IBM Workplace Dashboard Framework V2.6 and Workplace dashboards

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1 Software Announcement March 28, 2006 IBM V2.6 and Workplace dashboards Overview delivers reusable service-oriented components, robust administration tools, and dashboard-specific features that help speed the creation of standards-based, active dashboards. This offering, which augments the capabilities of IBM WebSphere Portlet Factory, can help dramatically reduce the development costs and speed the time-to-value for a company s dashboard initiatives. Dashboards built with Workplace Dashboard Framework provide a level of adaptability not found in many other dashboard solutions. They automatically adapt to the needs and roles of each user, presenting only the appropriate and desired Key Performance Indicators (KPIs), processes, alerts, and competitive information. This helps ensure that users are not overwhelmed with irrelevant data and that the metrics are properly aligned with each user s individual performance goals. In addition, unlike some other dashboard solutions, Workplace dashboards such as Workplace Dashboard for Sales and Workplace Dashboard for Executives come with built-in, browser-based configuration wizards that enable business users to dynamically tailor their own dashboards without involving IT. Through these easy-to-use wizards, business professionals can change the display of fields, data sorting, data filters, chart colors or types, alerts, and performance thresholds, ultimately creating personalized dashboards. Because Workplace dashboards are built on top of WebSphere Portal, Workplace Collaboration Services and Workplace Services Express, they offer a level of functionality and extensibility that is not available in stand-alone dashboard applications. Application integration extensions leverage the portal framework to deliver a common infrastructure that supports the real-time integration of multiple, disparate data sources. As a result, dashboards built with help users to monitor and interact with the operational data and processes from all the applications that are running the business. The portal infrastructure supports real-time collaboration. As such, Workplace dashboards let decision makers take immediate action via integrated collaboration features, including instant messaging, , and e-conferencing. Key prerequisites Workplace Dashboard for Sales and Workplace Dashboard for Executives require the following software: WebSphere Portlet Factory V5.12 and WebSphere Portlet Factory Designer V5.12 V2.6 requires WebSphere Portlet Factory V5.12 and WebSphere Portlet Factory Designer V5.12. Refer to the Hardware requirements and Software requirements sections for additional details. Planned availability dates March 30, 2006, (electronic software delivery) English only April 14, 2006, (media and documentation) English only At a glance and Workplace dashboard products: Deliver a service-oriented framework and prepackaged solutions to help companies to rapidly deploy portal-based dashboards that provide role-based, composite views of their overall business activity Display highly customized and dynamic operational information, giving decision makers the real-time visibility they need to understand status of business operations and market activity, which ultimately helps drive overall corporate performance Complement IBM Workplace for Business Strategy and Execution product. Together, they ensure that all employees understand their organizational objectives and can then act upon those objectives via highly personalized, role-based dashboards Link metrics to the underlying business processes, which empowers users to take immediate and effective action based upon changes in thresholds or important business events. Help executives and managers to proactively monitor business performance, make more informed decisions, and quickly resolve business issues For ordering, contact: Your IBM representative or the Americas Call Centers at 800-IBM-CALL Reference: YE001 This announcement is provided for your information only. For additional information, contact your IBM representative, call 800-IBM-4YOU, or visit the IBM home page at: IBM United States IBM is a registered trademark of International Business Machines Corporation

2 Description In today s competitive landscape, smart companies are deploying role-driven dashboards in order to improve decision making and speed the response to business events. Unfortunately, deploying custom dashboards can be a challenge. Companies often struggle trying to access the data needed to drive the dashboards, because it usually resides in multiple, disparate systems, including spreadsheets, data warehouses, and operational systems. If companies can overcome their data issues, they often end up creating dashboards that display relatively static, read-only data. As a result, business users might be able to identify problems, but they can not take action to resolve these problems from within the dashboard. And, finally, many dashboard vendors only offer their products on top of proprietary infrastructures. This can significantly increase a company s cost of building and maintaining dashboard solutions. addresses these challenges by providing reusable components, robust administration tools, and dashboard-specific features that help speed the creation of standards-based, active dashboards. This offering, which augments the capabilities of WebSphere Portlet Factory, can help dramatically reduce the development costs and speeds the time-to-value for a company s dashboard initiatives. In addition to, IBM offers Workplace dashboards that accelerate your dashboard deployments with prebuilt portlets that display best practice KPIs. These Workplace dashboards are ideally suited for companies that are interested in an out-of-the-box dashboard solution tailored to a specific function and industry. In addition to including best-practice portlets, each Workplace dashboard comes with built-in filtering capabilities, browser-based configuration wizards, collaboration, and alerting. The packs are also all fully localized and include sample users and roles. And, finally, the dashboards within these packs are built on a clean service oriented architecture, which allows a clear separation between the presentation layer and the data integration layer. As such, the back-end of the dashboards is pluggable to fit into your environment. IBM currently offers the following Workplace dashboards: Workplace Dashboard for Executives. Workplace Dashboard for Executives provides key executives with insight into the metrics and KPIs so they can align their roles and responsibilities. This dashboard includes portlets that represent best practice KPIs, such as EBITDA, Top Opportunities, Headcount, Internal Hires, Time to Fill Positions, and Employee Turnover. Workplace Dashboard for Sales. Workplace Dashboard for Sales arms sales executives with the information and insight they need to effectively manage their sales teams and close deals. This adaptive dashboard displays the appropriate information according to the roles of the user. Out-of-the-box roles include Sales VP, Sales Manager, and Sales Representative. Best practice KPIs include top opportunities, rep performance, opportunities by stage, and customer satisfaction. Key features Repository of reusable design components Captures specific dashboard design patterns, such as chart-to-table drill-down, gauge charts, summary rows, and hierarchical drill-downs, making it extremely fast and easy for companies to create custom dashboard portlets for their specific KPIs. Business user configuration Enables developers to easily extend the configuration of portlets to business users, including the portlet s look and feel, data, thresholds, process flow, and chart types. With this capability, companies can increase the flexibility of their dashboards and help reduce IT maintenance costs. Hi-fidelity charting Enables the creation of configurable charts that dynamically adapt based upon users actions, including drilling down into related portlets. Includes support for a wide range of chart types (pie, dial/gauge, bar, and line), file formats (Flash, PNG, JPG, and BMP), and back end-data sources (SAP solutions, Siebel systems, Lotus Domino, PeopleSoft systems, databases, Web services, and spreadsheets). Robust alerting module Proactively alerts users, in real time, to important issues and events that affect their business. Provides support for a of different types of alerts, including event-based, asynchronous, and basic threshold alerts. Also supports alert escalations and business user creation of alerts. Intuitive, browser-based administration console Enables global changes to all portlets within the dashboard, making the dashboards easier to configure and maintain. Includes a set of administration portlets for making all-encompassing changes to various capabilities in dashboard portlets, such as logging, people awareness, and the page templates that drive the portlets look and feel. Flexible filtering capabilities Dynamically filter dashboards based upon your company s criteria, which can include product family, time frame, and market sector. Adaptive filtering technology displays only the filters appropriate to the user s characteristics and role. Statement of direction Workplace dashboards and Workplace Dashboard Framework complement the WebSphere Portal, Lotus Domino, and Workplace software product family whose goal is to bring people, processes, and technologies together to provide greater business value to IBM clients. By helping companies more easily and efficiently integrate their business systems, Workplace, Portal, and Collaboration Software is fulfilling a critical part of IBM On Demand Business strategy. Specifically, and Workplace dashboards are an important part of Workplace, Portal, and Collaboration Software s strategy to deliver portal-based composite products that address specific business needs. In addition, Workplace Dashboard Framework and Workplace dashboards play an important role in the IBM commitment to service-oriented architecture (SOA). All statements regarding IBM s plans, directions, and intent are subject to change or withdrawal without notice. Trademarks WebSphere, Domino, and Lotus are registered trademarks of International Business Machines Corporation in the United States or other countries or both. Other company, product, and service names may be trademarks or service marks of others

3 IBM United States Announcement Supplemental Information March 28, 2006 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 these products. 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 for 20 countries. A large of publications are available online in various file formats, and they can all be downloaded by all countries free of charge. For news of publications, you can subscribe to Mysupport at en/?opendocument Technical information Specified operating environment Hardware requirements Recommended hardware configuration CPU: Pentium II at 500 MHz (Pentium III at 500 MHz, or higher recommended) Disk: 1 GB (plus space for development resources) Memory: 512 MB RAM (768 MB recommended) Deployed portlets There are no specific hardware requirements for deployed portlets. Portlets will run on all configurations approved for the particular operating system and application server or portal server used. Software requirements Supported software configurations Operating systems Microsoft Windows 2000 Professional Microsoft Windows XP Professional Integrated Development Environments (IDEs) IBM Rational Application Developer 6 IBM Rational Software Architect IBM Rational Web Developer Eclipse 3.1 Note: Eclipse SDK versions only Deployed applications Operating systems Microsoft Windows 2000 Server Microsoft Windows 2000 Advanced Server Sun Solaris 8 (Latest patch level required) AIX V5.1 OS/400 V5.2 (on iseries hardware) Red Hat Linux 7.1, 7.2, 8.x SUSE Linux 9.2 Application servers WebSphere Application Server V.5.1, V6.0 Apache Tomcat (development use only) Portal servers Workplace Services Express V2.5 WebSphere Portal V5.1, V Portals complying with JSR-168 (support for JSR-168 Specification only, there is no explicit support for specific JSR-168 portal containers other than WebSphere Portal) Web browsers Microsoft Internet Explorer 5.5, 6.0 Netscape Communicator 6.2, 7.0, 7.1, 7.23 Mozilla Firefox 1.3, 1.4, 1.5, 1.6 JDK support Java 2 SDK, Standard Edition V1.4.1, Enterprise integrations: Databases Oracle 9i Release 2 V Oracle 8i Enterprise Release 3 V8.1.7 (With thin driver for and/or classes12.zip) Microsoft SQL Server 2000 (with msbase.jar, mssqlserver.jar, msutil.jar) DB2 Enterprise Edition V8.1 This announcement is provided for your information only. For additional information, contact your IBM representative, call 800-IBM-4YOU, or visit the IBM home page at: IBM United States IBM is a registered trademark of International Business Machines Corporation

4 DB2 Enterprise Edition V7.2 (FixPack 7 required w/db2java.zip) Sybase Adaptive Server Enterprise 12.5 (requires version 5.5 of jconnect for JDBC with EBF/Patch 11937, dated April 30, 2004) Lotus Domino Lotus Domino V5.x, V6.0, V6.5, V7.0 (requires version 6, or later NCSO.jar) SAP SAP R3 V3.1h, or later (requires SAPCO.jar) SAP BW PeopleSoft PeopleSoft 8.x Systems (requires PSJOA.jar. Any PeopleSoft 8.x, or later system that supports access to Component Interfaces via this jar is supported) Siebel systems Siebel 7.5.2, (requires version appropriate JAR files: SiebelJI.jar, SiebelJI_Common.jar, and SiebelJI_enu.jar) Planning information Software Maintenance, previously referred to as Software Subscription and Technical Support, is included in the Passport Advantage Agreement. Installation and technical support is provided by the Software Maintenance offering of the IBM International Passport Advantage Agreement. This fee service enhances customer productivity, with voice and electronic access into IBM support organizations. A services engagement or authorized training is strongly recommended for customers planning to build and deploy dashboards using or Workplace dashboards. Workplace Dashboard Framework and Workplace dashboard offerings always require integration and configuration and typically require customization and modification to deploy dashboards in a production environment. Only defects in out-of-the-box portlet code and sample data connectivity are warranted and supported. For more information, visit the following IBM Software Services for Lotus Web site Software Maintenance does not include assistance for the design and development of applications, consulting services for customization or modification of your software, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under this agreement. Packaging: is distributed via a media package and electronic software distribution (ESD). media package is distributed in one package with the following: Product CDs. Softcopy product documentation including README files are included on the product CDs. The LI form for Workplace Dashboard Framework is L-JNEN-6LULVN. Workplace Dashboard for Sales is distributed via a media package and ESD. Workplace Dashboard for Sales media package distributed in one package with the following: Workplace Dashboard for Sales Product CDs. is Softcopy product documentation including README files are included on the product CDs. The LI form for Workplace Dashboard for Sales is L-JNEN-6LRLQ5. Workplace Dashboard for Executives is distributed via a media package and ESD. Workplace Dashboard for Executives media package is distributed in one package with the following: Workplace Dashboard for Executives Product CDs. Soft copy product documentation including README files are included on the product CDs. The LI form for Workplace Dashboard for Executives is L-JNEN-6LRLQ5. 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. 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 Workplace Dashboard IBM Workplace Workplace Framework Dashboard Framework IBM Workplace Dashboard IBM Workplace Workplace for Executives Dashboard for Executives IBM Workplace Dashboard IBM Workplace Workplace for Sales Dashboard for Sales Program name PID Charge unit description IBM 5724-O00 Processor IBM Workplace Dashboard for 5724-O02 Processor Executives 5724-O01 Processor Charge metrics definitions Processor In Full Capacity charging, Proof of Entitlements (PoEs) must be acquired for all activated processors (available for use) that are on the server where the program or a component of the program is run. If there are program components included in the offering whose function is not to be included in the charge metric, these must be listed in the program-unique terms of the License Information. IBM defines a physical processor in a computer as a functional unit that interprets and executes instructions. A physical processor consists of at least an instruction control unit and one or more arithmetic and logic units. Multicore technology allows two or more processors (commonly called cores) to be active on a single silicon chip. Unless otherwise announced, with multicore technology, IBM considers each core to be

5 a physical processor. For example, in a dual-core chip, there are two physical processors residing on the single silicon chip. In the zseries Integrated Facility for Linux (IFL) environment, each IFL engine is considered a single physical processor. Threading, a technique which makes a single processor seem to perform as two or more, does not affect the count of physical processors. Where blade technology is employed, each blade is considered a separate server and charging is based upon the total of processors on the blade on which the program is run. Passport Advantage program licenses Part description IBM IBM Workplace Dashboard Framework Processor ANNUAL SW MAINT RNWL IBM Workplace Dashboard Framework Processor LIC+SW MAINT 12 MO IBM Workplace Dashboard Framework Processor SW MAINT REINSTATE 12 MO Processor ANNUAL SW MAINT RNWL Processor LIC+SW MAINT 12 MO Processor SW MAINT REINSTATE 12 MO Processor ANNUAL SW MAINT RNWL Processor LIC+SW MAINT 12 MO Processor SW MAINT REINSTATE 12 MO Passport Advantage supply Program name/description V2.6.0 Media Pack English U.S. Windows 2000, SUSE Linux, Windows XP, Solaris (Sun Microsystems), OS/400 V4.x, AIX 5L, V5, Red Hat Linux CD ROM Digital Disk ISO 9660 Standard V2.6.0 Workplace Dashboard for Execs V2.6.0 Media Pack English U.S. Windows 2000, SUSE Linux, Windows XP, Solaris (Sun Microsystems), OS/400 V4.x, AIX 5L, V5, Red Hat Linux CD ROM Digital Disk ISO 9660 Standard V2.6.0 Workplace Dashboard for Sales V2.6.0 Media Pack English U.S. Windows 2000, SUSE Linux, Windows XP, Solaris (Sun Microsystems), OS/400 V4.x, AIX 5L, V5, Red Hat Linux CD ROM Digital Disk ISO 9660 Standard V2.6.0 Part E02GGLL D57SLLL D57SMLL E02GILL D57SQLL D57SRLL E02GHLL D57SNLL D57SPLL Part BU01NNA BU01QNA BU01PNA Passport Advantage customer: media pack entitlement details Customers with active maintenance or subscription for the products listed are entitled to receive the corresponding media pack. Entitled maintenance Media packs description Part offerings description Workplace Dashboard for Sales V2.6.0 IBM Workplace Dashboard Wkplc Dashboard for Sales BU01PNA for Sales per Processor English U.S. Windows 2000, SUSE Linux, Windows XP, Solaris (Sun Microsystems), OS/400 V4.x, AIX 5L, V5, Red Hat Linux CD ROM Digital Disk ISO 9660 Standard Workplace Dashboard for Execs V2.6.0 IBM Workplace Dashboard Wkplc Dashboard for Execs BU01QNA for Executives per English U.S. Windows 2000, Processor SUSE Linux, Windows XP, Solaris (Sun Microsystems), OS/400 V4.x, AIX 5L, V5, Red Hat Linux CD ROM Digital Disk ISO 9660 Standard V2.6.0 IBM Workplace Dashboard Wkplc Dashboard Framework BU01NNA Framework per Processor English U.S. Windows 2000, SUSE Linux, Windows XP, Solaris (Sun Microsystems), OS/400 V4.x, AIX 5L, V5, Red Hat Linux CD ROM Digital Disk ISO 9660 Standard Terms and conditions This product is only available via Passport Advantage. is not available as shrinkwrap. Licensing: IBM International Program License Agreement. PoE are required for all authorized use. Part products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance. This software license includes Software Maintenance, previously referred to as Software Subscription and Technical Support. License information form (s) Program Program name Form IBM 5724-O00 L-JNEN-6LULV 5724-O02 L-JNEN-6LRLQ 5724-O01 L-JNEN-6LRLQ On or near the planned availability date, the license information will be available for review on the IBM Software License Agreement Web site Limited warranty applies: Yes Warranty: This program includes a warranty for one year from acquisition from IBM or an authorized IBM Business Partner. For one year from acquisition of the program, this warranty provides the customer with access to databases containing program information and FAQs, including any known fixes to defects, which you can download or otherwise obtain and install. Program technical support: Technical support of a program product will be available for a minimum of three It

6 years from the general availability date, as long as your Software Maintenance is in effect. This technical support allows you to obtain assistance (via telephone or electronic means) from IBM for product-specific, task-oriented questions regarding the installation and operation of the program product. Software Maintenance also provides you with access to updates, releases, and versions of the program. Customers will be notified, via announcement letter, of discontinuance of support with 12 months notice. If you require additional technical support from IBM, including an extension of support beyond the discontinuance date, contact your IBM representative or IBM Business Partner. This extension may be available for a fee. Money-back guarantee: If for any reason you are dissatisfied with the program and you are the original licensee, return it within 30 days from the invoice date, to the party (either IBM or its reseller) from whom you acquired it, for a refund. For programs acquired under the IBM International Passport Advantage offering, this term applies only to your first acquisition of the program. Copy and use on home/portable computer: No Volume orders (IVO): No Passport Advantage applies: Passport Advantage Web site at Yes, and through the Software maintenance applies: Yes Software Maintenance, previously referred to as Software Subscription and Technical Support, is included in the IBM International Passport Advantage Agreement. Installation and technical support is provided by the Software Maintenance offering of the IBM International Passport Advantage Agreement. This fee service provides voice and electronic access to IBM support organizations. IBM includes one year of Software Maintenance with the initial license acquisition of each program acquired. The initial period of Software Maintenance can be extended by the purchase of a renewal option, if available. While your Software Maintenance is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions; and code-related questions. IBM provides assistance via telephone and, if available, electronic access, only to your IS technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your end users.) IBM provides Severity 1 assistance 24 hours a day, every day of the year. For additional details, consult your IBM Software Support Guide at handbook.html Software Maintenance does not include assistance for the design and development of applications, consulting services for customization or modification of your software, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under this agreement. For more information about the Passport Advantage Agreement, visit the Passport Advantage Web site at iseries Software Maintenance applies: No Educational allowance available: Not applicable IBM Electronic Services IBM Global Services has transformed its delivery of hardware and software support services to put you on the road to higher systems availability. IBM Electronic Services is a Web-enabled solution that provides you with an exclusive, no-additional-charge enhancement to the service and support available on the IBM eserver platform. These services provide the opportunity for greater system availability due to faster problem resolution and preemptive monitoring. IBM Electronic Services is comprised of two separate but complementary elements: IBM Electronic Services news page and IBM Electronic Service Agent. IBM Electronic Services news page provides you with a single Internet entry point that replaces the multiple entry points traditionally used by customers to access IBM Internet services and support. The news page enables you to gain easier access to IBM resources for assistance in resolving technical problems. The IBM Electronic Service Agent is no-additional charge software that resides on your IBM eserver system. It is designed to proactively monitor events and transmit system inventory information to IBM on a periodic, customer-defined timetable. The IBM Electronic Service Agent tracks system inventory, hardware error logs, and performance information. If the server is under a current IBM maintenance service agreement or within the IBM warranty period, the Service Agent automatically reports hardware problems to IBM. Early knowledge about potential problems enables IBM to provide proactive service that may result in higher system availability and performance. In addition, information collected through the Service Agent will be made available to IBM service support representatives when they are helping answer your questions or diagnosing problems. To learn how IBM Electronic Services can work for you, visit Passport Advantage Prices 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 directly to Business Partner pricing information. An ID and password are required (use IBM ID). advantage/paoreseller/amer/channelannouncement

7 IBM Global Financing IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, both from IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit IBM Global Financing offerings are provided through IBM Credit LLC in the United States and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer s credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice. 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 iseries, AIX 5L, and Electronic Service Agent are trademarks of International Business Machines Corporation in the United States or other countries or both. Passport Advantage, Rational, AIX, OS/400, WebSphere, DB2, Domino, Lotus, eserver, 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. Microsoft and Windows are trademarks of Microsoft Corporation. Java is a trademark of Sun Microsystems, Inc. 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