IBM Sametime 8.5.2 Administration Guide — Save 50%
A comprehensive, practical book and eBook for the planning, installation, and maintenance of your Sametime 8.5.2 environment
Why would a company or organization choose to use Sametime? They might choose Sametime because it closely integrates with their existing collaboration environment—IBM Lotus Notes and Domino, Lotus Quickr, or IBM Connections. They may also choose a real-time collaboration system such as Sametime to save money. Online meetings and instant messaging helps save money by eliminating the need for travel costs and long distance phone expenditures, especially if a company integrates Sametime with their existing Voice over Internet Protocol (VoIP) system.
In this article written by Gabriella Davis, Marie L. Scott, and Thomas Duff, authors of IBM Sametime 8.5.2 Administration Guide, we will cover:
- What's new in Sametime 8.5.2
- What has changed with regards to Sametime server architecture
- The different types of Sametime clients available in Sametime 8.5.2
- Why you should install Sametime 8.5.2 or upgrade from prior versions
(For more resources on IBM Sametime, see here.)
What's new in Sametime 8.5.2
IBM Sametime 8.5 and 8.5.2 introduces many new capabilities to the Sametime product suite. In addition to the numerous features already included with the Sametime 8.x family of clients, Sametime 8.5.2 has extended client usability and collaboration. Let us take a look at a few of those enhancements:
- Sametime Connect Client software is now supported on Microsoft Windows 7.0, Apple Macintosh 10.6, and Linux desktop operating systems including Red Hat Enterprise Desktop (RHED), Ubuntu, and SUSE Linux Enterprise Desktop (SLED)
- A lightweight browser-based client that requires no additional downloads is available for instant messaging for Apple iPhone and iPad users
- A browser-based client is available for Sametime meetings
- Sametime Mobile Client support has been added for Android devices (OS 2.0 and higher), Blackberry 5.0 and 6.0 devices, and Microsoft Mobile 6.5 devices
- Rich text messaging is now available for chats with users connected through the Sametime Gateway
If you deployed Sametime Standard in a previous release or are interested in the online meeting conferencing features of Sametime 8.5.2, then you and your users will be happy to know that meeting attendees now can attend online meetings "instantly" without having to load any additional software in their browser. Meetings start quickly and are retained for future use.
Probably the most significant change for you as a Sametime administrator is the introduction of IBM WebSphere Application Server (WAS) as an application hosting platform for Sametime. In previous versions of Sametime, with the exceptio of the Sametime Advanced and Sametime Gateway features, the Sametime server was deployed on Lotus Domino servers. If you know how to install and manage a Lotus Domino server, then you will most likely be the same individual who will manage a Sametime server as the skill sets are similar.
But with the addition of WAS comes flexibility in server architecture. As an administrator, you have the ability to choose features and configure servers based on your organization's unique needs. The linkage between Domino and Sametime still exists through the Sametime Community Server. So not only can Sametime be sized appropriately for the needs of your organization, it can also run on multiple operating systems and servers as per your requirements.
Some highlights include:
- With the release of Sametime 8.5.2, Lotus Domino 8.5.2 is now supported.
- A Sametime Proxy Server has been introduced as a component of the Sametime server architecture. The Sametime Proxy Server hosts the lightweight browser-based Sametime client. It runs on WAS and is different than the WAS Proxy Server.
- Media Manager Server is another new Sametime server component. This server manages conferences using Session Initiation Protocol (SIP) to support point-to-point and multi-point calls and integrates into the Sametime environment through your Community Server. Sametime 8.5.2 introduces support for standard audio and video codec for improved integration in the Sametime client and the Sametime Meeting Center. This allows for interoperability with third-party conferencing systems.
- Transversal Using Relay NAT (TURN) server is a Java program that runs in conjunction with the Media Manager Server and behaves as a reflector, routing audio and video traffic between clients on different networks. The technology used by this Network Address Translation (NAT) Traversal server (ICE) uses both TURN and Session Transversal Utilities for NAT (STUN) protocols and behaves similarly to the Sametime reflector service that was part of earlier versions of Sametime.
- Improved network performance and support for IPv6 networking.
- A new central administration console called the Sametime System Console (SSC) for managing Sametime server and configuration resources from a consolidated web interface.
- Sametime Bandwidth Manager is a new optional WAS-based Sametime server component that allows you to create rules and policies that determine the use of audio and video within Sametime. The Bandwidth Manager monitors Sametime traffic and uses your rules to dynamically select codec and quality of video streams as calls are initiated by users.
No matter if you are new to Sametime or a long-time Sametime administrator, our aim is to guide you through the planning, installation, management, and troubleshooting steps so that you can successfully implement and support Sametime 8.5.2 in your environment.
Sametime 8.5.2 server architecture
As we have described briefly, the server architecture for Sametime 8.5.2 has changed significantly from previous versions. Prior to this version, Sametime was a single server installation and ran as an add-in task under a Domino server. It provided both instant messaging and web conferencing features combined into a single server. Although there was a license model that only installed and enabled the instant messaging features (Sametime Entry), the installer was the same if you wanted to include web conferencing functionality as well.
The new architecture still includes a Domino-based component but the Domino server is intended strictly for instant messaging and awareness. All other Sametime functionality has been re-engineered into separate server components running on top of the WAS platform. By moving all but the instant messaging and awareness services from Domino onto WebSphere, IBM has constructed an environment better suited to the needs of enterprise customers who have a high demand for services that require significant non-Domino resources such as audio, video, and web conferencing.
Additionally, the new architecture of Sametime 8.5.2 is about enhancing the client experience, dramatically improving performance, and bringing the technology in line with modern audio, video, and browser standards.
Let us begin by taking a look at the new server components and learning about their role and function.
Sametime System Console
Core to the entire Sametime multi-server architecture is the management interface which runs as a WebSphere application. It is called the Sametime System Console (SSC). The SSC actually plugs into the standard WAS 7.x menu as an additional option.
The SSC provides the configuration and management tools needed to work with all the other Sametime components, including the Domino-based Instant Messaging server. It also comes with a series of step-by-step guides called Sametime Guided Activities to walk you through the installation of each server component in the proper sequence. The SSC also has a Sametime Servers section that allows you manage the Sametime servers.
The SSC installs as an add-in to WAS and is accessed through a browser on its own dedicated port. It also uses a custom DB2 database named STSC for storage of its management information.
Sametime Community Server
Sametime Community Server is the instant messaging and presence awareness component of Sametime, which is installed as an add-in task for Domino. It must be installed on Domino versions 8.5 or 8.5.1, but it can work with earlier versions of Sametime already installed in your environment. Keep in mind, however, that pre-8.5.x clients will not benefit from many of the new features provided by your Sametime 8.5.2 servers. If your requirement is solely for instant messaging, then this is the only component you will need installed alongside Domino itself.
The Sametime Community Server "standard" install also includes the original Domino-based Meeting Center. This browser-based component has not been updated in any way from pre-8.5.x versions and is there purely for backwards compatibility and to maintain any existing scheduled meetings. There is no integration or interaction between the Domino-based Meeting Center and the Sametime 8.5.2 Meeting Center(s).
Other than being updated to run on top of a Domino 8.5 or 8.5.1 server, the actual Community Server component has changed very little and includes no significant new features from previous versions. Its browser administration interface and options remain the same. However, if you have deployed the SSC, the native Domino administration is over-ridden.
Following is a chart of the Sametime Community Server infrastructure. Note the optional management of the server by the SSC. Although the use of Domino as a directory is still supported, it is highly recommended you deploy Sametime using a Lightweight Directory Access Protocol (LDAP) directory. If you will be deploying other Sametime 8.5.2 components, then your deployment will usually require an LDAP directory to be used.
Sametime Meeting Server
The Sametime Meeting server has been completely re-engineered to bring it up to the standards of modern web conferencing solutions. It is also better aligned with IBM's Sametime Unyte online service. The new Sametime Meeting Server (versus the Domino-based Meeting Center) runs as an application under WAS. In addition, as it requires a data store to hold meeting information, it utilizes a dedicated DB2 database for managing the content of each meeting room.
The previous Sametime meeting client was entirely browser-based. To improve performance and functionality for 8.5.2, a rich meeting center client has been introduced which plugs into the Sametime Eclipse environment. A browser interface for meetings is still available but it provides a reduced set of functions.
Sametime Proxy Server
The Sametime Proxy Server re-introduces a lightweight browser-based client for Sametime, which has not been available in versions shipped since 6.5. The new browser client is designed to be lightweight and fully customizable and it is based on Ajax technology and themed using CSS. This allows it to launch quickly and be customized to match your organization's design.
The Proxy Server installs as an application under WAS, although it has no data store of its own and does not require any database connectivity. In the configuration for the Proxy Server, you direct it to a specific Community Server to supply the Sametime services. The following diagram gives a brief overview:
The Proxy Server ships with a default client designed as a JavaServer Page, which can be modified using customizable style sheets. It gives a feature-rich Sametime experience including multi-way chats, browser-based meetings, and privacy settings.
Sametime Media Manager
The Sametime Media Manager takes on the role of providing audio and video services for both the Sametime clients for peer-to-peer VoIP and video chats, and for web conferencing within the meeting rooms in the new meeting center. It is designed to provide services for multiple Meeting Servers and through them for instant meetings from the Sametime client. Installed on a WAS platform, it has no need for a data store and does not require any database connectivity.
The Media Manager is designed to provide a multi-way audio and video conferencing experience using modern codecs; however, it does not support Sametime clients in versions prior to 8.5.2. It is the audio and video "glue" that connects all the other Sametime server elements in 8.5.2.
Sametime TURN Server
In its default configuration, the Media Manager creates a SIP connection from itself to the requesting client. However, where the client is not on the same network as the Media Manager, no SIP connection can be made directly. To address this issue, which affects users outside of your firewall as well as those on different internal networks, IBM has introduced the TURN Server with Sametime 8.5.2.
The TURN server uses both TURN and STUN protocols to create a connection with the client. It routes audio and video traffic between itself and the Media Manager, allowing connections between clients across networks. The technology is sometimes referred to as a reflector and pre-8.5 versions of Sametime came with a reflector service of their own.
The TURN server is a Java program that runs in a command window on any Windows or Linux server sharing the same subnet as the Media Manager. It doesn't require WAS or any data store but runs with a separately installed IBM Java Virtual Machine (JVM).
Sametime Bandwidth Manager
The Sametime Bandwidth Manager is a new optional WAS-based component that is designed to help Sametime administrators manage the traffic generated by the Media Manager and its audio and video services. Within the Bandwidth Manager configuration, an administrator can create sites, links, and call-rate policies that define the service provided by the Media Manager. The Bandwidth Manager analyzes its rules when a new call is initiated and instructs the Media Manager on how to service that call.
Among the extremely granular levels of customization available are options for sites to have link rules that constrain the traffic between them. You can also create specific policies that specify the services available to named users or groups during peak and off-peak periods. Depending upon network load, user identity, and call participation, the Bandwidth Manager can be configured to control the bandwidth. It can do this by reducing the audio to a lower codec, reducing the video frame rate, or even denying video completely, informing the user that they should retry at a later time.
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(For more resources on IBM Sametime, see here.)
Why install or upgrade to Sametime 8.5.2?
Should you install or upgrade to Sametime 8.5.2? You or your organization may be reviewing options for a new instant messaging and/or web conferencing system. Perhaps you are considering whether or not to upgrade your existing Sametime servers that are currently meeting your requirements. In either case, there are several key points to consider.
First, if you already have a Sametime environment you should be aware that Sametime 7.5.x is being moved to end-of-life status by IBM in September 2011. What does this actually mean for you? If you are running Sametime 7.5.x or earlier, then you can continue to do so. However, after end-of-life you will no longer be able to get support or fixes for it if you have problems.
In addition, if you are upgrading your Domino environment to the 8.5.x versions, then you will also need to upgrade your Sametime server to 8.5.2 as this is the only version fully supported by IBM on Domino 8.5.x.
Unlike previous versions, Sametime 8.5.2 has been designed to run as separate server components that integrate together. Although the Instant Messaging component remains as a task running under Domino, the other server elements are applications managed by WAS.
WAS is IBM's application management server environment. Deployment, security, clustering, performance management, and availability are part of the benefit of WAS, so applications running under the control of WAS are able to leverage these for their own services. A single WAS server can, and usually does, run several different applications in their own discrete and isolated logical space.
Multiple instances of Sametime Meeting Server or Sametime Proxy Server can be clustered by WAS. The configuration of the servers as well as their running state will be maintained and managed by WebSphere's Network Deployment Manager Network Deployment Manager is a specific WAS server that manages clusters of servers deployed on secondary hardware. In this way, if one Meeting Server is unavailable, another will take over and provide the same service.
The following Sametime 8.5.2 servers and services run under WAS:
- Sametime Meeting Server
- Sametime Meeting HTTP Proxy
- Sametime System Console
- Sametime Proxy Server
- Sametime Media Manager
You also have the Instant Messaging component running under Domino. To further increase Instant Messaging capacity per server, we can move the Multiplexor service from the Domino server onto its own hardware. The Multiplexor (or MUX) is responsible for connecting client requests to the Sametime Community Server and usually runs alongside the other Sametime Community services. However, the MUX can be moved to separate hardware and doing so will increase the capacity of a single Sametime Community Server tenfold. This is possible because the MUX will maintain a single network connection between it and the Sametime Community Server instead of allowing every client to connect on its own network connection to the Sametime Community Server directly. Using multiple MUX services is a method for improving the reliability and performance of your instant messaging environment.
If you are interested in clustering your instant messaging services, then, as in previous versions, Sametime Community Server can leverage Domino's clustering capabilities to provision its own Instant Messaging cluster, which will support both load balancing and failover.
When designing your Sametime infrastructure, it is entirely up to you how many servers you want to have running the applications and features you need. What follows are some examples of server implementations so you can see how flexible the Sametime server architecture can be.
Example: Instant Messaging only with multiple servers
If your company is interested primarily in instant messaging, then you can deploy Sametime 8.5.2 with only that service. The Instant Messaging infrastructure and deployment in 8.5.2 is very similar to earlier versions of Sametime as it runs on a supported Domino server platform.
In the following example, we have deployed two separate Sametime 8.5.2 Instant Messaging servers, each of which is providing instant messaging services to users in its own region. Both servers in the screenshot are in a shared Sametime Community so users on either server can see each other.
As you will see, only two servers are in use in the following diagram, and there is no failover:
Example: A pilot install
This is the design of the default pilot install of all Sametime 8.5.2 elements as per IBM's documentation. It requires only two servers, one as a platform for Domino and one as a platform for WebSphere. The WebSphere elements, which are all installed onto a single server, require significant combined resources to run concurrently. This configuration is recommended for pilot and test deployments only, and should not be used for production environments.
There is no failover in this design and only two servers. Although the Instant Messaging elements can be expanded with additional servers, the Meeting, Media, and Proxy servers would need to be rebuilt to increase resources.
Example: A small install with room for future growth
In this design, the Meeting, Proxy, and Media Manager Servers are installed each on their own hardware. With this scenario, there is the option in the future of introducing additional Proxy and Meeting Servers into the cluster to provide failover services. The Media Manager can now be clustered.
Example: A clustered install with multiple failover
A clustered install with a provision for multiple failover would be an example of the basis for an enterprise-level design. Each component has been installed, where possible, with a cluster mate to provide failover capabilities. As we mentioned previously, the only servers that cannot be clustered are the Media Manager and the SSC itself.
What specific features of Sametime should you consider as targeted reasons for an upgrade or install? As we have already described briefly, the re-design of the Sametime infrastructure in 8.5.2 has also provided the following significant feature enhancements across the board.
- New Lightweight Client: The Sametime Proxy Server introduces a new browser-based Sametime client. This client requires nothing more than a supported browser to provide a fast and customizable instant messaging and meeting experience. There is nothing for the user to download or install.
- Persistent Meetings: The new Sametime Meeting Server creates meeting places that are persistent with no start and end time and no duration. These persistent meetings places can be re-used repeatedly. For example, you may create a meeting place for a project you are working in, and have weekly reviews of that project in the same place each week. The Meeting Server tracks activity that happened each time in each meeting place allowing you to review previous activity.
- Improved Audio and Video: The audio and video services have been separated from the Meeting Server and now run under the management of the Media Manager. The Media Manager supplies audio and video services both to the Sametime clients and to the Meeting Server itself for web conferences. The Media Manager provides audio and video functionality for both person-to-person and multi-way calls. The addition of the TURN server to handle client connections on a different network also now enables the audio and video services through a firewall.
- Performance Improvements: The previous Sametime Meeting Center used Java applets and the T.120 protocol, both of which presented problems in deployment. Java applets have always been very slow to download and initiate on the client. Installing Java applets in modern browsers with strict security settings has become increasingly difficult. With advanced HTML5 programming, it has been possible to remove these completely. Additionally, the HTTP protocol is now utilized across the board to provide in-meeting services such as screen sharing and white boarding. The combination of the use of HTTP and HTML5 has dramatically improved performance, client load times, access through firewalls, and reduced network bandwidth consumption. In addition, the new Bandwidth Manager manages the network traffic generated by the Media Manager making it possible to constrain audio and video quality to address network limitations or bottlenecks.
- Mobility: There are now Sametime Instant Messaging clients available for a wide and expanding range of mobile devices including:
- Blackberry 5.0 and 6.0 (9000 and 9350)
- Sony Ericsson M600/P900/P1
- Android devices running OS 2.0 and higher
- Devices running Windows Mobile 5, 6, and 6.5
- iPhone and iPad OS3 and OS4 use the lightweight browser client, which will also work for many other mobile devices with advanced browsers
- Telephony: Sametime 8.5.2 with the new Media Manager can support point-to-point as well as multi-point voice and video calls between Sametime clients and in meetings. It uses the SIP protocol and standard voice and video codecs so it easily integrates with other voice or video systems supporting up to 20 participants in a single meeting.
Sametime and the use of instant messaging are central to many other Lotus products you may already have or are deploying. The Sametime embedded client ships and installs with Lotus Notes and is also available through a browser interface. Sametime functionality such as chatting and online awareness can also be integrated with Microsoft Office products, including Microsoft Outlook.
Frequently, when we talk about Sametime integration we are usually talking presence awareness. Presence awareness is the ability to see if someone is online and if they are, to initiate a chat. In the Sametime embedded client used with Lotus Notes, awareness icons appear in not only in the Sametime sidebar, but also in the mail inbox. Users can click to chat from the inbox, as shown in the following screenshot:
A unified icon set is used across all clients, so for example in iNotes, you will see the familiar online status icon.
There is Sametime integration in IBM Connections, Lotus Quickr, and virtually every other collaborative solution IBM delivers. Additionally, it is very simple to add Sametime awareness to any web application regardless of the hosting platform. With all of these potential interfaces, consider how "connected in real time" you and your organization might be!
In this article, you learned about the new features of Sametime 8.5.2, both for the server and for the client. You learned about the Sametime 8.5.2 server architecture and how it differs from prior versions. You learned the reasons why upgrading to Sametime 8.5.2 is a good idea.
- Enterprise Instant Messaging using Sametime in IBM Lotus Notes 8.5 [Article]
- Lotus Quickr Connectors and Lotus Sametime [Article]
- New features in Domino Designer 8.5 [Article]
- IBM Lotus Quickr Services Overview [Article]
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About the Author :
Gabriella Davis lives in London, England and is Technical Director at The Turtle Partnership, an IBM Business Partner, for the past 16 years. Starting out as a cc:Mail administrator and a Lotus Agenda user she has continued to work with mail systems and Lotus software and has stayed true to her admin roots ever since. She now focuses on designing and tuning infrastructures and integrating mail and collaboration products for small and large enterprises alike. Her work also involves day-to-day support across the Lotus group of products for companies representing over 400 servers and 60 domains. Gabriella continues to enjoy the challenges of learning new technologies and sharing what she learns with others, either through presenting or writing, and is one of the IBM Lotus Collaboration Champion for Collaboration Solutions https://www.ibm.com/developerworks/mydeveloperworks/profiles/user/GabDavis. Gabriella’s blog can be found on http://blog.turtleweb.com
Marie Scott is the Director of Email Services at Virginia Commonwealth University in Richmond, Virginia. She holds a bachelor of science in biology from James Madison University and a certificate in information systems from Virginia Commonwealth University. Marie has held dual advanced certifications in Notes/Domino administration and development since version 4.0, and she is an IBM Certified Advanced Security Professional for Domino. Marie began working with Lotus Notes in 1996, and she has worked in networking, systems integration, and email systems since 1987. Her primary interest is in Domino administration in complex environments. She has managed large email migration projects including a project transitioning university students to cloud computing. Marie is a speaker at conferences featuring IBM/Lotus technologies. Marie has written for The View (Wellesley Information Services) and with Tom Duff coauthored IBM Lotus Sametime 8 Essentials: A User’s Guide (Packt Press, 2010). Marie is an IBM Champion for Collaboration Solutions: https://www.ibm.com/developerworks/mydeveloperworks/profiles/user/MarieS.... Marie’s blog can be found at: http://crashtestchix.com
Thomas Duff (also known as “Duffbert”) is a software developer focusing on Lotus collaboration technologies in Portland, Oregon. He started working with Lotus Notes in 1996 in version R3 and has written and maintained hundreds of applications in large enterprises through the years. He also holds Lotus principal development certifications starting at version 4 and going up to version 8, as well as Microsoft and Java certifications. Tom is a prolific writer, both in various industry publications and at his website, Duffbert’s Random Musings, at http://www.duffbert.com. He also is a frequent speaker at conferences and events focusing on Lotus technologies. Tom and Marie Scott coauthored IBM Lotus Sametime 8 Essentials: A User’s Guide (Packt Press, 2010). Tom is an IBM Champion for Collaboration Solutions: https://www.ibm.com/developerworks/mydeveloperworks/profiles/user/Thomas...