MWLUG 2012 BP 105 IBM SmartCloud, You Can Get There from Here 8.17.2012 v2.0

MWLUG 2012: BP105
IBM SMARTCLOUD FOR SOCIAL BUSINESS
—YOU CAN GET THERE FROM HERE

Rupert Clayton
IBM Collaboration Solutions Architect, CDW
Rupert.Clayton@cdw.com
415.786.9941

800.800.4239 | CDW.com/peoplewhogetit

OBJECTIVES

• We’ll take a look at the Hybrid and Service-Only variants of
SmartCloud Notes, and walk through the migration process.
• We’ll dive into the architecture of a SmartCloud Notes
Hybrid environment…
• … and examine the migration process that takes you from
“here” to “there”
• We’ll see how you can integrate the SmartCloud
Connections and SmartCloud Meetings services with your
Lotus Notes client.
• And we’ll look at two ways to connect your Active Directory to
SmartCloud, to automate user management and provide
single sign-on.

CDW — PROPRIETARY AND CONFIDENTIAL. COPYING RESTRICTED. FOR INTERNAL USE ONLY. 2
2

AGENDA
• What is IBM SmartCloud for Social Business?

• What Makes IBM SmartCloud a Better Cloud?

• Which IBM SmartCloud Messaging Option Is Right for Me?

• How Do I Get There from Here?
The Transition to IBM SmartCloud Notes

• Integrating SmartCloud with Notes and Active Directory

• Q&A

3

ABOUT ME @rupertclayton

• 19 years of Notes admin
» Started with Notes 3.0 on
OS/2 and Windows 3.1
• Instructor
• IBM Business Partner in UK
• Published author…
» Notes/Domino consulting
• With CDW since 2008
» Implementation engineer
in Chicago
» National pre-sales
solutions architect for IBM
Collaboration Solutions
based in San Francisco
• 18 months as IBM • …and creator of high-quality
SmartCloud Design Partner monitor stands
4

AGENDA





• Q&A

5

WHAT IS IBM SMARTCLOUD
FOR SOCIAL BUSINESS?
 Social collaboration
 File sharing
 Integrated collection of  Communities
collaboration capabilities  Activity management

 Makes it easier to work with
people inside and outside your
company
 Proven to help small/medium
companies grow their business
 Sold as a online subscription,
runs in a browser
 Designed with multi-layer
security, high availability and
disaster recovery  Enterprise-grade e-mail  Web meetings
 Calendaring  Online events
 A multi-tenant SaaS offering  Contacts  Instant messaging
 Tasks

6

SMARTCLOUD SOCIAL BUSINESS PORTFOLIO

Engage Bundle Plans Stand-Alone Services Service Add-Ons
The easy way to buy. Engage plans For ultimate customization. For extended capability.
combine à la carte and add-ons into À la carte offerings let you mix and Add-ons provide additional
common packages at a single price. match services features to meet client needs.

Premium — $14 (Q4) iNotes — $3 IBM Docs — $4*
Everything in Advanced + IBM Docs Essential web mail, calendar and
contacts, with POP3 and IMAP

MESSAGING
Additional add-ons: Storage, Archive, Traveler for Notes — $2
Blackberry
Notes — $5
Everything in Notes Entry + desktop BlackBerry — $5
Advanced — $10 client, 25GB inbox
Everything in Standard + Notes +
Extra Storage — $5/GB
Traveler Notes Entry — $3.75
Web mail, calendar, contacts, and IM,
Available add-ons: IBM Docs*, 1GB inbox
Storage, Archive, BlackBerry Archive Essentials — $4
COLLABORATION

Meetings — $5/$29** All pricing is per user, per month.
Standard — $8 App and screen share, mobile
Connections + Meetings + Volume discounts available.
Web Forms + Web chat +
Mobile IM * These services available soon
Connections — $6
Available add-ons: ** $5 is for Lotus customers and
Files, viewers*, profiles, activities, up to 200 attendees; $29 is for
IBM Docs*, Storage, Traveler communities, dashboard, IM (client up to 24 attendees for non-Lotus
and web*), no-charge mobile app* customers

7

WHAT IS IBM SMARTCLOUD ENGAGE?
• Bundled offering: Powerful collaboration tools + web meetings
• Work where you want: Smart phone, browser, tablet or rich client
• Easily work with people outside your company with no added cost

People Communities

Activities Files

Meetings Events

Chat Survey Forms

• All for $8/user/month
8

IBM SMARTCLOUD MEETINGS
• Full-featured video-
enabled web
meetings
• Save travel time
and money by
meeting online
• Audio bridging
• Meeting recording
• Zero download for
attendees
• Participant chat and
• Host and attend unlimited meetings for
survey polls
unlimited minutes & up to 199 attendees
• Capture and assign
• Share slides, apps or whole screen
activities for later
follow-up • Share files from your machine or from
SmartCloud Files

9

COMMUNITIES IN SMARTCLOUD ENGAGE
• Enable teams to
work together
more effectively
• Bring people
together in a central
place to collaborate
on projects or topics
• Hosted discussion
forums, file sharing,
task management,
shared bookmarks
and more
• Works with a
browser • Great for cross-company collaboration

» No special » Include participants from your customers,
software to install suppliers and partners at no charge

10

FILE SHARING IN SMARTCLOUD ENGAGE
• Stop the madness
of emailing files for
sharing and
collaboration
• Eliminate confusion
over who has the
latest version
• Keep control over
your company's
confidential
information

11

EXTEND BUSINESS VALUE WITH
THIRD-PARTY INTEGRATION
Open API environment for seamless integration of third-party business services into
IBM SmartCloud

Collaborate with partners Use Meetings, Files, and ProjExec Live delivers intuitive,
and customers from within Activities from within the mobile-friendly project management
the CRM environment. Salesforce CRM environment. and helps enable effective
collaboration on projects of any size.

Easily launch into Online collaboration Easily create, revise TeamPoint tracks and
conversations with between buyers and and sign documents manages controlled
your contacts right sellers of goods and
from SmartCloud documents to support
services
regulatory and
standards compliance.

12

AGENDA





• Q&A

13

WHY IS IBM SMARTCLOUD A BETTER CLOUD?
 Social business vision: Not just mail, files and conferencing in
the cloud, but a true social collaboration environment to power
your business.
 Free guest accounts: Easy to collaborate with people outside of
your company at no added cost. Invite unlimited guests to
collaborate and they get access to all services. Guest accounts
never expire.
 Profile and contacts: Connect with colleagues, business partners
and customers and build project teams inside and outside of your
company.
 Communities: Create social sharing spaces to collaborate and
innovate on anything.
 Dashboard: Central place to access all collaboration services.
 Economical: Less than half the price of most competitive
collaboration software for businesses.

14

WHAT MAKES SMARTCLOUD A BETTER CLOUD?

• Strong support for open standards

CalDAV

CardDAV

RSS Atom

15

AGENDA





• Q&A

16

IBM SMARTCLOUD MESSAGING OPTIONS

• iNotes
» Essential mail, calendar and contact management
» Web and POP3/IMAP access only

• Notes Service-Only
» Full-featured mail, calendar and contact management
» Rich-client (Lotus Notes), web and mobile device access
» Hosted customers are completely contained in IBM SmartCloud Notes
infrastructure
» Administration entirely through IBM SmartCloud browser user interface

• Notes Hybrid
» All the features of “Service-Only”
» Integrates with your on-premises environment
» More seamless transition for Notes customers

17

IBM SMARTCLOUD INOTES FEATURES
• 25 GB storage • IBM SmartCloud iNotes
• IBM SmartCloud iNotes Mail Calendar
» Web, POP3 and IMAP support » Web and CalDAV access

» Mobile via IMAP IDLE or POP3 » Calendar sharing with
colleagues
» Admin-managed taglines for
disclaimers, marketing, etc. • Admin tools
» Built-in anti-spam and anti- » Per user: view quota usage,
virus controls empty trash, manage aliases,
forward mail, edit corporate
• IBM SmartCloud iNotes
calendar
Contacts
» Personal directory • Transend tool for Mail, Calendar
and Contacts migration
» CardDAV access for contacts
• $3/user/month
» Corporate directory (web
admin)
» Corporate directory
import/export and sync
» Distribution lists
18

IBM SMARTCLOUD NOTES FEATURES
• Cloud-based Domino Mail, Calendar, Contacts and IM/Presence
» Multi-tenant mail and directory service (25GB mailbox)
» Lotus Notes client or browser access via IBM SmartCloud Notes web
» Delivered via the internet (no VPN required)
» Available by subscription, US $5 per user per month
» No minimum purchase amount
• Seamless transition to the cloud for business and end-user continuity
» Existing Notes credentials avoids disruptions, rework and productivity loss
» OTW encryption/decryption, “at rest” data encryption and digital signatures
• Secure, scalable, economical and highly available
» Low-touch administrative model via easy-to-use account management tools
» Built-in spam and virus protection, disaster recovery
• Tuned for a Hybrid Model for companies with on-premises and cloud users
» Protects your investment
• Customizable mail experience
» Leverage existing company-specific changes to mail templates in the service
• Can be augmented with additional IBM SmartCloud capabilities
» Data migration services, mobile, archiving and more...

19

IBM SMARTCLOUD NOTES MAIL
• Intuitive inbox,
calendar and
contacts
• Designed for
business with no
advertising ever
• ICSA Labs certified
spam and virus
protection
• 25GB secure
storage
• 99.9% SLA
• IM included
• Use your own business e-mail domain:
john.doe@mycompany.com
• Works with SmartCloud Engage collaboration
and meetings

20

IBM SMARTCLOUD NOTES ENTRY NEW!

• Full-featured, browser-based messaging at a lower cost
• Includes:
» Same base functionality as SmartCloud Notes web
» 1GB mailbox (non-custom template)
» Integrated Sametime instant messaging
» Anti-spam / anti-virus
• Does not include
» Offline access (no Notes client)
» IMAP access
» Data migration of existing mail into the service
• Paid options
» Mobile support via Notes Traveler
» IBM Archiving Essentials

21

IBM SMARTCLOUD ARCHIVE ESSENTIALS NEW!

• Mail archiving and e-discovery for SmartCloud Notes
» Every email sent and received can be stored forever,
searched and retrieved
» 100% cloud solution based on technology from Sonian
» Available for US-based SmartCloud Notes users
• Supports email ingestion/archiving
» Mail is archived and accessible for e-discovery
• Supports search/discovery use cases
» Mail captured today will be available if/when end user
access is added
• Current limitations
» No end-user access (yet)
» Not for SmartCloud iNotes or on-premises Domino mail
» No support for IM, files, or social content (yet)
» Future geographic rollout under consideration
22

SHOULD I CHOOSE HYBRID
OR SERVICE-ONLY?

23

HYBRID ENVIRONMENT CAPABILITIES

• IBM SmartCloud Notes becomes extension of customer
environment

• User, Group & Policy management performed on premises

» Via the Domino Directory and Admin Client

• One or more directories are synchronized into IBM
SmartCloud Notes to provide common view of users, groups,
policies, etc...

• Customer owns e-mail domains and receives all mail for those
domains before routing to IBM SmartCloud Notes

» Option to route SMTP mail to IBM SmartCloud Notes

24

STRATEGIC REASONS TO CHOOSE HYBRID

• Differing needs within your business
• Different usage patterns
» Mobile 24x7 global sales force on IBM SmartCloud Notes
» Manufacturing and support operations with 8x5 work week on premises

• Different security/governance issues
» Regulatory and risk management might mandate on-site data for execs
» Lower-risk users can still be in IBM SmartCloud Notes Hybrid

• Different budget holders
» North America can migrate to IBM SmartCloud Notes Hybrid, while EMEA
and APAC retain on-premises
• Users don't need to care who is hosted or on-premises
» e.g. user address look up and mail routing just work

25

TACTICAL REASONS TO CHOOSE HYBRID

• Supports migration of existing data
• Supports a phased migration
• Allows use of admin client and retention of some policies
• No change needed to access existing applications
• Bring your existing mail databases
» Encrypted content remains intact
» Private items remain intact

• Use custom mail templates
» Requires some IBM services to scan and approve

• Flexibility in deployment / transition time scale

26

BUT WHAT ABOUT MY APPLICATIONS?

• IBM SmartCloud Notes does not provide its own application
servers
» You have two alternatives available. Both require Hybrid.
• Keep your applications on-premises
• Move your applications to a cloud provider
» IBM Smart Business Cloud
» Amazon EC2
» Prominic.Net
» Connectria
• I don’t want to buy a Domino Enterprise CAL for each
application user
» IBM now offers the Domino Utility Server for IBM
SmartCloud license
» Priced based on processing capacity, not user count

27

REFERENCE ARCHITECTURE – HYBRID
CONFIGURATIONS
Here are some of many configuration options...

• Config 1 - One Domino domain, pass thru server and internal server for directory & mail

• Config 2 - One Domino domain, pass thru server, separate internal server for directory &
mail

• Config 3 - One Domino domain, two pass thru servers, single internal servers for each
directory & mail

• Config 4 - One Domino domain, one pass thru server, two internal servers for each dir &
mail for failover

• Config 5 - One Domino domain, two data centers, two pass thru servers, two internal
servers for each dir & mail

• Config 6 - Multiple Domino domains, one pass thru server, one internal server for
directory & mail with other on-premises domains routing mail and updates to the directory

28

Notes
REFERENCE ARCHITECTURE: THE BASICS
• Single Domino domain
• Single pass thru server
• Single internal server for
mail routing and
directory replication
• On-premises Domino
directory sync: dirsync
server replicates with
on-prem hub server via
pass thru server.
• SC Notes NRPC mail
from service users to
on-prem users: routed
to mail hub servers via
pass thru server(s).
• On-premises NRPC
mail to SC Notes
users: routed from on-
prem mail hub server to
service via the Reverse
Proxy server for
authentication.

Reference David Bell's Lotusphere 2011 Jump Start JMP204 deck

29

Notes
REF ARCH: SEPARATE HUBS
• Separate mail routing
and directory
replication hub
servers


30

Notes
REF ARCH: REDUNDANT PASSTHRU SERVERS
• Pair of pass thru
servers
» Primary and
secondary
and directory replication
hub servers


31

Notes
REF ARCH: MULTIPLE HUBS
• Separate mail
routing and
hub servers
» Primary &
secondary


32

Notes
REF ARCH: TWO DATA CENTERS
• Pair of customer data
centers
• Pair of pass thru
servers (primary in one
DC and secondary in
other DC)
and directory
replication hub
servers in each DC
Note: Not all
interactions shown on
diagram


33

Notes
REF ARCH: MULTIPLE DOMAINS
• Multiple Domino
domains
• Single internal server
for mail routing and
• Other domains
route and replicate
via primary domain


34

HYBRID CONFIGURATION SUPPORTED
DOMINO VERSIONS

On-premises server type Supported versions
Mail routing server Lotus Domino 8.5.1 Fix Pack 2
(in the directory synchronization and mail routing Lotus Domino 8.5.2+
domain)

Directory synchronization server Lotus Domino 8.5.1 Fix Pack 2
(in the directory synchronization and mail routing Lotus Domino 8.5.2+
domain)

Mail servers that request the free time Lotus Domino 8.5.1 Fix Pack 2
of SmartCloud Notes users Lotus Domino 8.5.2+

Passthru domain servers Any version of Lotus Domino. Use
Lotus Domino 8.5.2+ for fastest
response time for connections from
SmartCloud Notes server to
on-premises servers.

35

AGENDA





• Q&A

36

Notes
USER PROVISIONING AND DATA TRANSFER
Assessment
Assessment, Planning & Execution [Customer / BP]
Existing
• Fundamentally a server Existing
Directories
Applications User
Demographics
consolidation exercise Existing Planning Existing
• All past experience of Security [Customer / BP] Mail Routing

upgrades / consolidations Existing
Network
Directory
Integration
Change Mail Routing
Integration
Existing

is directly applicable
Management Clients
Security Client
• You don't need to build the Integration
Environment Prep Deployment

new messaging Network & Validation Transition
Scheduling
infrastructure Capacity
Directory
[Customer / BP]
Pass Thru
Replication Server(s)
• You do need to be Change
Management
prepared SAML
ID Provider
Mail
Routing
• IBM or a certified BP
Network
practitioner needs to move Changes User & Data
Client
Installs
and provision the data Provisioning
Process
[IBM / BP]

37

PROJECT STAGES: PLANNING/PREPARATION

• Assessment
• Planning
• Solution assurance review

• Possible preparation steps
» If needed: Stabilize the current environment
» If needed: Upgrade domain to Domino 8.5.2+
- Remove/upgrade servers older than Domino 6.5
- Upgrade Domino directory and admin server to 8.5.2
- Optional: Upgrade other servers dependent on requirements
- Not on maintenance? Talk to an IBM Business Partner
» If needed: Deploy new server hardware
» If needed: Upgrade clients now, or as part of
user on-boarding process

38

PROJECT STAGES: GET CONNECTED

• Install pass thru server (if this does not already exist)
• Place SmartCloud Notes order (ramp-up available)
• Create new certifier ID for SmartCloud Notes servers
• Perform SmartCloud Notes Setup and Enablement tasks
» Run Pre-Configuration Test Tool
» Identify dir sync, mail routing and pass thru servers
» Specify mail server base name
» Upload certifier ID
» Run Domain Configuration Tool
• Activate account
» Complete initial directory synchronization
» Verify ownership of at least one Internet domain
• Set admin preferences
• Run Configuration Test Tool

39

USER PROVISIONING & DATA TRANSFER

1. Establish bidirectional mail routing and directory replication between
existing on-premises and SmartCloud Notes environments; the
“hybrid” model.

2. Set up on-premises data staging and process management tools and
define schedule for user moves.

3. Pull mail file replicas onto the staging server and package for transfer
(encryption).

4. Secure FTP transfer to SmartCloud Notes data center in preparation
for bulk import.
» Maximum 250 GB of data “in-flight” at any time. For larger transfers there is an option to use
a NAS device with ISSC services.

5. IBM performs pre-processing: scanning, validating and setting of
access controls and required properties.

40

USER PROVISIONING & DATA TRANSFER

6. Provision the users to IBM SmartCloud Notes service and place the
prepared mail files onto primary / secondary / DR servers.

7. Update directory entry for all users to point to new IBM SmartCloud
Notes mail servers so that new mail is delivered to the IBM
SmartCloud Notes servers.

8. Run desktop configuration tool to update location document(s),
desktop bookmarks, replication history, etc. to point client at IBM
SmartCloud Notes environment and perform final catch up replication.

9. Delete on-premises mail file replicas and decommission on-premises
mail servers as necessary.

41

AGENDA





• Q&A

42

INTEGRATING SMARTCLOUD WITH NOTES
• Integrated web experience
» Easy navigation to your IBM SmartCloud Notes Web mail
• IBM SmartCloud Activities Plug-In for Notes
» Surface IBM SmartCloud activities in the Lotus Notes client sidebar
• IBM SmartCloud Meetings Plug-In for Notes
» Launch and join IBM SmartCloud meetings from the Lotus Notes client
sidebar
• Sametime IM community
» Add users from on-premises and IBM SmartCloud communities
» Chat with IBM SmartCloud users from other companies
• ATOM/RSS feeds
» Surface any feed-enabled content in the Lotus Notes client sidebar

43

IBM SMARTCLOUD PLUG-INS FOR NOTES

44

IBM SMARTCLOUD ATOM FEEDS

45

INTEGRATING WITH YOUR DIRECTORY
• Users want to get into cloud services with no login prompt
» This is accomplished with Security Assertion Markup
Language (SAML), a federation protocol
» Worthwhile investment of time for most mid-sized and larger
businesses
• Admins want to provision users via Active Directory groups
» This is accomplished using the IBM SmartCloud Integration
Server
» Based on CSV files and Secure FTP
» Largely a custom-configured process
» Worthwhile investment of time for enterprise-scale
deployments

46

SAML INTEGRATION
• SAML-based SSO to IBM SmartCloud services from browser
and Lotus Notes
» SAML provides SSO into IBM SmartCloud for your browser clients
» SAML also provides SSO from Lotus Notes 8.5.2 FP5+ clients
• SmartCloud’s SAML implementation supports SAML 1.1
» For Active Directory, you need to deploy ADFS
» Sequence: First your server, then SmartCloud

47

SAML FEDERATION TYPES
• Organization federation types
» Non-federated: You’re not using SAML
» Federated: Everyone’s using SAML, all the time
» Modified: Anyone can use SAML, or a stored password,
it’s their choice
» Partial: You decide which people use what type of federation
• Individual federation types
» Non-federated: This person doesn’t use SAML
» Federated: This person always uses SAML
» Modified: This person gets to choose

48

IBM SMARTCLOUD INTEGRATION SERVER

1. Admin adds user to group 3. TDI creates User
in Active Directory Provisioning Change File in
2. Something (e.g. TDI) is proper CSV format
monitoring the group for 4. TDI uploads change file to
changes SmartCloud Integration
Server via Secure FTP

49

IBM SMARTCLOUD INTEGRATION SERVER

• Does that seem easy?
» All documented in a single 80-page PDF
• User provisioning change files (CSV)
» 10 user operation types: Add, Suspend, RevokeSeat, etc.
» 22 file operation fields: SubscriptionId, GivenName,
NotesTemplate, FederationType
» 4 mandatory components to file name
• Group provisioning change files (LDIF)
» 11 LDAP attributes
» 6 changeType values
» 4 mandatory components to file name
• Report and trace files provide status and error info
• The only process diagram is the one I created for the
previous slide

50

WHAT DID WE JUST SEE?

• We’ll looked at the Hybrid and Service-Only variants of
SmartCloud Notes.
• We examined the building blocks of a SmartCloud Notes
Hybrid environment…
• … and the migration process that takes you from “here” to
“there”
• We saw how you to integrate the SmartCloud Connections
and SmartCloud Meetings services with your Lotus Notes
client
• And we saw two ways to connect your Active Directory to
SmartCloud, to automate user management and provide
single sign-on.

51

QUESTIONS

@rupertclayton

52

MWLUG 2012 BP 105 IBM SmartCloud, You Can Get There from Here 8.17.2012 v2.0

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