ibm start now collaboration - information delivery and tracking

IBM Start Now Collaboration Solutions Scenario: Information Delivery and Tracking

WINDOWS/AIX

IBM Start Now Collaboration Solutions: Information Delivery and Tracking

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What You Get with a Start Now Solutions Scenario Each Start Now Solutions Scenario provides planning and implementation details about a specific area or type of solution for a business domain. The following valuable tools are included with most scenarios to guide you in completing similar solutions for your customers.

Legend This symbol is used in this document to identify templates, worksheets, sample code, or other reusable files that are provided with this specific solution scenario.

Comments Welcome Your comments are important to us. We want IBM Start Now Solutions for e-business to be as helpful as possible. Please send your comments about this and other IBM Start Now solutions directly to us at [email protected].


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Contributors IBM Start Now Collaboration Solutions Scenario: Information Delivery and Tracking was produced by the following team of specialists:

Business Partners

Mario Campastro is the General Manager for Estudio Campastro Consultores, in Salta - Argentina. He has more than 10 years of experience in administrative and process reorganization. For the last four years he has specialized in Lotus LearningSpace solutions. Leonardo P. Sepulcri is the Technology Manager for Wasys Technologies in Brazil. He has over six years of extensive experience architecting collaborative solutions using Domino and Web technologies. He holds a degree in Electronics Engineering and a specialization in Managing Information Technology. He is a Certified Lotus Professional, and has obtained specialties in Start Now Sales Solutions, Start Now Collaboration and Start Now Content Management Solutions. He started working with Lotus and IBM products in 1996 performing development, deployment and project management activities.

IBM Services

Maria Teresa Pellegrini is an IT Specialist at the e-Learning Technology Center in IBM Semea Sud in Bari, Italy. She joined IBM in January 2000 after receiving her degree in Physics. She has worked on e-Learning solutions providing Learning Portals using Java, Servlets and JSP Technologies.

German Valderrama is a Lotus IT specialist for IBM Software Group in Colombia. He has over 15 years of experience in IT. He has been working with Lotus applications for over 4 years, first as a Senior Consultant for Lotus Professional Services and currently as a Technical Sales Specialist with responsibilities that include Domino, Notes, LearningSpace, Sametime and QuickPlace. German holds a degree in Computer Science from Universidad de Los Andes, Colombia.

Additional Contributors

Michelle Lillie Start Now Solutions Manager, IBM Software Group, Austin, Texas

John Biebelhausen Start Now Marketing Manager, IBM Software Group, Austin, Texas

Mike Foster Technical Coordinator, International Technical Support Organization, Austin, Texas

Ingrid Rodriguez Start Now Solutions Product Manager, IBM Software Group, Austin, Texas


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Copyright & Trademark Information The following terms are trademarks of International Business Machines Corporation in the United States or other countries or both:

AIX DB2 DB2 Extenders

DB2 OLAP Server DB2 Universal Database DeveloperWorks

Domino Domino.Doc IBM

LearningSpace Lotus Lotus Enterprise Integrator

Lotus Notes Lotus Workflow MQSeries

PartnerWorld QMF QuickPlace

Red Brick Redbooks RS/6000

Sametime SecureWay VisualAge

Tivoli WebSphere

Adobe and Adobe Acrobat are trademarks of Adobe Systems Incorporated.

The Cisco PIX Fire wall is a registered trademark of Cisco Systems, Inc.

The IBM logo is a registered trademark of IBM Corporation.

The e-business logo is a trademark of IBM Corporation.

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and/or other countries.

Linux is a registered trademark of Linus Torvalds.

Microsoft, Windows, Windows NT, Windows CE, and Windows 2000 are trademarks of Microsoft Corporation in the United States and/or other countries.

Netscape is a registered trademark of Netscape Communications Corporation in the United States and other countries.

Oracle is a registered trademark of Oracle Corporation.

Palm is a registered trademark of Palm, Inc.

Pentium is a trademark of Intel Corporation.

Red Hat is a registered trademark of Red Hat, Inc.

Symantec AntiVirus is a registered trademark of Symantec Corporation.

Other company, product, and service names may be trademarks or service marks of others.


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Table of Contents Section 1. Solution and Scenario Overview 1

1-1 Understanding the Solution 1

1-2 Understand ing the Scenario 1

1-2-1 Useful Terms and Definitions 3

1-3 Solution Essentials 4

1-3-1 Scenario Architecture 4

1-3-2 Development Tools 8

Section 2. Planning the Customer Solution 10

2-1 Determining the Scope of the Solution 10

2-1-1 Solution Assumptions 10

2-1-2 Skill Assumptions 11

2-1-3 Task Estimates 12

2-2 Task Estimate Details 14

2-2-1 Plan the Solution 14

2-2-2 Develop the Solution 20

2-2-3 Test the Solution 26

2-2-4 Deploy the Solution 27

2-2-5 Educate the Customer 29

2-2-6 Additional Services 30

2-2-7 Related Scenarios 31

Section 3. Implementing and Deploying the Solution 32

3-1 Gather What You Need 32

3-2 Installation Checklist 33

3-3 Set up the Server 34

3-3-1 Install the Operating System 34

3-3-2 Configure the Operating System 38

3-4 Install DB2 Universal Database Workgroup Edition 38

3-4-1 Prerequisites 38

3-4-2 Special Considerations 39


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3-4-3 Common Installation Problems 39

3-5 Install DB2 Administration Client 40



3-6 Install LearningSpace Core 40



3-6-3 Key Installation Values 42

3-6-4 Common Installation Problems 43

3-7 Set up the Scenario 43

3-7-1 Configure the Scenario 44

3-8 Install Lotus Notes Client 48



3-9 Configure Lotus Notes Client 48


3-9-2 Key Configuration Values 49

3-10 Customize LearningSpace 49

3-10-1 Modifications to Framework Text 49

3-10-2 Modifications to Administrator GUI 51

3-10-3 Modifications to End User Interface 51

3-10-4 Customization Summary 52

3-11 Install LearningSpace Collaboration Module 53


3-11-2 Common Problems 54

3-11-3 LearningSpace Collaboration Configuration 55

Section 4. Guided Tour of the Solution Scenario 56

Section 5. Reference Materials 58

5-1 Helpful Websites 58

5-1-1 Related Redbooks 60


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Section 1. Solution and Scenario Overview

1-1 Understanding the Solution

When integrating collaborative capabilities into the business processes, a company is likely to evolve through various phases. A business will likely begin using standalone collaborative tools to assist with internal productivity and teamwork. In the next phase, the company may make collaboration tools an integral part of major partner and customer websites and communications. Use of these capabilities may then evolve into more sophisticated integration of all aspects of a company's business and emphasize collective, consistent, and automated processes. Finally, in an ideal situation, the company will conduct all business and communication with members of their value chain - suppliers, distributors, manufacturers, and partners - using the most effective and efficient method available.

Typical collaborative solutions that illustrate various approaches to customer problems include:

• Team-based, collaborative communications that improve interactions among remote team members and improve working processes and relationships with partners

• Interactive customer support that improves customer satisfaction and loyalty

• Traceable information delivery that allows a business to confirm receipt of information for regulatory compliance or other purposes

• Community-building websites that provide an efficient and productive work environment for employees

1-2 Understanding the Scenario

This scenario illustrates how a company can deliver information such as instructional modules, new product information, and policy training to its employees and how it can track the completion status of the materials by the audience. The online information delivery and learning environment allows employees to view information in a self-study mode and also allows them to collaborate with the instructor and with each other during and between sessions. In addition, the business has the ability to track the completion status for each person, thereby enabling them to keep attendance records for regulatory compliance or other reasons.

Transforming information delivery and learning into an online process can have many advantages over more traditional methods, as shown in the following illustration.


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For easy access from other websites, such as a corporate website or procurement department site, the online information delivery ability can be integrated with such applications.

Two versions of this scenario are presented in this document:

• Basic - The basic version of the Information Delivery and Tracking scenario shows how to construct an information delivery platform that allows a company to provide its employees with a consistent and effective way to manage their information and knowledge delivery. It illustrates how to customize the user interface of the system, allowing you to create solutions that align with your customer's preferred look, and shows how to deliver content and track the employees who have accessed the content.

• Intermediate - The intermediate version of this scenario introduces collaborative capabilities into the e- learning environment, allowing the delivery of live information sessions and instant collaboration among instructors and learners. It also provides hints for how to combine an information delivery system with a corporate portal or team websites.


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1-2-1 Useful Terms and Definitions

The following specific terminology will help you fully understand the concepts required during the implementation of this model.

Desktop Application Sharing, Screen Sharing, and Conferencing Tools

These terms refer to programs that allow multiple people in various locations to accomplish the following tasks:

• View the same desktop application or screen running on one system at the same time

• Edit a document in real time

• Conduct audio and video meetings online

Conferencing and desktop screen sharing are most suitable for use in broadcast presentations or document review.

Directory

A directory is a collection of user and resource information, such as usernames, passwords, server names, and other information used by software programs to look up and authenticate users.

e-meeting

An e-meeting is any event in which there is collaboration among remotely situated participants. An e-meeting uses any of the following channels to establish communication among participants: Instant messaging, voice, video, and visuals (presentation materials). Desktop application sharing, screen sharing and conferencing tools may be part of an e-meeting.

Instant Messaging

Instant messaging involves two or more people communicating in real time over the Internet or an intranet, much faster than the pace of e-mail. Instant messaging is especially useful when immediate feedback is required and when questions require only a short response, such as "yes," "no," or other limited dialog.


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Portal

Portals are websites that are targeted at specific audiences and communities. Delivered in a personalized manner, they provide content, collaboration, services, and access to applications for target audiences within the unique context of the user. A portal provides end users with a single point of access to Web-based resources by aggregating those resources in one place and by requiring that users log in only to the portal itself and not to each application they use.

Portlet

Portlets are visual windows that organize content from different sources, such as websites, e-mail, business applications, and spreadsheets into a single interface for individual or group access. Portlets enable highly customized and productive work environments fo r projects, tasks, or organizational communities.

Real-time Communication

Real-time communication is the process of immediate electronic communication between two or more individuals regardless of their proximity to each other.

1-3 Solution Essentials

Solutions based on this scenario are delivered to the customer through IBM Business Partners. This scenario describes the major components of these types of solutions:

• e-business software for collaboration solutions

• Hardware

• Development tools to customize the solution

• Business Partner services

The following sub-sections discuss these resources. In the Planning the Customer Solution section on page 10, there is more information pertaining to the tasks you will perform to complete the solution.

1-3-1 Scenario Architecture

The Information Delivery and Tracking scenario is based on several IBM Patterns for e-business, which define standard and best-practice implementation architectures for specific types of customer solutions:


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• Collaboration Business Pattern: Directed Collaboration Application Pattern

• Collaboration Business Pattern: Store and Retrieve Application Pattern

• Custom Design Pattern: Integrating the Self-Service and Collaboration Patterns

The patterns define standards and best-practice implementation architectures for specific types of customer solutions, and we have incorporated them into this scenario. For links to the pattern documentation and introductory material about software design patterns, see the Reference Materials section on page 58.

The Information Delivery Server is used in both the basic and intermediate scenario versions to create an advanced, Web-based environment that supports the delivery and tracking of online learning. The Collaboration Server is used in the intermediate scenario to provide collaborative function for the information delivery solution - such as discussion groups or instant messaging between the instructor and attendees.

To deploy an Information Delivery and Tracking solution, the following software and hardware configurations are suggested. These suggestions are based on deployment experiences and are typically higher configurations than the minimum requirements specified by the product documentation. Your customer may have existing hardware that does not meet these suggested configurations but may still be sufficient for their needs.


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Machine Name Software Components

Software Prerequisites Suggested Hardware

Information Delivery Server

Windows:

LearningSpace 5 (Core Module)

IBM DB2 UDB 7.2 or 8.1 Administration client

Windows NT 4 Service Pack 6.0a (or higher) or Service Pack 5 (for international); or Windows 2000 Advanced Server with Service Pack 2 (or higher)

Microsoft IIS installed

Microsoft Data Access Components (MDAC) 2.5 (Windows NT) or 2.6 (Windows 2000)

Microsoft Java Virtual Machine (MJVM) build 3177 or higher

800 MHz processor

1 GB RAM

2 GB free disk space

Information delivery data server

IBM DB2 UDB 7.2 or 8.1 Workgroup Edition (or Workgroup, Unlimited Edition)

NOTE: LearningSpace can also use other database systems.

Windows:

Windows NT or Windows 2000 Advanced Server

AIX:

AIX 4.3.3

900 MHz processor

512 MB RAM


AIX:

pSeries or RS/6000

750 MHz or faster

512 MB memory


Collaboration Server (required only for the Intermediate version of the scenario)

LearningSpace 5 (Collaboration Module)

Windows NT 4 Service Pack 6.0a (or higher) or Service Pack 5 (for international); or Windows 2000 Advanced Server with Service Pack 2 (or higher)

Microsoft Internet Information Server (IIS) installed

Microsoft Data Access Components (MDAC) 2.5 (Windows NT) or 2.6 (Windows 2000)

Microsoft Java Virtual Machine (MJVM) build 3177 or higher

800 MHz processor

1 GB RAM



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Machine Name Software Components

Software Prerequisites Suggested Hardware

Content data (already exists in the environment)

Content is accessed through LAN, HTTP or URL and can therefore reside on a variety of servers

N/A N/A

Product Descriptions

To implement an information delivery system, you will install either one or two LearningSpace servers, as well as a database server on which all the LearningSpace information will be stored.

Lotus LearningSpace provides the framework for structured online information delivery. It also provides the ability to track who has viewed the information. Self-paced or real-time information delivery allows a business to train and develop employees, and to keep customers and partners informed without the expense of travel and the difficulty of classroom and resource scheduling. The LearningSpace framework consists of several components:

• Relational database management system (such as IBM DB2 UDB) (Required): Maintains databases that contain data about users, the structure of information modules and courses, and progress tracking for LearningSpace. This system may additionally contain other databases not used by LearningSpace.

• LearningSpace Core module (Required): Provides the user interface for managing and delivering educational information, as well as the technology needed to connect with the relational database management system, Web clients, and content servers. This module is installed on the Information Delivery Server.

• LearningSpace Collaboration module (Optional ): This module extends LearningSpace to include live, instructor- led sessions with audio and video support, allows users to set up and share ideas and tasks using discussion areas, and provides for real-time instant messaging between those viewing the information, or between instructors and students. LearningSpace Collaboration is built with many of the same capabilities of the Sametime product, and therefore provides similar and familiar functions. If you install the LearningSpace Collaboration component in a production environment, it should be installed on its own machine - that is, on a system other than the LearningSpace Core or the database server. This module is installed on the Collaboration Server.

• Course content files (Required) and content server (Optional): Content files may be stored on the LearningSpace server, on another server, or distributed across a series of servers accessed from the Internet or intranet. The content files contain information that is presented as part of an information module or course. It can be educational materials


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used in the delivery of information, such as reading material, video clips, procedural and policy documents, presentations, etc. Content can come from a variety of places:

♦ Purchased from third-party vendors

♦ Created using authoring tools such as Macromedia Web Learning Studio or within LearningSpace, allowing tracking of user progress

♦ Existing or new materials from a company (such as HTML documents, presentation material, etc.)

The Collaboration and LearningSpace Core Servers can be set up to share a common user directory, to support single sign on and avoid the need to duplicate user management administration.

IBM DB2 Universal Database or another supported database server provides data storage and retrieval for LearningSpace configuration data.

1-3-2 Development Tools

This section describes suggested tools to help you customize the solution. Practical knowledge of one or more of the following tools allows you to develop solutions for your customers:

Development Software Use Software Prerequisites Suggested Hardware

Web page (HTML and CSS), graphics and text editors

Modify the LearningSpace user interface look and feel by editing the cascading style sheets and graphics.

Varies with tool Varies with tool

Lotus Notes (optional)

Enables you to use a tool included with this scenario to customize the LearningSpace user interface text .

This is a viable option only if you have an existing Domino environment.

Windows 98 or greater with the most recent service packs

Frame -enabled browser (such as Netscape Communicator 4.7 or higher; or Microsoft Internet Explorer 5.0 or above)

256 MHz

256 MB RAM


Domino Designer (optional)

Allows you to create direct links to LearningSpace from other Domino applications.

Windows 98 or greater with the most recent service packs

Frame -enabled browser (such as Netscape) Communicator 4.7 or higher; or Microsoft Internet Explorer 5.0 or above)

700 MHz or higher

512 MB RAM



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Development Software Use Software Prerequisites Suggested Hardware

Macromedia Web Learning Studio or other content development tool (optional)

Create interactive and animated information (learning) content.

See product documentation See product documentation

Product Descriptions

The Lotus Notes client, packaged independently and also included within the Lotus Domino Designer product, allows for the use and management of the contents of Domino applications by way of a Notes interface. In this scenario, a Lotus Notes application is included that can help you modify the LearningSpace user interface text.

Domino Designer is an integrated development environment for creating or modifying Domino-based applications.

Macromedia Web Learning Studio is one of the authoring tools you can use to create professional, animated course material presented by LearningSpace, allowing tracking of user progress. Creating information using professional content authoring tools is not required; you can provide simple HTML files or presentations if they meet your customer's needs.


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Section 2. Planning the Customer Solution

2-1 Determining the Scope of the Solution

This section defines the major activities you will perform when implementing the scenario, and provides an estimated duration for each task. Included in this section is a list of solution parameters or assumptions, a high- level task list, and detailed descriptions and task breakdowns.

2-1-1 Solution Assumptions

The suggested tasks in this section assume you will use the samples provided in this scenario and will modify them to suit the needs of your customer. If this is not the case, some of these tasks will not apply. Depending on your development style, you might complete these steps in a different order.

Note that all estimates in this section are based on the following assumptions:

Basic Version

• Customer already has an existing Domino environment

• Only self-paced learning is required, with no collaborative interaction

• Accessed by employees only

• Customization of the LearningSpace user interface:

♦ Lower range: No customization is required

♦ Higher range: Customization of the text, graphics and logos are required

Intermediate Version

• Customer already has an existing Domino environment

• Collaborative capabilities will be implemented (instant messaging, live sessions, screen and application sharing, discussion databases, etc.)

• Accessed by employees only

• Customization of the LearningSpace user interface:

♦ Lower range: No customization is required


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♦ Higher range: Customization of the text, graphics and logos are required

• Integration requirements:

♦ Lower range: No integration

♦ Higher range: Integration of LearningSpace with other content servers and systems

2-1-2 Skill Assumptions

To give you a better understanding of the types of skills used to implement a solution based on this scenario, the table below describes some common activities and the required skill needed to do them.

With these skills… You can… Basic Intermediate

Read the scenario documentation; reviewed tool and product tutorials

Implement the scenario

Configure scenario for customer environment

√ √

HTML and text editing skills and graphics tools

Customize look and feel for LearningSpace

√ √

Experience with Lotus Domino or Sametime administration

Administer LearningSpace collaborative server

√

Experience with Domino Web application development (optional)

Integrate LearningSpace into Domino application so users can access LearningSpace directly from an existing Web application

√

Experience with WebSphere Portal portlet development (optional)

Integrate LearningSpace access into a portal

√

Database administration skills Configure LearningSpace connectivity to relational databases

Manipulate LearningSpace data and reports

√ √


Create interactive and animated information (learning) content

√ √

All estimates in the next section are based on the following assumptions about the person who customizes the solution:


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• Has some experience with Domino Application Server and Sametime administration

• Has working knowledge of JavaScript, Java, and HTML

• Has some knowledge of e- learning concepts and content

2-1-3 Task Estimates

The following table is provided for you to identify the tasks you plan to do. In some cases, task estimates will range significantly. Unique considerations and how to adjust the hours are explained in the detailed sub-sections.

This table is packaged with the scenario and may be used as a planning tool when estimating the project hours for your customers.

Basic Solution

Intermediate Solution

√ Task Range of Services Hours

Range of Services Hours

Reference

Plan the solution 28 69 70 110 Page 14

Gather and Document Requirements 4 16 16 24 Page 14

Design the Solution 12 32 28 50 Page 16

Set Up a Prototype 4 6 8 10 Page 17

Perform Gap Analysis 1 3 4 6 Page 17

Plan Initial Information Content 4 6 6 9 Page 17

Develop Project Plan 2 4 6 8

Confirm the Plan 1 2 2 3 Page 19

Develop the Solution 31 95 48 129 Page 20

Set Up Development Environment 14 27 18 35

Set Up Hardware 3 5 3 5

Install and Configure Operating System 3 6 3 6

Install and Configure IBM DB2 UDB 4 8 4 8

Install and Configure LearningSpace 4 8 8 16

Page 20

Develop Graphics 0 24 4 24 Page 20


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Basic Solution

Intermediate Solution

√ Task Range of Services Hours

Range of Services Hours

Reference

Customize the User Interface 8 24 8 24 Page 21

Create User Directories and Authorization 1 4 2 10 Page 22

Integrate With Other Solutions 0 0 4 12 Page 23

Assist with Initial Content Development 6 12 10 16 Page 25

Set Up Basic Security and Communications 2 4 2 8 Page 25

Test the Solution 15 32 26 54 Page 26

Create a Test Plan 3 8 6 12 Page 26

Test LearningSpace Implementation 12 24 12 24 Page 26

Test Integration with Other Solutions 0 0 8 18 Page 27

Deploy the Solution 18 37 24 53 Page 27

Establish a Connection to the ISP 1 3 1 3 Page 27

Set Up Production Servers 10 20 10 20 Page 27

Publish Information Contents 2 4 2 4 Page 28

Plan the Site Launch 2 4 2 4 Page 28

Final Integration and Adjustments 2 4 5 16 Page 29

Acceptance Test 1 2 4 6 Page 29

Educate the Customer 23 40 28 56

Develop Education Modules 16 24 16 32

Set Up Training Environment 2 4 4 8

Present Training 5 12 8 16

Page 29

Additional Services 0 32 0 40 Page 30

Total 115 305 196 442

The remaining information in this section describes these tasks in detail.


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Adjusting the Task Estimates

Depending on your skills and experience, the estimates presented may be too high or too low. You may want to approximate more realistic time estimates for your efforts based on whether you are new to this solution or skill area or are considered an expert.

If one or more of the following characteristics matches your personnel, consider increasing the overall time estimate by 30%:

• Completed training in the skill areas required but have no or little customer engagement experience

• Understands main concepts about collaboration solutions but have not deployed any

• Have experience in some but not all aspects of the deployment cycle of solutions

If one or more of the following characteristics matches your personnel, consider decreasing the overall time estimate by 10%:

• Completed training in the skill areas

• Completed the full deployment cycle in a number of e-business projects

• Have experience implementing solutions in the collaboration domain

A spreadsheet that allows you to calculate project time estimates based on varying skill and experience levels is packaged with the scenario. Use it to help you plan your project.

2-2 Task Estimate Details

2-2-1 Plan the Solution

Planning the solution involves identifying and scheduling all the activities that you need to perform to create your customer's solution. Tasks include those that are related to communication and networking, security and firewalls, and project management (including meeting with customers and their partners).

Gather and Document Requirements

At the beginning of your engagement, you should meet with your customers to understand their proposed objectives and gather their requirements. You should first understand their vision, their business, what the real problems are that they want you to address with your solution, and the


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results they expect. Understanding these fundamental items will help you determine the functional requirements for your solution.

Some questions you should ask your customer during this requirements gathering stage include:

• How many users do you expect to be using the system?

• Who are the instructors and students? What are their expectations?

• What are the different profiles of users and what permission will each be given? (needed mainly for administrative configuration of the system and defining report-access information)

• Will the information delivery framework be used only internally or also externally?

• Does it need to integrate visually with other websites or the company's branding?

• Does it need to integrate functionally with other applications or websites?

• Does the customer want to keep user definitions separate in this system, or use pre-existing user information from a Domino Directory?

• Is there a need for live training or information sessions? Discussion databases? Real- time communication?

• Do you need video and audio support for live sessions?

• Will classes be given from several locations?

• What is the bandwidth available for this solution ?

• What type of information will be delivered most often through this system? Will the major use be for:

♦ Self-study - For example, allowing new employees to train themselves on company processes and policies, or educating a sales force on a new product

♦ Live information-delivery sessions - By using Sametime, which is included with LearningSpace, users can interact directly with instructors and other subject-matter experts. Live information-delivery sessions provide a guided method for informing people on specific concepts and provide quick, dynamic knowledge sharing.

• What are the usual formats of the learning content? Text, presentations, demonstrations, simulations, purchased modules, etc.


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• What kind of information is the client interested in tracking? Employees' attendance, etc.

• Does the customer already have a database that can be used for the LearningSpace data?

For a basic implementation of an information delivery system, gathering and documenting requirements could take between 4 and 16 hours depending on the answers to the questions above. For a more complex solution in which the information delivery system is integrated with other systems or content servers, the requirements activities would take between 16 and 24 hours since a better understanding of the integration needs and the existing solution infrastructure are necessary.

Design the Solution

Design involves understanding the customer's environment, including the hardware, software, data volumes, special requirements, and operational procedures. Design also includes formulating technical requirements and defining the solution architecture. It is necessary to identify and plan for any additional tuning of the software that might be required because of the customer's environment or special needs.

You must also determine how to integrate your solution with what the customer already has in place, if appropriate.

When using Lotus Sametime in your solution, you should be aware of the trade-offs between bandwidth using the program's advanced services such as video and audio online meetings. If your customer requires only instant-messaging services, then you can be assured that nothing other than encrypted text and presence information will flow over the network. Because this kind of data does not require much bandwidth, you will most likely find it acceptable to operate over a wide area network (WAN). However, if a company requires multimedia services like video and audio in its real-time communication, your design should address the bandwidth and CPU needs for multimedia support. For more information, consult Sametime Multimedia Services and Sametime Performance and Best Practices white papers available at the Lotus Developer Site (see Helpful Websites on page 58).

The Information Delivery and Tracking scenario implementation contains examples and tools that help you customize the look and feel of the LearningSpace interface. View and experiment with these samples provided with the scenario in order to help you understand the type and breadth of customization opportunities.

For the basic version of this scenario, in addition to the interface look and feel, you should determine how many servers you need - for example, whether the database server should reside on its own server, whether to use an existing database server, and whether you need to create multiple LearningSpace servers to manage the traffic. The design of the solution architecture could take from 12 to 20 hours. Additional time is needed if the customer wants a custom user interface. This could take up to an additional 12 hours (this includes defining the words, strings, graphics, colors, button sizes, etc. that are needed).


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The intermediate version of the Information Delivery and Tracking scenario shows you how to incorporate collaborative capabilities into the solution, and provides guidance on integrating the functionality and services of the LearningSpace platform with other websites. Your design will need to integrate the components of the basic version of this scenario with the LearningSpace Collaboration server, as well as incorporating the definition of which user directory to use and how to integrate with it. The design of a solution based on this scenario is estimated to take between 28 and 50 hours.

Set up a Prototype

In your plan, a prototype should be included to validate your understanding of your customers' requirements. Based on the customer feedback to this prototype, you may find areas in your plan to reassess or reorganize. When trying to express the concept of your project to your customer, you will find that much of the effort you spent in your previous demonstrations is useful here. As you set up a prototype, apply the expertise that you gained during the preparation of your demonstrations. In addition, try to reuse any code that you might have developed previously.

If a customer's desired solution is close in nature to this scenario, consider customizing it to quickly create the prototype. Your prototype should show an example of the graphical user interface (GUI) and address the main functional aspects of the solution.

Perform Gap Analysis

Planning your solution may involve perfo rming a gap analysis to give the customer an estimate of the development effort required to set up the solution. At its core, the analysis seeks to determine what parts of the solution need to be extended, modified, or created from the information presented in this scenario. The number and complexity of customizable components drives the size of the project and the required resources.

The gap analysis for this scenario should include determining how much customization to the user interface will be necessary, whether a new database server will have to be set up or an existing one will be used, and how much of the initial content the customer already has or wants you to create. Gap analysis for a basic solution is estimated to take between 1 and 3 hours. For a more advanced solution in which integration with existing or new solutions is required, it is estimated to take between 4 and 6 hours.

Plan Initial Information Content

For the Information Delivery and Tracking scenario, your customer may ask you to create - or help him create - the initial set of materials to deliver to employees through this system. In planning what to deliver, you need to consider the following and create a documented definition of the input dependencies, output formats and contents:


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• What will the subject matter be?

• How will the material be structured? Does the customer already have files that contain the information, and can you reuse these within the LearningSpace structure?

• Who should obtain the information, and what is the appropriate way to define those users in the system?

• Does the customer want to monitor the progress of people who access the information?

• What tools should be used to develop new material?

• What are the most common types of information that the customer will want to distribute with this system? How can you create the initial content structure in a way that can be used as a template for creating future information modules?

• Are assessments necessary?

Content for information modules can be as simple as HTML files or presentation slides, or can be uniquely developed with content development tools. These educational modules can also be purchased from third-party vendors (see the Lotus LearningSpace Content Catalog from the LearningSpace link on page 58).

Developing a plan for initial content is estimated to take between 4 and 9 hours.

Develop Project Plan

The next step is to create the project plan that describes how and when the project will be completed. This plan should document all dependencies and expectations clearly, so the customer knows what is required from him and what to expect from you. The project plan should contain:

• A list of the people and teams who will participate in each stage of the project. For each team that you list, identify the person who functions as the team lead or project manager.

• A comprehensive schedule listing major checkpoints for both the Business Partner and the customer.

• A list of all deliverables that you expect the customer to provide, such as data and graphic design elements. Include details - like the specific formats in which you require the deliverables, if appropriate - to ensure that these expectations are clear.

• A list of all deliverables that you will provide to the customer, including documentation, training material, and the solution itself. Again, include enough details to ensure your customers clearly understand what to expect.


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• A comprehensive list of assumptions you are making in creating/modifying scope of work documentation. Pay particular attention to things that may affect the project timelines and costs.

• A list of external dependencies (the ones you will not have control over), especially the ones for which your customer will be responsible.

• A staffing plan that describes the skills required and the responsibilities for each member of the team.

• A signed agreement that describes the scope of the project in as much detail as possible.

• A description of the testing that will be conducted prior to and during deployment.

• A schedule for installation of servers and clients, either by offices or by geographic areas. If the customer knows when and where you will begin the installation, then he can be better prepared to assist you.

• A description of the education that will be created and conducted to train the users on the new system.

It is useful to create a chart that identifies activities, dependencies, and schedules so everyone involved clearly understands what is expected of them. It is also important that you prepare and investigate external parameters early. For example, if you need to obtain IP addresses from an ISP or have them create a virtual private network (VPN), you should understand how long that will take and begin the process early enough to meet any dependencies in the schedule.

The more complex a solution you plan to develop, and the more of the items listed above you have to consider in your project plan, the more time it will take you to develop a comprehensive, accurate plan.

Confirm the Plan

It is critical that you confirm the results of the planning stage with your customer and that you keep a signed copy of their agreement to the plan. Both you and your customer must have a detailed understanding of the full scope and expectations of the project. If any third-party members will be involved with or affected by your solution, inform them of the scope of your project and include them in the agreement process. This task may require that you revise and refine your plan several times before you and your customer finally accept it.


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2-2-2 Develop the Solution

Set up Development Environment

This process involves preparing the hardware for installation and ensuring that the appropriate device drivers for the operating system are available. The software setup includes:

• Setting up hardware

• Installing and configuring the operating system (if required)

• Installing and configuring IBM DB2 UDB

• Installing and configuring LearningSpace

Instructions for installing the software products are found in the Implementing and Deploying the Solution section on page 32. Additionally, you should install the sample files provided with the scenario to help you get started developing applications and to help you more quickly solve critical problems.

Development tools that you may need to use to customize your solution include:

Suggested Development Tool Tool used to...

Editor, Web page editor, graphics tools Modify user interface files

Text editor or Notes database tool delivered with the scenario

Modify text used in the LearningSpace framework's user and administrator interfaces


Create interactive and animated information (learning) content

Develop Graphics

You may have to develop new graphics for your customer's solution. Examples of graphics are banners at the top of a page, the company logo, buttons, and any background graphics or watermarks. Animations or other special effects must also be taken into consideration.

The time involved for producing graphics depends on whether or not the customer has provided any graphics in digital format, such as JPEG, GIF, bitmap, or TIFF. If graphics need to be developed from hardcopy letterhead, you should allocate additional time to scan, crop, optimize color, and size the graphics. An experienced graphics artist may produce images much more quickly.


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Time Required (Hours) Item to Create

Digital Format Provided

No Digital Format Provided

Banner 0.5 - 4 1.5 - 8

Logo 0.5 - 1 1.5 - 3

Buttons* 0.5 1

Background 0.5 1.5

* This is the estimate for the first button. If your subsequent buttons are similar, you can expect them to take about half as long.

For this scenario, you may need to customize the LearningSpace interface. To do this, you will need a background, banner and logo along with any other graphics your customer wants you to add. The time estimate for the basic version of this scenario task ranges from 0 hours (if your customer wants no customization to the default LearningSpace interface) to 24 hours.

When customizing the interface, you can customize the words used as well as the graphics. If company graphics already exist and are suitable, you should make an effort to reuse these within your development in order to maintain consistency. For the intermediate version of this scenario, average graphics development for the interface may take between 4 hours (for reusing existing graphics and making minor modifications) and 24 hours (for generating completely new graphics).

Customize the User Interface

Another important element of graphic design is the development and customization of the user interface (UI).

You can make minor alterations to the LearningSpace user interface, such as replacing the banner and logo, or make drastic changes to both the look and feel and the text used in the information delivery framework. For instance, in the sample contained in this scenario, the interface was transformed from a learning-centered tool emphasizing formal courses and activities to an information-delivery tool emphasizing subject matter information and content. This was accomplished by changing the look and feel as well as much of the default text comprising the framework. A Lotus Notes-based tool is included with the scenario to assist you with quickly making similar changes to the LearningSpace framework text. Minor changes to the graphics are estimated to take 8 hours, while a more comprehensive alteration of the interface may take up to 24 hours.

A further customization of the LearningSpace Core Student interface is possible, allowing you a more in-depth control of the product's look and feel and the user's access to its features. Such customization requires an in-depth knowledge of LearningSpace, as well as Java and JavaScript programming skills. You can find more details on how to customize the interface in the


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Implementing and Deploying the Solution section on page 32 and in the Customization Guide (see the LearningSpace link in Helpful Websites on page 58).

Create User Directories and Authorizations

As part of your solution, you will need to define a minimum set of users with user IDs, passwords, and authorization levels.

Your customer can provide you with lists of names, IDs, passwords, and access levels (read, write, etc.) for each user he wants you to define. Using the LearningSpace administrator interface's manual method, you could estimate the time for creating passwords as follows:

Number of IDs

Time Needed to Create IDs

10 0.5 hours

50 2 hours

LearningSpace gives you the option of creating users in batch mode, using a comma-separated list of names and associated information. If you have more than about 50 user IDs to create, you may want to invest the time to create such a list.

People who access the LearningSpace user interface to take information must be registered, or they can self- register in the information area if that feature is enabled. The content which a user can access will depend if self-enrollment is allowed or if the user was enrolled by the instructor or administrator.

As part of your custom configuration, you should define the user roles that are needed for the learning environment and the permissions associated to each role (such as a system administrator, course administrator, author, instructor, student, etc.)

With the exception of the self-registrations mentioned previously, each person should be registered through the LearningSpace core interface and assigned one or more roles that give him the permissions and the functions. LearningSpace gives you the option of creating users in batch mode, using a comma-separated list of names and associated information.

Import Users to LearningSpace from a Domino Directory You can import users from an existing Domino Directory, thereby allowing your customer to avoid duplicate user management tasks. When collaboration is enabled, the user information of the LearningSpace Core module is automatically synchronized with the Domino Directory of the LearningSpace Collaboration module.


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You can import users from a corporate Domino Directory into LearningSpace. This not only saves you the effort of manually adding a large number of users, it also enables you to keep the list of LearningSpace users synchronized with the list of Domino users.

Importing user data from a Domino directory to LearningSpace is a multi-phase operation in which the Domino User Import database (LSCoreSync.nsf) acts as the intermediary between Domino and LearningSpace. First the Import database searches the Domino directory for user data. It gathers the data and compares the data to its own records (created during the first import and updated and cached with each successive import). The Domino User Import database then creates transaction records that summarize the user changes that need to be imported into LearningSpace. At scheduled intervals or on demand, pending transactions are imported into the LearningSpace Core USER table, where user information is available in the LearningSpace interfaces.

You can find detailed information in the LearningSpace System Administration Guide and in the Domino User Import Guide. Steps you will need to perform include:

• Set up LearningSpace: Complete the appropriate settings on the Directory Settings page in LearningSpace.

• Configure the Domino Server: Review the Domino Server document settings and edit the notes.ini file as explained in the Domino User Import Guide.

• Set up the Domino User Import Database:

♦ Copy the LSCoreSync.nsf to the Domino server into the same path where the Domino directory is located.

♦ Review and update the manager access configured in the LSCoreSync.nsf and the default values of the setup document of this database.

♦ Run the import agent for the first-time import.

• Import Domino Users: Import the users from the Directory Settings page in LearningSpace. Users will be added to the USER table in your relational database.

If LearningSpace Collaboration is installed, new users are automatically propagated to the Collaboration synchronization server.

Integrate With Other Solutions

Integrating LearningSpace with a Domino Web Application You can integrate LearningSpace with a Domino application, allowing your users to access the information delivery function directly from another website. To make this as easy as possible to maintain, consider importing users from the existing Domino Directory and, if the Collaboration


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module is installed, synchronizing users between LearningSpace and Domino. See Create User Directories and Authorizations on page 22 for details.

Refer to the Related Scenarios section on page 31 for an example of integrating LearningSpace with a departmental collaborative website.

The time needed to integrate LearningSpace with a Domino application depends on the extent to which you need to modify the existing Domino application. A relatively simple link from the application to LearningSpace may take approximately 4 hours.

Integrate LearningSpace with a Portal You can integrate LearningSpace with a portal based on the WebSphere Portal family in a variety of ways:

• If your portal uses Domino LDAP, you can use a common Domino LDAP directory and import the existing users that are defined in Domino to LearningSpace

• You can create access to LearningSpace through a portlet

Starting from a sample in the WebSphere Portal portlet development guide, you can create a portlet that allows users to open a new browser window from the portal to the student interface of LearningSpace using the Single Sign On function of LearningSpace. When the users from the portal choose to access LearningSpace, they will see their own home page with the courses they are enrolled in and all the personalized content for this interface.

The following list contains some key points of this type of portlet:

• The portlet should retrieve the users' attributes necessary to log on to LearningSpace. It could use the Java Authentication and Authorization Service (JAAS) API provided by WebSphere Portal Server as a framework for integrating single sign-on into portlets, and through these portlets to back-end applications.

A LearningSpace portlet could get the JAAS Subject, containing several Principal and Private Credentials, from the Credential Vault Portlet Service that allows it to get the user ID and the password of the connected user.

• The complete URL to launch the LearningSpace student interface could be retrieved by the portlet as a configuration parameter. In other words, it could be stored in the portlet.xml file of the portlet application, allowing it to be changed at any time by the administrator of the portal.

• Consider having the portlet launch LearningSpace in a new window, because it has its own navigation bar and menu that could be confused with the ones of the portal. This configuration is easily changeable with simple modification to JavaScript code.


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The effort needed to develop a portlet is not estimated in this scenario. Once a generic LearningSpace portlet is developed, installing, configuring, customizing and adding it to appropriate portal pages may take up to 12 hours.

Assist with Initial Content Development

Your customer may ask you to help develop the initial set of information content for his delivery system. At a minimum, he would already have all the materials - presentations, text, web pages, video clips, and other material - and would ask you to create one or two complete units from that, so his employees could begin using and pilot testing the system immediately. You should be prepared to develop structure and flow around the existing materials, and help your customer understand how to build his own units of information. Preparing one such information unit may take you from 6 to 16 hours.

Your customer may also ask for your assistance in creating the actual content. Some of his information and training needs may be met with existing course material that can be purchased and loaded into LearningSpace (see Helpful Websites on page 58). However, your customer may be interested in creating his own training and information material. You can assist him in developing presentations, video clips, HTML pages, assessments, and other materials. Developing a small set of such material to use as an initial trial could take up to 16 hours depending on the complexity, interaction and animation required.

One suggestion you could make to the customer is to have you create such an information module about the new information delivery system to help train his employees.

Set up Basic Security and Communications

For information on how to set up firewalls and other security-related infrastructure, see the IBM Start Now Infrastructure Management solution on the Start Now PartnerWorld website. The section below describes some of the items you should consider implementing when securing your solution, but does not explain in detail how to do this.

The infrastructure for this scenario is a local area network (LAN) that contains the customer's servers, applications, and clients. From a hardware perspective, there are many enhanced routers that can provide some features of a firewall, such as filtering and network address translation (NAT). Such routers can be used to implement VPNs between different locations in a customer's company. With a few protocols, you can configure the access control lists, HTTP access rules, and the basic firewall rules to create a basic, secure environment.


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2-2-3 Test the Solution

Create a Test Plan

At the beginning of the solution-testing stage, your top priority is drafting a comprehensive test plan. When creating your plan, identify all the functional and usability items, and aspects of the environment, that you have to test. Creating a test plan helps you think through the elements of the solution that you need to test and identify the necessary test environments.

At a minimum, you should plan to test the following items:

• Communications and security, including all internal and external connections, ports, and access rules

• All application interfaces and functions

• Any variable that affects run time, such as workload size, backup method and frequency, and number of users

• Access to content and information modules using different types of user roles

• Flow of any information modules that you may have created

• Test the solution on appropriate browsers. Some browsers, such as Microsoft Internet Explorer and Netscape Navigator, process text and graphics slightly differently. Therefore, it is important to ensure your website displays and functions correctly on the major browsers that customers will use.

• Integration of your site links into other systems, such as existing websites or application environments

• Performance for the expected traffic volumes

Test LearningSpace Implementation

Testing the LearningSpace implementation will take between 12 and 24 hours, depending on how much user interface customization you performed, how many content modules you created, and how much reporting is required by the customer. You should also test the appropriate configuration of the permissions associated with each role, the correct assignment of the roles to each user and the automatic criteria enrollment configuration to access the information.


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Test Integration with Other Solutions

Before you integrate the information delivery platform with another solution such as a portal or another website, test it within an isolated environment. After that, you must take into account all the services, integration tasks, and databases that already exist in the final environment. Be prepared to encounter some difficulties when you integrate your solution with the existing applications, and make sure testing efforts cover all aspects of integration - from user definitions and authorizations to correct linkage between applications. Testing the integration with other solutions may take you between 8 and 18 hours, depending on how closely integrated LearningSpace is with how many other applications.

2-2-4 Deploy the Solution

Establish a Connection to the ISP

The first task you should perform during deployment is establishing a connection to the ISP, if needed. The reason for this urgency is because the elapsed time from choosing an ISP to when the server is actually accessible from the Internet may take weeks.

There are many choices for an SMB to connect its website to an ISP. Consider the types of connection and some key attributes of the providers. Use one of the broadband options to support large volumes of traffic and increase the speed of access for customers. Also, consider the availability of these services in your region.

Set up Production Servers

This process involves preparing the hardware for installation and ensuring that the appropriate operating system drivers are available. See the Implementing and Deploying the Solution section on page 32 for more details.

The software setup includes loading the operating system (if required), installing the necessary software and performing any additional configuration steps.

Having set up similar systems in your development and test environment, you should be able to avoid the difficulties that you discovered during the earlier installations. However, you must remember that some problems can be discovered only in the real production environment, where other users are certain to be affected. To limit the number of setbacks and disturbances that you might encounter, it is important to plan this stage thoroughly.

Before you run your applications and integrate them with your customer's legacy systems, create backup copies of all critical data.


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Publish Information Content

Publishing the solution involves copying files to the production server, establishing user IDs and access rights, updating server location references, and configuring access. Always test the accessibility to your site from a remote machine.

Some important things to test are:

• Operational errors - All pages function as designed

• Links - Both internal and external (to other sites) links are correct

• Content - Images and text are correct

If your scenario involves a third party, such as partners to whom your customer wants to make the new system accessible, make sure the third-party members have access to the appropriate function. Preferably, you should complete this step before you launch the solution. Until you are certain that the security features are functioning properly, you may want to grant access only to a few individuals instead of immediately granting access to all third-party users.

Publishing the solution in most cases takes between 2 and 4 hours for basic and intermediate solutions, depending on server speed, number of files to copy, and amount of configuration that needs to be done.

Plan the Site Launch

You should plan the initial launch of the site or application by properly announcing and advertising it. Consider the following suggestions:

• Direct mailing or e-mail to target employees

• Presenting special banners in the internal portals with links to helpful information and education for the first month

• Coordinating a message from the company managers, expressing the importance of the new system and how it can help the company and its employees

• Information sessions

The estimated duration for coordinating and executing the launch activities is 2 to 4 hours for most solutions.


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Final Integration and Adjustments

After you have set up the final environment, installed your tested solution, and integrated it with any existing software, you still may discover some problems or inconveniences that no one could have predicted. To help your customer deal effectively with such post- installation problems, you may want to make your services available for two weeks after you launch the solution. Expect to spend about 2 to 16 hours for this activity. The more complex the applications or the integration with other solutions, the more problems will be found and the harder they will be to fix.

Acceptance Test

It is recommended that your project manager and your customer hold a customer acceptance meeting. If possible, schedule this meeting for the same time when you outline your plans to make post- installation adjustments and to address future support needs. Attach a copy of all the project documentation and, as a quality measure, ask the customer to evaluate the project and your company.

Finally, try to use customer feedback to improve your methodologies, teams, and skills. This feedback can help you reach higher levels of quality, which helps you generate more and better business.

2-2-5 Educate the Customer

Part of your implementation responsibilities might include training selected customer staff members on the system that you develop. Such training includes monitoring website status, designing and changing the applications you provide, troubleshooting basic problems, and performing other operational tasks.

If you are a Lotus Authorized Education Center (LAEC), you can provide your customers with official Lotus product courses. For the remaining technologies - hardware, OS, communications, and security - or if you are not an LAEC, consider preparing short seminars to brief the customer's administration team of those details you feel they must know.

This training could involve the following topics, depending on what is included in your solution:

• Solution technical design

• Hardware and software implementation

• Problem determination process

• Looking at application logs

• Checking software status


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• Backing up and restoring important files and databases

• Developing a troubleshooting checklist

• Establishing a Frequently Asked Questions (FAQ) list

• Administering the application

• Using LearningSpace to view information as well as to deliver information

• Creating reports to track information delivery

Consider creating online educational modules to deliver to your customers in the LearningSpace framework.

The time it takes to create and deliver technical training varies by solution, depending on how much material you need to cover, how many audiences your material needs to address, the technical depth of the discussions, and how knowledgeable your students are about the fundamental concepts and functions of the collaborative products. The training activities can usually be defined as:

• Develop educational modules - Either within LearningSpace or as individual presentations, documentation, or online helps

• Set up training environment - The training environment should imitate the real production environment as much as possible. You may need to set up test copies of applications and databases, and define test users during this stage.

• Present training - You may need to provide various sessions of the training to different audiences.

In addition to training the customer on the new system, you may also provide Redbook documentation and Helpful Websites as reference materials. See the Reference Materials section on page 58 for more information.

2-2-6 Additional Services

Helping your customer with maintenance presents an opportunity for additional service revenue. Regular check ups on the health and performance of the information delivery system may be required.

Other tasks may include copying files to the production server, establishing new user roles and access rights, updating server location references, and creating new content.


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Your customer may also want you to integrate this e- learning system with existing solutions such as intranet portals or department or company websites.

2-2-7 Related Scenarios

The robustness of your customer's business depends on what functional enhancements can be added. You will find many examples of functions that can be added to your customer's business. At the time of this publication, the IBM Start Now Collaboration Solutions Scenario: e-business Procurement Workplace is available to build upon this scenario. The e-business Procurement Workplace scenario demonstrates how to integrate virtual workspaces and real-time communication into a department website, facilitating communication and collaboration between members of a department that work out of the office and with vendors. Although the sample described in this scenario is directed specifically to a procurement team, these same technologies and techniques can be applied to any type of department or extended team. This scenario can be added on to the Information Delivery and Tracking scenario to provide an integrated solution.

After installing the e-business Procurement Workplace scenario sample, use Lotus Notes to open the e-procur.nsf application on the Sametime server on which you installed it. Edit the LearningSpace program parameter value to reflect your LearningSpace server hostname and save the file. This will enable the procurement training link on the application interface. You can also import the users defined in the existing Domino directory into LearningSpace to achieve further integration.

For updates to scenarios and additional scenarios, refer to the PartnerWorld Start Now website listed in Helpful Websites on page 58.


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Section 3. Implementing and Deploying the Solution

To give you a better understanding of the types of tasks performed in implementing a solution based on this scenario, the following sections list the items needed and describe the activities necessary to implement and deploy this solution.

3-1 Gather What You Need

The following is a list of the items you need to gather to complete the task of installing and configuring the solution scenario:

• System hardware

• Operating System:

♦ Windows 2000 Server or NT (for LearningSpace 5 and DB2)

§ For NT: Windows Service Pack 6a or higher for US installations; 5 or higher for international installations

§ For Windows 2000 Advanced Server: Service Pack 2 or later

♦ AIX 4.3.3 (Only DB2 is supported on AIX. Therefore, if you want AIX in your solution, you will have a mixed Windows and AIX environment.)

• Microsoft Internet Information Server (IIS):

♦ For NT: NT Server Options Pack 4.0 Internet Information Server (IIS) 4.0

♦ For Windows 2000: IIS 5.0

♦ It is recommended that you download the Microsoft IIS Lockdown tool from the Microsoft website prior to setting up the IIS Web Server

• Microsoft Data Access Components (MDAC):

♦ For NT: MDAC 2.5

♦ For Windows 2000: MDAC 2.6 with Service Pack 1

• Microsoft Java Virtual Machine (MJVM), build 3177 or higher

• Lotus LearningSpace 5.01 Core and Collaboration Modules

• IBM DB2 Universal Database 7.2 Server, Workgroup Edition or IBM DB2 Universal Database 8.1 Server, Workgroup Edition


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• IBM DB2 7.2 Fixpack 5 (if you are using IBM DB2 Universal Database 7.2 Server, Workgroup Edition)

• IBM DB2 Universal Database 7.2 Administrator Client or IBM DB2 Universal Database 8.1 Administrator Client (comes with DB2 Server)

• Lotus Notes and Domino Administrator clients (optional)

• Static IP addresses for the LearningSpace Core Server and the Collaboration Server

The following subsections provide information about the activities you will need to perform to implement the solution. It is recommended that you look ahead at the installation and configuration tasks to identify any information you may need to ask the customer prior to starting the implementation.

3-2 Installation Checklist

The Information Delivery and Tracking scenario provides a company with a way to easily ensure that all appropriate personnel receive required information. In the sample included with this scenario, the fictitious Home Abroad, Inc. company uses LearningSpace for two different purposes: to inform their sales force and resellers about new products, and to deliver mandatory process and ethics training to their procurement personnel. Managers can view reports summarizing which of the intended audience members has completed the reading and activities related to the subject. Home Abroad uses this tracking mechanism to keep a record of mandatory training for legal reasons and to ensure that each one of their sales force and partners understands upcoming products and knows how to effectively sell them.

The default LearningSpace interface focuses on using the framework for structured e-learning, and the terms used throughout the interface - such as "courses" and "students" - emphasize that use of the product. In the Information Delivery and Tracking scenario, this interface is changed to better align with the use of the product as a more general information delivery mechanism.

The scenario involves installing the new look and feel, as well as importing several sample information modules - one for a procurement department, one for employees in general, and one for the sales team. The modules are called:

• Procurement Ethics and Process Training

• Collaboration: What does it mean to me?

• Sales 101: New product information and sales techniques

For this scenario, you will install either one or two LearningSpace servers (one for basic and two for intermediate), as well as a database server (IBM DB2 UDB) on which all the LearningSpace


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information will be stored. You can choose to use DB2 Universal Database Workgroup Edition version 7.2 or DB2 Universal Database Workgroup Edition version 8.1; just make sure that the server and the client program that you install are the same version.

A separate spreadsheet of this installation checklist is provided with the scenario.

Machine Name √ Task Page Additional Comments

Basic Scenario

Set up the Server 34 Database Server

Install DB2 Universal Database Workgroup Edition

38

Set up the Server 34

Install DB2 Administration Client

40

Install LearningSpace Core 40

Information Delivery Server (also referred to as the LearningSpace Core Server)

Set up the Scenario 43

Install Lotus Notes Client 48

Configure Lotus Notes Client

48

Customization Client

Customize LearningSpace 49

Install Lotus Notes if you want to use the tool (included with the scenario) to modify the text of the LearningSpace user interface framework. It is assumed that you already have a Domino server in your environment if you want to use this tool.

Intermediate Scenario: Prior to implementing this scenario, you should have already performed the tasks necessary for the basic version of this scenario.

Set up the Server 34 Collaboration Server

Install LearningSpace Collaboration Module

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3-3 Set up the Server

This section describes installing and configuring the operating system.

3-3-1 Install the Operating System

This section describes the components that should be configured before you begin the solution installation and the key installation parameters for the servers. The detailed operating system


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installation steps are not described in this document, but you can follow the configuration information below as a guide during installation of the operating system.

For detailed server installation, see the appropriate operating system link in Helpful Websites in the Reference Information section of the manual. After installation of operating system, apply any latest service packs.

The database server may be installed either with Windows or AIX. The LearningSpace servers (Information Delivery Server and Collaboration Server) are only supported on Windows.

Windows Installation Parameters

When you install Windows, you should follow these recommendations:

Component Item Suggested Value

Partition Size Minimum 10 GB Hard Drive

File System NTFS

Server Type Standalone

Internet Information Server Install on the LearningSpace Core (Information Delivery) server.

SMTP mail Do not install

Windows Installation

Protocols Microsoft TCP/IP

Post-Installation Video Resolution 1024 x 768 x 65536

NOTE: Ensure that the first eight characters of all computer names, user IDs, and database names are unique on the network.

Have the Windows Server media, the Service Pack media, and the Microsoft IIS Lockdown tool available before disconnecting from the network and installing the IIS Web Server. Once the Windows operating system and other necessary files such as MDAC, IIS, and MJVM are installed, do the following:

• Install the appropriate Service Pack: Service Pack 2 or later for Windows 2000, and Service Pack 6a or later for Windows NT

• Disconnect the system from the network

• To enhance the security of your machine against viruses, it is recommended that you download the Microsoft IIS Lockdown tool from the Microsoft website prior to setting up the IIS Web Server

• Add Microsoft Internet Information Server (IIS), which is included in the Windows 2000 operating system (it can be installed from the Control Panel - Windows Components add/remove menu) or install it from Option Pack 4 for Windows NT


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• Enable the FTP publishing services. This can be done from the Control Panel - Windows Components add/remove menu, in Details for IIS choose FTP Server.

• Re-apply the service pack

• Re-connect the system to the network

AIX Installation Parameters

When you install an AIX Server, you should follow these minimum recommendations:

Component Item Suggested Value

Hard Drive Hard Drive

Partition and Size

/opt 2048 MB

/usr 4096 MB

/home 1024 MB

swap 2x memory

Operating System AIX 4.3.3 (or 5.1 for Employee Community Website)

Network Protocol TCP/IP

CPU Speed 375 MHZ or faster

Memory 512 MB

Installation

Prerequisite Software Netscape Navigator v4.76 NOTE: Ensure that the first eight characters of all computer names, user IDs, and database names are unique on the network.

Installation Values

Use the following tables to record the parameters used prior to or during installation of the operating systems. Some values will be generated by the system. These values will be denoted with the ⇐ symbol. In addition, a separate spreadsheet of this table is provided with the scenario.

Machine Information

System Parameter Database Server


Collaboration Server

Administrator-level ID 1

Administrator-level ID Password 2

Hardware Model 3


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Machine Information

System Parameter Database Server


Collaboration Server

Hardware Serial Number 4

Name and Organization 5

Computer Name 6 (Windows)

Server Description 7

System Administrator password 8

Workgroup/Domain name 9 (Windows)

Primary & Secondary DNS 10

TCP/IP Address 11

Default Gateway / Router 12

Fully qualified hostname 13

Subnet Mask 14

WINS Server 15 (Windows)

NewUserName ⇐ 16

Notes: 1 System user with administrative rights, usually other than "Administrator" (Windows) or

"root" (UNIX). Commonly referred to as a "superuser." Often configured with special user rights for the purpose of executing specific server tasks.

2 The superuser's password. 3 Server's hardware model name and number, e.g., "xSeries 240, 8664-81Y" 4 Server's serial number, e.g., "23GD294" 5 Contact information of owner of this server. 6 Name by which the server is identified on a Microsoft Network. 7 Used to describe the function of the server, for example, "Sametime - Instant Messaging

Server" 8 Administrator's (Windows) or root (UNIX) user's password. 9 Microsoft Windows Workgroup or domain of which this server is a member.


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10 Numerical IP address of the Primary and secondary TCP/IP Domain Name Servers this machine is configured to use.

11 Numerical IP address of this server. 12 Numerical IP address of the Default Gateway machine this server is configured to use. 13 TCP/IP host name of this server. 14 TCP/IP sub-net mask of the network this server is a member of (for example, 225.225.225.0). 15 Windows WINS server's address used to resolve NetBIOS names (for example, 192.168.0.3). 16 A system-generated user name.

3-3-2 Configure the Operating System

Install service packs as required by the programs you plan to install on the machine. Ensure that networking configurations are up and running.

If you are working on the database server, continue to the next section. If not, return to the Installation Checklist on page 33 for the next step.

3-4 Install DB2 Universal Database Workgroup Edition

This section is an overview of the installation for DB2 Universal Database Enterprise Edition. You may choose to install either DB2 version 7.2 or 8.1. Detailed installation steps are located in DB2 for Windows Quick Beginnings and DB2 for UNIX Quick Beginnings.

NOTE: In a production environment, if your customer already is using the appropriate version of the DB2 server for other business data storage and the machine has adequate space, you may use that server to store the LearningSpace data as well. You need only create a new, empty database to be used by the LearningSpace Core Server. Name it something you will recognize later as a LearningSpace-related database, such as LSPACE.

Read the information below prior to installing DB2. DB2 Universal Database is installed on the Database Server.

3-4-1 Prerequisites

The following action must be performed prior to installing DB2 Universal Database Workgroup Edition:

• Completed operating system installation (Windows 2000 or AIX)


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3-4-2 Special Considerations

For installation, consider the following:

• Ensure you have adequate hard drive space

• For Windows: Create a DB2 administrator user ID that has the following characteristics. Use this new user ID to install DB2; do not use the Windows administrator ID.

♦ Is part of the Administrators group

♦ Is no more than 8 characters in length

♦ Has the following user rights:

§ Act as part of the Operating System

§ Create a token object

§ Increase quotas

§ Log on as a service

§ Replace a process level token

• For AIX: After installing DB2, create a new, application-owner user ID that provides access for Windows-based systems. This user ID must be similar to the user ID you create for DB2 administrator. The user ID must be added to the groups db2iadm1 and db2asgrp.

• You may use all the default values for installing DB2. Do not install the OLAP Starter Kit.

• After the installation is complete, create a new, empty database to be used by the LearningSpace Core Server. Name it something you will recognize later as a LearningSpace-related database, such as LSPACE.

3-4-3 Common Installation Problems

If you install DB2 with a user ID that is more than 8 characters, the instance will not be created. Uninstall DB2 and create a user ID that has at most 8 characters; then re- install DB2.


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3-5 Install DB2 Administration Client

This section is an overview of the installation for DB2 Administration Client. Use the same version that you used to install the server. Install this client on the LearningSpace Core Server. Perform the installation steps located in DB2 for Windows Quick Beginnings.

NOTE: If, in the case of demonstration or test purposes, you install the LearningSpace Core Server on the same machine as the DB2 Server, a separate installation of the DB2 Administration Client is not required. The DB2 Client is part of the DB2 Server installation.

3-5-1 Prerequisites

The following action must be performed prior to installing DB2 Administration Client:

• Completed Windows operating systems installation


For installation, consider the following:

• Ensure you have adequate hard drive space

• Create a DB2 administrator user ID that has the following characteristics:

♦ Is part of the Administrators group

♦ Is no more than 8 characters in length

♦ Has the following user rights:

§ Act as part of the Operating System

§ Create a token object

§ Increase quotas

§ Log on as a service

§ Replace a process level token

• Install using a typical installation for DB2 Administrator Client

3-6 Install LearningSpace Core

This section is an overview of the installation for Lotus LearningSpace. Detailed installation steps are located in the LearningSpace Release 5 Installation Guide documentation that is


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provided with the LearningSpace product. Read the Installing LearningSpace Core section of the guide and read the information below prior to beginning your installation.

3-6-1 Prerequisites

The following actions must be performed prior to installing LearningSpace:

• IBM DB2 UDB 7.2 or IBM DB2 UDB 8.1 must be installed either on another server (for production environments) or on the LearningSpace server (for demonstration or test).

• An empty DB2 database that will be used by LearningSpace must be created on the database server.

• IBM DB2 Administration Client Version 7.2 or Version 8.1 must be installed on the LearningSpace Core Server if LearningSpace is installed on a machine other than the DB2 Server machine.

• Obtain a static IP address for the LearningSpace Core Server. The server should have a fully qualified URL, including the DNS suffix, and a static IP address. If that isn't possible, then after installation you must add the server name to the tracking server hostname of the Core settings in the LearningSpace Core Server's home module.

• Make sure the Windows operating system and other necessary files, such as MDAC, IIS, and MJVM, have been installed.

• A system (machine) DSN connection to the LearningSpace database on the DB2 server from the LearningSpace server must be created.


• Never install LearningSpace across a network, as you can lose your network connection when the installation program restarts the server machine. Either install from your CD or from your hard drive.

• If you have virus-detection software running on your server, schedule the LearningSpace installation so it doesn't conflict with the virus scans.

• The Microsoft IIS services shut down as part of LearningSpace installation. In Windows 2000, you may be prompted whether to shut down IIS; respond that IIS should be shut down.


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• The default LearningSpace administrator user ID is admin with the password admin. The administrator user ID must be used to initially log in to the LearningSpace interface.

• After installation is complete, you must restart the server machine before using LearningSpace.

Hint: To easily stop all of the services used by LearningSpace Core, run the PWA_STOP.bat file located in LearningSpace5\PWDBUtility. To start all the services, run the PWA_START.bat file, located in the same folder.

• You can access the administrative and student interfaces on the server by using the Windows Start menu. Alternately, you may access the interfaces from any Windows system (including the server) by opening the Internet Explorer browser and typing:

For the student (or user) interface: http://<myserver.mycompany.com>/LearningSpace5

or http://<myserver.mycompany.com>/LearningSpace5/default.asp? ui=student

For the Administrator interface: http://<myserver.mycompany.com>/LearningSpace5/default.asp? ui=admin

• Specify FTP settings to enable publishing assessments. To avoid not being authorized to the FTP files, create a new FTP site with a new user and replace the default anonymous user.

• If you use more than one database server, they must all be set to the same time zone.

• If LearningSpace is on a dedicated server, you can make the URL easier by making the LearningSpace student/user interface the server's default website. Also you can configure virtual directories in the IIS to allow the use of personalized URLs.

3-6-3 Key Installation Values

If desired, use this table to record information you provide during the install for later reference. In addition, a separate spreadsheet of this table is provided with the scenario.

LearningSpace

System Parameter Value


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LearningSpace

System Parameter Value

DSN Connection 1

DB2 administrator ID 2

DB2 administrator password 3

Notes: 1 The DSN connection with which to connect to the empty LearningSpace database that you

created on the DB2 server. 2 The DB2 administrator user ID. This ID must be defined as a Windows or AIX administrator

on the DB2 server system. 3 The DB2 administrator password.

3-6-4 Common Installation Problems

Logging on to the DB2 server fails during the LearningSpace installation

If this happens, make sure that the user account with which you access the DSN connection belongs to an administrator on the DB2 (database) server. If you log on with a local administrator account that is not an administrator on the DB2 (database) server, the login will fail.

3-7 Set up the Scenario

The Information Delivery and Tracking scenario illustrates how to use the LearningSpace framework to provide users with information and gives administrators the ability to track progress and status of those who should review the information. The default LearningSpace interface focuses on using the framework for structured e- learning, and the terms used throughout the interface - such as "courses" and "students" - emphasize that use of the product. In the Information Delivery and Tracking scenario, this interface is changed to better align with the use of the product as a more general information delivery mechanism.

The scenario involves installing the new look and feel, as well as importing several sample information modules - one for a procurement department, one for employees in general, and one for the sales team. These modules are called:

• Procurement Ethics and Process Training


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• Collaboration: What does it mean to me?

• Sales 101: New product information and sales techniques

3-7-1 Configure the Scenario

To configure this scenario, several activities should be performed on the LearningSpace Core server:

• Install files for a customized look and feel

• Create sample information modules

Conventions used throughout this section include the following:

<LSroot> Refers to the top-level LearningSpace directory, into which you installed the product. The default is usually \inetpub\wwwroot\learningspace5.

<lang> Refers to the language code for the locale that is installed on your machine. Traverse the directory path <LSroot>\Program\Resources\Text to see the language code applicable for your installation. For example, en stands for English, de stands for German, it stands for Italian, es stands for Spanish, and so on.

Install the New Look and Feel

Back Up the LearningSpace Files To preserve the original LearningSpace user interface files, make a backup copy of the following directories:

• <LSroot>\Extensions\DSN\Default\text\<lang>

• <LSRoot>\Program\Resources\text\<lang>

• <LSroot>\Extensions\DSN\default\home\<lang>

• <LSroot>\Extensions\DSN\default\logo\themes\Kendall\images\<lang>

• <LSroot>\Extensions\DSN\default\StudentHome\<lang>

• <LSroot>\Program\Resources\CSS\Themes\Kendall\<lang>

Copy the New Files Copy the following files provided with the scenario to your LearningSpace Core server.


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Note for non-English installations:

All text that is copied to your system will be in English, and it will overwrite most of the text within the LearningSpace product. Since you backed up the original language files, you can restore them after seeing and learning from the customized English files.

If you wish to customize your installed (non-English) language interface, refer to the "Customize LearningSpace" section on page 49. The scenario contains a Lotus Notes-based tool that simplifies the customization of the text.

Copy the sample files included with this scenario... ... to your LearningSpace server \info_delivery\Extensions\DSN\Default\ text\en\*.properties

<LSroot>\Extensions\DSN\Default\text\ <lang>

\info_delivery\Progam\Resources\text\ en\*.properties

<LSroot>\Program\Resources\text\<lang>

\info_delivery\Extensions\DSN\default\ home\en\*.*

Announcement.html and LearningSpaceSplash.gif

<LSroot>\Extensions\DSN\default\home\ <lang>

\info_delivery\Extensions\DSN\default\ logo\themes\MyTheme\ images\en\

logo.gif studentlogi.gif

<LSroot>\Extensions\DSN\default\logo\ themes\Kendall\images\<lang>

\info_delivery\Extensions\DSN\default\ StudentHome\en\

studentwelcome.html and LearningSpaceSplash.gif

<LSroot>\Extensions\DSN\default\Student Home\<lang>

\info_delivery\Program\Resources\Images \Themes\MyTheme\UI\NavPanel\

StudentNavPanel.gif

<LSroot>\Program\Resources\Images\ Themes\Kendall\UI\NavPanel

\info_delivery\Program\Resources\Images \Themes\MyTheme\UI\SysPanel\

StudentSysPanel.gif

<LSroot>\Program\Resources\Images\ Themes\Kendall\UI\SysPanel

\info_delivery\Program\Resources\Images \Themes\MyTheme\UI\Logo\

studentlogo.gif

<LSroot>\Program\Resources\Images\ Themes\Kendall\UI\Logo

\info_delivery\Program\Resources\CSS\ Themes\Kendall\en\

LearningSpace5_IE.css

<LSroot>\Program\Resources\CSS\Themes\ Kendall\<lang>


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Copy the sample files included with this scenario... ... to your LearningSpace server

Sample information modules \info_delivery\Program\Scripts\ Sales101\*

<LSroot>\Program\Scripts\Sales101\*

info_delivery\Program\Scripts\ Procurement\*

<LSroot>\Program\Scripts\Procurement\*

info_delivery\Program\Scripts\ Collaboration\*

<LSroot>\Program\Scripts\Collaboration \*

Module structure for sample information modules \info_delivery \Classes\*.* C:\temp

Create Sample Information Modules

After copying the files, import the structure of the three sample information modules:

NOTE: Log off before closing LearningSpace (admin and student).

1. Open the LearningSpace Database Utility from the Windows program menu.

2. Select to import existing AICC course structure data into an existing LearningSpace database.

3. Navigate to the c:\temp folder and select the three items (PR2, SALES101, and SKILLS).

4. Select the DSN connection for the database you established for LearningSpace during the installation. (Remember that it is a machine DSN connection.) When prompted to log on to DB2, enter the database administrator ID and password.

5. Finish the import.

6. When the import is done, open the LearningSpace administration interface (http://<learningspace_server_name.mycompany.com>/LearningSpace5/ default.asp?ui=admin) and log in with the administrator ID (user name is admin and password is admin). Make sure the browser settings of the machine from which you access the LearningSpace product are set to:

a. Accept cookies

b. Support JavaScript, Java, OCXs and plugins

c. Show the newest version of a page rather than showing cached pages. In Internet Explorer, this option is in the Settings section of Internet Options. In Netscape, this option is in the Cache section of Preferences-Advanced. Netscape users should also enable the use of plugins and the Netscape SmartUpdate feature.

d. Disable HTTP 1.1 setting in Internet Explorer


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7. Open the course planner and modify the three information module definitions as follows. For each one:

a. Select the information module (course) by clicking on the book icon next to its name.

b. Set the course to offline status using the icon at the very top. (To find the right icon, slowly slide the mouse pointer over the icons to read the mouse-over text that explains the function of each icon.)

c. Check out the course using the icon at the top of the page.

d. Next, edit the properties of the selected information module. With the module still selected, click on the icon on the right panel that allows you to view and modify the properties.

e. Scroll through the properties and select the checkbox that indicates that this information module should appear in the catalog.

f. Apply the changes to save them (using the button near the top of the page).

g. Check the information module in.

h. Set the information module to online status.

Create Users

Open LearningSpace in the administration mode, and log on with the default administration ID (admin) and password (admin). Then create one or two users that you can use during your demonstration or testing.

It is recommended to review the permissions assigned by default to each user role by the system. Unexpected results from the use of the system can occur if permissions assigned to each user are different from the ones you want or suppose this user's role should have.

You can create other user profiles and assign multiple profiles to users to classify them in different group of users to manage permissions, enrollment or reports.

You can personalize the URL to access the administrator or the student interface creating virtual directories through the IIS services panel.

This way the user, instead of typing: http://<learningspace_server.mycompany.com>/LearningSpace5/default.asp?ui=student

could type, for example: http://<learningspace_server.mycompany.com>/student


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3-8 Install Lotus Notes Client

If you want to use the tool provided with the scenario that allows you to easily modify the user interface text within LearningSpace, you need to install Lotus Notes on a client machine. This document assumes that you already have a Domino server installed in your environment; if you do not, you either will need to install one so the Lotus Notes configuration can complete successfully, or use a manual editing method for modifying the LearningSpace user interface text. Continue with the Customize LearningSpace section on page 49 if you do not plan to use the Lotus Notes tool.

This section is an overview of the installation for the Lotus Notes client. Detailed installation steps are located in the documentation that is provided with the Lotus client products.

3-8-1 Prerequisites

The following actions must be performed prior to installing the clients:

• A Lotus Domino Server should be installed in your environment

• Obtain the server name or the IP address of the Lotus Domino server

• Start the Lotus Domino Application Server program


During installation, you must select which client you want to install. To use the text modification tool provided with this scenario, you need only install Lotus Notes.

3-9 Configure Lotus Notes Client

This section is an overview of the configuration for the Lotus Notes client. Refer to the product documentation for details.


Ensure the Domino server is running before you configure the Lotus clients. To launch the configuration program, start your Notes client. The configuration dialogs launch automatically whenever you try to start a Notes client that has not been configured.


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3-9-2 Key Configuration Values

If desired, use this table to record information you provide during the configuration for later reference. In addition, a separate spreadsheet of this table is provided with the scenario.

Lotus Notes Client

System Parameter Your Value

Domino server name 1

User ID 2

Password 3

Notes: 1 The name of the Domino server that will provide services for the client.

Note: The server's full name is a combination of the Server Name and the Organization Name separated by a slash. For example, domino1/org is a full server name where domino1 is the Server Name is and org is the Organization Name.

2 Select the administrator's Notes user ID file (if you have one), or specify the user's first and last name as it appears in the Domino Directory. If the server cannot locate the corresponding ID file, it will create one and save it to the Notes data directory.

3 The administrator's password.

3-10 Customize LearningSpace

To align with the scenario described in this document, the default LearningSpace user interface was modified to reflect a more general information delivery system rather than a pure education and e- learning system. It was also modified to reflect the colors, logos and fonts of a fictional company named Home Abroad, Inc. This section explains how this was done, and illustrates some of the customization you can perform to modify the interface to reflect the look and feel your customer wants to have.

3-10-1 Modifications to Framework Text

Since the default text in the interface refers frequently to courses, students and enrollment, the following terms were modified throughout the interface:

Default LearningSpace Term Customized Term

Enroll Register

Student User


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Default LearningSpace Term Customized Term

Course Information module

Learning Management Information Delivery Management

If you need to customize the LearningSpace user interface text for your custom solution, you have two alternatives:

1. Edit each *.properties file in the following directories and search for terms you want to replace.

♦ <LSroot>\Extensions\DSN\Default\Text\<lang>

♦ <LSroot>\Program\Resources\Text\<lang>

or

2. Use a Lotus Notes-based tool that is delivered with the scenario to facilitate this process:

a. Copy the scenario sample file LS Property Editor.nsf to the Notes data directory on a Lotus Notes client that is on the same network as your LearningSpace server. Alternately, install a Lotus Notes client on top of your LearningSpace server.

b. Select this LS Property Editor.nsf file in Windows Explorer and deselect read-only attribute with the properties editor opened with the right button of the mouse.

c. Start Lotus Notes.

d. Open the LS Property Editor.nsf database.

e. Use the navigation buttons to do the following:

1) Import the *.properties files. You must enter the top- level LearningSpace directory (for example, z:\inetpub\wwwroot\LearningSpace5 if your Lotus Notes client has assigned z: as the network connection drive for the LearningSpace server, and you have installed LearningSpace using the default directory).

2) Find and replace text strings and words as needed. To change the term "student" to "user" for example, you could select all entries, and then select to replace "student" with "user." You should also replace "Student" with "User," "students" with "users," and "Students" with "Users" since the tool is case-sensitive and looks for exact matches.

3) Once you change the text, glance through the changed strings for obvious substitution errors. For instance, replacing "enroll" with "register" works for standalone terms, but instances of "enrollment" would have been changed to "registerment" in the same replacement scenario. You may have to fix a few of these cases.


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4) Some of the terms contain path names. Make sure no path names were accidentally changed. If they were, simply change them back to their original value.

5) Export the *.properties files. By default, the files will be copied to a new subdirectory under the directory from which they were imported. This new subdirectory is named with the date and time at which you exported the files.

f. Copy the files from the temporary (date- and time-stamped) directories to their parent directories:

§ <LSroot>\Extensions\DSN\Default\text\<lang>

§ <LSroot>\Resources\Text\<lang>

3-10-2 Modifications to Administrator GUI

To change the announcements page for the administrative interface, modify the following files:

File name and location Description

In <LSroot>\Extensions\DSN\default\home\<lang>:

Announcement.html Text that appears on the announcements page. LearningSpaceSplash.gif Graphic that appears on the announcements page. Size of this

image should be reflected in the Announcement.html file.

In <LSroot>\Extensions\DSN\default\logo\themes\kendall\images\<lang>\

Logo.gif Graphic logo that appears in the top, left-hand corner of the administrative interface.

3-10-3 Modifications to End User Interface

To change the contents of the user (student) welcome page and the look and feel for other elements of the interface, modify the following files:

File name and location Description

In <LSroot>\Extensions\DSN\default\StudentHome\<lang>:

StudentWelcome.html Text that appears on the welcome page. LearningSpaceSplash.gif Graphic that appears on the welcome page. Size of this

image should be reflected in the StudentHome.html file.

In <LSroot>\Extensions\DSN\default\logo\themes\kendall\images\<lang>\


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File name and location Description StudentLogo.gif Graphic logo that appears in the top, left-hand corner of the

user interface.

In <LSroot>\Program\Resources\images\themes\kendall\UI\NavPanel\

StudentNavPanel.gif Graphic that is tiled to form the color bar at the top of the pages .

<LSroot>\Program\Resources\images\themes\kendall\UI\Logo

Studentlogo.gif Graphic that is tiled and used as background to the logo in the top left corner of the pages.

<LSroot>\Program\Resources\Images\Themes\Kendall\UI\SysPanel\

StudentSysPanel.gif Graphic that is tiled and used as background for the small area at the top right-hand corner of the pages.

<LSroot>\Program\Resources\CSS\Themes\Kendall\<lang>

LearningSpace5_IE.css Contains specifications for background and button colors throughout the interface. In this scenario, three colors were used to customize the interface colors:

FFFEE: light tan

CCCC99: dark tan

663333: dark maroon

3-10-4 Customization Summary

Your customization of the interface may be much more comprehensive than outlined in this section. Refer to the document Lotus LearningSpace Release 5 Customization Guide published by IBM Mindspan Solutions for more detailed information. This document is packaged with the scenario. You can also find information on the Lotus LearningSpace product website and the Lotus Developer Domain (see Helpful Websites on page 58).

As a general rule, there are several elements that you can customize:

• Text: Most text strings are found in <lang>\*.properties files

• Interface or theme : properties of these usually appear in files contained within the Themes folders or subfolders (for example, ...\Themes\Logon.properties or ...\Themes\Kendall\Logon.properties)

Note that LearningSpace defaults to using a theme named Kendall. You may create your own theme by duplicating the Kendall directory structure and renaming them to your theme's name.


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• Colors and fonts, button styles, etc.: Most of these attributes are specified in Cascading Style Sheet (CSS) files. (By default, LearningSpace has one for Internet Explorer and one for Netscape. This scenario customized only the Internet Explorer version of this file - LearningSpace5_IE.css).

• Graphical images (.gif files): Usually reside in Images folders or subfolders

If you are implementing the basic version of this scenario, you have completed the tasks. If you are completing the intermediate version, return to the checklist on page 33 for the next task.

3-11 Install LearningSpace Collaboration Module

This section is an overview of the installation for Lotus LearningSpace Collaboration. Detailed installation steps are located in the LearningSpace Release 5 Installation Guide documentation that is provided with the LearningSpace product. Read the Installing LearningSpace Collaboration section of the guide and read the information below prior to beginning your installation. The LearningSpace Collaboration Module needs to be installed on the collaboration server.

3-11-1 Prerequisites

For demonstration or evaluation purposes, you can install the LearningSpace Collaboration module on the same machine as the Core module. If you do this, the minimum memory requirement is 1 GB RAM. It is recommended that you install these on separate machines in a production environment to obtain the best performance for users.

The following actions must be performed prior to installing LearningSpace Collaboration:

• IBM DB2 UDB (Windows or AIX) must be installed either on another server or on the LearningSpace Core (Information Delivery) Server

• A LearningSpace Core Server must be installed, configured, and running

• Obtain a static IP address for the Collaboration server; the Collaboration server must have a fully-qualified URL and a static IP address in order to communicate properly

• Install the appropriate Service Pack (Service Pack 2 or later for Windows 2000, and Service Pack 6a or later for Windows NT)


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Installation Considerations

• During the installation, indicate that you are setting up the server in a Sametime community (Web-only option) instead of choosing the default, and enter a name for the community, such as "HumanResourcesTraining."

• Enter the short host name (the default) for this server, as in hrtraining (not hrtraining.mycompany.com).

• The Sametime Administrator's user account becomes the "superuser" account with which LearningSpace accesses all collaboration features from the Core server.

• Once the installation has finished, you must stop the Sametime Server service through the Windows control panel.

HTTP Ports and LearningSpace Collaboration for DMZ

If you are installing an information delivery solution for a customer who wants to allow external access to the information, or for a company who needs more than one collaboration server (either due to traffic or distribution of personnel), consider the following: LearningSpace Collaboration uses port 8088 as the HTTP port by default. All of the servers in a Collaboration community must use the same port setting in order to allow users on different collaboration servers to attend the same live sessions. Normally, if you have Collaboration servers outside your firewall, they tunnel through the firewall through port 80 on the DMZ server. But if you are using the default port 8088 for your installations, you will have to also set the DMZ server to use port 8088.

If you are not willing to use port 8088 for your DMZ server, then you must set all of the other Collaboration servers in your community to use port 80 so they match the DMZ server.

3-11-2 Common Problems

The LearningSpace documentation mentions starting and stopping the Collaboration Server services. The Sametime Server is the only service that is started or stopped; starting the Sametime Server service initiates the Collaboration Server.

At times, when attempting to stop the Sametime Server service, that service may stop responding. If this happens, re-boot the machine.


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3-11-3 LearningSpace Collaboration Configuration

After installing the LearningSpace Collaboration server, you must perform configuration activities that allow the Core and Collaboration servers to work together. Refer to the LearningSpace Release 5 Installation Guide for detailed instructions.

Listed below is a brief highlight of some of the activities you will perform:

• Configure the Domino Directory entry for the server

• Assign necessary permissions

• Register the Collaboration server with LearningSpace Core

• Enable collaboration synchronization

• If desired, configure Single Sign-on

Configuration Considerations

• Assign the admin user "Collaboration Settings" permission from the home permission group in Core.

• Register the Collaboration server with LearningSpace Core in the home menu in Core.

• Enable Collaboration synchronization by double-clicking the CollaborationSynchronizerOn.reg file in the \InetPub\wwwroot\LearningSpace5\Program\Components\tools\ directory, and restarting the machine.

• Perform the first bulk synchronization using the collaboration parameters in the LearningSpace Home menu.

• Enable Single Sign On (SSO): Create the Domino Web SSO configuration document, edit the server document to allow authentication for multiple servers, restart the server machine, and enable the single logon feature. See the LearningSpace product documentation for details.


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Section 4. Guided Tour of the Solution Scenario

This section contains a list of instructions that can be used to make sure the scenario is installed and configured correctly, and which can be used as the basis for a demonstration to customers.

Make sure the browser settings of the machine from which you access the LearningSpace product are set to:

• Accept cookies

• Support JavaScript, Java, OCXs and plugins

• Show the newest version of a page rather than showing cached pages. In Internet Explorer, this option is in the Settings section of Internet Options. In Netscape, this option is in the Cache section of Preferences-Advanced. Netscape users should also enable the use of plugins and the Netscape SmartUpdate feature.

• Disable HTTP 1.1 setting in Internet Explorer

Now that the environment is set up, you can demonstrate and customize the scenario implementation.

1. Open the end user interface for LearningSpace: http://<learningspace_server.mycompany.com>/LearningSpace5/default.asp?ui=student

2. You will see a customized logon panel. Log on with an ID that you created in the previous set-up process.

3. The user interface, customized to reflect the look and feel of the fictional Home Abroad, Inc. company appears.

4. View the information module catalog and click on one of the information modules.

5. Register for the module.

6. Register for the other two information modules as well.

7. Once registered, view the list of information modules for which you are registered (select the appropriate button from the top of the page).

8. Navigate through the related activities to see very simple examples of information that Home Abroad is delivering to their employees. Note that some of the items are blank and some have actual sample .html files associated with them.


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Adding and Customizing Information Modules

If you would like to add your own information modules or customize the examples provided with the scenario, log on to the LearningSpace administrative interface using the administrator user ID (admin) and password (admin):

http://<learningspace_server.mycompany.com>/LearningSpace5/default.asp?ui=admin

Use the information module planner to add, modify, and delete information modules. Prior to making changes to existing modules, you must set the module to offline status and check it out for editing. Refer to the LearningSpace documentation for more information on creating information modules (courses) and content.


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Section 5. Reference Materials

5-1 Helpful Websites

You may find the following Websites useful for additional reference information.

NOTE: Products and programs referenced on these websites may not be supported in all countries. If in doubt, check with your distributor or an IBM representative to ensure that it is available to you.

Site URL and Description

http://www.ibm.com/able/accessweb.html IBM Accessibility Center

This site includes information and a checklist for designing or modifying websites to allow access to people with disabilities.

http://www.software.ibm.com/partnerweb IBM Business Partner Software Program This site gives access to materials that can support your efforts to increase sales, heighten market

share, penetrate new markets, and expand your business with IBM software technologies.

http://www.ibm.com/certify IBM Certification Information

This site includes an overview and step-by-step guides for all of IBM certifications.

http://www.ibm.com/developerworks IBM developerWorks

This site is IBM resource for developers. It includes information on the newest technology and tools available, articles, tutorials, and training for all of IBM's product domains.

http://www.pc.ibm.com/ IBM e-Servers

From this site, select your country and then link to the servers for more information. It provides product information, ordering, warranty information, and a recommendation tool for IBM e-servers.

http://www.ibm.com/ebusiness IBM Framework for e-business

This site provides the ability to research case studies and solutions for each e-business area and specific business need.

IBM Learning http://www-3.ibm.com/services/learning/

http://www.ibm.com/able/accessweb.html

http://www.software.ibm.com/partnerweb

http://www.ibm.com/certify

http://www.ibm.com/developerworks

http://www.pc.ibm.com/

http://www.ibm.com/ebusiness

http://www-3.ibm.com/services/learning/


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Services To help optimize your technology investment and maintain a competitive advantage, IBM experts have designed courses for technical and non-technical professionals. These include categories such as, IBM platform products, e-business, database and transaction systems, application development, networking, Lotus Notes and project management. IBM makes it convenient for you to learn. You can take courses in a traditional classroom setting (public or private), or you can use the Internet, or a CD, to complete courses. Enhance your technical skills and maximize your organization's competitive edge today with IBM Learning Services.

http://www-1.ibm.com/partnerworld/pwhome.nsf/weblook/help _plcontactUserGuide.html

IBM PartnerLine

PartnerLine is the single point of entry to Business Partner programs and services. It acts as a portal for all types of Business Partner support and services questions. It provides call transfers to appropriate organizations such as pre-sales marketing and technical assistance, development and deployment support, post sales support, and more. The PartnerLine telephone number for your country or geographic region can be found on this website. Through PartnerLine you can also get information on what Techline services are available to you, if you have purchased the Value Package for Software.

http://www.ibm.com/partnerworld/software IBM Partnerworld for Software

PartnerWorld for Software is IBM's software marketing and enablement program for IBM Business Partners that supports your efforts to create new revenue and market opportunities by leveraging a unique relationship with IBM, Lotus, and Tivoli as a Business Partner. Through PartnerWorld for Software, a base set of benefits is available at no charge to you, dependent on your Partner World for Software Membership Level; you can also purchase an optional, comprehensive package of benefits called the Value Package for Software.

http://www.ibm.com/partnerworld/startnow IBM PartnerWorld Start Now Program

This site provides all the information, tools, and methodology that are available in the Start Now program.

http://www.ibm.com/developerworks/patterns IBM Patterns for e-business

This site provides information on the current documented patterns for e-business and includes a tool to help decide which pattern(s) are best for specific situations.

http://www.ibm.com/redbooks IBM Redbooks

This site contains downloadable Redbooks in a pdf format, instructions on how to buy Redbooks, a schedule of forums held by the ITSO group, and information on the residency program.

http://www.ibm.com/software/download IBM Software Download

This site provides technical support and downloads and drivers for IBM hardware and software.

http://techsupport.services.ibm.com/guides/handbook.html IBM Software Support Guide

This is an online guide explaining the different levels of IBM Software Support available.

http://www-1.ibm.com/partnerworld/pwhome.nsf/weblook/help

http://www.ibm.com/partnerworld/software

http://www.ibm.com/partnerworld/startnow

http://www.ibm.com/developerworks/patterns

http://www.ibm.com/redbooks

http://www.ibm.com/software/download

http://techsupport.services.ibm.com/guides/handbook.html


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http://www.ibm.com/support IBM Support

This site provides a searchable technical support database and allows you to access and search an enhanced list of drivers, software fixes/updates, and trials and betas downloads.

http://www.lotus.com/products/learnspace.nsf/wdocs/homepage LearningSpace

This is the homepage for the LearningSpace product. It includes a content catalog and customization guide, along with services and support information.

http://www.lotus.com/home.nsf/welcome/developernetwork Lotus Developer Domain

The Lotus Developer Domain (LDD) is one of the premier website for technical information about Lotus software from IBM that contains forums, product pages, downloads, a documentation library, and special product offers.

http://www-10.lotus.com/doc Lotus Developer Domain Documentation Library

To get to the Sametime documentation, select the option to list documents by product and select Sametime and the correct version.

http://www-10.lotus.com/doc Lotus Sametime Online Documentation To get to the Sametime documentation, select the option to list documents by product and select

Sametime and the correct version.

http://www.microsoft.com/downloads Microsoft Downloads

This Microsoft download center provides the latest Service Pack for your operating system and/or products.

5-1-1 Related Redbooks

This section provides a list of suggested IBM Redbooks to assist with your solution and the products used with them.

Redbooks are written by subject matter experts, such as IBM employees, IBM Business Partners, or customers. They provide practical, real-world descriptions and explanations to help implement solutions with IBM products. The following Redbooks provide more detailed information on some of the topics discussed in this document. Ordering information for hardcopy books is available from the IBM Redbooks Websites (see Helpful Websites above); however, most can be viewed online.

Related IBM Redbooks Order Number

An Approach to Designing e-business Solutions SG24-5949

Lotus Sametime 2.0 Deployment Guide SG24-6206

http://www.ibm.com/support

http://www.lotus.com/products/learnspace.nsf/wdocs/homepage

http://www.lotus.com/home.nsf/welcome/developernetwork

http://www-10.lotus.com/doc

http://www-10.lotus.com/doc

http://www.microsoft.com/downloads


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Related IBM Redbooks Order Number

Lotus LearningSpace R5.01 Deployment Guide SG24-6843

A Best Practices Guide to e-Learning: Using the IBM/Lotus LearningSpace - LearningSpace

SG24-6842