Beginner's introduction to the premier electronic forms product on the market today .. IBM Lotus Forms.

1. Kemal Danisman, Lotus Technical Sales, United Kingdom Summer 2007 IBM Lotus Workplace Forms™ ibm.com /software/forms

3. Business Value of Lotus Workplace Forms

7. IBM Workplace Forms IBM Workplace Forms helps reduce the time, costs and problems inherent to manual, paper-based forms processes. Providing far more than simple electronic print and fill capabilities, IBM Workplace Forms aids in streamlining and automating end-to-end business processes that are initiated by forms

8. What are e-forms ? Automating Forms-based Business Processes A secure, XML-based form technology to replace manual paper-based processes or as a front-end to web-based applications where the capture and re-use of data is important .

10. e-forms - Spectrum Business Process Automation Value Document Centric Business Process Centric Business Process Automation (ECM, Workflow, BCS)‏ Fill, (Sign) & Submit On-line Store Preserve Print & Read Print & Fill Fill & Print Fill, (Sign) & Submit Off-line View Compliance (Pixel Perfect, Sec 508)‏ Store Preserve Simple Process Regulatory Compliance (HIPPA, etc)‏

12. Case Studies

13. IBM leadership position in major solution areas Forrester Wave: E-Forms Software, Q2, 2006 The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. Forrester Wave: ECM Suites, Q3, 2005 ECM Portal eForms Portal ECM Magic Quadrant for Portal Products: Gartner: May, 2006

14. Partial list of customers Securities Exchange Commission (tax filing) United States Office of Government Ethics Royal Canadian Mounted Police State of Washington Electronic registries State of Ohio Department of Mental Health City of Los Angeles Ministry of Public Safety and Solicitor General Woodmen of the World Insurance Law courts e-filing 700,00 users 18,000 forms 1.4 million users $1.4billion ROI United States Joint Chiefs of Staff

21. Lotus Workplace Forms Components

25. IBM Workplace Forms Designer

31. Unmanaged spreadsheets become sontrolled documents

32. HTML screens become intelligent forms

33. Unintelligent forms become assisted interviews

34. Printed .doc/.xls documents become live forms

35. Custom applications become just another form

36. Simple .pdf documents become interactive forms

37. Scanned images become interactive user interfaces

38. Take a PC Interface and push to a tablet with a signature

39. … and any paper process can become electronic!

40. All from the same platform Presentation Data Workflow

41. Lotus Workplace Forms Solution Suite

45. Components Overview Workplace Forms Server WebForm Server Converts XML to HTML / JavaScript so eForms can be rendered in a common browser. Workplace Forms Server Deployment Server Deploy Viewers and e-Forms to user desktops. Common Browser Viewer (Standalone or as Plug-in for Browser) Per User or Per form-page Designer Layout, Create and Test Form Workplace Forms Server API Used by customer or SI to archive forms and integrate data with one or more backend systems. eForm Pixel Perfect Resolution Wizards Business Logic Data Integration Attachments Digital Signatures Workplace Forms Server Services Platform Standard SOA deployment platform for Forms. Enables integration with over 40 back-end systems vi WebSphere TX *NEW!*

46. Lotus Workplace Forms Architecture

47. Workplace Forms Example Architecture Diagram Servers Corporate Firewall/Proxy Browsers with Workplace Forms Viewer Rich Client PC Workplace Forms Deployment Server SSL SSL Web Server Web Server Workplace Forms Webform Server Browsers Browser Only PC Workplace Forms Webform Translator Workplace Forms Designer Designer PC XFDL Form Data Repositories Workflow Systems HTML Render Oracle SQL Server DB2 DB2 CM DB2 DM PDM Domino Document Repositories Webform Server Servlet Class 3 rd Party APIs Customer Application Workplace Forms API

48. Typical architecture Web/Application Server Database Server Browser/Viewer Client PC Database / Repository Pre-Populate New Form (template) Save/Submit Form (instance) Open Existing Form (instance) XFDL Form Application Layer Database Layer Client Layer Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Encrypted TCP/IP (SSL) Webform Server HTML Form

50. Integration scenarios

51. IBM Workplace Forms IBM Content Manager + Workplace Solutions WBI, WebSphere, etc. Off-Line Rich Client Browser Mobile e-form e-forms technology varies from simple (print-and-fill, Webforms) to advanced (digital signatures, offline storage). Advanced e-forms are a critical component of Industry Solutions due to their broad applicability to a variety of business processes. They can provide a common front-end to many different software products. IBM Lotus Workplace Forms

54. Integration scenarios

57. Integration scenarios

60. Integration scenarios

62. Positioning Domino & Workplace Forms Forms Subforms Offline Support Web Forms Web Services* Attachments E-mail as transport Portlets XML Pixel Perfect Forms (Paper Forms) Overlapping Digital Signatures Forms Extensions (IFX) (Ex. Signing Tablet) (3 rd Party Encryption) Guided Front End (Turbo Tax) Views & Logic (Form Management) Domino Workflow Domino Workplace Forms Replication On Disk Encryption Lotus Workflow XForms (W3C Standards) Self contained Standalone Solution Component Technology Collaborative Document Based Business Transactional Record

65. Integration scenarios

67. Lotus Workplace Forms XForms & XFDL

70. Business benefits & value Enables Interoperable B2B Processes & Transactions Integrates Customers, Suppliers, Channels Faster Time-To-Market/Value Lower Costs to Deploy/Maintain Applications Enables Application Interoperability Forms on any device…in any language…for any able/ impaired person…in any role within a business process 1 Lowers Application Development Costs XForms enables reusable form components with multiple client deployment options 3 Enables Industry Form Standards XForms support industry schemas along with rules & UI 2 Enhances and Complements SOA XForms provides a Forms Data Processing Model & supports active content using declarative rules & Web Services 4

78. The Forms Services Framework

87. High-Level Architecture Servlet Bridge Portlet Bridge Request Dispatcher Pipeline Constructor Pipeline Execution Service Definition Pipeline Modules “ Pipe-Stages” OSGI-Based Pipeline Assembly and Execution Invocation and Bridging DB2 Sybase Portal 6/PDM Content Manager MS SQL Server Forms User (Viewer) Designer Integration Pipe Stages Deployment Pipe Stages Mapping Pipe Stages Repository UI Pipe Stages Custom Pipe Stages Repository Connector Pipe Stages Forms Designer Forms User (Webform Server) SOA (SOAP) Oracle SAP R/3 PeopleSoft Websphere TX Mapping Integration Teamspaces And Documents Future Integration Future Integration