IBM Start Now- Interactive Information Delivery

IBM Start Now Collaboration Solutions Scenario:
Interactive Information Delivery
WINDOWS

IBM Start Now Collaboration Solutions:
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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.
Legend
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.
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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 StartNow@us.ibm.com.

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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.
The Cisco PIX Firewall is a registered trademark of Cisco Systems, Inc.
The IBM logo is a registered trademark of IBM Corporation.
The e-business logo is a trademark of IBM Corporation.
Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in
the United States and/or other countries.
Linux is a registered trademark of Linus Torvalds.
Microsoft, Windows, Windows NT, Windows CE, and Windows 2000 are trademarks of Microsoft Corporation in
the United States and/or other countries.
Netscape is a registered trademark of Netscape Communications Corporation in the United States and other
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Symantec AntiVirus is a registered trademark of Symantec Corporation.
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

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 Page 14
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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Task Range of
Services
Hours
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 Page 15
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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Task Range of
Services
Hours
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

16
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.

17
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.

18
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.

19
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.

20
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.

21
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.

22
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.

23
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

24
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 25Catalog 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
28
Set up the Servers 25Session 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
31
Catalog and Content
Server
Set Up the Scenario 34
For optional customization only
Catalog and Content
Server
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.

25
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 GBHard 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.

26
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.

27
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.

28
• 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.

29
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:LotusDomino). 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:LotusDominoData). If the directory is
incorrect, fix it.
5. Follow the prompts on the screen to complete the installation.
6. Start the Domino server.

30
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.
Parameter Value
Domain Name1
Certifier Name2
Server Name3
Server Host Name4
Administrator Name5
Administrator Password6

31
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:

32
• 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

33
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.
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.

34
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

35
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

36
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
2. Choose to create a presentation file.

37
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
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
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:

38
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

39
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

40
♦ 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:LotusDominoDataLearningSpaceVirtualClassroomvcmmlogin.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

41
♦ 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.

42
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.

43
♦ 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.

44
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.

45
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.

46
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.htmlIBM 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/partnerwebIBM 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/certifyIBM Certification
Information
This site includes an overview and step-by-step guides for all of IBM certifications.
http://www.ibm.com/developerworksIBM
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/ebusinessIBM 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/

47
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/softwareIBM 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/startnowIBM 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/patternsIBM 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/redbooksIBM 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/downloadIBM Software
Download
This site provides technical support and downloads and drivers for IBM hardware and software.
http://techsupport.services.ibm.com/guides/handbook.htmlIBM Software
Support Guide
This is an online guide explaining the different levels of IBM Software Support available.

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