Tag: content manager

My final summary of ISBG’s Spring Seminar

Summer holiday and a huge load of journalistic assignments made me postpone and postpone, and postpone yet again, my summary of the Norwegian IBM User Group’s spring seminar, which took place at Farris Bad (a spa resort) at the end of May. I will therefore here do a short summary of the last sessions I attended.

Single, integrated social content management system

content_navigatorJoar Lyngaas (now retired, I’m told) from IBM talked about content management within IBM Connections. In my company, we use FileNet and CCM. This makes it possible to define document types with meta data, as well as creating a work flow for reviewing documents before being published. What Joar went through went deeper, and for my company, which is very much looking at a content management system for our documents, this was very interesting.

I have to say, though, that IBM’s acronym confusion continued. You have CCM, CECE, ICF, IBM ECM and so on. What I have gathered is what we need is CECE, IBM Connections Enterprise Content Edition. What this will give us is:

  • Check in and check out of documents
  • Meta data
  • Classification
  • Security
  • Advanced Search
  • Review process
  • Data integration

Another important factor here is IBM’s Content Manager, which we now will be able to use for administering the various document types, and it will also give us a widget/app that will work both in Microsoft Office, in IBM Connections and even in a widget IBM Notes.

This session was the most useful for me during this seminar, and we have already invested in three development licenses. We will make web versions of our biggest IBM Notes applications, and via the API for CECE, we will probably use it for storing of attachments and files and other documents used in the sales and service process.

See presentation

IBM Domino App Dev Futures

MartinDonnelly
MartinDonnelly

Martin Donnely from IBM talked about Bluemix and the possibilities that you have by using that cloud service to lift your old Domino/Notes applications to the web and mobile platforms. He also talked about Xpages and Javascript support that will be improved.

Honestly, Bluemix and Xpages is something my company have decided not to pursue. We will be using Domino as nothing more than a platform for storing the data, and then we will use the REST API in Domino to get the data.

See presentation

Tricks Every Super Domino Admin Should Know

Gabriella is always very knowledgeable and fun to listen to. She went through a lot of tips on how to secure the Domino environment, as well as very good tips on things you can do with Domino Administrator. I learned some new stuff:

  • Color coding of events in the logging
  • Domain Catalog
  • Starting Domino with Java Controller
  • Database Management Tools
  • Enhanced Fault reporting

See presentation

Driving success with social business through an effective adoption approach

Five StagesAlan Hamilton from IBM then talked about one of the biggest challenges Social Business adopters like me face: How do you do user adoption properly, and get people to use solutions like IBM Connections? But this also goes for adoption of any new system, because after 70% of the project budget is spent, that’s when you start user adoption. And neither time nor resources are enough at this stage.

He described five stages of user adoption:

  1. Vision: You need a vision when you start a project. You need to have a plan. What do you want to achieve with this project?
  2. Leadership commitment: Make sure the ones taking the bill are on board with what you are doing. Refer to business cases and tell them why this project is important and will increase your earnings and improve efficiency. Without leadership backing, you will get nowhere.
  3. Use Cases: Define what improvements and benefits you envision for your organisation and focus on  them. Then define what improvements and benefits you foresee for the individuals in the organisation. The good old “what’s in it for me?” is something that the users will ask or wonder about. Define what’s in it for them and focus on that. Use examples on where you think things would be improved.
  4. Plan: Recognise that not all users are the same. Identify the early adopters, the ones that will be ahead of even you, the ones that need prodding and the ones that will never adapt no matter what you do. Plan how you will deploy the solution, how you will train your users and how you will support them.
  5. Iteration: Do points 1-4 over and over again during the entire process, and improve. The old days of the waterfall technique are long gone

This session hit pretty close to home with me, as we are still going through them. Slowly improving, but not quite there yet.

See presentation on Slideshare

How to do more with IBM Connections through integration and expansions

Runar Brastad from Item consulting did a very good presentation on how you can use the very open APIs in IBM Connections and the Social Business Toolkit to both fetch data from Connections, as well as post to Connections from external sources.

This was a very interesting session, and I got several ideas that I’m testing these days. The plan is to replace our intranet with IBM Connections, and use the API’s to fetch data on to our own custom made start page, as well as to information screens that are in place all over our company.

And that was it. Phew!

A Quickr Way to Work With Library Files in IBM Connections

IBM added support for libraries (derived from Content Manager) in IBM Connections 4.5 Unfortunately the Files-plugins for IBM Notes, Windows Explorer, Microsoft Office 2010, Outlook or Open Office do not support libraries. I’m sure I’m not the only one who has received complaints from users about this.

Then I remembered that at the IBM Connect conference last year, it was also announced that IBM Quickr was discontinued, and that companies using Quickr instead could use libraries in IBM Connections. We used Quickr at my previous employer, and there we had a great plugin that made it possible to work directly with files that had been uploaded to a Quickr Place. You could also create new files, as well as folders, and you could also rearrange files and folders and even rename them. The plugin was used from Microsoft Office, IBM Notes, Explorer, Outlook and IBM Sametime. I don’t think it exists for Open Office.

So I downloaded the IBM Lotus Quickr Connector, and did the following (click on the screen captures to see them in a larger and slightly more readable format):

1) Closed IBM Notes and all Microsoft Office programs that were running

2) Double clicked on the downloaded file and started the installation:

Places plugin install
Start of installation

3) I chose the language for the installation

4) Clicked Next.

5) Agreed to the license rules (we all read through these, right?)

6) Got to the screen where I chose what programs the plugin should be installed for:

Choose the software that will be using the plugin
Choose the software that will be using the plugin

7) As a default, all of them are selected, so you have to deselect the ones you don’t want. I did this by clicking on the small arrow to the right, and then I chose This feature will not be available:

Deselect software you don't want the plugin to be installed for
Deselect software you don’t want the plugin to be installed for

8) In my case I only wanted the plugin for Microsoft Office, IBM Notes and Windows Explorer:

The result of my choices
The result of my choices

9) I clicked Next. I was then asked about the location for the plugin, but I wanted it installed in the standard catalogue, so I just hit Next again. On the next screen I chose Install and the installation started to run. If you do this, and you still have one of the programs that will be using the plugin open, you will be told to try again after closing said program down.

10) After the installation I was told to restart my computer, which I did.

Now I was ready to configure the plugin. But here’s the trick. I was going to tell the plugin to connect up to our IBM Connections server, and not a Quickr server. We don’t even run Quickr at our company.

Here’s how you set up this plugin to work with your libraries instead of a Quickr Place:

You can do this from any of the programs that will be using the plugin, and you only need to do it once. So if you do it in Outlook, you will not have to do it again in Office later. Most people will probably do it from Windows Explorer. The process and all pop up windows will look the same no matter where you do this from.

1) I opened Microsoft Word and found the new ribbon called Places:

A new ribbon will appear in Microsoft Office
A new ribbon will appear in Microsoft Office

2) I then found the Configure button and chose Add Places…:

Add New Places
Add New Places

In Windows Explorer you would have done this by right clicking on the new Team Places icon which is located beneath the list of all your disks and network drives:

Add Places in Explorer
Add Places in Explorer

3) The following screen appears:

Logon screen
Logon screen

4) Now, this is where we do the trick. Instead of entering the address of a Quickr server, you enter the address of your IBM Connections server. Trust me, it will work! Then it’s time to choose your Authentication type. You do that in the pull down menu. In our company we use Integrated Windows Authentication, so I chose that (this means that our users only have to log on to Windows, they don’t have to log on to IBM Notes, IBM Sametime or any plugins). If your company doesn’t have this you choose Basic enter your User ID and Password. Hit Next.

5) On the next screen, all libraries that you have access to in IBM Connections will be listed. They will not be sorted by community, however, so I always instruct my users to include the community name in the name of the library:

List of libraries
List of libraries

6) Then you just check the libraries you want access to and hit Finish. They are now accessible directly from all the programs where you will be using the plugin. If you want to add or remove places later, you just choose Add New Places again and add or remove to your heart’s delight.

But there’s one more thing you need to do before you can use this 100% seamlessly. Open up your IBM Connections site in your web browser. Then navigate to a community containing one of the libraries you just chose. Open the library and scroll to the very bottom of it. You will need to activate that the Quickr plugin should be allowed to check in and out documents from the library:

Here the plugin is activated
Here the plugin is activated

If it looks like it does above everything works just fine. If not, the link to the right of Subscribe to this library will tell you that you need to activate it. To do so, you click on that link and confirm your choice in any pop up windows that might appear. When it looks like it does above everything is fine.

Another way to check if this is ok is to open up a file in the library. If the button the left says Download, it’s not ok:

Only a Download button is showing
Only a Download button is showing

If the button to the left says Edit, everything is hunky dory:

The file can be checked out
The file can be checked out

If you click on Edit the document will be checked out, downloaded and opened in the correct program. You can now edit the file. Every time you save, it will be saved directly into the library. You can also check the file in from the program you are editing the file in.

PS! You need to have at least write access to the library. If you only have reader’s access, you will naturally not be allowed to check out or check in files.

I hope this was useful for you, and that you now will be able to work directly with files in libraries, until IBM starts supporting libraries in the regular Files plugin.