Slides from IBM Connect 2014 BP502 session: Is Your IBM Sametime Deployment Stuck in First Gear? Learn From the UC Mechanics. Presented by Peter Lurie and David Price

1. BP502: Is Your IBM
Sametime® Deployment
Stuck in First Gear? Learn
From the UC Mechanics
David Price, Meridian IT Inc.
Peter Lurie, Polycom
© 2014 IBM Corporation

2. Agenda
 Introduction
 What’s new and what should I feel comfortable deploying today?
 Challenges customers had with IBM Sametime® 8.5.2
 License changes and why you should pay attention
 Five new features you can use to improve your business with Sametime 9
 Video
– Sizing, features and other awesomeness
 IBM Sametime and IBM Connections®
– Peanut butter and chocolate or ice cream and pickles?
 The Human Factor
– Expectations, Training/Support and Other End-User Issues that affect adoption
 Wrap-up
2

3. Abstract
 Excited about the new features in Sametime 9 and but don’t know where to start? Are your
users clamoring for video but you’re not sure how to get started? Want to understand how
Sametime and Connections can work together?
 In Sametime 9 your options are much broader: voice, video, extranet and mobile. Learn how
to get more value from your existing licenses, prior to upgrading to Release 9.
 If you’ve ever driven stick shift, you know that even the best vehicle won’t give you great
performance unless it is in the right gear.
 Come learn how Sametime 9 will give you greater performance from your existing licensing
and infrastructure.
 Learn 5 new things you can do with Sametime that will benefit your business users and keep
you out of reverse.
3

4. Your Speakers
 Peter Lurie has been focusing medium to large organizations on the key things they need to
improve communication and collaboration. This includes not just unifying their voice & video
environments, but also the plans, policies and procedures to make them effective. With a
focus on ease of use, driving adoption, and showing measurable business results Peter has
been working with IBM, IBM's partners and IBM's customers for the last 6 years. With 13+
years collaborating around the globe with customers, partners and prospective customers,
he’s currently leading a Global UC Architect team at Polycom.
4

5. Your Speakers
 David Price has been working with ICS products since release 3.3. As an employee of an
international bank, he built a 93,000 Notes and Domino enterprise and at one point had the
largest Domino deployment on IBM Power outside of IBM itself. A speaker at IBM and nonIBM conferences as well as Red Book author, he helps companies select and deploy
collaboration solutions. His focus is to deliver Social Business solutions integrated with voice
and video. Working with products from Avaya, Cisco, Polycom, Tandberg and ShoreTel. He
advises companies to understand what their Social Communications environment can be
and which capabilities should come from ICS and which from voice and video providers.
 David is also an IBM ICS Champion
for 2013 & 2014.
5

6. Speaker’s Disclaimer
 As always we expect that at IBM Connect 2014 there will be a number of announcements
– This year there are many in the Social Communications space
 This deck is (was/will be) available before the start of the conference.
 We created the presentation with public information
– Information from other sessions should only make the topics and themes more relevant.
– Where we know or expect announcements, there will be a note on the slide and we will
speak to what was announced as of the date/time of this presentation.
6

7. As a reminder, we are Business Partners, not IBMers
 That means IBM’s lawyers did not review these slides.
 Below are the words IBMers are unable to use in their presentation.
– All, best, warranty, secure
– Always, only, every, unbeatable
– Assure, better, never, unsurpassed
– ensure, least, most, guarantee
– insure, exceeds, unmatched
 We hope you find this presentation secure and unbeatable in its delivery of knowledge. We
want to ensure you fill out the evaluation. We assure you will find the information contain
within unmatched at IBM Connect.
7

8. Housekeeping
 Please fill out the evaluations.
 Please put phones on silent or vibrate.
 Please don't block the aisles with power cord.
 Yes, the presentation will be available online after the session.
 Yes, we will take questions at the end of the session.
8

9. What’s New
9

10. Sametime 9 – what is new
 DB2 version - 10.1 from 9.7
 WAS version – 8.5.5 from 7
 Domino – 9 from 8.5.x
 User Interface
 Audio video features and software based MCU (Multi-point control unit)
– Better audio codecs & better video codecs
 Refreshed mobile clients
 Licensing
 On the plus side, they kept the name
10

11. Sametime 9 – what is new, really
 DB2 version – a non-issue for most customers
 WAS version – update fixes some install and upgrade issues and brings Sametime in line
with other products.
 Domino – easy change
 User Interface – Welcome refresh and usability changes
 Audio video features and software based MCU (Multi-point control unit) – More on this later
– Better audio codecs & better video codecs
 Refreshed mobile clients – greater usability and some key functionality gaps closed
 Licensing – More later but this is a major improvement for customers
11

12. Deploying Sametime today
12

13. What should I feel comfortable deploying today?
 If you have deployed Sametime 8.x without AV, you should feel comfortable deploying 9,
especially now that HF1 has been released
 Not all components have to be upgraded together, can prioritize based on your needs
 If you have deployed Sametime 8 without meetings, deploy 9 and start using meetings, more
details later
 If you have deployed the full Sametime 8 environment, look at where S9 will address some
of the challenges you have had
 S9 video will require Linux, so you want to make sure you have those skills. Check out the
session. Thursday at 10:30 make sure you see “SHOW400; IBM Sametime 9.0 Media
Components on Linux for the Windows Administrator; Jeff Miller, IBM”
13

14. Deploying today, gotchas
 This has been reported on various blogs and is in the manual, Community server only
environment now require the SSC, which required DB2.
 Policies have been removed from the Community server (8.x they were both on Community
server and in the SSC)
 Technically, the Community server will run but it is not supported and no policies are
available
 Classic meetings were removed
 STLinks removed, Proxy server used for iNotes
 Entitlement page indicates Notes users have access to the Proxy server. This is for iNotes
only, not mobile devices.
14

15. Deploying today
 In place upgrade are not supported and it will not be supported.
 In place WAS upgrades outside of Sametime are not supported
 Use parallel build as a way to test out features prior to upgrading
 Read tech notes on the process to transfer settings, meeting rooms, SSO, etc.
15

16. Challenges with Sametime 8.x
16

17. Challenges customers have faced
 Websphere
 Hardware
 Sametime meetings
 Audio/video
 Telephony
 Licensing
 SUT Lite
 Mobility
17

18. Sametime licensing
18

19. Licensing
 Sametime 8.x had 97 different SKUs across many products
– Sametime Entry, Standard, Advanced, SUT, SUT-Lite, web conferencing plus Extranet
versions
 Customers not clear which version provide which functionality
 Most onerous from a customer perspective was the Extranet PVU (processor Value Units)
 To use Samtime externally, a customer needed to license by CPU the components used by
non-employees.
 This led to unnatural deployments
– Reduction in software costs drove deployments which were not easy to maintain or
confusing for end users
19

20. Packaging changes
IBM Sametime Communicate
●
All you need for one-to-one communication
IBM Sametime Conference
●
Easy-to-use Web conferencing
IBM Sametime Complete
●
IBM's platform for Social Communications
IBM Sametime Unified Telephony
●
20
Sametime's telephony middleware offering

21. The IBM Sametime 9 packaging and pricing model
IBM Sametime Communicate
IBM Sametime Conference
$60 per named user
Rich Presence
●
●
●
●
$80 per named user
Meetings
Automated geographic awareness
●
Reservationless, persistent rooms
Multiple rooms per user
●
Document, screen and application sharing
Rich-text and emoticons
●
Offline messaging
Single, multi-file and folder transfer
●
Polls
●
Group chat
●
Meeting minutes and action items
Social Tools
●
●
●
●
Annotation tools
Community announcements
●
●
●
For Meetings
●
Eclipse-based desktop client
●
Scheduled Meetings view
●
Drag-and-drop to invite participants
IBM Sametime Unified Telephony
$168 per named user
Lecture-mode meetings
●
Auto-generate activity reports
Instant Polls
Persistent chat rooms
●
Software MCU and management system
Peer-to-peer voice
Telephony middleware
Brings advanced UC capabilities to
●
heterogeneous environments
●
Continuous presence
Peer-to-peer video
●
Dial-out to audio conferencing bridges
rd
●
(requires 3 -party gateway) and PSTN
SIP softphone (voice and video)
Bandwidth management (voice and video)
●
Bandwidth management
Zero-download browser client
Mobile clients (iOS and Android)
Clients
Eclipse-based desktop client
●
Zero-download browser client
●
Integration
● rd
3 -party plug-ins, full-featured SDK
Mobile clients (iOS, Android and BlackBerry)
Integration
External collaboration included in license
●
●
Multi-party Voice and Video
H.264 SVC coding technology
●
remote control
●
Skill Tap
Clients
●
Instant screen and application sharing with
●
Server-side recordings
●
●
Continuous-presence video calls
●
●
Community chat
Audio, Video and Telephony
●
●
Remote control
Screen capture and annotations
rd
●
Federation with 3 -party services
●
For Instant Messaging
●
Integration with IBM Connections Files
●
●
$120 per named user
Communicate + Conference plus:
●
User alerts and privacy lists
Instant Messaging
●
IBM Sametime Complete
© 2013 IBM Corporation
●
Server-side and Web toolkits
●
Intelligent call routing
●
Requires Communicate or Complete

22. Wait, that’s it, only four products?
 What happened to the products I own? SKUs were auto-migrated by IBM.
 Details from the Sametime team Moving to the Sametime 9.0 Packaging
– https://www-304.ibm.com/connections/blogs/SametimeBlog/entry/moving_to_the_sametime_9
 Blog entry in its entirety listed at the very end of the presentation.
22

23. Most important aspect of new license model
 Customers do not have to upgrade to Sametime 9 to start using new license model
 Current infrastructure can be used with new license model today
 For example, you can plan a Sametime 9 upgrade while allowing externally participants into
your existing Sametime 8.5.2 IFR1 meetings, etc. etc.
23

25. Five ½ things to improve your
Business with Sametime
25

26. Improvements
 Sametime Meetings externally, replace existing products and reduce costs
 Chat enable web sites or portals
 Soft phone and video endpoint
 Mobile clients also audio end points
 Sametime Advanced features
26

27. Use Sametime Meetings Externally
 New license model finally allows non-employees to be part of meetings
 There are significant costs savings associated with replacing external spend with Sametime
 Many customers who pursued this design backed off when presented with reality of PVU
licensing
27

28. Chat enable web sites or portals
 This can be a public facing web site or secured extranet
 For public web site, look at partner solutions from Epilio or Instant-Tech
– http://www.epilio.com/web/home.htm
– http://instant-tech.com/
 In a portal or extranet environment, this can drive much customer engagement and
customer satisification
28

29. Soft phone and video endpoint
 Most of the focus has been about using the Connect client as a video endpoint
 Connect can also been a soft phone, an audio endpoint.
 While this isn’t the full functionality of SUT, it provides functionality many customer needs
 When looking at using Connect as a soft phone, don’t forget audio endpoints
29

30. Mobile clients
 Mobile clients can now be audio end points
 Extend Sametime voice calls over data networks instead of cellular
 Combined with SIP trunking features, can provide Connect to PSTN functionality
 Especially valuable for employees who travel overseas.
30

31. ½ item to improve Sametime
 Sametime gateway
 Not new nor changed in S9
 Many customers forget about it and there were challenges earlier on with SSL
 Customers who have deployed have found it valuable
31

32. Sametime Advanced
 Group persistent chat. People can go back into the chat room at a later time, see what was
discussed, and even conduct searches. Additionally, users can turn on live search
capabilities in the chat room that inform them if people are discussing specified topics even
when they are not there. Can be used for mergers and acquisitions, support incidents, etc.
 Instant Share. This feature enables users to instantly share their screens and give control to
another person; thus, it has become a powerful support tool. Available in Sametime
Complete.
 Broadcast communities. This hugely powerful set of collaborative tools in the Sametime
environment allows broadcasts, polls, and announcements to be made to defined groups in
an enterprise.
 These features also integrate with Connections, further enhancing the value of both
32

33. Video
33

34. What’s new in video? Better audio!
 Better audio support using
SAC
– Scalable Audio Codec (SAC)
provides redundant audio
information in an audio
subchannel so that when there
is packet loss, it doesn’t affect
the perceived quality of the call
– Yes, we’re playing tricks on
your ears!
34
Missing audio packets are
filled in with info from the
Narrowband stream.
Wideband stream
Narrowband stream

35. What’s new in Video? SVC: A H.264 Family Member
 SIP: the signaling protocols for
setting up a call
 H.264 is a video compression
standard
– H.264 contains 18 profiles and
tools
Enhancement
SVC
Layer
Enhancement
– H.264 AVC is most common today
Layer
– SVC is technically Annex G of
Base
H.264
Layer
AVC

36. SVC vs. AVC Client differences in Sametime 9
AVC Client sends one video
stream of the highest negotiated
quality to the MCU. The MCU then
transcodes (converts up or down)
the image to whatever the
receiving end needs.
SVC clients send multiple copies
of the same image. The MCU
acts like a video router,
forwarding layouts requested by
each client.
Note: Because the vMCU doesn’t
transcode, an AVC client
connecting to the vMCU will
receive the lowest quality!
36

37. Intelligence/Layouts by the clients
37

38. How to size hardware for video
 Hardware requirements
– Official IBM HW Requirements Docs: http://ibm.co/1d8K15v
– Similar to previous versions of Hardware + new video servers
 New video servers VMGR & VMCU
– physical servers or VMWare/Hyper-V/KVM ok.
– RHEL 5/6, SUSE 11; NO WINDOWS
VMCU:
– Demo/Pilot - 8 GB RAM, 4 Cores
– Low - 8 GB RAM, 8 Cores
– High - 16 GB RAM, 16 Cores
DO NOT UNDERSIZE THESE SERVERS!
VMCU has an unusual virtualization profile!
38

39. How many users?

40. Other Awesomeness
 Mobile Video Supported
 “SUT Lite” license included for all
 "To save bandwidth, the client sends a stream only if there is at least one remote client in the
conference receiving it. So, for example, if no remote client is receiving 720p@15fps, then it
is not sent. Only the streams 180p@30fps and 360p@15fps are sent."
40

41. Sametime and Connections
41

42. Peanut Butter and Chocolate - 9 & 8.5.2
Yes, Sametime and Connections work together
(not quite designed to work together yet, but it’s
getting better!)
1. Enable free/busy status in Connections
through Sametime Proxy
2. Ensure SSO is enabled
3. Enable Connections business card lookup
from Sametime
Peanut Butter
See Frank Altenberg’s From Zero To Social Hero - 2.0,
starting at slide 186 http://slidesha.re/1b65ht0
4. Install Video Chat widget for IBM Connections.
See http://ibm.co/K78aDh
42
Chocolate

43. What does it look like?
43

44. More examples
Don’t have it set up in
your environment? Play
in Greenhouse!
44

45. Integration gotchas
 Follow the integration directions…meticulously
 Ensure all .xmls are configured and check LPTA tokens & certificates
 Make sure you’re not chasing ghosts:
Close the browsers completely—all browsers, all windows, all tabs.
Exit out of Sametime & Notes clients.
Go get coffee.
Login to Connections and see if it works.
Then troubleshoot….
45

46. The Human Factors
46

47. Human Factors – Training and Marketing
 Don’t overlook training and marketing.
– You can get adoption via word of mouth, but very much helps to jumpstart it.
 Ask the following questions:
– If I was a new employee, how would I learn that this product exists?
– I know it’s easy, but how do I learn to use it the first time?
– Is there a class (or better, a recording of a class)?
– Are there documents on how to use, where to go for questions?
 Do
– Prepare a one-pager on how to use
– Lead a Best Practices for MyCompany session (Record it!)
– Reach out to key leaders & early adopters; train and encourage them.
• Executive/Sponsor
• Project Manager
47

48. Human Factors - Support
 Sametime, when fully adopted becomes mission critical
(more critical than email?)
 Support response times need to be lowered as adoption increases.
– You have a 7 minute window to resolve meeting-related issues or people
will give up and get frustrated.
– Rule of thumb, less than 10 successes for any failure affects “perceived”
reliability by end users.
48

49. Human Factors – Defining Success
 Survey the users
 Monitor utilization (this is good!)
 Adapt based on experiences
 Publicize results
 Repeat!
49

50. Wrap up/Q&A
50

51. Other sessions you should have already seen or should
get slides
 First three are Thursday so you still have time to see them:
 ID301 IBM Sametime 9 Voice and Video: The Value Today and the Roadmap for Tomorrow
- Julie Reed and Pat Galvin
 ID302 Upgrading and Migrating to IBM Sametime 9
 SHOW400 IBM Sametime 9.0 Media Components on Linux for the Windows Administrator
 BP302 Running a Successful Pilot Program with Social Software
 BP305 Show Me the Money! The Value in Social Business
51

52. Other sessions you should have already seen or should
get slides
 AD305 IBM Sametime iWidgets: Extending Connections' Use of Sametime
 AD505 How to Integrate Sametime Meetings Using the Remote Client SDK
 AD506 IBM Sametime Proxy 9: A Fuller, Richer Customizable Experience
 BP501 Building and Deploying Custom IBM Sametime Connect Client Installations
 BP503 What Does it Do to the Network? Answering Question #1 for IBM Sametime 9 Video
52

53. Other sessions you should have already seen or should
get slides
 ID300 What's New in IBM Sametime 9
 ID303 Architecting a Highly Avaliable IBM Sametime 9 Environment
 ID304 IBM Sametime 9 Voice and Video Deployment
 ID305 IBM Sametime Mobile - Now With Voice and Video!
 ID306 Keep Calm and Call On! IBM Sametime Communicate Softphone Made Simple
 JMP204 IBM Sametime 9 Deployment Workshop
 JMP205 Step by Step IBM Sametime 9 Web Integration and Customization
 JMP206 Calling Home: Enabling the IBM Sametime Softphone in ST9
53

54. Other sessions you should have already seen or should
get slides
 KEY105 The IBM Sametime Roadmap: Because Social Isn't Social If You Can't
Communicate
 SHOW301 Make Your IBM Connections Deployment Your Own: Customize It!
 SHOW304 How to Create a Perfect Profile: A Hitchiker's Guide to A Smarter Workforce
 SHOW401 Taking IBM Sametime Mobile
54

55. Q&A
 If we don’t get to your question:
– Find us on IBM Greenhouse on Sametime via our email addresses
 If you are not on Greenhouse, register via this link:
https://greenhouse.lotus.com/gh_next/lotusgreenhouserequests.nsf/MainDocumentSelf?
openForm
Don’t miss Ask the Product Managers
and GURUpalooza on Thursday!
55

56.  Access Connect Online to complete your session surveys using any:
– Web or mobile browser
– Connect Online kiosk onsite
 Please feel free to follow up with the speakers
– Peter.Lurie@polycom.com
– dprice@meridianitinc.com
@luriep
@davidjohnprice
 Other valuable and related sessions on next page
56

57. Blog entry – first half

WILLIAM KULJU | Sep 17 2013

We've tried to make it as easy as possible for existing Sametime customers to start adopting the new Sametime 9 packaging and licensing options. Where possible, we've given
customers usage rights and functionality in their new Sametime 9 editions that is equal to or greater than what they had before. We've also automated the process of migrating
entitlements from the Sametime 8.5 packaging model to the Sametime 9.0 model so that most customers don't even need to think about it. Unfortunately none of that may be obvious
from the cryptic Sametime 8.0 and 8.5 End of Market announcement that we use to trigger the entitlement migrations on the IBM Passport Advantage system. As a result, the purpose
of this post is to provide existing Sametime customers with a Q&A that explains - in plain English - how they will be moved to the Sametime 9 packaging model.

What happens if I have Sametime Standard, Sametime Standard Extension, Sametime Advanced, or Sametime Advanced Extension entitlements?

Customers with Sametime Standard, Sametime Standard Extension, Sametime Advanced, and Sametime Advanced Extension entitlements in good standing will have those
entitlements automatically migrated to full use Sametime Complete entitlements, one-for-one, effective September 20, 2013. In addition, any prepaid maintenance will be automatically
brought forward to the new entitlement. For example, a customer with 500 Sametime Standard AU entitlements with 6 months of prepaid maintenance will, as of September 20, 2013,
have 500 Sametime Complete AU entitlements with 6 months of prepaid maintenance.

Customers who have had their entitlements automatically migrated to Sametime Complete entitlements will not only have access to the Sametime Complete 9.0 code on Passport
Advantage, but also all the Sametime 8.5 code that they had access to prior to the entitlement migration. For example, a customer who had Sametime Advanced entitlements will be
able to download and use both the Sametime Advanced 8.5 and Sametime Complete 9.0 code. This example underscores an important point: The entitlement migration has ZERO
impact on the code customers must run and customers are free to move to Sametime 9.0 code at their own pace - even if that means staying on Sametime 8.5 code until it goes End of
Support. Furthermore, existing customers running Sametime 8.5 code that require additional entitlements can do so simply by purchasing the corresponding number of Sametime
Complete entitlements.

What happens if I have Sametime Unified Telephony entitlements?

Customers who have Sametime Unified Telephony entitlements will continue to retain those entitlements in Sametime 9. Customers with those entitlements in good standing will be able
to access both the 8.5 and 9.0 versions of that code on Passport Advantage after September 20, 2013.

What happens if I have Sametime Unified Telephony Lite Client entitlements?

The Sametime Unified Telephony Lite Client functionality is now included in Sametime Communicate 9.0 and Sametime Complete 9.0 at no additional charge. As a result, the Sametime
Unified Telephony Lite Client part numbers will be withdrawn. Customers with these entitlements in good standing will still be able to access the Sametime Unified Telephony Lite Client
8.5 enablement script on Passport Advantage after September 20, 2013.
57

58. Blog entry, second half

What happens if I have Sametime Standard Extranet or Sametime Advanced Extranet entitlements?

The internal-to-external collaboration functionality that came with Sametime Standard Extranet and Sametime Advanced Extranet is now included in Sametime Communicate 9.0,
Sametime Conference 9.0, and Sametime Complete 9.0 at no additional charge. As a result, the Sametime Standard Extranet and Sametime Advanced Extranet new license and
reinstatement part numbers will be withdrawn. The maintenance part numbers will be maintained however for customers that are taking advantage of external-to-external collaboration.
Customers with these entitlements in good standing will still be able to access the Sametime Standard Extranet 8.5 and/or Sametime Advanced Extranet 8.5 code on Passport
Advantage after September 20, 2013.

What happens if I have Sametime Entry entitlements?

We believe customers with Sametime Entry will find Sametime Communicate 9.0 or Sametime Complete 9.0 to be more desirable alternatives. We'd ask these customers to contact
their IBM representative to discuss these alternatives. The Sametime Entry part numbers will be withdrawn. Customers in good standing will continue to have access to the Sametime
Entry 8.5 code on Passport Advantage after September 20, 2013.

What happens if I have Lotus Web Conferencing entitlements?

We believe many Lotus Web Conferencing customers will find their use cases, including internal-to-external collaboration, are now satisfied by Sametime Conference 9.0 and Sametime
Complete 9.0. As a result, the Lotus Web Conferencing new license and reinstatement part numbers will be withdrawn. The maintenance part number will be maintained however for
customers that continue to require this software. We'd ask these customers to contact their IBM representative to discuss alternatives. Customers with these entitlements in good
standing will continue to have access to the Lotus Web Conferencing 8.5 code on Passport Advantage after September 20, 2013.

What happens if I have entitlements to IBM Collaborations Solutions software that bundles Sametime?

Customers with entitlements to IBM Collaborations Solutions software that bundles Sametime (e.g. IBM Notes) will not be impacted by the announce of Sametime 9 or the End of
Market of the Sametime 8.5 editions. These customers can continue to use the Sametime 8.5 software included with their IBM Collaborations Solutions bundle until that bundle goes
End of Support. We are also working with IBM Collaborations Solutions software development teams on plans to get limited use Sametime 9.0 software included in upcoming versions
of their bundles. Customers will be able to start using the Sametime 9.0 software when they deploy those bundles.

Hopefully this post has helped existing Sametime customers understand how they will be transitioned to the new Sametime 9 packaging model. If you have any further questions, feel
free to contact me directly or post your question to the comments section below.

Modified Sep 18 2013 by WILLIAM KULJU
58

59. Acknowledgements and Disclaimers
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registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A
current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml
Other company, product, or service names may be trademarks or service marks of others.
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