material and allot 10 minutes for this presentation.

4. Save the item. Wait until the uploading process finishes.

Price Modeling Tool 1. From the course outline window, select to create a new item.

2. Select to create screen sharing.

3. Enter the name "Price Modeling Tool" and the speaker notes: "This is an application sharing session. Don't forget to use Microsoft Excel and load the "Price Modeling Tool.xls" spreadsheet in order to do this activity." Also enter an allotted time of 15 minutes.

4. Save the item when you finish filling in the fields. Wait until the publishing process finishes.

Some Websites to Visit 1. From the course outline window, select to create a new outline item.

2. Select to create Web pages.

3. Fill in the appropriate fields. Add approximately three Web addresses to visit during the session. Make sure that you will have access to the places during the session. Add some comments that may help the instructor when teaching this material and allot 5 minutes for this presentation.

4. Save the item when ready. Wait until the publishing process finishes.

Region Breakout Sessions 1. From the course outline window, select to create a new outline item.

2. Select to create a breakout session set.

3. Fill in the appropriate fields. Name the two sessions "North America" and "Central and South America". In the field used to enter the name of the sessions, use a line for each one of the two sessions. Each session will have a unique outline. Add some comments that may help the instructor when teaching this material and allot 10 minutes for the sessions.

4. Save the breakout sessions when ready. Wait until the publishing process finishes.

Breakout sessions outlines In this course, there are two regional breakout sessions. Each breakout session will have its own outline, but both sessions are similar. Each one will have a Presentation File with a Microsoft PowerPoint presentation. The procedure for creating each outline is the same:


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1. In the course outline window, select the link for creating breakout sessions outlines.

2. From this screen, select the first breakout session, the one that corresponds to Central and South America.

3. Choose to create a new outline item.

4. Select to create a presentation file.

5. Fill in the appropriate fields and add the Microsoft PowerPoint file Central and South America Customers.ppt to the presentation. Add some comments that may help the instructor when teaching this material and allot 10 minutes for this presentation.

6. Save the item. Wait until the uploading process finishes.

Repeat the above six steps for the breakout session that corresponds to North America. When preparing the presentation file, choose the Microsoft PowerPoint file North America Customers.ppt. Close the outline.

Assessments This course will have a pre-session assessment and an in-class assessment. Both are created from the screen that shows the course detail.

Pre-session Assessment 1. From the course details window, choose to develop assessments and questions.

2. Choose to create a new assessment.

3. Give the assessment a name such as "Pre-session assessment." Create two or three questions. Here is a sample of the questions that can be used:

♦ Which one is the biggest market for our furniture? (single answer, North America)

♦ What is the price range for the cabinet? (single answer, US $200)

4. Save the assessment.

5. From the screen used to create the assessment, choose to assign an assessment as a pre-session assessment.

6. From the drop down list, choose the name of the assessment you have created as pre-session assessment. Also select the enrollment criteria: optional or required.

7. Save your changes.

Now you have an assessment that can be used as the pre-session assessment for this course.

Final Exam


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Follow steps 1 through 4 in the Pre-session Assessment section above to create another assessment to be used as a final assessment and call it "Final Exam." Create a few questions for this assessment. Now the assessment can be included into the course outline:

1. Go to the develop outline screen and create a new outline item.

2. Choose to create an assessment.

3. Choose the name of the assessment you want to use, in this case "Final Exam."

4. Fill in the corresponding fields. Allot 5 minutes for the exam.

5. Save the item when you finish filling in the fields. Wait until the publishing process finishes.

Now you have all the elements needed for the course. Close the outline.

Publish the Course in the Catalog

From the screen showing the course details, choose to add the course to the catalog. The course will appear in the Lotus LearningSpace - Live Virtual Classroom V1 course catalog.

3-6-3 Schedule Sessions

After you create the material, you must create sessions in order to deliver the content.

Keep in mind that there must be at least one hour between when you schedule a session and when it starts. Also you must add the course to the course catalog before you can schedule sessions. Remember that all students must be enrolled by themselves or by the administrator one hour before the beginning of the session.

1. Login to LVC as the instructor for this course. Use the following URL with the user ID and password created for instructor in the Create Users section on page 34.


2. Select the course builder tab.

3. Click the title of the course that you want to schedule.

4. Under scheduled sessions, select to schedule sessions.

5. Choose to create a new session.

6. Enter the following information:

♦ Date, start time and duration of the session

♦ Select the session type: Moderated or Broadcast


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♦ Decide whether the students will enroll themselves or if they will be enrolled by the administrator

♦ Select who will be the primary instructor

♦ Select the tools that will be allowed in the session: Audio/Video, chat, and whether the session will be recorded

♦ Select whether the session will be encrypted

♦ Select whether performance should be optimized for modem users

7. Choose to create the session.

After the session is created, you can reschedule the session as long as the session has not started. You can also cancel any session that has not yet started.

3-7 Customize LearningSpace - Virtual Classroom Currently, Lotus LearningSpace - Live Virtual Classroom V1 does not include a customization tool, so there are few customization options.

Customize the Login Screen

There are several elements that can be customized in the login screen of Lotus LearningSpace - Live Virtual Classroom.

Logo For example, you can change the IBM logo that appears in the upper right corner of the screen. This logo is a bitmap that resides inside the product's vcmmlogin.nsf database.

If you made a standard installation of Lotus LearningSpace - Live Virtual Classroom the following is the path of that database:

C:\Lotus\Domino\Data\LearningSpaceVirtualClassroom\vcmmlogin.nsf

You must use Domino Designer to edit the database and change the bitmap that corresponds to the IBM logo.

The following are the steps needed to change the logo.

1. Make a backup copy of the database.

2. Prepare the bitmap file. This file must be a gif file with the following characteristics:

♦ Type: Palette or 256 color (8 bits)

♦ Resolution: 96 Pixels/Inch

♦ Width: 103 pixels/1.07 inches


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♦ Height: 60 pixels/0.63 inches

♦ Bytes: 6180

♦ Name: lvc-login-ibm.gif

3. Make sure that LearningSpace - Virtual Classroom is not running.

4. Using Domino Designer, open the database and navigate to the shared resources section to see the defined image resources.

5. Look for a .gif image called lvc-login-ibm.gif and replace it with the one you want to use. Keep the name lvc-login-ibm.gif.

6. Save your changes.

7. Restart Lotus LearningSpace - Live Virtual Classroom V1.

Banner Logo In the same way, you can change the banner logo of the login screen. In this case, prepare the gif with the following characteristics:

♦ Type: Palette or 256 color (8 bits)

♦ Resolution: 96 Pixels/Inch

♦ Width: 901 pixels/9.39 inches

♦ Height: 60 pixels/0.63 inches

♦ Bytes: 54060

♦ Name: lvc-login-mosaic.gif

NOTE: This image is affected by the resizing of the login screen, so it is strongly recommended that you place the most relevant part of this image on the left side.


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Section 4. Guided Tour of the Solution Scenario This section contains a list of instructions that can be used to make sure the scenario is installed and configured correctly, and which can be used as the basis for a demonstration to customers.

Make sure you have access to the Catalog and Content server by using the fully qualified name of that server (i.e., Catalog.server.com).

You should have access to two systems that can connect via browser to the servers. (You can use the servers themselves or other client machines.)

Make sure the browsers of the machines from which you access Lotus LearningSpace - Live Virtual Classroom V1 product are one of the following:

• Microsoft Internet Explorer 5.01 (student only), 5.5x or 6.0 with Service Pack 1

• Netscape Navigator 4.7x

Enrollment Options

As an instructor, you have two options for the enrollment of the students. You can let the students enroll themselves, or let the administrator enroll the students.

Keep in mind that only the students enrolled in a session can replay the recorded session. If you are not sure the students can enroll themselves, you may choose to let the administrator enroll the students that might be interested in that particular session in such a way that when the session is finished, all can replay the recorded session.

Instructor: Create Session

1. Login as an instructor. Use the following URL with the user ID and password created for an instructor in the Create Users section on page 34.


2. Create a session with the following characteristics:

♦ Allow students to enroll themselves.

♦ Select an appropriate date, start time, and duration of the session. Remember that the session must be created at least one hour ahead of the scheduled start time.

♦ Select a moderated session type.

♦ Select yourself as the primary instructor.


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♦ If your hardware configuration allows it, select audio and video. Also allow chat and allow the session to be recorded.

♦ Do not select encryption.

♦ Select performance optimized for modem users.

After the session is created, students can enroll themselves.

Student: Student Enrollment

The students can enroll themselves as long as the one hour period prior to the beginning of the session has not started.

Each student must repeat the following steps:

1. Login to LearningSpace - Virtual Classroom. Use the following URL with the user ID and password created for a student in the Create Users section on page 34.


2. Select the defined course from the course catalog.

3. Select to enroll in the course.

4. Select to take the pre-session assessment.

5. Answer the two questions of the assessment.

6. Submit the assessment.

Instructor: Review Pre-session Assessment Results

Once the students are enrolled and have taken the Pre-session assessment, the instructor can review their answers.

To do that, the instructor must follow these steps:

1. Login using the instructor ID.

2. Select the option to access your sessions.

3. Select the option to access the sessions you are teaching.

4. Select the course.

5. View the pre-session assessment.

6. View the results and results summary.


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Instructor and Students: Starting the Session

The instructor can login to LearningSpace - Virtual Classroom and start the session 15 minutes before the actual scheduled time in order to make any preparations that need to be done.

Make sure that all the students enrolled in the session are actually connected to the session as soon as the scheduled time is reached.

With the instructor and the students logged on and accessing the course, do the following in the sequence shown:

Instructor Students

Start presenting the class. Let your students view the initial page.

Start the main presentation. Some or all the students can raise their hands using the icon in the user interface.

Use the session chat and/or start a particular chat session with one student.

Respond to the initiated chat.

Lower the student's hand using the appropriate icon.

Request permission to edit the whiteboard.

Grant permission to edit/share the whiteboard to some or all the students.

Do some drawings on the whiteboard. Do some drawings on the whiteboard.

Request permission to talk.

Give some/all students permission to talk.

Show the spreadsheet.

Share the application. Take control of the application.

Revoke permission to edit/share.

Start showing the websites.

Preview a Web page.

Send the Web pages to the students. Review the Web pages.

Select the Region breakout sessions.

Assign the students to different sessions.

Start all the sessions. Accept the breakout session assignment.

Switch between breakout sessions.

Present the material for each session. Use the collaborations tools for the assigned sessions.

When ready, end all the sessions.

Select the final exam.


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Instructor Students

Send the exam to the students. Accept the invitation to answer the exam, answer all questions and submit your answers.

If you want, try to add some unscheduled additional material such a new presentation file or a new screen sharing session.

When the time limit of the class is reached, end the session.

Instructor: After the Session Ends

Review Post-session Data After the session is over, you can review the results of the session from the session detail screen.

1. Select to view post-session data.

2. Review the results for the in-class assessments. View the response summary.

Recorded Sessions Once the time allotted for the session is over, you can choose whether or not to make available the recording of a session.

If you make it available, any student that has been enrolled in this session can replay it. A student that has not been enrolled in a session cannot replay the recording.


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Section 5. Reference Materials

5-1 Helpful Websites You may find the following Websites useful for additional reference information.

NOTE: Products and programs referenced on these websites may not be supported in all countries. If in doubt, check with your distributor or an IBM representative to ensure that it is available to you.

Site URL and Description

http://www.ibm.com/able/accessweb.html IBM Accessibility Center

This site includes information and a checklist for designing or modifying websites to allow access to people with disabilities.

http://www.software.ibm.com/partnerweb IBM Business Partner Software Program This site gives access to materials that can support your efforts to increase sales, heighten market

share, penetrate new markets, and expand your business with IBM software technologies.

http://www.ibm.com/certify IBM Certification Information

This site includes an overview and step-by-step guides for all of IBM certifications.

http://www.ibm.com/developerworks IBM

developerWorks This site is IBM resource for developers. It includes information on the newest technology and tools available, articles, tutorials, and training for all of IBM's product domains.

http://www.pc.ibm.com/ IBM e-Servers

From this site, select your country and then link to the servers for more information. It provides product information, ordering, warranty information, and a recommendation tool for IBM e-servers.

http://www.ibm.com/ebusiness IBM Framework for e-business

This site provides the ability to research case studies and solutions for each e-business area and specific business need.

IBM Learning http://www-3.ibm.com/services/learning/

http://www.ibm.com/able/accessweb.html

http://www.software.ibm.com/partnerweb

http://www.ibm.com/certify

http://www.ibm.com/developerworks

http://www.pc.ibm.com/

http://www.ibm.com/ebusiness

http://www-3.ibm.com/services/learning/


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Site URL and Description Services To help optimize your technology investment and maintain a competitive advantage, IBM

experts have designed courses for technical and non-technical professionals. These include categories such as IBM platform products, e-business, database and transaction systems, application development, networking, Lotus Notes and project management. IBM makes it convenient for you to learn. You can take courses in a traditional classroom setting (public or private), or you can use the Internet, or a CD, to complete courses. Enhance your technical skills and maximize your organization's competitive edge today with IBM Learning Services.

http://www-1.ibm.com/partnerworld/pwhome.nsf/weblook/help _plcontactUserGuide.html

IBM PartnerLine

PartnerLine is the single point of entry to Business Partner programs and services. It acts as a portal for all types of Business Partner support and services questions. It provides call transfers to appropriate organizations such as pre-sales marketing and technical assistance, development and deployment support, post sales support, and more. The PartnerLine telephone number for your country or geographic region can be found on this website. Through PartnerLine you can also get information on what Techline services are available to you, if you have purchased the Value Package for Software.

http://www.ibm.com/partnerworld/software IBM Partnerworld for Software

PartnerWorld for Software is IBM's software marketing and enablement program for IBM Business Partners that supports your efforts to create new revenue and market opportunities by leveraging a unique relationship with IBM, Lotus, and Tivoli as a Business Partner. Through PartnerWorld for Software, a base set of benefits is available at no charge to you, dependent on your Partner World for Software Membership Level; you can also purchase an optional, comprehensive package of benefits called the Value Package for Software..

http://www.ibm.com/partnerworld/startnow IBM PartnerWorld Start Now Program This site provides all the information, tools, and methodology that are available in the Start Now

program.

http://www.ibm.com/developerworks/patterns IBM Patterns for e-business

This site provides information on the current documented patterns for e-business and includes a tool to help decide which pattern(s) are best for specific situations.

http://www.ibm.com/redbooks IBM Redbooks

This site contains downloadable Redbooks in a pdf format, instructions on how to buy Redbooks, a schedule of forums held by the ITSO group, and information on the residency program.

http://www.ibm.com/software/download IBM Software Download

This site provides technical support and downloads and drivers for IBM hardware and software.

http://techsupport.services.ibm.com/guides/handbook.html IBM Software Support Guide

This is an online guide explaining the different levels of IBM Software Support available.

http://www-1.ibm.com/partnerworld/pwhome.nsf/weblook/help

http://www.ibm.com/partnerworld/software

http://www.ibm.com/partnerworld/startnow

http://www.ibm.com/developerworks/patterns

http://www.ibm.com/redbooks

http://www.ibm.com/software/download

http://techsupport.services.ibm.com/guides/handbook.html


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Site URL and Description

http://www.ibm.com/support IBM Support

This site provides a searchable technical support database and allows you to access and search an enhanced list of drivers, software fixes/updates, and trials and betas downloads.

http://www.lotus.com/products/learnspace.nsf/wdocs/homepage LearningSpace

This is the homepage for the LearningSpace product. It includes a content catalog along with services and support information.

http://www.lotus.com/home.nsf/welcome/developernetwork Lotus Developer Domain The Lotus Developer Domain (LDD) is one of the premier website for technical information

about Lotus software from IBM that contains forums, product pages, downloads, a documentation library, and special product offers.

http://www-10.lotus.com/doc Lotus Developer Domain Documentation Library

From here you can select the option to list documents by product and select LearningSpace - Virtual Classroom 1.0, Sametime 3.0 or QuickPlace 3.0.

http://www.microsoft.com/downloads Microsoft Downloads

This Microsoft download center provides the latest Service Pack for your operating system and/or products.

5-2 Related Redbooks This section provides a list of suggested IBM Redbooks to assist with your solution and the products used with them.

Redbooks are written by subject matter experts, such as IBM employees, IBM Business Partners, or customers. They provide practical, real-world descriptions and explanations to help implement solutions with IBM products. The following Redbooks provide more detailed information on some of the topics discussed in this document. Ordering information for hardcopy books is available from the IBM Redbooks Websites (see Helpful Websites); however, most can be viewed online.

Related IBM Redbooks Order Number

Lotus Sametime 2.0 Deployment Guide SG24-6206

A Best Practices Guide to e-Learning: Using the IBM/Lotus LearningSpace -- Virtual Classroom

SG24-6842-01

Deploying QuickPlace SG24-6535-00

http://www.ibm.com/support

http://www.lotus.com/products/learnspace.nsf/wdocs/homepage

http://www.lotus.com/home.nsf/welcome/developernetwork

http://www-10.lotus.com/doc

http://www.microsoft.com/downloads