Home Hardware-and-creative IBM Lotus Notes and Domino 8.5.3: Upgrader's Guide

IBM Lotus Notes and Domino 8.5.3: Upgrader's Guide

By Tim Speed , Barry Max Rosen , Scott O'Keefe
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  1. Free Chapter
    Lotus Notes 8.5.3 and SOA
About this book

IBM Lotus Domino software is a world class platform for critical business, collaboration, and messaging applications. With Lotus Notes and Domino 8.5.3, IBM has once again provided business users with an intuitive, fully integrated platform to enhance each user's experience with business communications, while reducing Total Cost of Ownership (TCO) and increasing Return on Investment (ROI). You can create and share information effectively to make quick business decisions and streamline the way individuals and teams work. It is no longer just an email tool, but a means of extending business communications to a new level. In order to utilize all the powerful features of the new release, you need to upgrade your existing system to Lotus Notes and Domino 8.5.3.

Written by senior architects and specialists of IBM Software Services for Lotus, this book will enable you to quickly upgrade your existing system and leverage the full capabilities of Lotus Notes and Domino 8.5.3. The authors explore the enhanced productivity tools available within this release and go through the new features of the Lotus Notes and Domino 8.5.3 suite and document the technical features in a descriptive way, with examples and useful screenshots.

The book begins with an overview of the SOA characteristics of Lotus Notes and how it can help you assemble applications that can play a role in SOA. The book then moves on to the features and changes in Lotus Notes Client 8.5.3, before providing an overview of productivity tools: IBM Lotus Documents, IBM Lotus Presentations, and IBM Lotus Spreadsheets. The book then dives into topics such as Lotus and Domino 8.5.3 server features, deployment enhancements in Lotus Notes and Domino 8.5.3, Domino 8.5.3 enhancements and upgrading to Lotus Notes and Domino 8.5.3, amongst other topics. This book is your complete guide to the most powerful new features and changes in the Lotus Notes and Domino 8.5.3 release.

Publication date:
January 2012
Publisher
Packt
Pages
364
ISBN
9781849683944

 

Chapter 1. Lotus Notes 8.5.3 and SOA

Service-Oriented Architecture (SOA) provides for a set of resources that are linked together on demand. This demand access can be from other systems, and/or users, or even applications that link resources together via a set of standards. Lotus Notes 8.5.3 is built on IBM's release of the Eclipse Rich Client Platform (RCP). As Lotus Notes 8.5 was built based on a set of standard components, it was a part of an SOA. This provides a more extensible server-managed client.

In this chapter, we will introduce the concept of SOA and how Lotus Notes 8.5.3 fits into one such architecture. We will explain what an SOA is, its value, and its characteristics. We will also cover how Lotus Notes 8.5.3 has many characteristics of SOA components, and how it can help you assemble applications that can play a role in SOA.

In this chapter, we will cover the following topics:

  • What is an SOA?

  • Why SOAs now?

  • The SOA lifecycle

  • How Lotus Notes 8.5.3 works with SOAs

What is an SOA?

Although the concept of SOA is simple, the components that make up SOA can be complex. Additionally, the value and perception of SOA varies with the perspective and role of organizations and people considering SOA. In this chapter, we will start with the basic definition of SOA and then examine specific aspects of SOAs.

The definition of SOA can often be taken further by adding the word "business", as the inherent value comes from business orientation and enablement.

In computing, the term SOA expresses a software architectural concept that defines the use of services to support the requirements of software users. In an SOA environment, nodes in a network make resources available to other participants in the network as independent services which they access in a standardized way. Most definitions of SOA identify the use of web services (using SOAP and WSDL) in its implementation.

SOAs can be used to:

  • Build distributed systems that deliver application functionality as services to either end-user applications or other users

  • Design and implement distributed systems that allow a tight correlation between the business model and its IT implementation

  • Manage services made available by different software packages for re-use and reconfiguration

These uses of SOA highlight the fact that they encompass a wide range of interests.

There are many ways to implement and view an SOA. The specific approach and value proposition depends on the needs of the business and the role of the organization or person considering the SOA. In this chapter, we will focus on how businesses can re-use existing Lotus Notes-based functions, and how to take existing Eclipse and WebSphere Portal services and incorporate them into new Lotus Notes functions.

The characteristics of an SOA

There are some commonly understood characteristics of an SOA. These include the following:

  • Services are re-usable and called by many applications

  • Service access is with communication protocols rather than direct calls

  • Services are loosely coupled so that they are autonomous

  • Interfaces are defined in a platform-independent manner

  • Services are encapsulated so that the interface doesn't reveal how the service was implemented (this is called abstraction)

  • Services share a formal contract

  • Services are composable (able to be assembled into composite applications)

  • Services are stateless

  • Services are discoverable

The following screenshot shows how to add an assembled composite application into Lotus Notes Designer 8.5.3:

Later in this chapter, we will examine some of these characteristics and see how Lotus Notes 8.5.3 can interact with an SOA.

Perspectives on SOAs

From a business perspective, SOA is about identifying, surfacing, and integrating business services to meet business needs.

From an IT perspective, SOA is about responding quickly to changing business needs. IT organizations must determine what style, patterns, or principles provide architecture capable of responding in a timely fashion. These questions must be answered with the understanding that existing applications and systems have been built over time and are hardwired together.

 

What is an SOA?


Although the concept of SOA is simple, the components that make up SOA can be complex. Additionally, the value and perception of SOA varies with the perspective and role of organizations and people considering SOA. In this chapter, we will start with the basic definition of SOA and then examine specific aspects of SOAs.

The definition of SOA can often be taken further by adding the word "business", as the inherent value comes from business orientation and enablement.

In computing, the term SOA expresses a software architectural concept that defines the use of services to support the requirements of software users. In an SOA environment, nodes in a network make resources available to other participants in the network as independent services which they access in a standardized way. Most definitions of SOA identify the use of web services (using SOAP and WSDL) in its implementation.

SOAs can be used to:

  • Build distributed systems that deliver application functionality as services to either end-user applications or other users

  • Design and implement distributed systems that allow a tight correlation between the business model and its IT implementation

  • Manage services made available by different software packages for re-use and reconfiguration

These uses of SOA highlight the fact that they encompass a wide range of interests.

There are many ways to implement and view an SOA. The specific approach and value proposition depends on the needs of the business and the role of the organization or person considering the SOA. In this chapter, we will focus on how businesses can re-use existing Lotus Notes-based functions, and how to take existing Eclipse and WebSphere Portal services and incorporate them into new Lotus Notes functions.

The characteristics of an SOA

There are some commonly understood characteristics of an SOA. These include the following:

  • Services are re-usable and called by many applications

  • Service access is with communication protocols rather than direct calls

  • Services are loosely coupled so that they are autonomous

  • Interfaces are defined in a platform-independent manner

  • Services are encapsulated so that the interface doesn't reveal how the service was implemented (this is called abstraction)

  • Services share a formal contract

  • Services are composable (able to be assembled into composite applications)

  • Services are stateless

  • Services are discoverable

The following screenshot shows how to add an assembled composite application into Lotus Notes Designer 8.5.3:

Later in this chapter, we will examine some of these characteristics and see how Lotus Notes 8.5.3 can interact with an SOA.

Perspectives on SOAs

From a business perspective, SOA is about identifying, surfacing, and integrating business services to meet business needs.

From an IT perspective, SOA is about responding quickly to changing business needs. IT organizations must determine what style, patterns, or principles provide architecture capable of responding in a timely fashion. These questions must be answered with the understanding that existing applications and systems have been built over time and are hardwired together.

 

Why SOAs now?


One key factor in the emergence and success of SOAs is the evolution of standards. Standardization has made SOAs more useful now than ever before. In the past, companies have made numerous attempts to develop a standard to support some versions of SOAs. Standards such as CORBA and DCOM have existed for a while, but have not been widely adopted to allow true interconnection of companies and people.

Thanks to the Internet and standards such as HTML and HTTP, companies and customers are linked together as never before. This linkage is the key to the interconnection and combination of services that distinguish an SOA. As the Internet has matured, web service standards have emerged; they now have a common set of standards across vendors and businesses. Major vendors have agreed on standardization of web services and have incorporated these standardized services into products, providing an unprecedented breadth of tools for supporting an SOA. Standards for interoperability that have been widely adopted include the following:

  • Hypertext Transfer protocol (HTTP)

  • Extensible Markup Language (XML)

  • Simple Object Access Protocol (SOAP)

  • Web Services Description Language (WSDL)

  • Universal Description, Discovery, and Integration (UDDI)

  • OASIS standards, such as Open Document Format (ODF)

ODF is an open XML-based document file format for office applications, which can be used for documents that include spreadsheets, text, and rich text, along with chart types.

Note

This particular standard was developed by the Organization for the Advancement of Structured Information Standards (OASIS) consortium and based on the XML format originally created and implemented by the OpenOffice.org office suite.

Other factors play key roles in the adoption of SOAs. For example, mature software and software frameworks are now available across a breadth of vendors, including Eclipse and OSGi. SOA-related governance models and best practices are defined and proven. With the development of the Internet, implementation is now practical, and business/IT collaboration is receiving renewed focus.

 

The SOA lifecycle


There are four distinct phases to the lifecycle of an SOA. These are as follows:

  • The Model phase

  • The Assemble phase

  • The Deploy phase

  • The Manage phase

This lifecycle provides a framework within which an SOA can be built. However, businesses and IT organizations can choose the place within the lifecycle from where to begin the SOA implementation. (One of the key values of SOA is the ability to get quick benefits by assembling and deploying services without waiting for a full-blown SOA definition.)

The Model phase

The Model phase of the SOA lifecycle starts with discovering which program assets can be re-used in new applications. You can discover these hidden assets and determine which programs are good candidates for re-use in web applications with a number of tools already in the market.

As we stated earlier, the key value of an SOA is the surfacing of business services. So, to properly identify the business services and understand how they fit into the business, SOA modeling establishes a common understanding of the business processes, objectives, and outcomes between business and IT. The SOA model helps to make sure that any IT application meets the needs of the business and provides a baseline for business service performance.

At the end of the Model phase, you should have a clear inventory of assets showing where they can be used in the business processes that you have modeled.

The Assemble phase

The Assemble phase is where programs are wrapped as services and used to create composite applications, which bring together core assets that often span multiple platforms. If you use legacy host transactional environments, the tools simplify the development of new web user interfaces, traditional terminal interfaces, and backend business logic.

During the Assemble phase, you can create services out of existing assets such as Enterprise Resource Planning (ERP) and financial systems, legacy host applications, and other solutions that are currently running your business. If no functionality exists, you can create and test a service to deliver the functionality required for your business process. Once the required services are available, you can orchestrate them so as to implement your business process.

Lotus Notes 8.5.3 includes features to support the Assemble phase of SOA development. We will review those capabilities later in this chapter.

The Deploy phase

During the Deploy phase, you can configure and scale the runtime environment to meet the service levels required by your business process. You can optimize the services environment to reliably run mission-critical business processes while providing the flexibility to make updates dynamically in response to changing business requirements.

Once it is configured, you can deploy your business process into a robust, scalable, and secure services environment. This service-oriented approach can reduce the cost and complexity associated with maintaining numerous point-to-point integrations.

The Manage phase

The Manage phase involves managing the underlying service assets, and establishing and maintaining service availability and response times, along with managing and maintaining version control over the services that make up your business processes. The management phase ultimately enables you to make better business decisions sooner than previously possible.

You can monitor key performance indicators in real time to get the information required to prevent, isolate, diagnose, and fix problems, enabling you to provide feedback to the business process model to enable continuous improvement.

Once the SOA has been deployed, you'll need to continue to secure, manage, and monitor the composite applications and underlying resources, from both an IT and a business perspective, so as to get full value from the SOA. Information gathered during the Manage phase on key SOA indicators can provide real-time insight into business processes, enabling you to make better business decisions, and feeding information back into the SOA lifecycle for continuous process improvement.

 

How Lotus Notes 8.5.3 works with SOAs


Now that we've covered the basics of SOAs, it is time to examine how Lotus Notes 8.5.3 fits in. Lotus Notes can help an organization achieve target architecture requirements with SOA characteristics by:

  • Supporting service re-use. Lotus Notes 8.5.3 does this by providing a composite application development capability, and by providing web service consumer and producer capability.

  • Enabling further extension of Lotus Notes to work with SOAs through an open technologies framework.

Composite applications

Lotus Notes 8.5.3 has the ability to assemble composite applications. This ability is useful in the Assemble phase of the SOA lifecycle.

A composite application is a loosely coupled collection of user-facing components brought together for a specific business purpose. Composite applications provide the frontend of an SOA. The ability to create and edit composite applications lets you easily combine and re-use different services, providing a tremendous platform for service re-use—a key characteristic of an SOA. With Lotus Notes 8.5.3, server-managed, NSF-based composite applications can be created or edited. An NSF-based composite application can consist of NSF, Eclipse, and WebSphere Portal components.

Elimination of information and service "silos" is a key benefit of composite applications for end users. With composite applications, the services are loosely coupled and independent (not hardwired into the infrastructure), so they can be easily re-used or extended, as business needs change. This is an important element in enabling a business to respond flexibly to business changes and to alter application interactions as needs dictate. Available online or offline, composite applications can facilitate self-service activities. Using the Composite Application Editor within the Lotus Notes 8.5.3 software, end users and LOB managers can create composite applications. IT staff can use their current development skills to build and modify reusable components, helping to reduce IT and development costs. Organizations can re-use previously developed Eclipse technology-based components within the composite applications experienced by Lotus Notes and Domino 8 software, helping to increase return on investment in application development tools and skills.

The Composite Application Editor is an install-time option of the Lotus Notes 8.5.3 client. Composite applications can be built with minimal or no NSF design changes to re-use existing Lotus Notes applications as components of the composite application.

Development responsibilities for building composite applications can be distributed across several types of application development and administration team members. The process does not have to be restricted to a highly skilled component developer. The roles in composite application development typically include the following:

  • A component developer who designs and creates NSF and Eclipse components

  • An application assembler who defines and assembles the composite application, and who may be a business user

  • An application administrator who deploys portlets onto the WebSphere portal and maintains NSF-based composite applications on the Domino server

The following section provides an example of how Lotus Notes 8.5.3 enables composite application assembly. The documentation and files necessary to build this example can be found by visiting http://www-03.ibm.com/developerworks/blogs/page/CompApps?entry=more_sophisticated_tutorial_of_composite.

The first component of this example is Lotus Notes contacts.

The following screenshot shows the Contacts view of Lotus Notes. On its own, this component shows a list of contacts and has a preview pane showing the details for the currently selected contact. Certainly, this is a valuable service by itself. But our example shows how you can re-use this service, combine it with other services, and extend the value of this component:

The second component of this example is a Lotus Notes discussion application that is shown in the following screenshot. This component allows users to discuss topics (in this case, Lotus Notes Designer) in a user discussion forum setting. Again, this on its own is a useful component, but our example will combine this component with Lotus Notes contacts to create a new, more useful service by loosely coupling these components:

In the first step in this example, the Lotus Notes 8.5.3 Designer uses Web Services Description Language (WSDL) to expose properties and actions needed to navigate within the Lotus Notes forum application. The following screenshot is from the Lotus Notes 8.5.3 Designer where the final step of the WSDL creation is being completed:

In addition to using WSDL, the Lotus Notes 8.5.3 Designer also allows you to create actions to be implemented during the assembly of a composite application. In this case, the action is called SelectPerson, as shown in the following screenshot:

This action will select the forum entry for the current selection in the Lotus Notes contacts component, as shown in the following screenshot:

With the appropriate WSDL action associated with the Lotus Notes Forum application, the prerequisites for assembling the composite application are in place. In the following screenshot, the Composite Application Editor is used to wire the Lotus Notes Contacts view and the Notes forum application:

The result is a composite application in which the Notes Forum entry is displayed based on the selected Lotus Notes contact. As you can see in the following screenshot, Betty Zechman of ZetaBank is the currently selected Lotus Notes contact and the Lotus Notes Forum has been advanced to show the threads for Betty Zechman.

Next, the Composite Application Editor is used to include an Eclipse tag cloud in the composite application. This component displays tag data about the current contact. This is accomplished by linking the Eclipse component to the Lotus Notes Forum application.

In the following screenshot, the current Lotus Notes contact selection is Betty Zechman and the interest selected is Applications Development. The result is a view of the Notes forum positioned in a thread by Betty Zechman related to Applications Development:

This simple example shows the power of Lotus Notes 8 Composite Application Editor. Minimal Lotus Notes designer effort, combined with use of the Lotus Notes 8 client Composite Application Editor, can produce a new business function re-using existing heterogeneous services.

Lotus Notes (version 8 and 8.5.3) and web services

Web service producer and consumer capability is not new to Lotus Notes 8 and Notes 8.5.3. However, the ability to produce and consume web services is a key characteristic of SOA. This section provides an overview of how Lotus Notes supports web service production and consumption.

A web service provider makes available a WSDL document that defines the service interface. The WSDL document is in XML format. What happens behind the interface is up to the provider, but most providers map the interface to procedure calls in a supported programming language. Incoming requests from a consumer are passed to the underlying code, and results are passed back to the consumer.

Lotus Domino maps the WSDL interface to an agent-like web service design element that can be coded in LotusScript or Java. The web service must be on a Domino server with HTTP enabled. (We can test the web service through an HTTP session in the Notes client preview.) Access is through one of the following Domino URL commands:

  • OpenWebService: This invokes the web service in response to a SOAP-encoded message, sent through an HTTP POST request. An HTTP GET request (for example, a browser query) returns the name of the service and its operations.

  • WSDL: This returns the WSDL document in response to an HTTP GET request.

Several approaches can be used to create a web service design element in Domino Designer. One approach is to code the service entirely in LotusScript or Java. In this case, saving the design element generates a WSDL document that reflects the LotusScript or Java code. Alternatively, an existing WSDL document can be imported. In this case, the LotusScript or Java code reflects the operations in the imported WSDL document. The web service design element saves the WSDL document as well as the code. If the public interface has not changed, the WSDL document stays as it is. If anything in the coding that affects the public interface is changed, a new WSDL document is generated.

In Domino Designer, the web service design element resides below Agents under the Shared Code element, as shown in the following screenshot:

The Web Services design window looks a lot like the Agent design window. Clicking on the New Web Service button creates a new web service. Double-clicking on the name of an existing web service opens it for editing.

An example of a web service to access Domino databases can be found by visiting the following URL:

http://www-10.lotus.com/ldd/pfwiki.nsf/dx/ibm-using-web-services-to-access-a-domino-discussion-database

Lotus Notes 8.5.x and open technologies

Lotus Notes 8.5.x supports both OASIS/ODF and Eclipse open formats.

OASIS/ODF

Lotus Notes 8.5.3 supports both OASIS/ODF and Eclipse open formats. Word processing, spreadsheet, and presentation applications are basic, standard tools that many business users need and use on a daily basis. The Lotus Notes 8 and 8.5.3 product suite includes a suite of office productivity tools that allows end users to create, edit, and collaborate on a wide variety of file types. The Lotus Notes 8.x product suite is packaged with IBM productivity tools that support OASIS. Open Document Format (ODF) is an international standard for saving and sharing editable documents such as word processing documents, spreadsheets, and presentations.

Eclipse

At the core of the Lotus Notes 8.x software (and the higher versions), is IBM's version of Eclipse Rich Client Platform (RCP) technology, which introduces a new, open, standards-based SOA that makes the Lotus Notes 8 software more extensible. In fact, a number of the new features of Lotus Notes 8 are a direct result of this extensibility (for instance, Sametime integration and RSS feed integration).

IBM has built a common client platform named Lotus Expeditor (previously called WebSphere Everyplace Deployment or WED) that packages the Eclipse Rich Client Platform with some extra services such as security, synchronization, data, deployment, and more, which can be used across the IBM software product set. The Lotus Notes 8 client is a consumer of this Lotus Expeditor common platform. This provides additional functionality while ensuring forward compatibility for existing Lotus Notes and Domino applications.

Lotus Notes 8 and 8.5.x software supports nearly all custom Lotus Notes applications built for prior versions and incorporates the open standards of the Eclipse application development framework, allowing the use of a componentized SOA. This provides help in making it easy to aggregate, access, and deploy functionality from a mix of software programs and systems. It enables developers to build applications more quickly and to re-use existing assets as business needs arise.

 

Summary


In this chapter, we introduced Service-Oriented Architectures (SOAs) and covered how Lotus Notes 8 and 8.5.3 support it. We then looked at several Lotus Notes features and capabilities that can help you implement SOA-based architectures within your own organization.

We then discussed that with a foundation in open technologies such as Eclipse and with the introduction of the Composite Application Editor, Lotus Notes can be a key part of SOA.

We also saw that currently Lotus Notes 8 only participates directly in the Assemble phase of an SOA lifecycle. However, the open framework on which Lotus Notes 8 is based provides a highly flexible platform, and we can expect to see a significant growth of Lotus Notes as a key factor in the growth and adoption of SOAs.

In the next chapter, we will examine the new features in the Lotus Notes client, from version 8 continuing through the latest version, Lotus Notes 8.5.3.

About the Authors
  • Tim Speed

    Tim Speed is an IBM Systems (IBM Senior Certified) Architect with IBM Software Services for Lotus (ISSL). In that capacity, Tim is responsible for designing, and implementing technical solutions our customers. He has been an IBM/Lotus employee for 16 years. He has been working with Notes for over 19 years focusing on messaging, security, and infrastructure. Tim has published a total of 10 books on various topics including Internet Security and Lotus Notes and Domino.

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  • Barry Max Rosen

    Barry Rosen is an IBM Senior IT Certified Managing Consultant with IBM Software Services for Collaboration . During the last six years, he has worked on several global messaging and migration projects as well as performing Domino upgrades, messaging assessments, and client deployments. Currently, Barry is heavily involved in IBM SmartCloud for social business migrations and hybrid deployments. Prior to IBM Software Services for Collaboration, he was a Software Engineer in Lotus Support for over five years. While in support, Barry was on several teams specializing in mail routing, Lotus Notes Client, calendaring and scheduling, and server core. Barry is an SME on clustering, Lotus Notes for Macintosh, and rooms and resources. He is also a published author with several articles and books written on Lotus products.

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  • Scott O'Keefe

    Scott O'Keefe is an IBM Advisory Software Engineer and the project lead for the Domino Configuration Tuner. He joined IBM via Iris Associates in 1999 and has been a part of the Domino Administration team since 2001. In addition to DCT, Scott works on Domino monitoring, system administration template development and LotusLive Notes.

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