© 2013 IBM Corporation
Distributed Marketing version 9.1Ed Kornacki, Product Manager EMM – [email protected]
© 2013 IBM Corporation
Disclaimer
Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality.
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Agenda
General Release Information
New Features– Milestones: Block flowchart tasks until prior tasks are completed– Hiding standard attributes–Custom validation for form attributes–Other features relating to usability, performance, and security
Installation & Upgrades
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EMM: Distributed Marketing 9.1General Release Information
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EMM Distributed Marketing release goals
Globalization –User Interface & Documentation
• Brazilian Portuguese, English, French, German, Italian, Japanese, Korean, Spanish, Simplified Chinese (and GB18030-compliant), Russian
• All User Guides and Admin Guides will be localized– Installers
Build strategic enhancements aligned with the needs of current customers
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EMM Distributed Marketing 9.1 release details
Release Date– eGA – Date when the files will be available for download – Friday, October 25
How do I get it?– The product can be downloaded via FCT or PA, depending on the customer contract.
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EMM: Distributed Marketing 9.1New Feature – Milestones
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Milestones – Business Challenges
Users can complete tasks before completing prerequisite tasks• Introduced Milestones: a point in time within the workflow at which all tasks until that time must be completed in order for work to continue• If tasks before the milestone are not complete, then the milestone is not met and the next task cannot begin
Feature needs to work independently of the existing task dependency mechanism• Works on the display order of tasks, which is intuitive
© 2013 IBM CorporationFor Internal Use Only / Company Confidential
# Feature Description
1 “Milestone Types” UI A new user interface for creating “Milestone Types”
2 “Milestone Type” column A “Milestone Type” column was added to the template’s workflow. Value can be added on template or campaign instance.
3 Support for import/export The Milestone settings hold during import and export
4 Works on display order In order to make this feature intuitive, the Milestone feature works on the task display order
5 Supported in all workflow contexts
Milestone checks are added in post task pop-up, workflow edit mode, and in the scheduler
6 Works independently of “task dependency” feature
Milestones does not replace the existing “task dependency” feature
Milestones - Key Features
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Milestones Demonstration
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Milestones – user interface
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Define the milestones
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Milestones – use in workflow
User attempts to update status of Task 2.1; but Task 1.3 is milestone task and is not complete, so an error message is shown
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Milestone set on the third task
Error message
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EMM: Distributed Marketing 9.1New Feature – Hiding standard attributes
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Hiding Standard Attributes – Business Challenges
Users complain that, since certain campaign standard attributes, like “List Code” and “Security Policy”, are pre-populated and the user cannot change them, having these attributes on the form is distracting. Customers would like to have them removed so that users can more easily focus on filling fields that require a value
• Ability for an admin to configure templates so that standard attributes are hidden when creating on demand campaigns, corporate campaigns, and lists• Hidden attributes on not shown in wizard view or the summary tab when editing• In view mode, all hidden attributes are visible within a collapsed panel
© 2013 IBM CorporationFor Internal Use Only / Company Confidential
# Feature Description
1 Standard attribute display configuration UI
Gives ability for an admin to configure templates so that standard attributes are hidden when creating on demand campaigns, corporate campaigns, or lists
2 Hide standard attributes when building a campaign or list
Hide standard attributes that are marked hidden when the user is in wizard mode or when the user is editing the summary tab
3 Show standard attributes in collapsed panel in view mode
In order to make the value of the standard attributes visible, all standard attributes are show in view mode. By default, the panel in which the attributes are contained is collapsed
Hide standard attributes - Key Features
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Hide Standard Attributes - Demonstration
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Example – hide standard attributes
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Hidden
Hidden
Visible
Visible
Hidden
Hidden
Hidden
Hidden attributes are not shown in edit mode
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Example – hide standard attributes
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Hidden
Hidden
Visible
Visible
Hidden
Hidden
Hidden
Hidden attributes are not shown in the wizard
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Example – hide standard attributes
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Panel containing standard attributes is by default collapsed in view mode
In view mode, all standard attributes are shown when the panel is expanded
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EMM: Distributed Marketing 9.1New Feature – Custom validation for form attributes
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Custom validation for form attributes – Business Challenges
Built-in validation is inadequate for fields that represent non-supported data types, like dates. Also, built-in validation is inadequate for validating a form that has cross-field dependencies
• Allow the user to extend the built-in validations provided by the application by using the Custom Procedure API
© 2013 IBM CorporationFor Internal Use Only / Company Confidential
# Feature Description
1 Support for custom validation class
• Distributed Marketing invokes the custom validation class defined in the template while creating or editing a campaign using this template
• This invocation happens only after the built-in validation finds all fields on the form to be valid
2 Display of custom validation errors
The errors founds by the custom validation class are shown on the custom tab
Custom validation for form attributes - Key Features
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User story – custom form validation
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Write a Java class implementing the Interface Iprocedure provided by the Procedure API
Mention this class in the configuration file procedure_plugins.xml as per the guidelines.
Select this class from the ‘Custom Validation class for this template’ dropdown in the template’s details page as shown
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User story – custom form validation
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EMM: Distributed Marketing 9.1New Feature – List Manager Usability Enhancements
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List Manager usability (Add behavior) – Business Challenges
The “Add Records” functionality allows users to Search for customer records. The link label should reflect that search functionality is available
• The “Add Records” link is renamed to “Search and Add Records”
When a user accesses the “Declined Records” list from the Summary page, the “Add Records” button allows him to add new customers. This is confusing
• The “Search and Add Records” link is not available on the “Declined Records” list
It is not clear to the user as to which list newly added records are shown in• The “Search and Add Records” link now has a help tip that reads, “Records added using this link get added to the ‘Newly Added by Field Marketer(s)’ list on the Summary page”
A user should always be able to Add customers to the “Newly Added by Field Marketer(s)” list on the Summary page. In certain cases he cannot do this
• The “Newly Added by Field Marketer(s)” on the Summary page is enabled even when the number of records is 0
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List Manager usability (Add behavior) – screenshot
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“Add” button removed from the Declined List
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List Manager usability (Add behavior) – screenshot
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Add link renamed to “Search and Add Records”
Newly Added list with 0 records is now accessible
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List Manager usability (Add behavior) – screenshot
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Tooltip indicates that newly added records are added to the “Newly Added” list
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List Manager usability (button arrangement) – Business Challenges
The name of the buttons (Exclude, Validate) does not reflect their function• The “Exclude” button was renamed to “Decline All Records”• The “Validate” button was renamed to “Accept All Records”
The order of the buttons (Decline, Accept) on the List Manager screen is not intuitive. • The buttons were reordered (Accept All Records, Decline All Records)
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List Manager usability (button arrangement) – screenshot
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List Manager usability (case insensitive name searches) – Business Challenges
Users cannot find customers to add to a list during the list review process because of capitalization errors committed when a customer name was entered in the database
• Made searches using customer name case insensitive
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List Manager usability (case insensitive name searches) - screenshot
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EMM: Distributed Marketing 9.1Major Defects Fixed
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Major defects fixed
Quality– Fixed scheduler issue causing flowchart to remain in hung (queued/starting) state– Fixed List Manager not releasing lock when window was closed issue
Stability– Fixed List Manager stability issues
Security, fixed issues related to– Horizontal Privilege Escalation– Secured Cookies– Cross Site Scripting– Ensure auto complete is not available– Cacheable HTTPs response
Performance– Improved List Manager Performance– Fixed performance issues when 50+ lists are active with the create On Demand
Campaign Wizard
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Fixed performance issues related to memory management
Distributed Marketing caching and performance issues fixed by utilizing ehCache
Customers that use a large number of forms and a large number of campaign instances experienced extremely slow response times when importing templates and moving templates to folders. They also experienced performance issues on the form, the template listing pages, and other areas of the applications
These issues were resolved by utilizing ehCache, an IBM approved, open source caching library. It manages memory by selectively removing data from cache based on various purge policies, LRU (least recently used) or LFU (least frequently used)
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EMM: Distributed Marketing 9.1Installation & Upgrades
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Distributed Marketing installation process
Added command line options to encrypt the existing password (Previous releases the password was unencypted)
Provided a way for the user to enter a new password. The new password will be encrypted in the properties file
For details, please see the 9.1 Installation Guide.
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Distributed Marketing upgrade process
From 9.0–Upgrade to 9.1
From 8.x–Upgrade to 8.6 or 9.0–Upgrade to 9.1
From 7.x– Upgrade to 7.5– Upgrade to 8.6– Upgrade to 9.1
9.1 has up-merges of 7.5.1.7, 8.5.0.4.1, 8.6.0.x,; upgrade scripts of respective versions are included in the upgrade tool while moving to 9.1
Upgrade script 9.1 adds new table "UAP_TT_STD_ATTR_BEHAVIOR" to the database
For details, please see the 9.0 Environments Guide.
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Distributed Marketing 9.1 Software Environment Combinations
For details, please see the 9.1 Environments Guide.
Application Server Operating Systems
System Table Databases User Table Databases
WebLogic 11gR1 (10.3.6), 12c (12.1.1)WebSphere 8.0, 8.5
Windows Server 2008R2, 2012
DB2 9.7 FP7, 10.1 FP2
Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)
SQL Server 2008R2, 2012
DB2 9.7 FP7, 10.1 FP2
Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)
SQL Server 2008R2, 2012
Netezza NPS 5.0, 6.0, 7.0.3
Teradata 13.10, 14WebLogic 11gR1 (10.3.6), 12c (12.1.1)WebSphere 8.0, 8.5
AIX 6.1, 7.1Solaris 10.10, 11.1 RHEL AP 5.8, 6.3SLES 11.2
DB2 9.7 FP7, 10.1 FP2
Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)
DB2 9.7 FP7, 10.1 FP2
Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)
Netezza NPS 5.0, 6.0, 7.0.3
Teradata 13.10, 14
Items in bold have an EOS date past the EOS date of version 9.1.
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Newly supported for Distributed Marketing 9.1
Application Server – IBM WebSphere 8.5–Oracle WebLogic 12c
Operating Systems–Windows Server 2012–RHEL AP 6.3–Solaris 11 Update 1
System Table Database–SQL Server 2012 64-bit
User Table Database–SQL Server 2012 64-bit
Client Browsers– IE 10 (32 and 64 bit) on
Windows 7 Professional
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No Longer supported for Distributed Marketing 9.1
Operating Systems– All 32-bit OS support– SLES 10.4– Windows 2008– SOLARIS 10.4
Application Servers– Oracle WebLogic 9.2– IBM WebSphere 7.0
System Table Database– DB2 9.5– MS SQL Server 2005– Oracle 10gR2
© 2013 IBM Corporation
Thank you to the development & QA teams!
Dev team–Navin Banerjee–Mayank Bhatia–Dhiraj Kasar–Dwitiya Sapkal
QA team–Rahul Bhagat–Nitin Dhabale–Anand Goenka–Deepali Kalawade–Ranjit Sawle–Chandrakant SM–Arundhati Warkar
Information development–Kristina Proffer
Installer team–Peggy Le Lan–Sumeet Mandrekar–Rémi Saulnier–Aparajitha Sundararajan–Pascal Walheim