top reasons to choose ibm lotus quickr
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IBM SOFTWARE GROUP COMPETITIVE PROJECT OFFICE
Top reasons to choose IBM
Lotus Quickr (DominoServices) over Microsoft
Windows SharePoint
Services
12/12/2007
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The information contained in this documentation is provided for informational purposes only. While
efforts were made to verify the completeness and accuracy of the information contained in this
documentation, it is provided as is without warranty of any kind, express or implied. In addition, some
ofthis information is based on IBMs current product plans and strategy, which are subject to change by
IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise
related to, this documentation or any other documentation. Nothing contained in this documentation is
intended to, nor shall have the effect of, creating any warranties or representations from IBM (or its
suppliers or licensors), or altering the terms and conditions of the applicable license agreement
governing the use of IBM software.
References in these materials to IBM products, programs, or services do not imply that they will be
available in all countries in which IBM operates. Product release dates and/or capabilities referenced in
these materials may change at any time at IBMs sole discretion based on market opportunities or other
factors, and are not intended to be a commitment to future product or feature availability in any way.
The Microsoft product described in this paper is Windows SharePoint Services 3.0.
Information about Windows SharePoint Services was compiled from IBM internal studies and Microsoft
sources such as Office Online (http://office.microsoft.com/en-
us/sharepointserver/FX100492001033.aspx) , Microsoft Developer Network
(http://msdn2.microsoft.com/en-us/library/bb693437.aspx) and Microsoft Technet
(http://technet.microsoft.com/en-us/office/sharepointserver/default.aspx)
Copyright IBM Corporation 2007
IBM Corporation
Software Group CPO
294 Route 100
Somers, NY 10589
USA
Produced in the United States
December 2007
All Rights Reserved
IBM, the IBM logo, AIX, Domino, i5/OS, Lotus, Notes, Quickr,Sametime and Tivoli are trademarks of
International Business Machines Corporation in the United States and other countries.
Microsoft and Windows are trademarks of Microsoft Corp. in the United States and other countries.
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other
countries or both.
Other company, product or service names may be trademarks or service marks of their respective
owners.
http://msdn2.microsoft.com/en-us/library/bb693437.aspxhttp://msdn2.microsoft.com/en-us/library/bb693437.aspxhttp://msdn2.microsoft.com/en-us/library/bb693437.aspxhttp://msdn2.microsoft.com/en-us/library/bb693437.aspx -
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Table of ContentsAdvantages for End-Users ............................................................................................................................. 4
1. Reduce storage redundancy by managing email attachments ......................................................... 4
2. Maintain one version of the truth .................................................................................................... 6
3. Tailor the collaboration channel to the preferences of the workforce ............................................ 7
4. Maintain library control of documents whilst still working in Microsoft Office ............................... 8
5. Take your work with you on the road ............................................................................................... 8
6. Browse document contents while travelling or while using a borrowed computer ...................... 10
7. Group related documents into Binders for processing ................................................................ 11
8. Quickly isolate information or a document by searching across multiple sites ............................. 12
9. Promote collaboration with external participants .......................................................................... 12
Advantages for development teams ........................................................................................................... 13
1. Add new functionality to a Quickr place with client side JavaScript code ..................................... 13
2. Automate routine tasks .................................................................................................................. 13
Advantages for CIOs/IT departments ......................................................................................................... 14
1. Provide presence services without additional deployment or licensing costs ............................... 14
2. Easily migrate from Lotus Quickplace ............................................................................................. 15
3. Help minimize business downtime during data recovery ............................................................... 15
4. Replication allows companies to achieve decent performance in distributed environments ....... 16
5. Choose a platform that matches your strategy .............................................................................. 16
6. Help avoid expensive infrastructure prerequisites ......................................................................... 16
Advantages for Executives .......................................................................................................................... 17
1. Attractive acquisition costs ............................................................................................................. 17
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Top reasons to choose IBM Lotus Quickr
over Microsoft Windows SharePointServices
Note: This document refers to Lotus Quickr for Domino Services.
Windows SharePoint Services is also bundled together with Microsoft Office SharePoint Server 2007
which is a licensed offering. Office SharePoint Server 2007 is beyond the scope of this paper as its
feature set would encompass Quickr, WebSphere Portal, and possibly Workplace Forms.
Advantages for End-Users
1. Reduce storage redundancy by managing email attachments
The IBMLotus Quickr connector for Lotus Notes provides a way for users to manage the
numerous attachments they receive via email. With most email systems, the collaboration process is
typically the following:
1. A user creates a document, attaches it to an email and sends it to multiple users2. One, or many of the recipients, will then detach the document, edit it, save it to disk, then
attach the file to an email and reply to the sender and copy all the other addressees
3. The process is repeated until all revisions are merged, the multiple file copies are synced up,and the team is satisfied with the final document
This process often results in numerous un-synchronized copies of the document appended with v1, v2,
v3, etc. Not only does it make it difficult to locate the latest version, but these copies take up space both
on the local workstations as well as in the mail server store. Furthermore, a new team member that did
not participate in the ongoing discussion will have no visibility to the history of the collaboration, unless
he/she gets forwarded the different email threads, a time consuming and error-prone process.
With the new approach afforded by the Lotus Quickr Connectors, collaboration no longer needs to takeplace exclusively in email. The documents are maintained in a central location where all revisions and
comments are being saved. Emails being sent around contain only a link to the document, not the actual
attachment. The user experience however is not impacted: clicking on the link will open the document...
naturally. And the file being opened is the latest version, not an outdated copy.
Furthermore, if a user tries to send an email with a document attachment, he/she will be reminded to
save it to a document library instead. The user can override the prompt and continue sending it as a
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regular email attachment if they wish, but the pop-up prompt (Figure 1) makes it convenient for the
user to save to a common repository.
Figure 1 - Quickr Connector attachment prompt
By taking the tedium out of the process, it encourages users to make use of a document repository. The
Quickr connector replaces the document attachment with a link to the document in the library instead.
This dramatically reduces the size of an email providing a number of benefits:
1. Reduction in network bandwidth usage2. Reduction in disk usage on the local workstation3. Reduction in disk usage on the mail server4. Reduce the need to constantly prune or archive a mail file that has gone over its quota
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5. Reduce version anxiety: the latest version is available in one click6. New team members get up to speed more quickly as they are ensured access to the latest
document, with all its history and context
Note: In addition to working with Lotus Notes 6.5 and 7.0 today, the Quickr connectors are also
currently planned to support Microsoft Outlook and Lotus Notes 8.0.1 with the next release of Quickr
(8.1) currently targeted for 1H 2008. Product plans are subject to change.
SharePoint allows users to insert attachments from files stored in SharePoint repository, but In order to
send a link to a document, the user is forced to open a new browser session and manually navigate to
the SharePoint document library and then upload the document. Subsequently, the user needs to
manually copy the URL to the document, create a new email in Outlook and paste the URL in the email
body (Figure 2). Neither does Windows SharePoint Services automatically prompt the user to save
attachments.
Figure 2 - Creating a document link in a Microsoft environment
2. Maintain one version of the truth
A study by the Chief Knowledge Architect of KPMG found that on average a document is stored in 7
different places. Which brings us to another key benefit of storing attachments in the Quickr document
library; namely, you are able to quickly locate the latest, greatest version the one version of the truth.
No longer do you have the scenario where everyone shows up to a meeting with printouts from
different versions of document. Everyone can refer to Page 6 knowing it will be the same contentthroughout the team. In todays post-Enron environment, being able to locate key documents is not just
a nice-to-have, it is a regulatory requirement. The Sarbanes-Oxley Act requires companies to keep an
auditable trail of documents used in financial reporting. Some of these documents like off-ledger
calculation spreadsheets need to be available in their latest incarnation to all members of the finance
and audit teams. By facilitating access to one central repository from multiple clients not just
Microsoft Office tools - the Quickr connectors help make it easier to follow business controls practices.
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The manual processes involved in the use of Windows SharePoint Services encourage users to keep
multiple copies of a document all over their workstation and the network. The work required to locate
and manage these multiple copies may contribute to a loss in productivity.
3. Tailor the collaboration channel to the preferences of the workforce
A 2005 report from the Pew Internet and American Life Project called "Teens and Technology1
" foundthat teenagers use new technology, like instant messaging, or text messaging, for interacting with
friends and use e-mail to communicate with "old people." This sentiment also reflects the mentality of
Generation Y, many of whom are entering the workforce now. Companies need to provide these new
employees with tools that they are familiar with in order to make this new generation as productive as
possible. IBM recognizes this, which is why the Quickr connectors can also integrate natively into Lotus
Sametime as a new channel by which to collaborate on documents. A Sametime plug-in allows users to
seamlessly browse documents from the Quickr document libraries and add the document to a chat
session. The participants can check out the document directly from the Quickr repository, edit it, and
then check it back in, all within the context of an instant message or VoIP chat session. (Figure 3)
Figure 3 - Collaborating on a document inside a chat session
1Lenhart, Amanda, and Madden, Mary. Teens and Technology. Pew Internet and American Life Project. 27 July
2005.
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Microsoft does not provide any comparable capabilities. Users collaborate by congregating around a
Windows SharePoint Services web page and editing the documents in the document library without
taking advantage of a real-time collaboration scenario.
4. Maintain library control of documents whilst still working in Microsoft Office
Both Quickr as well as Windows SharePoint Services allow you to open, save, check-in and outdocuments from within Microsoft Office. However Quickr provides a number of conveniences that are
not found with Windows SharePoint Services. For example, Quickr provides you the option of accessing
its features either through a menu entry or a set of toolbar icons (Figure 4). The Quickr connectors also
make intelligent guesses when it comes to working with documents. For example when you choose to
edit a document it automatically opens and checks out the document for you. Similarly when you click
on the check-in command Quickr automatically checks in as well as prompts you to save the document.
These usability enhancements help people focus on getting the job done instead of learning how to use
a tool.
Figure 4 - Accessing Quickr via menu or toolbar icons within Microsoft Excel
5. Take your work with you on the road
When the time comes for you to travel, you can take the entire Quickr place with you. Clicking on the
Work Offline link causes the Sync Manager to download the place file to your local workstation. You
can specify a maximum size as well as other parameters such as Replicate only documents modified in
the last xdays to manage the size of the resulting file. This local copy is encrypted so that a loss of
equipment does not result in a security breach. While you are travelling, you work with the place in
exactly the same manner as you do with the online version. (Figure 5) The only difference is the
hostname portion of the URL points to localhost instead of the server.
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Figure 5 - Quickr offline replication
Once you return from your travels and reconnect to the corporate network the Sync Manager
automatically synchronizes any changes to the server copy. The entire experience is seamless.
Windows SharePoint Services provides offline capabilities, however they require significant manual
intervention. This starts with manually initiating offline sync for each and every list of the site you wish
to take offline. Once you have done so, you will realize that the lists that comprise a teamsite are not
grouped together. Their relationship has been broken and all you see is a collection of all the lists you
have subscribed to, which may have come from multiple different teamsites. To make matters worse,
only data is synchronized offline. This means that any logic or graphical representation for the lists is not
shown. A prime example is the project management list Web Part in SharePoint (Figure 6).
Figure 6 - Project Management web part in SharePoint
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When this project management data is synchronized for offline access into Outlook 2007, it looks like
this (Figure 7)
Figure 7 - Offline Project Management view of the SharePoint web part
As a result, users have to learn a new paradigm for working with the information in online and offline
modes.
6. Browse document contents while travelling or while using a borrowed computer
Users who are browsing a Quickr document library can view the contents of a file without launching a
thick client application. For example, if the file is a Microsoft PowerPoint presentation, Quickr will
convert the presentation being uploaded to an HTML readable format so that the browser is able to
render the content page by page. This allows users to who travelling or who may be accessing the
place via a shared workstation to view the data even though that machine does not have Microsoft
Office installed. (Figure 8)
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Figure 8 - A PowerPoint document rendered by the Quickr viewer
Windows SharePoint Services lack of built-in document viewers means that if you are accessing the
teamsite from a public terminal or a workstation without an office suite, you will not be able to view the
contents of documents in the library.
7. Group related documents into Binders for processing
An entry in Quickrs document library can comprise of more than 1 document. Several related
documents can be grouped together into a virtual binder. For example, a proposal may consist of a
cover letter, a spreadsheet detailing the pricing scheme, and a PowerPoint presentation with a summary
of the deliverables. All these files can be uploaded into a single entry in Quickrs document library. Thedocuments are treated as a single entity in terms of locking as well as versioning. This allows users to
replicate their actual work processes. (Figure 9)
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Figure 9 - A proposal binder with multiple documents
Windows SharePoint Services associates a single document with each entry in the document library.
There is no mechanism to associate related documents into a single virtual entity forcing users to make
comments to explain how pieces of content relate to each others.
8. Quickly isolate information or a document by searching across multiple sites
Quickr allows users to search across all places that they have access to. Windows SharePoint Services
limits the search scope to a single teamsite at a time.
9. Promote collaboration with external participants
Todays business environment is characterized by a web of relationships between the enterprise and
its partners, suppliers, vendors, and customers. No longer do organizations collaborate internally only; it
is often necessary to enable collaboration with partners, suppliers and customers to conduct business.
With Quickr, all participants - whether internal or external - can easily collaborate as part of a team.
Quickr makes it easy to add external parties to a place. All that is required is their email address. (Figure
10) There is no need to add these individuals to a directory. IT security concerns often prevent the
addition of non-employees to a corporate directory so this feature is invaluable. Inviting external
collaborators also does not require the intervention of corporate IT personnel. Quickr place owners caneasily perform the task themselves.
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Figure 10 - Add external user by email address
In order to access a Windows SharePoint Services server a user must have an account either in Active
Directory or the local system account. This may make it difficult to allow external users access to a
SharePoint teamsite. In order to get around this, companies usually create a separate extranet
SharePoint server which has its own standalone user directory (typically using Active DirectoryApplication Mode). Customers and business partners accounts are created in this directory. If an
internal employee wishes to access the data, an account is created for him or her. This results in
duplicate accounts and increases the administrative burden on IT to manage redundant credentials.
Advantages for development teams
1. Add new functionality to a Quickr place with client side JavaScript code
Lotus Quickr allows developers to define JavaScript functions that are called before and after a page is
processed. These JavaScript functions can perform all manner of tasks such as enhancing the user
interface, or performing some form of form validation.
Windows SharePoint Services does not allow any client side script to run2. Microsoft claims it is due to
security risks.
2. Automate routine tasks
Quickr allows developers to add code that processes documents or data within a place using an artifact
known as a Placebot. Placebots can be triggered by events or run on a scheduled basis. For example, a
Placebot may send an email notifying all members when a new document is added. Scheduled Placebots
can run at off peak hours to archive or process documents that were uploaded during the day. (Figure
11)
2Inline script is not executed in a default page, such as for working with lists or managing a site, although you can
implement code-behind pages in which script will run. (http://msdn2.microsoft.com/en-
us/library/ms980864.aspx)
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Figure 11 - Configuring a Placebot to run on a schedule
Placebots can even be used for compliance purposes; automatically filing documents or forms into the
appropriate folders based on keywords or field definitions. The possibilities are limited only the
imagination of the developer. Creating the Placebots is a simple exercise, especially those developers
with Lotus Dominodevelopment expertise. Placebots utilize the same object model as well as the
same development languages LotusScript, and Java as traditional Lotus Domino applications.
Deploying a Placebot is as simple as uploading the script code into the target place.
Windows SharePoint Services does not allow scheduled processes, but it allows one to add custom
event handler code that is triggered when a new item is added, deleted, or updated. However, creating
this event sink is fairly complex and requires learning a new object model as well as programming in C#.
The Event Sink itself has a number of limitations such as being asynchronous, stateless, and unable to
trigger other events. In addition, it runs in the Internet Information Server application pool process so
your code must implement the appropriate impersonation of the currently logged-in account so that the
proper security access controls are maintained. Deploying the event sink requires first that the code
itself be added to the Global Assembly Cache. Then the Schema.xml file for the list must be edited to
point to the Event Sinks assembly and class definitions.
Advantages for CIOs/IT departments
1. Provide presence services without additional deployment or licensing costs
Although both Lotus Quickr and Microsoft Windows SharePoint Services can support presence
awareness such as live names, Quickr does so without requiring additional software on the client.
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Enabling presence awareness in Quickr for a Lotus Sametimeserver is simply a matter of turning on a
switch in the preferences page. When a user navigates to a page, Java applets automatically load and
display presence information in name fields. For simple presence and chat and natively integrating with
Web conferences, there is no pre-requisite for the Sametime Connect client to be installed on each
machine.
In order to provide the same level of functionality in Windows SharePoint Services the full Microsoft
Office Communicator thick client must be installed on the users desktop. When the user navigates to a
SharePoint page, an ActiveX control on the page acts as a shim and calls the underlying code in Office
Communicator to perform the connection to Office Communications Server. The ActiveX control is
merely a proxy or conduit to harness the code in Office Communicator. Corporate IT must deploy and
manage the Office Communicator software on all participating desktops. Further, acquiring an Office
Communications Server CAL (either Standard, or Enterprise, or both) does not entitle one to the Office
Communicator license. This must be either purchased separately or come as part of an enhanced bundle
such as Office Professional Plus or Enterprise edition. This may result in greater costs: both in terms of
systems management as well as licensing fees. It also makes it difficult for extranet users to participateunless they already own the requisite software.
2. Easily migrate from Lotus Quickplace
Upgrading to Quickr from Quickplace is a very straightforward operation. The entire process executes in-
place without requiring additional hardware. The application itself can be upgraded by running the
Quickr installer which installs the necessary files onto the embedded Lotus Domino server. Data files are
left intact and can be migrated by issuing a few commands in the console to register the new Quickr
places. All the existing data is preserved. This allows companies to get up and running quickly without
losing precious hours or days while the new system is brought online. Users who are in the midst of
product design, campaign planning, or issue resolution will be thankful that they will be able to accesstheir collaborative team spaces with minimal interruption.
It is possible to upgrade from Windows SharePoint Services 2.0 to WSS 3.0 in-place using the migration
tools. However, users who have earlier versions such as SharePoint Team Services will have to undergo a
lengthy process if they which to move to Windows SharePoint Services 3.0. First the team sites need to
be backed up, then SharePoint Team Services needs to be uninstalled, only then is Windows SharePoint
Services 3.0 installed, and finally the data is restored. A major reason for this process is the fact that
Microsoft radically altered the underlying data storage mechanism, moving from the Web Store to SQL
Server.
3. Help minimize business downtime during data recoverySince each Quickr place is a Lotus Domino NSF file, backup and restoration is a very simple undertaking.
Any backup software will be able to handle the process. Should a particular place become corrupt or
require restoration in to retrieve some data, the file can be copied out from the backup repository
without taking down the entire system.
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Windows SharePoint Services stores all the site content data in a single SQL Server database. In order to
restore the team site, the entire database needs to be restored. In the meantime the entire system will
have to be taken offline while the restore operation is running. Users of other team sites will also lose
their data as the system is rolled back to an earlier state.
4. Replication allows companies to achieve decent performance in distributed environmentsMany companies have operations in multiple cities as well as countries around the globe. Teams are
often assembled with employees from these far flung locations. These virtual teams use tools such as
Quickr to collaborate and share information. However, some of these locales may be saddled with slow
network links. In many developing countries the cost of broadband connections may be prohibitive. In
these situations, instead of accessing a central Quickr server, the place may be replicated to on-site
servers. This allows users at that location to interact with a local server ensuring good performance.
During off-peak hours, the server can then replicate any updates to the main server located somewhere
else. Having this replication capability can potentially save thousands in network connectivity charges. It
also can help boost user productivity by eliminating the annoying wait of accessing a server over a
narrowband link. Instead of watching an hourglass, your sales reps could be making more customercalls. At a time where more and more users are accessing content wirelessly, and where the increase in
the size of the traffic and content outpaces enhancements in global network capacity, this issue
becomes more and more relevant.
Windows SharePoint Services does not have a replication capability. All Windows SharePoint Services
boxes access an individual or clustered SQL Server repository. Microsofts solution is to deploy a
centralized SharePoint Services farm and equip all satellite offices with high speed network links so that
performance is tolerable. This is an ideal approach - however it may not be a feasible option especially
for small to medium businesses with budget constraints.
5. Choose a platform that matches your strategy
Quickr supports a variety of platforms on the server (including Windows, Solaris, AIX, and i5/OS). This
allows you to leverage the existing infrastructure and expertise of your IT staff. Quickr also works with
industry standard LDAP directory servers (including Tivoli Directory Server, Sun ONE Directory Server,
Lotus Domino, and Microsoft Active Directory) that may already be deployed in the company. Since the
user profiles are already populated in these directories no additional work needs to be performed
neither to setup the server nor populate it with data. This flexibility also ensures that you are not tied to
a specific infrastructure.
SharePoint Services only runs on Windows Server 2003, and requires Active Directory for the LDAP.
6. Help avoid expensive infrastructure prerequisites
Lotus Quickr is a complete collaboration package no additional infrastructure beyond the server OS is
required for complete operations.
Conversely, Windows SharePoint Services is tightly bound to the Microsoft ecosystem, and has a
number of prerequisites in order to function completely. For example:
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Active Directory is required for user authentication and general directory SQL Server is required to store data and configuration. Although SQL Server Express is included
with Windows SharePoint Services, Microsoft does not recommend using it in production
deployments. SQL Server Express also has performance and size limitations that prevent it from
scaling beyond small groups of users
Microsoft Office is required to view the contents of document libraries Offline access requires licenses to Outlook 2007 or Groove 2007
Advantages for Executives
1. Attractive acquisition costs
Even though Windows SharePoint Services is touted as a free offering, a typical deployment sometimes
ends up being more expensive than Quickr. How is that possible? This is due to a number of reasons:
The primary cost component is the data repository. Although Windows SharePoint Servicesships with SQL Server Express, this database is not recommended for production use because of
performance and capacity limitations, for example the maximum database size is capped at
4GB. Hence, a full license to SQL Server 2005 must be procured. SQL Server is available in both
per user and per processor licensing models. Most companies elect to purchase a per-processor
license since the per-user model becomes more expensive after just 38 users (SQL Server 2005
Standard Edition, retail pricing).
In order to use Windows SharePoint Services, each user must have a Windows Server 2003Client Access License (CAL). These CALs may already be included in an Enterprise AgreementCore CAL.
The Microsoft Office suite may be required (while Quickr supports Office, there are plans to alsosupport Lotus Symphony, an alternative productivity suite built on Open Office, which use can
help even further reduce operating costs)