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Planning Ahead to
Connect the Dots
Between IBM Domino,
Notes, Connections
and the Cloud
Francie Tanner
panagenda

             © 2013 Wellesley Information Services. All rights reserved.
What We’ll Cover …
•   Introduction
•   Infrastructure/IBM Connections
•   Regulation/Security
•   Cloud/Preparing your Migration
•   Wrap-up




                                     2
Introduction


•   Francie Tanner, Technical Director, Americas
     Over 15 years experience in IBM Notes and
      Domino consulting
     Managing, architecting, and supporting
      10-100,000 user environments
     Experienced instructor and speaker

     Is from Switzerland, lives in the Caribbean




                                                    3
Introduction (cont.)
•   Regardless if you’re thinking about going to the cloud,
    Connections, consolidating, or growing your environment:
     Crucial data lives in various places in your IT infrastructure

     Doing any of the above projects requires you to look at this
      data in a “big picture” view

•   The challenge: How do you connect the various information silos?
     Knowledge is spread out in the environment in numerous
      repositories on several servers
     In many situations, companies aren’t even aware of the
      information available to them



                                                                       4
Introduction (cont.)
•   Scope and theme of this session
     There is no such thing as a “one size fits all” solution to this
      problem
     But we can show you where and how to look to make sense of
      your connected environment
     You don’t necessarily need a third-party product or vendor to
      help you
     If you haven’t noticed by now, this isn’t a technical integration
      session
     Three customer scenarios are covered where we’ve helped
      cope with these types of issues



                                                                          5
What We’ll Cover …
•   Introduction
•   Infrastructure/IBM Connections
•   Regulation/Security
•   Cloud/Preparing your Migration
•   Wrap-up




                                     6
Infrastructure/IBM Connections
•   Leveraging the full potential of IBM Connections can have a
    significant impact on your IT environment
     Connecting end-user knowledge to projects and communities

     Providing wikis or Knowledge Bases

     File repositories to store data outside of email

     Discussion boards, forums, blogs



•   Your reason to deploy Connections depends on your IT strategy
     What you want to measure/know more about, hence, depends
      on that, too




                                                                    7
Infrastructure/IBM Connections (cont.)
•   Important not only in this example: Know your baseline!
     What amount of _____ (fill in the blank focus area) are you
      doing today?

•   Server metrics and statistics help you gain transparency




                                                                    8
Infrastructure/IBM Connections (cont.)
•   How do you plan a Connections implementation and introduce it
    to employees?
     Who gets access?

        Who is my pilot group?

        Which mail servers/regions/organization levels?

     How do you communicate your goal to employees?

     Do organizational policies have to be created by management?

        Files larger than __ have to live in Connections

        All communication around a certain project lives in
         Connections




                                                                     9
Infrastructure/IBM Connections (cont.)
•   Customer example: “What effects will Connections have on my
    Domino mailing infrastructure?”
     Primary goal: Reducing the Domino mail volume

     Primary goal: Reducing the number of large attachments in
      Domino databases
     Secondary goal: Gain better server performance with less
      traffic, which in turn leads to server consolidation potential




                                                                       10
Infrastructure/IBM Connections (cont.)
•   Customer example: Messaging baseline and impact
     Domino Statistics (gathered via STATREP.NSF)
       Mail.TotalRouted (Mail.Delivered/Mail.Transferred)
       Mail.DeliveredSize.* (Mail.TransferredSize.*)




     File  Export  Comma Separated Value
     Combine results of multiple servers in spreadsheet calculation
      software
•   See Andy Pedisich’s blog at www.andypedisich.com on how to
    process cumulative statistics in spreadsheet calculation
    programs                                                           11
Infrastructure/IBM Connections (cont.)
•   Customer example: IBM Connections metrics
     Connections Files Servermetrics (gathered via Web browser)

       URL: https://your.connections.server/files/app#/statistics

       File sharing details/user activity




                                                                     12
Infrastructure/IBM Connections (cont.)
•   Summary: What information do we understand better now?
     Our Domino mail volume in general and attachment size
      distribution
     Information on how many users use the Files application

     Data on the files being attached

     Over time, effectiveness of the Connections implementation



•   Connecting the above dots tells you if and how the goals are
    being achieved
     Continuous analysis is needed here




                                                                   13
Infrastructure/IBM Connections (cont.)
•   Bonus tip: other Connections server metrics exist
     Only basic information is provided, IBM Cognos is not required

     Activity Stats:
      https://your.connections.server/activities/service/html/serverme
      trics
     Community Stats:
      https://your.connections.server/communities/service/html/serve
      rmetrics




                                                                     14
What We’ll Cover …
•   Introduction
•   Infrastructure/IBM Connections
•   Regulation/Security
•   Cloud/Preparing your Migration
•   Wrap-up




                                     15
Regulation/Security
•   Fact: The way we collaborate is constantly evolving
     New collaboration solutions come and go

       Chat and VOIP solutions are adopted and decommissioned

          Remember the 360 degree turn of ICQ?

     Mobile device access is relatively new and “addictive”

       This means constantly evolving security, standardization,
         and integration challenges
     Company mergers and migrations sometimes force change

     Labor laws and regulations, such as Sarbanes-Oxley, SEC, and
      HIPAA, apply
       Think electronic information retention




                                                                     16
Regulation/Security (cont.)
•   Let’s look at one of these unusual and interesting examples
    now ...

•   Customer Example: Volkswagen decided to turn off BlackBerry
    email forwarding outside working hours

•   Customer Example: Atos announced an intended ban of internal
    emails in 2014

•   Social responsibility pressure is building, particularly among
    large European companies because of the above



                                                                     17
Regulation/Security (cont.)
•   Former “nice to have“ technical information suddenly has
    management attention
     Such as mail volume forwarded to BlackBerry devices during
      non-business hours
     Such as total amount of email processed per month

     Such as alternative collaboration methods to be implemented
      and measured




                                                                    18
Regulation/Security (cont.)
•   Basic questions:
     How many emails are sent through our messaging
      environment?
     How many of those are sent to or from mobile devices?



•   Knowledge Repositories
     Domino Statistics (gathered via STATREP
      .NSF as before)
       Mail.Delivered

       Mail.Transferred




                                                              19
Regulation/Security (cont.)
•   Knowledge Repositories
     Traveler Statistics (gathered via STATREP.NSF as before)

       Traveler.DeviceSync.Documents.ToDevice.Mail.Add

       Traveler.DeviceSync.Documents.ToServer.Mail.Add

     BES Statistics (gathered via SNMP browser)

       blackBerryServer.besTotMsgsSent.0 ( SNMP OID:
        1.3.6.1.4.1.3530.5.3.0 )
       blackBerryServer.besTotMsgsRecvd.0 ( SNMP OID:
        1.3.6.1.4.1.3530.5.4.0 )




                                                                 20
Regulation/Security (cont.)
•   Advanced questions:
     Group information per weekday, rather than on a simple time
      axis
     Group information per work shift within a weekday




                                                                    21
Regulation/Security (cont.)
•   Information Ninja-level questions:
     Break down the information to identify region, location, and
       department volume
     Connecting messaging information with HR data helps




                                                                     22
Regulation/Security (cont.)
•   Customer gained transparency on:
     What the actual collaboration usage patterns are
     What measures are reasonable to enforce in their situation


•   Customer approach as a result:
     Organizational policy that discourages outside work hour
      mobile device email activity
     Continuously checking mail volume to verify policy compliance


•   Options down the line:
     Analysis broken down to locations and departments enables
      pin-point measures
     If continuous compliance measurements aren’t satisfactory,
      service restrictions may need to be implemented
                                                                      23
What We’ll Cover …
•   Introduction
•   Infrastructure/IBM Connections
•   Regulation/Security
•   Cloud/Preparing your Migration
•   Wrap-up




                                     24
Cloud/Preparing Your Migration
•   Core question in every migration – what do you have to migrate?
     We’re assuming you’ve answered the “why” at this point



•   Migration destinations: XPages, Notes Web Plugin, LotusLive,
    Traveler, something else, etc.

•   Knowing your environment is a basic requirement
     Database activity and resource usage

     User behavior and activity patterns



•   The data you need is already in your LOG.NSF (and
    CATALOG.NSF), we simply need to turn it into useful information

                                                                      25
Cloud/Preparing Your Migration (cont.)
•   DB Activity: LOG.NSF – documents with form type “Activity”




       Answers baseline questions around what is used, not used,
        size
       View selection formula: SELECT FORM = "Activity"
       Add columns that are interesting in your scenario

                                                                    26
Cloud/Preparing Your Migration (cont.)
•   DB Activity: LOG.NSF – database activity details




       Note there is a 1,400 activity entry maximum per database
        (FIFO)
       There is also a 64K size limit for the user activity
       More details in IBM Technote #1086245

                                                                    27
Cloud/Preparing Your Migration (cont.)
•   DB Activity: CATALOG.NSF
     Related information, but different focus

     Full text index details

     Replication information

     ACL overview

     Note: maintenance tasks ...




                                                 28
Cloud/Preparing Your Migration (cont.)
•   When is user activity a topic?
     Can be important when consolidation is a part of the migration

     DB activity summaries are limited by technical restrictions, raw
      user data not so much
     When differentiating between server and user activity



•   Why are usage patterns important?
     Learning how users use Notes or other software

       Such as before migrating to XPages, Notes browser plugin

     Identifying “abnormal” access

       Terminated users still accessing systems, huge amounts of
        data transfer, etc.

                                                                         29
Cloud/Preparing Your Migration (cont.)
•   How can we extract that kind of data?
     Simple user activity via view in your log.nsf, export to CSV

     Session activity/usage patterns via script or third-party tools




                                                                        30
Cloud/Preparing Your Migration (cont.)
•   User Activity: LOG.NSF – basic information is easy to extract




       File  Export  Comma Separated Value
       Combine results of multiple servers in spreadsheet calculation
        software

                                                                         31
Cloud/Preparing Your Migration (cont.)
•   Summary: What kind of questions can we now answer?
     Which databases are used/unused?

     What kind of traffic do we see on different servers?

     What is the proportion between storage requirement and
      activity?
     Which users generate which amount of server traffic?

     Where are the users geographically in relation to the
      information?




                                                               32
Cloud/Preparing Your Migration (cont.)
•   All this can tell you ... and more
     How much space is needed in the new cloud solution

     Which databases or servers can be decommissioned

     Which databases should move closer to users

     How much traffic is expected in the new cloud solution




                                                               33
What We’ll Cover …
•   Introduction
•   Infrastructure/IBM Connections
•   Regulation/Security
•   Cloud/Preparing your Migration
•   Wrap-up




                                     34
7 Key Points to Take Home
1.   Useful information lives everywhere, existing and custom views in
     IBM Domino, Connections, Traveler, and other logs, catalogs

2.   Exporting data and making it user friendly goes a long way
      You may already have the answers to questions, but don’t know
       where to look

1.   Combining different data sources in spreadsheet format paints a
     connected “big picture”

2.   Be sure to check out those Connections and Traveler URLs



                                                                       35
7 Key Points to Take Home (cont.)
5.   You can’t truly migrate, expand, consolidate without knowing your
     baseline

6.   Even though we don’t go into day-to-day monitoring and statistics
     in here, it’s crucial; learn more about this

7.   There is no one-size-fits-all solution for everyone, as each project
     is different




                                                                            36
Your Turn!




                   How to contact me:
                      Francie Tanner
             Francie.tanner@panagenda.com
                                            37

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Planning Ahead to Connect the Dots Between IBM Domino, Notes, Connections and the Cloud

  • 1. Planning Ahead to Connect the Dots Between IBM Domino, Notes, Connections and the Cloud Francie Tanner panagenda © 2013 Wellesley Information Services. All rights reserved.
  • 2. What We’ll Cover … • Introduction • Infrastructure/IBM Connections • Regulation/Security • Cloud/Preparing your Migration • Wrap-up 2
  • 3. Introduction • Francie Tanner, Technical Director, Americas  Over 15 years experience in IBM Notes and Domino consulting  Managing, architecting, and supporting 10-100,000 user environments  Experienced instructor and speaker  Is from Switzerland, lives in the Caribbean 3
  • 4. Introduction (cont.) • Regardless if you’re thinking about going to the cloud, Connections, consolidating, or growing your environment:  Crucial data lives in various places in your IT infrastructure  Doing any of the above projects requires you to look at this data in a “big picture” view • The challenge: How do you connect the various information silos?  Knowledge is spread out in the environment in numerous repositories on several servers  In many situations, companies aren’t even aware of the information available to them 4
  • 5. Introduction (cont.) • Scope and theme of this session  There is no such thing as a “one size fits all” solution to this problem  But we can show you where and how to look to make sense of your connected environment  You don’t necessarily need a third-party product or vendor to help you  If you haven’t noticed by now, this isn’t a technical integration session  Three customer scenarios are covered where we’ve helped cope with these types of issues 5
  • 6. What We’ll Cover … • Introduction • Infrastructure/IBM Connections • Regulation/Security • Cloud/Preparing your Migration • Wrap-up 6
  • 7. Infrastructure/IBM Connections • Leveraging the full potential of IBM Connections can have a significant impact on your IT environment  Connecting end-user knowledge to projects and communities  Providing wikis or Knowledge Bases  File repositories to store data outside of email  Discussion boards, forums, blogs • Your reason to deploy Connections depends on your IT strategy  What you want to measure/know more about, hence, depends on that, too 7
  • 8. Infrastructure/IBM Connections (cont.) • Important not only in this example: Know your baseline!  What amount of _____ (fill in the blank focus area) are you doing today? • Server metrics and statistics help you gain transparency 8
  • 9. Infrastructure/IBM Connections (cont.) • How do you plan a Connections implementation and introduce it to employees?  Who gets access?  Who is my pilot group?  Which mail servers/regions/organization levels?  How do you communicate your goal to employees?  Do organizational policies have to be created by management?  Files larger than __ have to live in Connections  All communication around a certain project lives in Connections 9
  • 10. Infrastructure/IBM Connections (cont.) • Customer example: “What effects will Connections have on my Domino mailing infrastructure?”  Primary goal: Reducing the Domino mail volume  Primary goal: Reducing the number of large attachments in Domino databases  Secondary goal: Gain better server performance with less traffic, which in turn leads to server consolidation potential 10
  • 11. Infrastructure/IBM Connections (cont.) • Customer example: Messaging baseline and impact  Domino Statistics (gathered via STATREP.NSF)  Mail.TotalRouted (Mail.Delivered/Mail.Transferred)  Mail.DeliveredSize.* (Mail.TransferredSize.*)  File  Export  Comma Separated Value  Combine results of multiple servers in spreadsheet calculation software • See Andy Pedisich’s blog at www.andypedisich.com on how to process cumulative statistics in spreadsheet calculation programs 11
  • 12. Infrastructure/IBM Connections (cont.) • Customer example: IBM Connections metrics  Connections Files Servermetrics (gathered via Web browser)  URL: https://your.connections.server/files/app#/statistics  File sharing details/user activity 12
  • 13. Infrastructure/IBM Connections (cont.) • Summary: What information do we understand better now?  Our Domino mail volume in general and attachment size distribution  Information on how many users use the Files application  Data on the files being attached  Over time, effectiveness of the Connections implementation • Connecting the above dots tells you if and how the goals are being achieved  Continuous analysis is needed here 13
  • 14. Infrastructure/IBM Connections (cont.) • Bonus tip: other Connections server metrics exist  Only basic information is provided, IBM Cognos is not required  Activity Stats: https://your.connections.server/activities/service/html/serverme trics  Community Stats: https://your.connections.server/communities/service/html/serve rmetrics 14
  • 15. What We’ll Cover … • Introduction • Infrastructure/IBM Connections • Regulation/Security • Cloud/Preparing your Migration • Wrap-up 15
  • 16. Regulation/Security • Fact: The way we collaborate is constantly evolving  New collaboration solutions come and go  Chat and VOIP solutions are adopted and decommissioned  Remember the 360 degree turn of ICQ?  Mobile device access is relatively new and “addictive”  This means constantly evolving security, standardization, and integration challenges  Company mergers and migrations sometimes force change  Labor laws and regulations, such as Sarbanes-Oxley, SEC, and HIPAA, apply  Think electronic information retention 16
  • 17. Regulation/Security (cont.) • Let’s look at one of these unusual and interesting examples now ... • Customer Example: Volkswagen decided to turn off BlackBerry email forwarding outside working hours • Customer Example: Atos announced an intended ban of internal emails in 2014 • Social responsibility pressure is building, particularly among large European companies because of the above 17
  • 18. Regulation/Security (cont.) • Former “nice to have“ technical information suddenly has management attention  Such as mail volume forwarded to BlackBerry devices during non-business hours  Such as total amount of email processed per month  Such as alternative collaboration methods to be implemented and measured 18
  • 19. Regulation/Security (cont.) • Basic questions:  How many emails are sent through our messaging environment?  How many of those are sent to or from mobile devices? • Knowledge Repositories  Domino Statistics (gathered via STATREP .NSF as before)  Mail.Delivered  Mail.Transferred 19
  • 20. Regulation/Security (cont.) • Knowledge Repositories  Traveler Statistics (gathered via STATREP.NSF as before)  Traveler.DeviceSync.Documents.ToDevice.Mail.Add  Traveler.DeviceSync.Documents.ToServer.Mail.Add  BES Statistics (gathered via SNMP browser)  blackBerryServer.besTotMsgsSent.0 ( SNMP OID: 1.3.6.1.4.1.3530.5.3.0 )  blackBerryServer.besTotMsgsRecvd.0 ( SNMP OID: 1.3.6.1.4.1.3530.5.4.0 ) 20
  • 21. Regulation/Security (cont.) • Advanced questions:  Group information per weekday, rather than on a simple time axis  Group information per work shift within a weekday 21
  • 22. Regulation/Security (cont.) • Information Ninja-level questions:  Break down the information to identify region, location, and department volume  Connecting messaging information with HR data helps 22
  • 23. Regulation/Security (cont.) • Customer gained transparency on:  What the actual collaboration usage patterns are  What measures are reasonable to enforce in their situation • Customer approach as a result:  Organizational policy that discourages outside work hour mobile device email activity  Continuously checking mail volume to verify policy compliance • Options down the line:  Analysis broken down to locations and departments enables pin-point measures  If continuous compliance measurements aren’t satisfactory, service restrictions may need to be implemented 23
  • 24. What We’ll Cover … • Introduction • Infrastructure/IBM Connections • Regulation/Security • Cloud/Preparing your Migration • Wrap-up 24
  • 25. Cloud/Preparing Your Migration • Core question in every migration – what do you have to migrate?  We’re assuming you’ve answered the “why” at this point • Migration destinations: XPages, Notes Web Plugin, LotusLive, Traveler, something else, etc. • Knowing your environment is a basic requirement  Database activity and resource usage  User behavior and activity patterns • The data you need is already in your LOG.NSF (and CATALOG.NSF), we simply need to turn it into useful information 25
  • 26. Cloud/Preparing Your Migration (cont.) • DB Activity: LOG.NSF – documents with form type “Activity”  Answers baseline questions around what is used, not used, size  View selection formula: SELECT FORM = "Activity"  Add columns that are interesting in your scenario 26
  • 27. Cloud/Preparing Your Migration (cont.) • DB Activity: LOG.NSF – database activity details  Note there is a 1,400 activity entry maximum per database (FIFO)  There is also a 64K size limit for the user activity  More details in IBM Technote #1086245 27
  • 28. Cloud/Preparing Your Migration (cont.) • DB Activity: CATALOG.NSF  Related information, but different focus  Full text index details  Replication information  ACL overview  Note: maintenance tasks ... 28
  • 29. Cloud/Preparing Your Migration (cont.) • When is user activity a topic?  Can be important when consolidation is a part of the migration  DB activity summaries are limited by technical restrictions, raw user data not so much  When differentiating between server and user activity • Why are usage patterns important?  Learning how users use Notes or other software  Such as before migrating to XPages, Notes browser plugin  Identifying “abnormal” access  Terminated users still accessing systems, huge amounts of data transfer, etc. 29
  • 30. Cloud/Preparing Your Migration (cont.) • How can we extract that kind of data?  Simple user activity via view in your log.nsf, export to CSV  Session activity/usage patterns via script or third-party tools 30
  • 31. Cloud/Preparing Your Migration (cont.) • User Activity: LOG.NSF – basic information is easy to extract  File  Export  Comma Separated Value  Combine results of multiple servers in spreadsheet calculation software 31
  • 32. Cloud/Preparing Your Migration (cont.) • Summary: What kind of questions can we now answer?  Which databases are used/unused?  What kind of traffic do we see on different servers?  What is the proportion between storage requirement and activity?  Which users generate which amount of server traffic?  Where are the users geographically in relation to the information? 32
  • 33. Cloud/Preparing Your Migration (cont.) • All this can tell you ... and more  How much space is needed in the new cloud solution  Which databases or servers can be decommissioned  Which databases should move closer to users  How much traffic is expected in the new cloud solution 33
  • 34. What We’ll Cover … • Introduction • Infrastructure/IBM Connections • Regulation/Security • Cloud/Preparing your Migration • Wrap-up 34
  • 35. 7 Key Points to Take Home 1. Useful information lives everywhere, existing and custom views in IBM Domino, Connections, Traveler, and other logs, catalogs 2. Exporting data and making it user friendly goes a long way  You may already have the answers to questions, but don’t know where to look 1. Combining different data sources in spreadsheet format paints a connected “big picture” 2. Be sure to check out those Connections and Traveler URLs 35
  • 36. 7 Key Points to Take Home (cont.) 5. You can’t truly migrate, expand, consolidate without knowing your baseline 6. Even though we don’t go into day-to-day monitoring and statistics in here, it’s crucial; learn more about this 7. There is no one-size-fits-all solution for everyone, as each project is different 36
  • 37. Your Turn! How to contact me: Francie Tanner Francie.tanner@panagenda.com 37