Steve Peters Peters Technology Group

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Steve PetersPeters Technology Group
IBM Workplace Forms/Domino IntegrationJune
13th, 2007
steve.peters_at_peterstechnologygroup.com612-327-710
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Agenda

• Welcome and Introduction
• Introduction to IBM Workplace Forms
• Components (Viewer/Designer/Webform Server)
• What is a Form?
• Form Design
• Canvas and Palette
• Data Instances
• Integration with Domino
• How the Two Technologies Complement Each Other
• Demo

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Workplace Forms Background

• First XML Intelligent Document introduced in 1998
  by PureEdge Solutions
• IBM acquired PureEdge effective August 1st, 2005
• Automates the Form AND the process around the
  Form
• Collects data easily, accurately and completely,
  with straight through integration to one or more
  back end systems
• Provides users with option to utilize dynamic,
  robust, "wizard based approach or traditional
  form fill experience
• High fidelity, pixel precise forms
• Strong security and signature support
• High performance, enterprise solution
• Open standards support, XML Java J2EE

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Workplace Forms Expands What you Can Do with
Domino
Domino
Pixel Perfect Forms (Paper Forms)
Views Logic (Form Management)
Forms Subforms Offline Support Web Forms Web
Services Attachments E-mail as
transport Portlets XML
Guided Front End (Turbo Tax)
Domino Workflow
Overlapping Digital Signatures
Lotus Workflow
XForms (W3C Standards)
Replication
Forms Extensions (IFX) (Ex. Signing Tablet)
(3rd Party Encryption)
On Disk Encryption
Self contained Standalone Solution
Component Technology
Collaborative Document Based Business
Transactional Record
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How can Domino add value to Workplace Forms?

• Domino can handle XFDL file attachments or mime
  types
• Domino can store XFDL file attachments and
  exchange them with other systems (mail, web
  services, connections to external data sources,
  access to file system)
• Domino can access the content in XFDL files by
  Java API, built-in XML parsers and text
  processing capabilities
• All of this makes it easy to build an application
  that handles forms, storing them with
  sophisticated access rights to stored forms and
  extracted data, and attaching collaboration and
  workflow to form and data handling.

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How can Workplace Forms add value to Domino?

• WP Forms can exchange the templates and completed
  forms with other systems including the layout,
  signatures and internal processing rules of the
  form
• A Domino Document can exchange only its value
  with other systems, not the processing logic,
  layout or signatures.
• WP Forms can be integrated with mutual signature
  methods from authenticated password acceptance to
  biometric (retinal scans, fingerprint readers)
  and PKI certificates.
• WP Forms can print out the document in a pixel
  precise manner.

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Workplace Forms Components
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Workplace Forms Product Offerings

• IBM Workplace Forms Viewer is a feature-rich
  desktop application used to view, fill, sign,
  submit, and route e-forms, and is able to
  function on the desktop or within a browser. It
  enables full connectivity with real-time
  integration using Web Services. The open
  standards framework of IBM Workplace Forms
  enables Workplace Forms Viewer to operate in
  portal or stand-alone environments, in on-line or
  off-line modes, and as a plug-in for thin or
  rich-client browsers.
• IBM Workplace Forms Designer is an easy-to-use
  WYSIWYG e-form design environment that supports
  the drag-and-drop creation of precision forms
  with an open and accessible, XML-schema-derived
  data model. IBM Workplace Forms Designer
  leverages open standards to deliver advanced
  forms-based business process automation solutions
  that integrate seamlessly across lines of
  business applications and IT infrastructure.
• IBM Workplace Forms Server enables the creation
  and delivery of XML forms applications. It
  provides a common, open interface to enable
  integration of e-forms data with server-side
  applications using industry-standard XML schemas.
  IBM Workplace Forms Server also delivers a true
  zero-footprint solution, providing e-forms to
  external users quickly and efficiently within a
  browser without requiring additional downloads or
  plug-ins. IBM Workplace Forms Server provides a
  low administration solution for data-capture
  requirements while supporting precise viewing and
  printing, automated validation, and the security
  and compliance capabilities of XML e-forms.

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Architecture
Servers
Internet/Intranet
Internet Deployment Server
Deploy IBM Workplace Forms Viewer
Web Server
Oracle SQL Server DB2
XFDL Form
Data Repositories
Customer Application
XFDL Form
3rd PartyAPIs
WF API
Document Repositories
SSL
WF Webform Server Servlet Class
IBM FileNet BroadVision
Web Server
HTML Render
Corporate Firewall/Proxy
Webform Server
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What is a Workplace Form?
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XML Intelligent Document Component

• Presentation Layer
• Pixel-perfect for duplicating paper forms
• Guided-interview, or wizard, driven

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XML Intelligent Document Component

• Presentation Layer
• Pixel-perfect for duplicating paper forms
• Guided-interview, or wizard, driven

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XML Intelligent Document Component

• Presentation Layer
• Pixel-perfect for duplicating paper forms
• Guided-interview, or wizard, driven

• Business Logic
• Capture forms processes in the form
• Integrate business process workflows

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XML Intelligent Document Component

• Presentation Layer
• Pixel-perfect for duplicating paper forms
• Guided-interview, or wizard, driven

• Business Logic
• Capture forms processes in the form
• Integrate business process workflows

• Data Instances
• Based on W3C XForms specification
• Multiple XML payloads for integration
• Validate against external XML Schemas
• MISMO
• ACORD
• HL7

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XML Intelligent Document Component

• Presentation Layer
• Pixel-perfect for duplicating paper forms
• Guided-interview, or wizard, driven

• Business Logic
• Capture forms processes in the form
• Integrate business process workflows

• Data Instances
• Based on W3C XForms specification
• Multiple XML payloads for integration
• Validate against external XML Schemas

• File Attachments
• Capture complete transaction
• Supplemental or associated eForms
• MS Office, videos, faxes, etc.

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XML Intelligent Document Component

• Presentation Layer
• Pixel-perfect for duplicating paper forms
• Guided-interview, or wizard, driven

• Business Logic
• Capture forms processes in the form
• Integrate business process workflows

• Data Instances
• Based on W3C XForms specification
• Multiple XML payloads for integration
• Validate against external XML Schemas

• File Attachments
• Capture complete transaction
• Supplemental or associated eForms
• MS Office, videos, faxes, etc.

• Digital Signatures
• Sign multiple, overlapping sections or complete
  form
• Use built-in signing, digital certificates or
  signing pads

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What is XForms?
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XForms?

• W3Cs name for a specification of web forms that
  can be used with a wide variety of platforms
  including desktop computers, hand helds,
  information appliances, etc.
• Separates Data Model from User Interface
• John Boyer (IBM) is Chair of the W3C Forms
  Working Group

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Domino/Workplace Forms Demo
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Sample Domino/Workplace Forms Example
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Industry Solutions for e-forms
Banking Account Open, Loan Origination,
Compliance Filing, Cross-sell Services,
Operations Management Insurance Claims
Management, Underwriting, Agent and Customer
Servicing, Enrollment, Compliance Healthcare
Administrator, Privacy Statements,
Authorizations, Claims, Billing, Healthcare
Accounts Life Sciences Clinical Trial
Management Telecommunications Field Service
Reps Government e-Permits and License
Applications, Case Management, Program
Management Retail Consumer Products Sales
Management, Store Operations, Promotions
Merchandise Management Electronics/Automotive
Procurement, Retail Aftermarket