A good general Lotus Alloy presentation

1. AlloyTM Software by IBM® and SAP®
Access SAP Information and Processes
from IBM Lotus Notes

2. Agenda
What are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
2

3. People Have Different Roles Within Organizations
Task Business
User
W orker
• Sample roles: payroll administrator, • Sample roles: business manager, sales
customer service representative representative, HR manager
• Area expert with defined tasks • Knowledge worker or people manager
• Conducts repetitive, structured • Manages exceptions and coordinates
transactional work activities & resources
• Uses single or a few enterprise • Synthesizes many sources of
applications information
• Interface of choice: SAP Portal, SAP • Interface of choice: e-mail, desktop
GUI productivity tools
Typical
SAP
Lotus Notes User
“Power User”

4. Business Users are Disconnected From
Enterprise Information and Processes
• More workers in decision making
roles – need better access to
business information
• Need transparency to improve
compliance with policies
• Business users have a low
tolerance for complicated
interfaces
• Working on many activities
concurrently – new tasks must
fit in, not slow everything down

5. Business User’s Inbox is a Catalyst for Productivity
Moving from it interrupts their workflow and introduces opportunities for distraction.
Social networking
–blogs, mashups,
activities Personal
Instant content library
Messaging
Documents,
Presentations, Feeds,
Spreadsheets My Widgets,
Live Text
E-mail, Collaborative and
Calendar, business applications
Contacts

6. Alloy - Bringing SAP Software to Lotus Notes
• Office productivity • Business processes
• Ad-hoc processes • Industry expertise
• On every desktop • System of record

7. Agenda
W hat are the business issues?
What is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
7

8. Alloy Executive Summary
Familiar Working Rapid Deployment Extensibility
Environment
Deliver SAP information Ensure rapid adoption Add functionality needed
and applications into and minimal training for for each unique
Lotus Notes to improve end users business user group
productivity
 Alloy is an extensible platform that customers can leverage to
integrate Business Objects between Lotus Notes and SAP
Business Suite

9. Familiar Working Environment
9

10. Intuitive Design
Build on what Notes users know and expect
Embedded directly
into calendar, e-mail
Simple action
buttons for decision
maker
One-click
collaboration
Side bar adjusts to
current user context

11. Reports Management
Give users information to make good decisions
• Easy access to BI, ERP
and line of business
reports
• Self service subscription
and personalization
• Forward or access reports
off-line
• Links to related reports
and information

12. Travel Management
Request, review and approve trip details quickly
• Schedule and approve trip
requests
• Links to key information, e.g.
travel and expense policies
• Link to collaboration tools to
discuss and resolve quickly
• Ensure data consistency and
compliance

13. Leave management
Manage vacation from your Lotus Notes calendar
• Schedule and approve
leave requests
• Links to key information,
e.g. vacation policies
• Link to collaboration tools
to discuss and resolve
quickly
• Ensure data consistency
and compliance

14. Workflow Decisions Management
Manage SAP Workflow decision steps in Lotus Notes
• Bring decision steps
from workflow to Lotus
Notes
• Simple configuration-no
customization needed
• Transparently supports
multiple decision options
• Extensive customization
options for specific
requirements

15. Agenda
W hat are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
15

16. The Architecture behind Alloy

17. Single Sign-On using
SAML (Secure Assertion Markup Language)

18. Notes Technologies that enable us to build Alloy
 Alloy relies on a set of product capabilities from Domino and
Notes
 New capabilities from Release 8:
 WebService Support
 Sidebar Plugin
 Widget Catalog (optionally use Installer)
 Previous capabilities
 Mail Routing
 Template inheritance
 HTML

19. Agenda
W hat are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
19

20. Alloy System Prerequisites for v1.0
 IBM Lotus
 Lotus Notes 8.0.2 and above
 Lotus Domino 8.0.2 and above
 SAP
 SAP ERP 6.0 or higher
 SAP BI 3.5 or 7
 Initial Languages
 English, German, French, Japanese, Italian
 Platform support
 Lotus Notes client – initially Microsoft® Windows XP® 32 Bit and Windows Vista® 32 Bit
 Domino – initially Microsoft® Windows Server®
20

21. Agenda
W hat are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
21

22. Rapid Deployment
22

23. Deploying Alloy
Deployment of Alloy happens in 2 parallel streams

SAP Administrator

 Setup of SAP WebAs (J2ee Server)
 Deployment of Alloy components
 Configuration against SAP ERP / SAP NetWeaver BI
Domino Administrator

 Setup additional Domino Server [suggested]
 Deployment of additional templates
 Creation of Alloy Domino Databases
 Setup of UserMapping for Single Sign-On
Joint tasks

 Connecting the two systems
 Test connectivity
23

24. Alloy initial Deployment steps – SAP side
Deploy and configure SAP Information Worker Add-on

Establish trust between SAP Systems and SAP Information

Worker Add-on
Setup connections between SAP Systems and SAP Information

Worker Add-on
Perform configuration in the SAP System (Alloy IMG)

 For Reporting maintain report data for the report catalogs
 For custom workflows configure Workflow Decision Management
24

25. Alloy initial Deployment steps – Domino Side
Addition of Alloy Design Elements to mail8.ntf

Update of Mail Design

Install of Sidebar plug-in

Creation of Domino Policies for ECL updates, notes.ini parameters

 $NDERPMDWS_URL=http://sapdomqe.notesdev.ibm.com/NDERPws.nsf/
MetaDataService?openwebservice
 $NDERPMID=Alloy Mail In Database@Hannover
Configuration of Alloy Databases on the server

Setup of SSL on Domino Domino Server hosting Alloy (SAML

requirement)
25

26. Agenda
W hat are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and Workflow
Future/Roadmap
Benefits
26

27. Extensibility

28. Intuitive Design
Build on what Notes users know and expect
Embedded directly
into calendar, e-mail
Simple action
buttons for decision
maker
One-click
collaboration
Side bar adjusts to
current user context

29. Workflow Integration
Transparently expose workflow decisions in Lotus Notes
• Configure which workflow
decisions to expose in
Alloy
• Add further SAP
information by using ABAP
workbench
• Modify the decision user
interface in Domino
Designer
• Integrate additional helpful
information into the
sidebar

30. Custom Integration
Bring contextual information to facilitate better decisions
• Bring contextual information from
SAP Business Suite
• Use standard customization tools
like Lotus Notes Designer, Lotus
Script, SAP Implementation Guide
• Integrate additional helpful
information into the sidebar
• Customize email and document
forms to fit your needs

31. Customizing in Alloy 1.0
The Alloy platform allows the exposure of a decision step of a SAP

Business Workflow easily into Lotus Notes
 SAP decision workflows can be “Approve” / “Decline” decisions
 SAP also supports generic decisions – which are also supported by Alloy
– Example: Release Sales order, Recheck Sales order,Cancel Sales order,
The item can be approved in Lotus Notes and is routed back into the

SAP System
This capability allows customers to expose a huge set of decision

processed to an Information Worker in Lotus Notes, for example
 Purchase approvals
 Appraisal decisions
 New Hires
 Material master decisions
 Escalation management
31

32. Customization – SAP Side (1)
Select a decision-step in an SAP Business Workflow

32

33. Advanced Customization – SAP (2)
Optional ABAP development to enrich item (SAP User Exit)

33

34. Customization – Notes
Once the Object is available as a Notes Document standard Notes

Technologies can be applied
 Extraction of Data from the XML object in a Notes Document using Lotus
Script or Java
 XML Data can be added to RichText Object (Body Field) or mapped to specific
Fields on a Notes Form
Obviously as the object is a Notes Document, additional Options

are available, such as
 Sametime Integration
 Related links
34

35. Example Workflow Screen from Beta Customer (1)
35

36. Example Workflow Screen from Beta Customer (2)
36

37. Customization of the Sidebar plug-in
Change key points e.g. Urls to additional info, related documents

Designer is not required for this part

 e.g. paste URL into metadata db field
HTML Fragments extend the sideshelf

 Integration of Real-time content from a server,
 e.g. communication through Ajax or a WebService
 Integration of Charting engines, e.g. Google Charts
 Applying corporate UI Guidelines or CSS Stylesheets
37

38. Agenda
W hat are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
38

39. The Future
• Many things under consideration
• Clustering
• Additional Roles
• Additional Notes initiated workflows
• Additional platforms
• Integration with other software eg Symphony, Cognos etc
• Looking for feedback and suggestions from customers
39

40. Agenda
W hat are the business issues?
W hat is Alloy?
Architecture
HW and SW Requirements
Installation Overview and Connectivity Configuration
- both SAP and Domino (and Notes client)
Customisation and Extension - Reports and W orkflow
Future/Roadmap
Benefits
40

41. Key Benefits
For the business user, the enterprise and IT
•A smarter work environment for
Increase effectiveness, business users, integrating the
responsiveness, and collaborative capabilities of Lotus
productivity Notes with SAP applications,
workflows, and information
Improve decision making •Easy and intuitive access to relevant,
contextual business information
Better risk management •Employees can more easily adhere to
and mitigation business processes, follow workflows,
and act on essential information
Increase ROI •Leverage existing investments in SAP
applications and Lotus Notes.

42. What makes Alloy unique?
Reliable, simple and extensible
<Value Scenario>
improves <benefit> and <benefit>
• The first product jointly
developed and supported by
SAP and IBM
• Eliminates the need to build
and maintain expensive
custom programming or
interfaces to integrate SAP
applications with
Lotus Notes
• Allows in-house developers
and system integrators to
customize and extend
functionality to better serve
unique needs

43.  Alloy is an extensible platform that customers can
leverage to integrate Business Objects between Lotus
Notes and SAP Business Suite

44. Thank-You
For more information, visit
ibm.com/software/lotus/alloy

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