IBM Rational Portfolio Manager V7.1 enhances decision-making and collaboration into software and systems delivery

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1 IBM United States Announcement , dated June 26, 2007 IBM Rational Portfolio Manager V7.1 enhances decision-making and collaboration into software and systems delivery Description...2 Offering Information...4 Publications... 4 Technical information...4 Software Services...5 Ordering information...5 Terms and conditions... 9 Prices...10 Order now...10 At a glance Gain greater visibility into project performance with new data warehouse capability, including the ability to do trend analysis Extend visibility and control over software projects with new and extended application life-cycle management integrations Empower efficiency among global teams with zero-footprint Web interface For ordering, contact: Your IBM representative or the Americas Call Centers at 800-IBM-CALL Reference: YE001 Overview This integrated enterprise project management solution enables organizations to make informed, strategically-aligned investment decisions while ensuring effective governance over project and process execution. IBM Rational Portfolio Manager is a key component of this solution that allows the ability to align IT and systems investments with business priorities, thereby optimizing investment and funding decisions, containing costs, and maximizing value across the entire portfolio. Overall execution is optimized with effective enterprise project and process control by delivering a comprehensive global environment for team projects. Risk and change are effectively managed with a solution that ensures regulatory compliance and standards oversight. Only IBM Rational brings together the complete capability for methods, services, product and customer relationships to implement a successful project and portfolio management solution. IBM Rational Portfolio Manager V7.1 features the following new capabilities and enhancements: Enhanced bidirectional IBM Rational ClearQuest integration and new IBM Rational RequisitePro integration Zero-footprint Web client for team members Data warehouse reporting using standard reporting tools Enhanced validation of business controls and audit trails of compliance results Key prerequisites Refer to the Hardware requirements and Software requirements IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 1

2 sections. Planned availability dates June 29, 2007, electronic software delivery July 20, 2007, media and documentation Description IBM Rational Portfolio Manager V7.1 gives users improved capabilities to drive visibility and collaboration into their software and systems delivery. V7.1 includes the following new capabilities and enhancements: New and enhanced software development platform integrations Enhanced Rational ClearQuest Integration s can instantiate ClearQuest records in IBM Rational Portfolio Manager as summary tasks or scope elements rather than just tasks. This is a welcome addition to the current capabilities for those users who create ClearQuest records to track activities at a less granular level or who need a one-to-one mapping between scope elements. In addition, users can instantiate ClearQuest records from IBM Rational Portfolio Manager Tasks. s will be able to schedule the synchronization as well as synchronize on demand. Enhanced IBM Rational Method Composer Integration For IBM Rational Method Composer, the IBM Rational Portfolio Manager V7.1 release includes the following enhancements: Apply templates at any level of the Work Breakdown Structure. Allow the user to import the IBM Rational Method Composer template as a proposal. Deliver estimates in IBM Rational Portfolio Manager based on the outcome of estimates done in IBM Rational Method Composer. Support for a variety of other estimation methodologies is also delivered by IBM Business Partners who provide integrations of estimation tools to IBM Rational Portfolio Manager. New IBM Rational RequisitePro Integration This new integration gives project managers greater visibility and insight into the relationship between development activities and requirements from RequisitePro. It allows business analysts to trace requirements to the corresponding requirements and development activities in IBM Rational Portfolio Manager. RequisitePro requirements instantiated in IBM Rational Portfolio Manager can have resources applied to them, to be scheduled, have cost and benefit assigned to them, and moved to the appropriate iteration. In short, they can be treated as any other scope element in IBM Rational Portfolio Manager. Enhanced reporting The IBM Rational Portfolio Manager V7.1 release includes significant enhancements to the pivot and reporting capability, including: Data in IBM Rational Portfolio Manager will be stored in a data warehouse to allow trending. Standard reporting tools can be used to perform arbitrary queries. The schema will be an easy-to-use normalized layout and it will be published. s can add other data sources to the data warehouse using third-party tools. Improved performance thanks to changes in the querying mechanism. Install enhancements A pre-install assessment tool will guide the user through a series of questions, collecting information regarding the number and usage patterns of their users, database and middleware options, security requirements, and so on. Based on the collected data, an appropriate hardware/software environment for the deployment of IBM Rational Portfolio Manager will be recommended. IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 2

3 Making a few minor adjustments, the user will then confirm that they have the right topology identified and a configuration file is generated. After setting up the target environment, the pre-install validation tool ensures that the hardware, operating system, application server, and database match the configuration file generated by the assessment tool and are operating properly. The green light is given for the installation to proceed, and guided by the new wizard, the software is quickly installed and IBM Rational Portfolio Manager is ready to be configured for use within the user's unique project environment. Intuitive, zero footprint Web client for team members Using this interface, a project team member can open their Web browser, log on to an IBM Rational Portfolio Manager V7.1 configuration, and get a view of the work items assigned to them, regardless whether they are duration- or effort-based. They can submit timesheets from this interface. A team member can also create, view, and update project "scope elements" and "documents" stored in IBM Rational Portfolio Manager. These are then viewable by others in the organization who access the system using the rich-client interface. Enhanced, Web-based user assistance A "welcome page" appearing both on the rich client as well as the Web client gives new users information and links to help them be more productive more quickly. It also gives more experienced users with Web site references to facilitate their learning in areas not previously used. All users can review the "welcome page," out-of-the-box product tour, and tutorials made available for selected tasks. They will also be able to access external sources of information such as developerworks, online education, IBM Redbooks, and white papers. This welcome page is completely editable so that organizations can customize their own content, including items such as organization-specific training information or links to their help desk. Improved time-to-value for project managers The enhancements to the user interface provide a familiar and intuitive user experience. These include adoption of user interface standards such as dropdown menus, toolbars, and context menus in IBM Rational Portfolio Manager V7.1. Navigation improvements are available with the ability to open multiple concurrent views and enhancements to the visual cues for dragging-and-dropping. Information management and collaboration is enhanced through the ability to create custom filters and attach filters to layouts. Available sharing personal settings/layouts with team members increases team productivity. Also, productivity for project managers new to the tool increases through the ability to receive settings/layouts from experienced users. Project plans can be updated with an ease-of-use similar to Microsoft Project through the ability to edit directly in 'grids' and by providing 'multi-select' functions (such as copy, move, and edit). IPLA and Subscription and Support considerations IPLA licenses can be transferred from one machine to another within, but not limited to an enterprise. You may aggregate the capacity for all the processors the product is operated on to achieve a more economic price. This will result in a single Proof of Entitlement (PoE). It is your responsibility to manage the distribution of Value Units within the limits of the entitlement of the product license. Subscription and Support must cover the same capacity as the product license entitlement. Subscription and Support will be available in the country in which the agreement is made. Availability of national languages: IBM Rational Portfolio Manager V7.1 will be available U.S.English on July 20, Trademarks developerworks and Redbooks are trademarks of International Business Machines Corporation in the United States or other countries or both. Rational, ClearQuest, and RequisitePro are registered trademarks of International Business Machines Corporation in the United States or other countries or both. Microsoft is a trademark of Microsoft Corporation. IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 3

4 Other company, product, and service names may be trademarks or service marks of others. Offering Information Product information is available via the Offering Information Web site Also, visit the Passport Advantage Web site Publications No publications are shipped with this product. The IBM Publications Center The Publications Center is a worldwide central repository for IBM product publications and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. Payment options for orders are via credit card (in the U.S.) or customer number for 20 countries. A large number of publications are available online in various file formats, and they can all be downloaded by all countries. Technical information Hardware requirements: IBM Rational Portfolio Manager should be deployed on a three physical-tiers infrastructure, where the following requirements are met. Windows and Linux minimum hardware requirements include: Component requirements IBM Rational Portfolio Manager database server Dual CPU v 4 GB RAM 80 GB of disk space minimum Network interface set to 1000 Mbps IBM Rational Portfolio Manager middleware Single CPU 2 GB RAM 5 GB of disk space IBM Rational Portfolio Manager client Pentium III (Pentium IV recommended for Power s) 256 MB of memory minimum (512 MB recommended for Power s) 50 MB of disk space minimum (100 MB or higher recommended) Internet access (56 K Modem or network connection) Display resolution: 1024 x 768 x 16-bit color video resolution; high color or true color recommended Network interface set to 1000 Mbps Microsoft IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 4

5 Mouse or compatible pointing device Note: These recommendations describe use in a small production environment. Software requirements Microsoft Windows XP Professional SP1 Microsoft Windows 2000 Professional (96 DPI ), Server, Advanced Server (latest version) Internet Explorer 6 or higher Microsoft Project 2002 or 2003 for import/export capabilities Planning information Packaging Quick Start CD Rational Portfolio Manager V7.1 Rational Method Composer V7.1.1 Rational Project Console V7.0.1 Security, auditability, and control The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities. Software Services IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an unmatched portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support any critical business need. To learn more about IBM Software Services or to contact a Software Services sales specialist, visit To locate an IBM Business Partner, visit Ordering information This product is only available via Passport Advantage. It is not available as shrinkwrap. Product information Product Licensed function title Product group category IBM Rational Portfolio Manager Process and Process and Team Member Portfolio Portfolio Management Management IBM Rational Portfolio Mgr Process and Process and Portfolio Portfolio Management Management IBM Rational Portfolio Mgr Console Process and Process and IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 5

6 Portfolio Portfolio Management Management IBM Rational Portfolio Mgr T & E Process and Process and Portfolio Portfolio Management Management PID Charge unit Program name number description IBM Rational Portfolio Manager Team 5724-J40 Authorized Member IBM Rational Portfolio Manager Team 5724-J40 Authorized Member IBM Rational Portfolio Mgr 5724-J40 Authorized IBM Rational Portfolio Mgr 5724-J40 Authorized IBM Rational Portfolio Mgr Console 5724-J40 Authorized IBM Rational Portfolio Mgr Console 5724-J40 Authorized IBM Rational Portfolio Mgr T & E 5724-J40 Authorized IBM Rational Portfolio Mgr T & E 5724-J40 Authorized Charge metrics definitions Authorized user An authorized user is one and only one individual (named or unnamed) within or outside your enterprise. A PoE must be obtained for each individual user accessing the program in any manner. A program licensed under an authorized user PoE may be installed on a single computer or server, and accessed by multiple users, provided that a PoE has been obtained for each individual user accessing the program either directly or indirectly (via a multiplexing program, device, or application server) through any means on behalf of the user. Passport Advantage program licenses IBM Rational Portfolio Manager Part description IBM Rational Portfolio Mgr Ratl Port Mgr AU fr Ratl Port Mgr Console AU Trdup Lic+SW Authorized Annual SW Maint Rnwl Authorized Lic+SW Maint 12 Mo Authorized SW Maint Competitive Authorized Trdup Lic+SW IBM Rational Portfolio Manager Part description IBM Rational Portfolio Mgr T & E Ratl Port Mgr Time & Expense AU fr Competitive AU Trdup Lic+SW Ratl Portfolio Mgr Time & Expense Auth Usr Annual SW Maint Rnwl Ratl Portfolio Mgr Time & Expense Auth Usr Lic+SW Maint 12 Mo Ratl Portfolio Mgr Time & Part number D54P9LL E01CSLL D540XLL D540YLL D54P6LL Part number D54P8LL E01CULL D5411LL D5412LL IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 6

7 Expense Auth Usr SW Maint IBM Rational Portfolio Manager Part description IBM Rational Portfolio Mgr Console Ratl Port Mgr Console Auth Usr Fr Team Member AU TrdUp Lic+SW Maint 12 MO Console Authorized Annual SW Maint Rnwl Console Authorized Lic+SW Maint 12 Mo Console Authorized SW Maint Ratl Portfolio Mgr Console AU fr Competitive AU Trdup Lic+SW IBM Rational Portfolio Manager Part description Part number D61E3LL E01CTLL D540ZLL D5410LL D54P7LL Part number IBM Rational Portfolio Manager Team Member Ratl Port Mgr Team MBR Sys z frm D61EGLL Competitiv AthUsr TrdUp Lic+SW Maint 12 MO Ratl Port Mgr Team MBR Sys z D61EFLL from Time & Exp Ath Usr TrdUp Lic+SW Maint 12 MO Ratl Port Mgr Team MBR from D61EELL Competitive Auth TrdUp Lic+SW Maint 12 MO Ratl Port Mgr Team MBR from D61EDLL Time & Exp Auth TrdUp Lic+SW Maint 12 MO Team Mbr E03NZLL Auth for System z ANNUAL SW Maint Rnwl Team Mbr D60R6LL Auth for System Z Lic+SW Team E03P0LL Member Authorized Annual SW Maint Rnwl Team D60R8LL Member Authorized Lic+SW Team D60R9LL Member Authorized SW Maint Ratl Portfolio Mgr Team Mbr Ath D60R7LL Usr for System Z SW Maint Passport Advantage supply Program name/description IBM Rational Portfolio Manager V7.1 IBM Rational Portfolio Manager Windows 2000, Windows Server 2003, Red Hat Enterp Part number BT03NNA Passport Advantage customer: Media pack entitlement details Customers with active maintenance or subscription for the products listed are entitled to receive IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 7

8 the corresponding media pack. IBM Rational Portfolio Manager V7.1 Entitled maintenance Part offerings description Media packs description number IBM Rational Portfolio Rational Portfolio Manager BT03NNA Manager Authorized Windows 2000,Windows IBM Rational Portfolio Rational Portfolio Manager BT03NNA Manager Console Authorized Windows 2000,Windows IBM Rational Portfolio Mgr Rational Portfolio Manager BT03NNA Time and Expense Windows 2000,Windows Authorized Rational Portfolio Manager BT03NNA Authorized for System Windows 2000,Windows z Rational Portfolio Manager BT03NNA Console Authorized Windows 2000,Windows for System z Rational Portfolio Manager BT03NNA Team Member Authorized Windows 2000,Windows Ratl Portfolio Mgr Team Rational Portfolio Manager BT03NNA Member Authorized for Windows 2000,Windows System z Ratl Portfolio Mgr Time & Rational Portfolio Manager BT03NNA Expense Auth Usr for Windows 2000,Windows System z Cross-platform product for use on System z Order the part numbers that follow when there is an intention to acquire this cross-platform product for deployment on the System z or S/390 platform. This set of part numbers provides the identical supply and authorization as the other set in this announcement. The distinction is to identify the planned deployment platform. Program name/description Ratl Port Manager Console Auth for System Z Annual SW Maint Rnwl Ratl Port Manager Console Auth for System Z Lic+SW Ratl Port Manager Console Auth for System Z SW Maint Ratl Port Mgr AU for System Z Fr Comp AU Trdup Lic+SW Ratl Port Mgr Console AU System z Fr Team MBR AU TrdUp Lic+SW Maint 12 MO Ratl Port Mgr Console AU for System Z fr Comp AU Trdup Lic+SW Ratl Port Mgr Time & Exp AU for System Z fr Cmp AU Trdup Lic+SW Authorized for System Z Annual SW Maint Rnwl Authorized for System Z Lic+SW Authorized Usr for System Z SW Maint Ratl Portfolio Mgr Time & Exp Auth Usr for System Z Annual SW Maint Rnwl Ratl Portfolio Mgr Time & Exp Part number E035QLL D59WTLL D59WULL D59WYLL D61E4LL D59WVLL D59WSLL E035RLL D59WWLL D59WXLL E035PLL D59WQLL IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 8

9 Auth Usr for System Z Lic+SW Ratl Portfolio Mgr Time & Exp Auth Usr for System Z SW Maint Reinstate 12 M Rtl Port Mgr AU for System Z fr Port Mgr Cons AU Trdup Lic+SW D59WRLL D59WZLL Terms and conditions The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement (IPLA), IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance. Agreement: The IPLA including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance. License Information form number Program Program name number Form number Rational Portfolio Manager 5724-J40 L-KHUY-734LD3 The program's License Information will be available for review on the IBM Software License Agreement Web site Limited warranty: Yes Money-back guarantee: If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund. For programs acquired under the IBM International Passport Advantage Agreement, this term applies only to your first acquisition of the program. Authorization for use on home/portable computer: The program may be stored on the primary machine and another machine, provided that the program is not in active use on both machines at the same time. You may not copy and use this program on another computer without paying additional license fees. Product name Rational Portfolio Manager Yes Passport Advantage applies: Yes, and through the Passport Advantage Web site at This product is only available via Passport Advantage. It is not available as shrinkwrap. Agreement for acquisition of Software Maintenance: The IBM Agreement for Acquisition of Software Maintenance (Z ) applies for maintenance and does not require customer signatures. Other terms IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 9

10 Volume orders (IVO): No IBM Operational Support Services SoftwareXcel: No System i Software Maintenance applies: No Educational allowance available: Not applicable Prices Passport Advantage For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner. Additional information is also available at Business Partner information If you are an IBM Business Partner Distributor for Workstation Software acquiring products from IBM, you may link to Passport Advantage Online for resellers where you can obtain Business Partner pricing information. An IBM ID and password are required. obuy/passportadvantage/paoreseller Order now To order, contact the Americas Call Centers or your local IBM representative. To identify your local IBM representative, call 800-IBM-4YOU ( ). Phone: 800-IBM-CALL ( ) Fax: 800-2IBM-FAX ( ) Internet: callserv@ca.ibm.com Mail: IBM Americas Call Centers Dept. Teleweb Customer Support, 9th floor 105 Moatfield Drive North York, Ontario Canada M3B 3R1 Reference: YE001 The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products. Note: Shipments will begin after the planned availability date. Trademarks System z and System i are trademarks of International Business Machines Corporation in the United States or other countries or both. Passport Advantage, Rational, SP1, DPI, S/390, and PartnerWorld are registered trademarks of International Business Machines Corporation in the United States or other countries or both. Pentium is a registered trademark of Intel Corporation. Windows and Microsoft are trademarks of Microsoft Corporation. Linux is a trademark of Linus Torvalds in the United States, other countries or both. Other company, product, and service names may be trademarks or service marks of others. This announcement is provided for your information only. For additional information, contact your IBM representative, call IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 10

11 800-IBM-4YOU, or visit the IBM home page at: IBM United States Announcement IBM is a registered trademark of International Business Machines Corporation 11