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Quickr L1 Support Enablement


Provided by Austin Chang




                     IBM Innovation Center – Dallas, TX   © 2007 IBM Corporation
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Agenda
 Product overview
 Customer environment Validation
 Support Resources
 PMR Escalation and Collaboration
 PMR Case Study




                                                                  Slide 2
Integration | Quickr 8.2 Workshop | IBM Innovation Center




      Standard Quickr Logon Form
      Ensure this form displays, otherwise customer may
      encountered the configuration issue.



                                                            Slide 3
Integration | Quickr 8.2 Workshop | IBM Innovation Center


 Lotus Quickr services for Domino usability
                                                Navigate back
      Switch easily between                     to your list of
       team spaces and file                         places         Consistent
          sharing places
                                                                  breadcrumbs
New “Blue” UI
 shared with
   Lotus
Connections                                                       Local actions exposed
                                                                  here, advanced options
                                                                   under “More Actions”

    Place
 navigation
 and global
actions back
 on left side

                                                                                           One click
                                                                                           download




        Drop
      zone for
       Quickr
      Domino

                                                                                              Slide 4
Integration | Quickr 8.2 Workshop | IBM Innovation Center



Pervasive access to content using the Connectors




                                 Web Browser               Windows Explorer /
                                                            “My Documents”
 Lotus Notes® client

                                                                                       Lotus Sametime®




Microsoft Office / IBM Lotus
         Symphony
                                                                                Microsoft Outlook

                                                                                                    Slide 5
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Creating a Place




                                                                  Slide 6
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Lotus Quickr Offline
 Available with Lotus Quickr Services for Lotus Domino
 Domino Off-Line Services provides the means for users
 to :
   – Take places offline
   – Make changes to the places
   – Synchronize the changes with the online version on the
     server

 A user must be an individual member of a place to take
 it offline
 Users who access a place through group membership
 cannot take places offline




                                                                      Slide 7
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Lotus Quickr out-of-the-box Templates
                                                 Ships with built in Templates:
                                                  - Wiki, Blog, Entry, Standard
                                                  Place
                                                 Portable, persistent and re-
                                                  usable
                                                 More templates available at:
                                                  http://templates.snapps.com/




                                                                                   Slide 8
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Lotus Quickr, Lotus Symphony, and Lotus Notes




           Let's watch Video for a Quickr Application at
        http://www.youtube.com/watch?v=ShpB0PRNic0




                                                                  Slide 9
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Site Administration

 Site Administration choices
   – Instructions
   – Security
   – User Directory
   – Other Options




                                                                     Slide 10
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Quickr’s qpconfig.xml File

 Sample configuration parameters

  – Authentication
  – My Places
  – Offline
  – Server Messages
  – Super User
  – User Directory
  – Expanded Membership Model

                                                                    Slide 11
Integration | Quickr 8.2 Workshop | IBM Innovation Center


qptool

 Server task that runs commands – output goes to xml file (and
 console)

 addmember, changemember, removemember,
                     – addgraphicfont,
 updatemember          removegraphicfont
 archive                                    – refresh
                                            – register, unregister
 changehierarchy
                                            – remove
 membershipmodel                            – repair

 deadmail                                   – replicamaker
                                            – report
 execute
                                            – Upgrade
 lock, unlock                               – createentryplace
                                                                     Slide 12
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Agenda
 Product overview
 Customer environment Validation
 Support Resources
 PMR Escalation and Collaboration
 PMR Case Study




                                                                  Slide 13
Integration | Quickr 8.2 Workshop | IBM Innovation Center




Customer environment Validation
         Is Quickr version supported (EOS)?




                                                               Slide 14
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Customer environment Validation (Cont...)
  Does Quickr install on Domino with the supported
   configuration?
    – Quickr version? Latest Fix Pack applied? (L3 didn't
      provide Hotfix, only provide the fix includes to latest FP.
    – Domino version?
    – Directory Type?
        • LDAP
        • Domino
    – Proxy Server?
    – Browser ?Type?
  Check out System Requirement document for each Quickr
   version
                                                                    Slide 15
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Agenda
 Product overview
 Customer environment Validation
 Support Resources
 PMR Escalation and Collaboration
 PMR Case Study




                                                                  Slide 16
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Support Resources

 *SWEs: L1, L2 (Product PAE), L3
 *Internal Lotus knowledge Base
 *Internal Discussion Forum
 *IBM PSDB, keyword as Quickr for
   Domino
 *Quickr SPR.



                                                                 Slide 17
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Agenda
 Product overview
 Customer environment Validation
 Support Resources
 PMR Escalation and Collaboration
 PMR Case Study




                                                                  Slide 18
Integration | Quickr 8.2 Workshop | IBM Innovation Center


PMR Escalation and Collaboration

  Is that possible to apply latest fix pack?
  Is it reproducible?
     – If yes, escalating to L3
  The feature survey, escalating to PAE
  Troubleshooting, escalating to PAE
     – With Fiddler Capture
 • Unable to fix the issue for customer
     – Escalating to the extended team
     – Collaborating with any level SWEs




                                                                    Slide 19
Integration | Quickr 8.2 Workshop | IBM Innovation Center


Agenda
 Product overview
 Customer environment Validation
 Support Resources
 PMR Escalation and Collaboration
 PMR Case Study




                                                                  Slide 20
Integration | Quickr 8.2 Workshop | IBM Innovation Center


PMR 05991,124,672: 如何在 Quickr 页面中进行
搜索
 Start the same Quickr version with customer and go through
  Test Case.
 confirm with customer with the screen shots to ensure two
  parties on the same board.
 check to see if this can be configured from qpconfig.xml
  from IBM internal resources.
 get back to customer about our findings and
  recommendations if any.




                                                                   Slide 21
Integration | Quickr 8.2 Workshop | IBM Innovation Center




      Recommendations
      Usually, you need to wait a while after you create a document.
      Because Quickr needs to update search site database in a
      couple of minutes.


                                                                       Slide 22
®




Q&A

End of Presentation




                IBM Innovation Center – Dallas, TX   © 2007 IBM Corporation

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Quickr support enablement

  • 1. ® Quickr L1 Support Enablement Provided by Austin Chang IBM Innovation Center – Dallas, TX © 2007 IBM Corporation
  • 2. Integration | Quickr 8.2 Workshop | IBM Innovation Center Agenda  Product overview  Customer environment Validation  Support Resources  PMR Escalation and Collaboration  PMR Case Study Slide 2
  • 3. Integration | Quickr 8.2 Workshop | IBM Innovation Center Standard Quickr Logon Form Ensure this form displays, otherwise customer may encountered the configuration issue. Slide 3
  • 4. Integration | Quickr 8.2 Workshop | IBM Innovation Center Lotus Quickr services for Domino usability Navigate back Switch easily between to your list of team spaces and file places Consistent sharing places breadcrumbs New “Blue” UI shared with Lotus Connections Local actions exposed here, advanced options under “More Actions” Place navigation and global actions back on left side One click download Drop zone for Quickr Domino Slide 4
  • 5. Integration | Quickr 8.2 Workshop | IBM Innovation Center Pervasive access to content using the Connectors Web Browser Windows Explorer / “My Documents” Lotus Notes® client Lotus Sametime® Microsoft Office / IBM Lotus Symphony Microsoft Outlook Slide 5
  • 6. Integration | Quickr 8.2 Workshop | IBM Innovation Center Creating a Place Slide 6
  • 7. Integration | Quickr 8.2 Workshop | IBM Innovation Center Lotus Quickr Offline Available with Lotus Quickr Services for Lotus Domino Domino Off-Line Services provides the means for users to : – Take places offline – Make changes to the places – Synchronize the changes with the online version on the server A user must be an individual member of a place to take it offline Users who access a place through group membership cannot take places offline Slide 7
  • 8. Integration | Quickr 8.2 Workshop | IBM Innovation Center Lotus Quickr out-of-the-box Templates  Ships with built in Templates: - Wiki, Blog, Entry, Standard Place  Portable, persistent and re- usable  More templates available at: http://templates.snapps.com/ Slide 8
  • 9. Integration | Quickr 8.2 Workshop | IBM Innovation Center Lotus Quickr, Lotus Symphony, and Lotus Notes Let's watch Video for a Quickr Application at http://www.youtube.com/watch?v=ShpB0PRNic0 Slide 9
  • 10. Integration | Quickr 8.2 Workshop | IBM Innovation Center Site Administration Site Administration choices – Instructions – Security – User Directory – Other Options Slide 10
  • 11. Integration | Quickr 8.2 Workshop | IBM Innovation Center Quickr’s qpconfig.xml File Sample configuration parameters – Authentication – My Places – Offline – Server Messages – Super User – User Directory – Expanded Membership Model Slide 11
  • 12. Integration | Quickr 8.2 Workshop | IBM Innovation Center qptool Server task that runs commands – output goes to xml file (and console) addmember, changemember, removemember, – addgraphicfont, updatemember removegraphicfont archive – refresh – register, unregister changehierarchy – remove membershipmodel – repair deadmail – replicamaker – report execute – Upgrade lock, unlock – createentryplace Slide 12
  • 13. Integration | Quickr 8.2 Workshop | IBM Innovation Center Agenda  Product overview  Customer environment Validation  Support Resources  PMR Escalation and Collaboration  PMR Case Study Slide 13
  • 14. Integration | Quickr 8.2 Workshop | IBM Innovation Center Customer environment Validation Is Quickr version supported (EOS)? Slide 14
  • 15. Integration | Quickr 8.2 Workshop | IBM Innovation Center Customer environment Validation (Cont...)  Does Quickr install on Domino with the supported configuration? – Quickr version? Latest Fix Pack applied? (L3 didn't provide Hotfix, only provide the fix includes to latest FP. – Domino version? – Directory Type? • LDAP • Domino – Proxy Server? – Browser ?Type?  Check out System Requirement document for each Quickr version Slide 15
  • 16. Integration | Quickr 8.2 Workshop | IBM Innovation Center Agenda  Product overview  Customer environment Validation  Support Resources  PMR Escalation and Collaboration  PMR Case Study Slide 16
  • 17. Integration | Quickr 8.2 Workshop | IBM Innovation Center Support Resources *SWEs: L1, L2 (Product PAE), L3 *Internal Lotus knowledge Base *Internal Discussion Forum *IBM PSDB, keyword as Quickr for Domino *Quickr SPR. Slide 17
  • 18. Integration | Quickr 8.2 Workshop | IBM Innovation Center Agenda  Product overview  Customer environment Validation  Support Resources  PMR Escalation and Collaboration  PMR Case Study Slide 18
  • 19. Integration | Quickr 8.2 Workshop | IBM Innovation Center PMR Escalation and Collaboration  Is that possible to apply latest fix pack?  Is it reproducible? – If yes, escalating to L3  The feature survey, escalating to PAE  Troubleshooting, escalating to PAE – With Fiddler Capture • Unable to fix the issue for customer – Escalating to the extended team – Collaborating with any level SWEs Slide 19
  • 20. Integration | Quickr 8.2 Workshop | IBM Innovation Center Agenda  Product overview  Customer environment Validation  Support Resources  PMR Escalation and Collaboration  PMR Case Study Slide 20
  • 21. Integration | Quickr 8.2 Workshop | IBM Innovation Center PMR 05991,124,672: 如何在 Quickr 页面中进行 搜索  Start the same Quickr version with customer and go through Test Case.  confirm with customer with the screen shots to ensure two parties on the same board.  check to see if this can be configured from qpconfig.xml from IBM internal resources.  get back to customer about our findings and recommendations if any. Slide 21
  • 22. Integration | Quickr 8.2 Workshop | IBM Innovation Center Recommendations Usually, you need to wait a while after you create a document. Because Quickr needs to update search site database in a couple of minutes. Slide 22
  • 23. ® Q&A End of Presentation IBM Innovation Center – Dallas, TX © 2007 IBM Corporation

Editor's Notes

  • #4: Ensure this form displays, otherwise customer may encountered the configuration issue.
  • #5: New Lotus “One Web UI” common with Lotus Connections Improved navigation with consistent breadcrumb trails Simplified membership management and place ownership Simplified check-in / check-out
  • #6: These Lotus Quickr Connectors are a key differentiator for the product… an important part of how we plan to help organizations close the gap between their desire to collaborate and the actual practice of collaboration.
  • #7: You can create a place on Lotus Quickr server as long as you have access to the server. When you create a place, you specify an address for the place and register yourself as its first member by entering a name for the place, your username, password, and an optional email address. If you enter your email address, people who create and edit content in your place can notify you by email that they have made changes in the place. Also, if the Lotus Quickr server is connected to a user directory and includes email address information for each user, your email address is automatically entered in the place’s Members folder as part of the registration process. The place creation process is very simple. … select a template, enter the basic data and the voila .. The place is ready to be used
  • #8: Domino Off-Line Services provides the means for users to take places offline, make changes to the places, and then synchronize the changes with the online version on the server. A user must be an individual member of a place to take it offline; users who access a place through group membership cannot take places offline. Offline use is supported only for Microsoft Windows users.
  • #9: Lotus Quickr comes with pre-built templates that can provide immediate value and support for common business processes Use the Project template to keep track of each task and how they are progressing to completion: Use the Presentation Place template to keep track of updates, reviews and approvals for your presentations The templates catalog is located in the Templates tab in Place Administration and lists all of the templates in your site in a table view. Explore the templates catalog as you refer to this topic to learn more about how you can work with templates in Place Administration. Quickr for Domino includes the Standard Team Places, Blogs and Wikis as default templates SNAPPS - download site for the free Lotus Quickr templates created by SNAPPS, the official design partner for IBM Lotus Quickr. We are pleased to offer these templates at no charge. http://templates.snapps.com/
  • #11: When you log in to the server as an IBM Lotus Quickr administrator, you have access to the Site Administration link on the home page. From there you can set up a connection to a user directory, control access to the server, as well as specify other configuration options.
  • #12: You use an XML configuration file, qpconfig.xml file, to perform many server configuration tasks. The server comes with a sample file, qpconfig_sample.xml, which is installed in the server data directory and which you use as a template. qpconfig.xml is a configuration file that allows for some additional settings that are not exposed in the UI All options are commented by default EXAMPLES Security - - Blocking specific protocols referenced in link URLs By default, the server posts pages that contain links without considering the protocols specified in the link URLs. For tighter security, use the qpconfig.xml file to prevent the server from posting pages with URL links that reference specific protocols. Security - Blocking HTML attachments that contain cross-site scripts By default, users can attach HTML files that contain cross-site scripts to posts. Cross-site scripts can run on other users' browsers. For tighter security, use the qpconfig.xml file to prevent users from attaching HTML files that contain cross-site scripts. Authentication Section - Hiding the Log In and Log Out links After a user logs in to a place, the interface displays the Log Out link, and when the user logs out, the Log In link. You can hide the Log In and Log Out links after a user logs in. You might want to do this if single sign-on is enabled on the server, or if the server is running on a public pedestal, for example, at a trade show. Authentication – Log in Logout links My Places – Integration with Portal through My Places portlet. Offline – Server Messages – Super User – 23qa User Directory – search bases Expanded Membership Model - IBM® Lotus Quickr by default lists the names of place members in the database access control lists (ACLs) of the rooms in a place. The combined names in an ACL cannot exceed 32K in size, which limits a place to approximately 300 to 900 members, depending on the length of the members' distinguished names. Expanded membership removes this limitation by generating groups in an LDAP directory to store the names of individual members, and using these groups, rather than the individual user names, in room ACLs. Currently expanded membership is certified for a maximum of 4000 external user members in a place. Search Places - Place Catalog – Cluster – Sametime – online meeting Notification – UI Features
  • #13: Qptool is a server task that you run with commands and associated arguments to perform a variety of administration tasks related to managing places and place membership. You can run qptool from the IBM Lotus Quickr server console or from an operating system command prompt. Use qptool while the server is running.
  • #15: Support Lifecycle at http://www-01.ibm.com/software/lotus/support/lifecycle/
  • #18: You use an XML configuration file, qpconfig.xml file, to perform many server configuration tasks. The server comes with a sample file, qpconfig_sample.xml, which is installed in the server data directory and which you use as a template. qpconfig.xml is a configuration file that allows for some additional settings that are not exposed in the UI All options are commented by default EXAMPLES Security - - Blocking specific protocols referenced in link URLs By default, the server posts pages that contain links without considering the protocols specified in the link URLs. For tighter security, use the qpconfig.xml file to prevent the server from posting pages with URL links that reference specific protocols. Security - Blocking HTML attachments that contain cross-site scripts By default, users can attach HTML files that contain cross-site scripts to posts. Cross-site scripts can run on other users' browsers. For tighter security, use the qpconfig.xml file to prevent users from attaching HTML files that contain cross-site scripts. Authentication Section - Hiding the Log In and Log Out links After a user logs in to a place, the interface displays the Log Out link, and when the user logs out, the Log In link. You can hide the Log In and Log Out links after a user logs in. You might want to do this if single sign-on is enabled on the server, or if the server is running on a public pedestal, for example, at a trade show. Authentication – Log in Logout links My Places – Integration with Portal through My Places portlet. Offline – Server Messages – Super User – 23qa User Directory – search bases Expanded Membership Model - IBM® Lotus Quickr by default lists the names of place members in the database access control lists (ACLs) of the rooms in a place. The combined names in an ACL cannot exceed 32K in size, which limits a place to approximately 300 to 900 members, depending on the length of the members' distinguished names. Expanded membership removes this limitation by generating groups in an LDAP directory to store the names of individual members, and using these groups, rather than the individual user names, in room ACLs. Currently expanded membership is certified for a maximum of 4000 external user members in a place. Search Places - Place Catalog – Cluster – Sametime – online meeting Notification – UI Features
  • #23: confirm with customer with the screen shots to ensure two parties on the same board.