This document provides an overview of IBM's Rational Jazz strategy for collaborative software delivery: - Jazz started as a technology platform in the 1990s and has evolved to integrate tools from multiple vendors through open standards like OSLC, with the goal of breaking down barriers between different phases of the software lifecycle. - The Jazz vision is to provide transparency across the entire delivery process through shared services, a common data model, and deep integration of tools and processes. - Recent focus areas include simplifying user experiences, deepening integration capabilities, improving administration, and supporting open standards like OSLC to encourage broader adoption and ecosystem participation.

1. Inventing the future with the Rational Jazz Strategy for Collaborative Software Delivery Martin Nally, Vice President, IBM Fellow and CTO IBM Rational Software Mike O’Rourke, Vice President, IBM Rational Strategy and Product Delivery

2. Agenda Jazz Technologies – Are They Better? Jazz – Yesterday, Today and Tomorrow Widening the Net: The Jazz Roadmap 2

3. Top 3 reasons ALM fails to deliver promise Distracted by day-to-day delivery pressures – 78% Tools don’t integrate properly – 62% Lack the necessary internal expertise – 56% 3 Source: Forrester study commissioned by Wipro, 2008

4. How to Succeed with ALM 4 Keys to successful outcomes: Integrate people and improve process Integrate data, extract useful information and measures How tools can deliver Easy to adopt and instantly productive Tools teach and support the process Seamless integration across all roles/tools Automatic gathering of statistics and generation of reports

5. 5 Requirements Tool SCM Defect Tool Test Tool Build Tool Tool integration today Change 1 Build 2 Change 2 Build 1 Data Data Data Data Data Reqt 1 Reqt 3 Reqt 2 Reqt 4 Bug 1 Bug 2 Bug 3 Bug 4 Copy of Bug 2 Test 1 Test 3 Test 2 Copy of Test 2

6. Source: Presentation on IBM’s AD/Cycle, circa 1990! What did we say about this 20 years ago? 6 “Arecent survey of over 1000 businesses indicated that the backlog for applications is approximately four years…” “businesses are also faced with the high costs of maintaining existing inventories of applications and a shortage of experienced programming skills..” “proliferation of unrelated tools, methodologies, and manual data transformations…” “requirements and specifications are passed on paper from product planners to designers and from designers to coders…”

7. What is the state-of-the-art today? Most other vendors still trying to build AD/Cycle Requires all tools to integrate around centralized repository Data import (duplication) for foreign tools Works as well as other centrally-planned economies have worked Do your company’s needs match a fixed, pre-planned solution, or is an open, integrated economy a better model? 7

8. Another approach - Linked Data 8 Defect Tool Build Tool Test Tool Change 2 Change 1 Bug 2 Bug 3 Bug 4 Bug 1 Test 4 Test 1 Test 3 Test 2 Reqt 1 Reqt 2 Reqt 4 Reqt 3 Reqts Tool Build 2 SCM Defect Tool B Build 1 SCM B

9. Finding & Analyzing Data 9 Bug 2 Bug 3 Bug 4 Bug 1 Test 1 Test 4 Test 3 Test 2 Req 4 Req 3 Req 1 Req 2 Change 1 Change 2 Defect Tool Build 2 Build 1 Test Tool SCM Build Tool Reqts Tool Text index Structuredindex Query Reporting Traceability Search

10. 10 Req 3 Req 4 Bug 3 Defining Process Rules Bug 1 Req 1 Req 2 Bug 4 Bug 2 Test 1 Test 4 Test 3 Test 2 Change 2 Change 1 Defect Tool Build 1 Build 2 Build 2 Test Tool SCM Build Tool Reqts Tool AdminConsole AdministratorTeam Lead

11. Why is this better? 11 A group of tools can work like one Seamless data integration Seamless process integration Seamless web user interface Any tool can integrate this way New tools Existing tools Tools from multiple vendors Eliminates import/export data duplication Allows shared “capabilities” across tools

12. How do we get there? OSLC: http://open-services.org Industry Creative Commons licensed standards site “Vertical” integration protocols requirements, quality, change, assets, modeling, … Jazz: http://jazz.net IBM site for Rational products and integration protocols “Horizontal” integration protocols Query, reporting, security & permissions, administration, … 12

13. Shared Services and Capabilities Services Index/query/search Admin & process definition Capabilities Task tracking Planning … 13

14. Agenda Jazz Technologies – Are They Better? Jazz – Yesterday, Today and Tomorrow Widening the Net: The Jazz Roadmap 14

15. 15 Offering Offering Offering Best Practice Processes Powered by RationalTeam Concert RationalRequirements Composer RationalQuality Manager Business Expert Collaboration Innovation Through Collaboration Collaborative Business-driven Quality Unify by “thinking & working” in unison with real-time project heath Elicit, capture, elaborate, discuss and review requirements Coordinate quality assurance plans, processes and resources Rational Requirements Composer Rational Quality Manager Rational Team Concert Business Partner Jazz Offerings Search and Query Security Collaboration Dashboards TeamAwareness EventsNotification JAZZ TEAM SERVER Open Lifecycle Service Integrations Jazz Circa 2008Introducing Collaborative Application Lifecycle Management Rational ClearQuest Rational ClearCase RationalBuild Forge RationalAssetManager Rational Requisite Pro

17. Private vocabularies, formats and stores

18. A proposed architecture for sharing lifecycle resources

19. Described on Jazz.net through illustrative resource definitions, service implementations, and use cases

20. Inspired by Internet architecture

21. Loosely coupled integration with “just enough” standardization

22. Common resource formats and services

23. Innovation from the Jazz technology platformAnd Open Services for Lifecycle CollaborationAimed at simplifying collaboration across the software delivery lifecycle

24. Three areas of focus for Jazz 2009 17 Lifecycle Management Open & Agnostic Enterprise Scale Overall Transparency

25. Unity in the Lifecycle 18 Requirement linked to work item Analyst Defect status Team Lead Project Insight and Analysis REST API Association Changes; notification Tester Tester finds defects,generates work item REST API REST API Defects closed against requirements Requirements Management QualityManagement REST API Change & Configuration Management Architect Developer REST API Discovery Administration (users, projects, process) Data Warehousing Query Additional Services Storage Collaboration Core Services Open Lifecycle Services

26. Enterprise Capabilities Scalable Server Capabilities Thousands of users Millions of files and work items Unlimited file size Hundreds of builds Basic Failover Provides critical availability for enterprise customers with automatic failover on hardware failure, software server crash, or other outage Lowered TCO Documented Deployment Scenarios Shared Floating License Servers Server Lines Blurred Fine Grained Access Control 19

28. Private vocabularies, formats and stores

29. Inextricable entanglement of tools with their data

30. Change Management 1.0

31. 70 People in Community

32. (10 active companies)

33. 2 Active Workgroups

34. 1 Industry Proof Point

35. Specifications for sharing lifecycle resources

36. Inspired by Internet architecture

37. Loosely coupled integration with “just enough” standardization

38. Common resource formats and services

39. A different approach to industry-wide proliferationOSLC – Open and AgnosticAimed at simplifying tool integration across the software delivery lifecycle

41. RES Hosting ~5,500 users, 270 projects

43. Jazz 2010 Themes Simplify Simplified licensing/packaging Simplified install Simplified evolution Simplified deployment including single server Simplified user administration Simplified project administration Openness OSLC v2 Open Dashboards (Open Social) Integrated with Jazz Guidelines Deepen Common reporting Common planning 23

44. 2010 - Enhanced integration 24 Common Install Requirements Change Management, Planning, Source Control, Automation Quality Management Single installation allows all desired capabilities to be installed at the same time Single Server Deployment Foundation + Reporting Option to deploy all desired capabilities to the same Jazz server instance on the same machine

45. 2010 – Improved Administration 25 Common Project Administration Simplifies project creation and administration Centrally define the capabilities required by a project Create a project configuration from a template

46. https://jazz.net/wiki/bin/view/Main/CALMIntegrationPatternsChecklist Jazz Integration Patterns Check List is available 26

47. User Interface Pattern & Style Guide for Jazz Web Applicationshttps://jazz.net/wiki/bin/view/Main/WebUIPatternAndStyleGuide 27

48. Dashboards: Open Social Support 28 Open Social Gadget

50. Across a variety of lifecycle domains

51. With a Core/common OSLC workgroup

52. And a special interest workgroup of PLM/ALM constituents

53. Community

54. 300 registered community members

56. 31 OSLC in Action: SiemensCoordinate product (PLM) and software (ALM) change management Siemens is integrating change management processes for mechanical, electrical and software systems by creating and linking Rational Team Concert and Siemens Teamcenter change requests. Learn more: ALM-1633B, An Open Services Approach to ALM and PLM Integration for Systems Development (3:00 pm Wednesday) OSLC-PLM Workgroup Get Together (American Seminar Room, 4:00pm Wednesday) SIEMENS TEAMCENTER

57. 32 OSLC in Action: U.S. DISAEnable teams using different tools & processes to link & share ALM resources. As a proof of technology, U.S. DISA has linked work items between project teams who are working in Rational Requirements Composer and Forge.mil (DISA’s deployment of CollabNet TeamForge). Learn more: www.forge.mil

58. 33 OSLC in Action: OracleOracle developers boost productivity with ALM integration Oracle’s Team Productivity Center provides a task-oriented interface for developers by connecting with ALM products like Rational Team Concert, bringing work items into the JDeveloper IDE. Learn more: OSLC Change Management workgroup: CmHome topic on open-services.net wiki Oracle Team Productivity Center: www.oracle.com/technology/products/tpc Oracle Team Productivity Center

59. 34 OSLC in Action: Eclipse MylynTask-focused collaboration for Eclipse developers through ALM integration ® Tasktop Pro and Eclipse Mylyn provide developers with a revolutionary task-focused interface that supports one-click multitasking, workspace focusing, and time tracking for Rational Team Concert work items and Rational ClearQuest change requests. Learn more: ALM-1894B - Eclipse Mylyn: Redefining the "I" of the IDE (Mon 1:45pm)

60. 35 OSLC in Action: BSD GroupImprove collaboration between development and test teams BSD Group is connecting development and test processes by linking Rational Team Concert work items with HP Quality Center test requirements and plans. Learn more: CCM-1653: Integrating IBM Rational Team Concert with HP Quality Center (Thu 8:30am)

61. 36 OSLC in Action: General MotorsBreak down barriers between PLM and ALM General Motors is driving integration scenarios to achieve better performance and traceability across the product and software lifecycles. Learn more: OSLC-PLM workgroup: topic PlmHome at open-services.net wiki

62. 37 OSLC in Action: Ascendant TechnologyBetter collaboration between product managers and agile teams Ascendant’s Atech Team Connector synchronizes Microsoft project plans with Rational Team Concert release and iteration plans. Learn more: Ascendant Technology home: www.atech.com IBM Global Solutions Directory: Atech Team Connector

63. 38 LISA OSLC in Action: iTKOReduce time to defect resolution iTKO LISA creates Rational Team Concert work items or ClearQuest defects that include detailed, multi-tier trace information from any test executed with LISA Pathfinder. Learn more: iTKO home: www.itko.com and IBM Global Solutions Directory: LISA/RTC, LISA/ CQ < Alt-Click! >

65. Learn more:

66. dbMaestro home: www.dbmaestro.com

69. Jazz Million Seat March

70. RES Hosting ~17,500 users, 1100 projects

71. 9 Project Streams, 20 Project Areas

72. ~ 500 Sandbox ProjectsLearn about Jazz vision, strategy, & architecture Learn about Rational products built on Jazz Interact with Jazz developers and community members Track our progress and give us direct feedback Watch us use our Jazz products, and try them yourself Download product trials, betas, and early milestones Play in a trial sandbox Submit bugs and enhancement requests Explore a library of articles, videos, podcasts and more Ask questions in the forums Read our team blog

74. Test Escapes

75. Functional Test Trends

76. Critical Situations

77. System Test Trends

78. S-Curve Progress

79. Automation Percentage

80. Customer Testcases

81. Consumability Scorecard

82. Defect Latency

83. Quality Plan Commitments

84. Test Coverage

85. Defect Density

86. Build Health

87. Project Velocity

88. Staffing Variance

89. Process Timeliness

90. Iteration/Milestone Status

91. Severity Analysis

92. Security Vulnerabilities

93. Static Code Analysis

94. Requirements Met

95. IPD Timeliness

96. Transactional Survey

97. PMR / Call Rates

98. Critical Situations

99. Cost of Support

100. Installability

101. RFE SLAs

102. Usability

103. Consumability

104. Scalability

105. Integrations with other products

106. User Experience / Doc

107. Time to Resolution

108. APAR:PMR ratio

109. PostGA metrics

110. Transparency

111. Sales Plays

112. Partner Enablement

113. Support Enablement

114. Technical Enablement

115. Sales Enablement

116. MCIF Index

117. Alt Packaging

118. OEMs

119. XL hits

120. Tactics

121. ROI

122. Pipeline / Multiplier

123. RevenuePractices Test Driven Development Evolutionary Architecture Vulnerability Assessment Whole Team Team Change Management Requirements Management Concurrent Testing Executive Dashboard - 2010

124. Sustaining Engineering Measurement 43

126. Supply Chain / Outsourcing Management

127. Productivity Intelligence

128. Business Value of Development

129. On-Demand Access

130. Measurement Dimensions

131. Technical Debt

132. Composite Products

133. Data Extensions (Licensing, Ledger, Support, etc)

134. Pattern Analysis

135. Automate Existing Operations

136. Refined Data Collection

137. Repeatable Processes

138. Built in memory for Customer Reuse

139. Mapping Low Level to Business Objectives

140. Define High Level Architecture / Metrics

141. “Forced” Internal Adoption

142. Evaluate Data SourcesExecutive Dashboard Evolution

143. Executive Dashboard (main) 45

144. Health Trends 46

146. Utility computing

147. Business of delivery

148. System of systems

150. 49 Yourexisting capabilities FutureIBMCapabilities Compliance&Security BusinessPlanning &Alignment Collaborative Lifecycle Management Engineering& SoftwareTools Product & Project Management Best Practice Processes 3rd-PartyJazzCapabilities Rational Team Concert Rational Collaborative Architecture Mgmt. Rational Project Conductor Rational Insight Rational Publishing Engine Rational Appscan Rational Asset Manager Rational DOORs Requirements Professional Rational Quality Manager Rational ClearQuest Rational ClearCase Rational Synergy .Next .Next Data Warehouse and Custom Reporting RTC, RQM and CQ integration Collaborative software development 3.0! 3.0! 3.0! 3.0! .Next .Next .Next .Next Project Management Document Generation Open Social and oAuth CLM and Systems Capabilities Bi-directional links to RTC and RQM Enhanced Base CC - RTC RTC Bridge Administration: Users, projects, process OPEN SERVICES Collaboration Presentation:Mashups Storage Query Discovery 2010 – Jazz Roadmap .Next .Next Q4 Q4 Q3 Q4 .Next Q3 Q4 Q4 Q4 Rational Jazz Foundation Q2 .Next Build your own native Jazz application Q4 Q4 Q4 Q2

151. 50 Yourexisting capabilities FutureIBMCapabilities Compliance&Security BusinessPlanning &Alignment Collaborative Lifecycle Management Engineering& SoftwareTools Product & Project Management Best Practice Processes 3rd-PartyJazzCapabilities Rational Team Concert Rational Application Developer Rational Appscan Rational Requirements Manager Rational Quality Manager .Next Code Coverage Governance 3.0! 3.0! .Next System of Systems Full OSLC Support Manual Test Automation and Social Networking Requirements Management Administration: Users, projects, process OPEN SERVICES Collaboration Presentation:Mashups Storage Query Discovery 2011 – Jazz Roadmap Rational Team Concert Z and Power Updates Rational FocalPoint Q3 .Next .Next Built on Jazz common services Rational Jazz Foundation Q3 Build your own native Jazz application Q2 Q4 .Next Q2 Q3 Rational Automation Framework for Websphere Q2 Automation Built-into Jazz Rational Build Forge Q2 .Next Automation Built-into Jazz Rational DOORs Enterprise Q2 World-class Requirements Management Q4 Q2

152. 51

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154. 53 Join the conversation…Users First Lounge We invite you to spend some time at the Users First Lounge, sponsored by the IBM Rational Common Components team. Come in, have a look at what we are working on, and give us your feedback! This is a chance to share your thoughts and influence the design of Rational software! Join us in Europe 3 Monday to Wednesday - 10am to 6pm Color me for a chance to win your own stuffed lounge lizard

156. Discuss Architecture with Grady Booch , and other topics with experts from IBM and elsewhere

157. U-Innovate with Dave Nielsen, co-founder of the CloudCamp Un-conference, Judith Hurwitz & Marcia Kaufman, co-authors of “Cloud Computing for Dummies.”

158. Experience spirited & fast-paced breakouts while networking with your peers and colleagues

159. The success of this event depends on you. Propose a topic and take charge. To drive innovation and build a smarter planet, you require a high-energy forum for driving the discussion. U-Innovate is an Un-conference with discussion topic breakouts that you define, and networking that replaces “Birds-of-a-Feather” sessions. Are you ready to “SparkUp” the discussion on the topics that you care most about? Join us at the first ever U-Innovate Un-conference. The first 250 attendees receive a free copy of “Cloud Computing for Dummies.” Enjoy wine, beer, and snacks . www.ibm.com/rational/innovate/uinnovate