BP 403, Moving to IBM SmartCloud with Your Feet on the Ground - IBM Connect - Rupert Clayton - 2013 01 29

BP403 Moving to IBM® SmartCloud™
with Your Feet on the Ground
Rupert Clayton | Collaboration Solutions Architect, CDW®

© 2013 IBM Corporation

Objectives

 We’ll take a look at the Hybrid and Service-Only variants of IBM SmartCloud™
Notes®, and walk through the migration process.
 We’ll dive into the architecture of a IBM SmartCloud™ Notes Hybrid
environment…
 … and examine the migration process that takes you from “here” to “there”
 We’ll see how you can integrate the IBM SmartCloud™ Connections and IBM
SmartCloud™ Meetings services with your IBM Notes® client.
 And we’ll look at two ways to connect Microsoft® Active Directory® to IBM
SmartCloud™, to automate user management and provide single sign-on.

Agenda

 What is IBM SmartCloud for Social Business?

 Which IBM SmartCloud Messaging Option Is Right for Me?

 How Do I Get There from Here?
The Transition to IBM SmartCloud Notes

 Integrating SmartCloud with Notes and Active Directory

 Q&A

About Me @rupertclayton

 19 years of Notes admin
– Started with Notes 3.0 on OS/2 and
Windows 3.1

 Instructor
 Published author…
 IBM Business Partner in UK
– Notes/Domino consulting

 With CDW since 2008
– Implementation engineer in Chicago
– National pre-sales solutions architect
for IBM Collaboration Solutions based
in San Francisco

 Two years as IBM SmartCloud Design
Partner  …and creator of high-quality
monitor stands

What is IBM SmartCloud for Social Business?
 Social collaboration  Activity management
 File sharing  Blogs
 Communities  Wikis
 Integrated collection of collaboration  Ideation Blogs
capabilities
 Makes it easier to work with people
inside and outside your company
 Proven to help small/medium
companies grow their business
 Sold as a online subscription,
runs in a browser
 Designed with multi-layer security,
high availability and disaster recovery  Enterprise-grade e-mail  Web meetings
 Calendaring  Online events
 A multi-tenant SaaS offering  Contacts  Instant messaging
 Tasks

IBM SmartCloud Social Business Portfolio

Engage Bundle Plans Stand-Alone Services Service Add-Ons
The easy way to buy. Engage plans For ultimate customization. For extended capability.
combine à la carte and add-ons into À la carte offerings let you mix and match Add-ons provide additional
common packages at a single price. services features to meet client needs.

SmartCloud Engage SmartCloud iNotes — $3 IBM Docs — $3
Advanced — $10 Essential web mail, calendar and
Everything in SmartCloud contacts, with POP3 and IMAP

MESSAGING
Engage Standard + Notes + Traveler for Notes — $2
Traveler + IBM Docs
SmartCloud Notes — $5
Available add-ons: Everything in SmartCloud Notes Entry + BlackBerry — $5
Storage, Archive, BlackBerry desktop client, 25GB inbox

SmartCloud Notes Entry — $3.75 Extra Storage for
Web mail, calendar, contacts and IM, Collaboration — $5/GB
1GB inbox
SmartCloud Archive
Essentials — $4
COLLABORATION

SmartCloud Engage SmartCloud Meetings — $4-$39*
Standard — $8 App and screen share, mobile All pricing is per user, per month.
Connections + Meetings + Volume discounts available.
Web Forms + Web chat + * This pricing for up to 199 attendees.
Mobile IM $4 is per user for SmartCloud
SmartCloud Connections — $6 Meetings for Enterprise Deployment
Files, viewers, profiles, activities, for IBM Collaboration Customers; $39
Available add-ons: communities, dashboard, IM (client and is per host for SmartCloud Meetings.
IBM Docs, Storage, Traveler web), no-charge mobile app Other options available. See IBM SaaS
Terms for full details.

Extend Business Value with Third-Party Integration
Open API environment for seamless integration of third-party business services

Collaborate with partners Easily create, revise ProjExec Live delivers intuitive,
and customers from within and sign documents mobile-friendly project management
the CRM environment. and helps enable effective
collaboration on projects of any size.

TeamPoint tracks and manages
controlled documents to
Easily launch into support regulatory and Online collaboration between buyers
conversations with your standards compliance, e.g. ISO
and sellers of goods and services
contacts right from IBM 13485 for medical devices.
SmartCloud Traceability of approval and
readership.

Why is IBM SmartCloud a Better Cloud?

 Social business vision: Not just mail, files and conferencing in the cloud, but a
true social collaboration environment to power your business.
 Free guest accounts: Easy to collaborate with people outside of your company
at no added cost. Invite unlimited guests to collaborate and they get access to all
services. Guest accounts never expire.
 Profile and contacts: Connect with colleagues, business partners and customers
and build project teams inside and outside of your company.
 Communities: Create social sharing spaces to collaborate and innovate on
anything.
 Dashboard: Central place to access all collaboration services.
 Economical: Less than half the price of most competitive collaboration software
for businesses.

Why is IBM SmartCloud a Better Cloud?

 Strong support for open standards

CalDAV
CardDAV

RSS Atom

IBM SmartCloud Messaging Options

 IBM SmartCloud iNotes
– Essential mail, calendar and contact management
– Web and POP3/IMAP access only

 IBM SmartCloud Notes Service-Only
– Full-featured mail, calendar and contact management
– Rich-client (IBM Notes), web, mobile device and IMAP access
– Hosted customers are completely contained in IBM SmartCloud Notes infrastructure
– Administration entirely through IBM SmartCloud browser user interface

 IBM SmartCloud Notes Hybrid
– All the features of “Service-Only”
– Integrates with your on-premises environment
– More seamless transition for Notes customers

IBM SmartCloud iNotes Features

 25 GB storage  IBM SmartCloud iNotes Calendar
– Web and CalDAV access
 IBM SmartCloud iNotes Mail
– Calendar sharing with colleagues
– Web, POP3 and IMAP support
– Mobile via IMAP IDLE or POP3  Admin tools
– Admin-managed taglines for – Per user: view quota usage, empty
disclaimers, marketing, etc. trash, manage aliases, forward
– Built-in anti-spam and anti-virus mail, edit corporate calendar
controls
 Transend tool for Mail, Calendar and
 IBM SmartCloud iNotes Contacts Contacts migration
– Personal directory  $3/user/month
– CardDAV access for contacts
– Corporate directory (web admin)
– Corporate directory import/export
and sync
– Distribution lists

IBM SmartCloud Notes Features

 Cloud-based Domino Mail, Calendar, Contacts and IM/Presence
– Multi-tenant mail and directory service (25GB mailbox)
– IBM Notes client, IMAP or browser access via IBM SmartCloud Notes web

 Seamless transition to the cloud for business and end-user continuity
– Existing Notes credentials avoids disruptions, rework and productivity loss
– OTW encryption/decryption, “at rest” data encryption and digital signatures

 Secure, scalable, economical and highly available
– Low-touch administrative model via easy-to-use account management tools
– Built-in spam and virus protection, disaster recovery

IBM SmartCloud Notes Features

 Tuned for a Hybrid Model for companies with on-premises and cloud users
– Protects your investment

 Customizable mail experience
– Leverage existing company-specific changes to mail templates in the service

 Can be augmented with additional IBM SmartCloud capabilities
– Data migration services, mobile, archiving and more...

IBM SmartCloud Notes Mail

 Intuitive inbox, calendar
and contacts
 Designed for business
with no advertising ever
 ICSA Labs certified
spam and virus
protection
 25GB secure storage
 99.9% SLO
 IM included
 Use your own business e-mail domain: john.doe@mycompany.com
 Works with SmartCloud Engage for collaboration and meetings

IBM SmartCloud Notes Entry New!

 Full-featured, browser-based messaging at a lower cost
 Includes:
– Same base functionality as SmartCloud Notes web
– 1GB mailbox (no custom templates)
– Integrated Sametime instant messaging
– Anti-spam / anti-virus

 Does not include
– Offline access (no Notes client)
– IMAP access
– Data migration of existing mail into the service

 Paid options
– Mobile support via Notes Traveler
– IBM Archiving Essentials

IBM SmartCloud Archive Essentials New!

 Mail archiving and e-discovery for  Supports search/discovery use cases
SmartCloud Notes – Mail captured today will be available
– Every email sent and received can be if/when end user access is added
stored forever, searched and retrieved
– 100% cloud solution based on  Limitations
technology from Sonian – No end-user access
– Available for US-based SmartCloud – Not for SmartCloud iNotes or on-
Notes mailboxes premises Domino mail
– Customer defines the retention policy – No support for IM, files, or social
(1yr, 3yr, etc...) and the service content
manages the data retained – Future geographic rollout under
consideration
 Supports email ingestion/archiving
– Mail is archived and accessible for e-
discovery
– Bulk ingestion requires separate SOW
with Sonian

Should I choose Hybrid or Service-Only?

Hybrid Environment Capabilities

 IBM SmartCloud Notes becomes extension of customer environment
 User, Group & Policy management performed on premises
– Via the Domino Directory and Admin Client

 One or more directories are synchronized into IBM SmartCloud Notes to provide
common view of users, groups, policies, etc...
 Customer owns e-mail domains and receives all mail for those domains before
routing to IBM SmartCloud Notes
– Option to route SMTP mail to IBM SmartCloud Notes

Strategic Reasons to Choose Hybrid

 Differing needs within your business
 Different usage patterns
– Mobile 24x7 global sales force on IBM SmartCloud Notes
– Manufacturing and support operations with 8x5 work week on premises

 Different security/governance issues
– Regulatory and risk management might mandate on-site data for execs
– Lower-risk users can still be in IBM SmartCloud Notes Hybrid

 Different budget holders
– North America can migrate to IBM SmartCloud Notes Hybrid, while EMEA and APAC
retain on-premises

 Users don't need to care who is hosted or on-premises
– e.g. user address look up and mail routing just work

Tactical Reasons to Choose Hybrid

 Supports migration of existing data
 Supports a phased migration
 Allows use of admin client and retention of some policies
 No change needed to access existing applications
 Bring your existing mail databases
– Encrypted content remains intact
– Private items remain intact

 Use custom mail templates
– Requires some IBM services to scan and approve

 Flexibility in deployment / transition time scale

But What About My Applications?

 IBM SmartCloud Notes does not provide its own application servers
– You have two alternatives available. Both require a hybrid architecture.

 Keep your applications on-premises
 Move your applications to a cloud provider
– IBM Smart Business Cloud
– Amazon EC2
– Prominic.Net
– Connectria

 I don’t want to buy a Domino Enterprise CAL for each application user
– IBM now offers the Domino Utility Server for IBM SmartCloud license
– Priced based on processing capacity, not user count

Hybrid Architecture: The Basics
 Single Domino domain

 Single passthru server

 Single internal server for
mail routing and directory
replication

 On-premises Domino
directory sync: dirsync
server replicates with on-
prem hub via passthru.

 NRPC mail from SCN:
Routed to mail hub via
passthru server.

 NRPC mail to SN: routed
from on-prem mail hub to
SCN via load balancer.

Thanks to David Bell for these reference architectures

Hybrid Architecture Options

 Basic configuration  Multiple domains
– One domain – One domain is primary
– One passthru server in DMZ – Mail to/from SmartCloud routes via
– One internal server for directory & mail primary domain
– This config shown on “The Basics” – Can sync additional directories
slide into SmartCloud for addressing

 Add redundancy  Virtualize
– Separate internal directory and mail – Any components can run on VMs
servers – Your VM servers can be hosted in the
– Redundant pair of passthru servers cloud (e.g. on IBM SmartCloud
– Redundant pairs of servers for directory Enterprise)
and mail
– Split servers between two data centers

Some SmartCloud Notes Hybrid Configuration Options

1. The Basics: One Domino domain, passthru server and internal server for
directory & mail
2. High Availability: One Domino domain, two passthru servers, two internal
servers for each dir & mail for failover
3. Multiple Data Centers: One Domino domain, two data centers, two passthru
servers, two internal servers for each dir & mail
4. Multiple Domino Domains: Passthru server, directory sync and & mail hub in
primary doamin with other on-premises domains routing mail and directory
updates via the primary.
And many other alternative architectures

Hybrid Architecture: High Availability Implementation
 Multiple passthru servers
 Separate mail routing and
directory replication hub
servers
– Primary & secondary


Hybrid Architecture: Two Data Centers
 Pair of customer data
centers
 Pair of pass thru servers
– Primary in one DC and
secondary in other DC

 Separate mail routing and
directory replication hub
servers in each DC
Note: Not all interactions
shown on diagram


Hybrid Architecture: Multiple Domains
 Multiple Domino
domains
 Single internal server
for mail routing and
directory replication
 Other domains route
and replicate via
primary domain


Supported Notes/Domino Versions for Hybrid Configuration

On-premises component Supported versions
IBM Notes clients Domino 8.5.1 Fix Pack 5+
Domino 8.5.3 recommended
Mail routing server Domino 8.5.1 Fix Pack 2
(in the directory synchronization and mail routing domain) Domino 8.5.2+
Directory synchronization server Domino 8.5.1 Fix Pack 2
(in the directory synchronization and mail routing domain) Domino 8.5.2+
Mail servers that request the free time of Domino 8.5.1 Fix Pack 2
SmartCloud Notes users Domino 8.5.2+
Passthru domain servers Any version of Domino
Use Domino 8.5.2+ for fastest response time for
connections from SmartCloud Notes server to
on-premises servers

User Provisioning and Data Transfer
Assessment
Assessment, Planning & Execution [Customer / BP]
Existing
 Fundamentally a server Existing
Applications User
Directories Demographics
consolidation exercise
Existing Planning Existing
Security [Customer / BP] Mail Routing
 All past experience of upgrades
Existing Directory Mail Routing
or consolidations is directly Network Integration
Change
Integration
Existing
Management Clients
applicable Security Client
Integration Deployment
Environment Prep
 You don't need to build the new & Validation Transition
Network
messaging infrastructure Capacity [Customer / BP] Scheduling
Directory Pass Thru
Replication Server(s)
 You do need to be prepared Change
Management
SAML Mail
 IBM or a certified BP ID Provider Routing

practitioner needs to move and Network Client
provision the data Changes User & Data Installs
Provisioning
Process
[IBM / BP]

Project Stages: Planning/Preparation

 Assessment  Possible preparation steps
– If needed: Stabilize the current environment
 Planning
– If needed: Upgrade domain to Domino 8.5.2+
 Solution assurance review • Remove/upgrade servers older than Domino 6.5
• Upgrade Domino directory and admin server to
8.5.2
• Optional: Upgrade other servers dependent on
requirements
• Not on subscription and support? Talk to an IBM
Business Partner
– If needed: Deploy new server hardware
– If needed: Upgrade clients now, or as part of user on-
boarding process

Project Stages: Get Connected

 Install passthru server  Activate account
– Can use existing server in some cases – Complete initial directory
synchronization
 Place SmartCloud Notes order – Verify ownership of at least one
– Ramp-up available Internet domain

 Create new certifier ID for SmartCloud  Set admin preferences
Notes servers
 Run Configuration Test Tool
 Perform SmartCloud Notes Setup and
Enablement tasks
– Run Pre-Configuration Test Tool
– Identify directory sync, mail routing and
passthru servers
– Specify mail server base name
– Upload certifier ID
– Run Domain Configuration Tool

User Provisioning & Data Transfer

1. Establish bidirectional mail routing and directory replication between existing
on-premises and SmartCloud Notes environments; the “hybrid” model.

2. Set up on-premises data staging and process management tools and define
schedule for user moves.

3. Pull mail file replicas onto the staging server and package for transfer
(encryption).

4. Secure FTP transfer to SmartCloud Notes data center in preparation for bulk
import.
– Maximum 250 GB of data “in-flight” at any time. For larger transfers there is an option to
use a NAS device with ISSC services.

5. IBM performs pre-processing: scanning, validating and setting of access
controls and required properties.

User Provisioning & Data Transfer

6. Provision the users to IBM SmartCloud Notes service and place the prepared
mail files onto primary / secondary / DR servers.

7. Update directory entry for all users to point to new IBM SmartCloud Notes mail
servers so that new mail is delivered to the IBM SmartCloud Notes servers.

8. Run desktop configuration tool to update location document(s), desktop
bookmarks, replication history, etc. to point client at IBM SmartCloud Notes
environment and perform final catch up replication.

9. Delete on-premises mail file replicas and decommission on-premises mail
servers as necessary.

Integrating SmartCloud with Notes

 Integrated web experience
– Easy navigation to your IBM SmartCloud Notes web mail

 IBM SmartCloud Activities Plug-In for Notes
– Surface IBM SmartCloud activities in the Notes client sidebar

 IBM SmartCloud Meetings Plug-In for Notes
– Launch and join IBM SmartCloud meetings from the Notes client sidebar

 Sametime IM community
– Add users from on-premises and IBM SmartCloud communities
– Chat with IBM SmartCloud users from other companies

 ATOM/RSS feeds
– Surface any feed-enabled content in the Notes client sidebar

IBM SmartCloud Plug-Ins for Notes

Integrating with Your Directory

 Users want to get into cloud services with no login prompt
– This is accomplished with Security Assertion Markup Language (SAML), a federation
protocol
– Worthwhile investment of time for most mid-sized and larger businesses

 Admins want to provision users via Active Directory groups
– This is accomplished using the IBM SmartCloud Integration Server
– Based on CSV files and Secure FTP
– Largely a custom-configured process
– Worthwhile investment of time for enterprise-scale deployments

SAML Integration

 SAML-based SSO to IBM SmartCloud services from browser and Notes
– SAML provides SSO into IBM SmartCloud for your browser clients
– SAML also provides SSO from Notes 8.5.2 FP5+ clients

 SmartCloud’s SAML implementation supports SAML 1.1 and 2.0
– Implements the SAML 1.1 Browser/POST profile
– Compatible with the Web Browser SSO profile in SAML 2.0.
– For Active Directory, you need to deploy ADFS

SAML Federation Types

 Organization federation types
– Non-federated: You’re not using SAML
– Federated: Everyone’s using SAML, all the time
– Modified: Anyone can use SAML, or a stored password. It’s their choice.
– Partial: You decide which people use what type of federation

 Individual federation types
– Non-federated: This person doesn’t use SAML
– Federated: This person always uses SAML
– Modified: This person gets to choose if they
want to use SAML all the way home

IBM SmartCloud Integration Server

1. Admin adds user to group in 3. TDI creates User Provisioning
Active Directory Change File in proper CSV format
2. Something (e.g. TDI) is monitoring 4. TDI uploads change file to
the group for changes SmartCloud Integration Server via
Secure FTP

IBM SmartCloud Integration Server

 Treat this as a separate project
– Core details are documented in a single 80-page PDF
– Your approach will be somewhat custom
– Schedule for after the pilot, and maybe after full deployment

 User provisioning change files (CSV)
– 10 user operation types: Add, Suspend, RevokeSeat, etc.
– 22 file operation fields: SubscriptionId, GivenName, NotesTemplate, FederationType
– 4 mandatory components to file name

 Group provisioning change files (LDIF)
– 11 LDAP attributes
– 6 changeType values
– 4 mandatory components to file name

 Report and trace files provide status and error info

What Did We Just See?

 We looked at the Hybrid and Service-Only variants of IBM® SmartCloud™ Notes®.
 We examined the building blocks of a SmartCloud Notes Hybrid environment…
 … and the migration process that takes you from “here” to “there”
 We saw how you can integrate the SmartCloud Connections and SmartCloud
Meetings services with your Notes client.
 And we saw two ways to connect Microsoft Active Directory to IBM SmartCloud,
to automate user management and provide single sign-on.

IBM SmartCloud Sessions at IBM Connect 2013

Tuesday
 CUST118 Brunswick: Lessons Learned in Adopting a Hybrid Messaging Solution Greg Neveau –
Brunswick, 5:30pm, Swan

Wednesday
 ID603 SmartCloud Notes: Exploring Your Configuration, Deployment & Admin Options Chris Baker -
IBM, 10am, Dolphin
 BP401 Clear Skies: Easy SmartCloud Hybrid Deployments Daniel Leiber - IIUI, 11:15am, Swan

 ID606 Is Your Organization Ready to Leverage the Cloud? David Bell - IBM, 5:30pm, Swan

Thursday
 ID605 IBM SmartCloud Archive Essentials: Service Update & 2013 Roadmap Art Fontaine - IBM, 10am,
Swan

48

Legal disclaimer
© IBM Corporation 2013. All Rights Reserved.
The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is
provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM
shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect
of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.
References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this
presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.
Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.
Microsoft, Windows and Active Directory are registered trademarks of Microsoft Corporation in the United States, other countries, or both.
Skype and the Skype logo are trademarks of Skype and IBM is not affiliated, sponsored, authorized or otherwise associated by/with the Skype group of companies.
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All references to Renovations and Zeta Bank refer to fictitious companies and are used for illustration purposes only.

49 © 2013 IBM Corporation

BP 403, Moving to IBM SmartCloud with Your Feet on the Ground - IBM Connect - Rupert Clayton - 2013 01 29

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