© 2013 Wellesley Information Services. All rights reserved.

What's New in IBM iNotes 9.0 Social Edition

Rahul Garg and Jeff FosterIBM

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Please Note:

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

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What We'll Cover

• IBM iNotes Overview

• IBM iNotes 9.0 SE Details and Demo

• System Requirements and Browsers Supported

• IBM iNotes Futures

• Wrap-up

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IBM Solutions to Meet a Spectrum of Customer Business Needs

● IBM SmartCloud Social Collaboration for Government®

● IBM GTS SmartCloud Enterprise® ● IBM Notes & Domino®

● IBM Domino Utility Server®

● IBM Connections®

● IBM Sametime® ● IBM WebSphere® Portal®

● IBM Web Content Manager®

● Partner Offerings

IBM SmartCloud® Engage®

IBM SmartCloud Meetings®

IBM SmartCloud Connections®

IBM SmartCloud Notes®

Hybrid

On-Premises

Public Cloud Dedicated Cloud

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IBM iNotes: Browser-Based Access to Notes/Domino Mail

Reliable, security-rich Web-based email software that can help many different types of users efficiently manage business-critical information and collaboration, online and offline

Get work done fast through the WebQuickly access email, calendars and collaboration tools

Work when you don't have a clientConnect through a kiosk, shared system, or your mobile device with zero install

Stay productive while offline and over slow connectionsNo Internet? Slow internet? No problem.

Use your favorite browserSame look-and-feel across today's popular Web browsers and platforms

Have iNotes your wayEasy to configure and extend with admin policies, Notes widgets and customizations

https://greenhouse.lotus.com www-01.ibm.com/software/lotus/products/inotes/

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IBM iNotes Modes: Optimized for Desktop and Mobile

Note: Lite mode has been retired with 9.0 Social Edition

Full: Ultra-light:

● Notes client-like “rich” experience● Ajax-intensive client● IBM Portfolio integration

● Touch optimized● Default for mobile devices● Fully accessible desktop

solution (WCAG 2.0 AA and section 508 compliant)

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IBM SmartCloud Notes

● Best-in-class cloud-based messaging for the enterprise● Cloud-based Domino mail, calendar and contacts● Integrated Sametime instant messaging● Includes anti-spam/anti-virus, disaster recovery● Access rich experience from browser using SmartCloud Notes web (which is now known as

IBM iNotes on premises)● Seamless dashboard integration across SmartCloud● Secure● Tight on-premises integration for a true hybrid environment● Available for additional fee:

● SmartCloud Notes® Traveler (for mobile access)● Archive Essentials

A full-featured email service designed for your business needs, providing email, calendar, and contact management

Notes Notes Entry

Storage 25GB 1GB

Service Level Objective 99.9% 99.5%

IMAP access Available No

Notes client access Available No

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What We'll Cover

• IBM iNotes Overview

• IBM iNotes 9.0 SE Details and Demo

• System Requirements and Browsers Supported

• IBM iNotes Futures

• Wrap-up

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Key 9.0 Social Edition Themes

• User Experience Upgrades● OneUI theme adoption

• Social Integration and Extensibility● Connections Files integration● Notes widgets improvements and Live Text

• Consumability Improvements● Calendar Area upgrades● Notes Browser plugin integration● Security improvements

• Mobile● Ultra-light mode supports newer browsers● Improved full-mode experience on tablets (unsupported)

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IBM iNotes 9.0 Social Edition Demo

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User Experience Upgrades

• Adoption of IBM OneUI 3.0.x theme● consistency with rest of IBM Social Portfolio● More spacing, reduced images, new color theme

• New built-in global navigation (or masthead) area● Global actions moved to current username dropdown

• Search & search box improvements● Selector in search bar to easily constrain search to some key fields (From, Subject, All)● Informational bar when displaying search results

• Newer form designs limit display to just essential fields

• Improved cross-browser Attachments Area UI

• New visual design for Notes links (database, document & view links)

• Abbreviated dates within message list

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New Theme

Global Actions

Open Notes Browser Plug-in &

Connections

Search

Attachments Area

Masthead with Area Switcher

Abbreviated dates

Notes links

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New Theme (Within Portal)

iNotes Global Actions

iNotes Area Switcher

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IBM Connections 4.0+ Integration

• Move or Copy received attachments to Connections Files

• Browse and insert Files links within the body of outgoing messages

• Automatically share Files links when sending messages

• Open IBM Connections via icon in global Navigation area

• Embedded Experiences within Connections notifications

• Supports IBM Connections Mail®

• Preview files without downloading● Requires upcoming release of IBM Docs

Quick access icons

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IBM iNotes Embedded Application

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Extensibility via Notes Widgets and Live Text• Honors Widgets settings in “Desktop Policies”

● Different set of widgets may be pushed to different users

• New My Widgets sidebar panel● Replaces prior entries in left outline● New browse widgets catalog experience● Drag and drop from catalog to install widgets● Open widgets in separate iNotes tab, separate window, floating window or new sidebar panel● Edit widget properties

• Live Text capabilities are now available● Invoke a single default action, or prompts when there are multiple available actions

• Supports “Web” and “OpenSocial” widgets (including Embedded Applications)

• Requires installation of “OpenSocial component”

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Calendar View Updates

Color coded left stripe

Conflict indicator

Gap allows double clicking to create a second entry at same time

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Calendar Entry & Notices Form Improvements

• Dramatic performance improvements● Now utilizes same “ultra-Ajax” framework used by Message

form● Invitee opens meeting invitation from inbox ~ 50% savings● Chair creates a new calendar meeting ~ 30% savings

• Simplified layout improves usability• New scheduler control rivals Notes client experience

● Improved recommended meeting times● Drag and drop support● Include/exclude individual attendee availability

• Leverages new improved attachments area

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Calendar Invitation

Displays current availability

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Compose MeetingSimplified with progressive

disclosure: fields displayed only when needed

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Compare to Older 8.5.3 Compose Meeting

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Find Available Time (from Mail View or Calendar Entry Compose)

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Calendar: Consolidated Workflow

• Combines several separate workflow dialogs into a single one

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More Consumability Improvements

• Paste clipboard images into rich text editor area● Firefox® and ChromeTM today. Expecting Safari® to work with next

major version.● Not possible with Internet Explorer® 10.● Images (smaller ones) may now be pasted within HTML signature field

as well• Insert PNG images

● in addition to JPEG and GIF• Drag and drop files from operating system into attachments area (Firefox,

Chrome and Safari)• Import CSV contacts• Save draft message (and keep editing)• Asynchronous retrieval of unread message content

(faster message opens)• Move folder to a new location in folder hierarchy

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Additional 9.0 Features• Some default preferences are set (on first use of new template):

● Automatically process meeting updates and apply changes to calendar● Display unprocessed meetings within calendar

• Security related● SHA-2 S/MIME certificate support (more secure S/MIME messaging)● SAML-based authentication● OAuth support for displaying embedded experiences (requires EE plugin)

• Full mode improvements to facilitate better experience from tablets (unsupported)● Rich Text editor now enabled to facilitate forwarding “Rich” content● Checkbox selection available from list views

• Control over Return Receipt generation

iNotes_WA_SendReturnReceipt (0: Never; 1: Always [default]; 2: Prompt)

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No Longer Supported with 9.0 Social Edition

• Older browsers. Versions prior to ...● IE 8● Firefox 17 ESR● Safari 6● Chrome 24

• STLinks● replaced with non-Java-based Sametime Ajax Proxy

• Lite mode● No longer necessary. All lite mode innovations are now part of full mode.● Full mode uses same ultra-ajax architecture and has similar performance characteristics● Elimination avoids confusion deciding which desktop mode to deploy/use

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iNotes Combined with Notes Browser Plug-in

• Enables running Notes applications within an IE or Firefox tab• Requires installation of some Notes DNA (option during Notes install)• Notes menus and editors are fully available• Notes bookmarks are added to browser's bookmarks• Uses iNotes message composition screens on forwards• Copy and paste document links (and copy as table) from Notes application into

web editors• Icons added to iNotes and Notes Browser Plug-in to easily switch between

Transitioning your Notes applications to the web

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Side by Side: Notes Application in Notes and in Firefox

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iNotes Admin Policy Support

iNotes Mail Settings

• User UI mode• Functional areas• Functional area at login• Maximum attachment size• Mail threads• Remote image display• Browser cache management• Logout scrubbing• Allowing attachments• Instant messaging features• Default spell check dictionary• iNotes ActiveX• Enabling feeds• Widget enablement (pre 9.0)• Lotus Quickr integration• Calendar subscriptions• Offline settings• Refresh inbox automatically• Enable unread count• Auto update unread count• Enable scroll hints• Disable warning on opening attachments• Filter out images from emails• Proxy servlet name/URL pairs• Show preferences• Allow archiving on the server• Allow local archiving● Initial sidebar display state ● iNotes Display Language● ST Proxy Enablement● Extension Forms File

iNotes Mail Settings (cont.)

• *IBM Docs Integration• *IBM Connections Files

integration

Mail Settings

• Mail basics• Follow up• Attention indicators• Message recall• Calendar basics• Calendar display• Notices• Scheduling• Automatic processing• Access and Delegation• Rooms and resources• Mail and Calendar• Disclaimer text• Disclaimer position• Soft Delete Time

Desktop Settings

● Right double-click to close● Mark documents read on

preview● Save sent mail● Sign sent mail● Encrypt sent mail● Mail notification● Internet mail format● Prefix each line with a char● Wrap lines at a certain length● *Widgets

Security Settings

• Password Quality• Certificate Expiration• Notes ID Vault• iNotes Proxies • Password Expiration

Archive Settings

• Server-based archiving• Prohibit archiving• Prohibit private archiving criteria

*Newer settings with 9.0 Social Edition

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What We'll Cover

• IBM iNotes Overview

• IBM iNotes 9.0 SE Details and Demo

• System Requirements and Browsers Supported

• IBM iNotes Futures

• Wrap-up

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IBM iNotes 9.0 Social Edition Client System Requirements

System Requirements

Microsoft® Windows®

XP®Pro, Vista®, 7®, 8®Apple®

Macintosh®

OS 10.7, 10.8

RHED 6Ubuntu 12

Apple iPhone® 4/4S/5,

iPod® touch®,

iPad®,

Android®

RecommendedIntel® Pentium IV, 2 GHz 512 MB

Intel Core Duo, 2 GHz512 MB

Pentium IV, 2 GHz512 MB

Apple iOS® 5 & 6Android OS 3.x, 4.x

Minimum Pentium III, 1 GHz 256 MB

G4, 1 GHz 256 MB

Pentium III, 1 GHz256 MB

Citrix® Software Requirements

Windows 2008 R2 server (64-bit)Citrix XenApp Server 6.532 bit browsers only

Domino Off-Line Services (iNotes Local Archive and Offline features) not supported with Citrix

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IBM iNotes 9.0 Social Edition Browser Support

Microsoft Windows Apple Macintosh Linux®

Internet Explorer® 10.0, 9.0, 8.0Firefox® 17 ESR or greater

Google ChromeTM 24 or greater

Safari® 6.0Firefox® 17 ESR or greater

ChromeTM 24 or greater

Firefox® 17 ESR or greater

ChromeTM 24 or greater

• Rich experience offered across all browsers• Full mode

● IE, FF, Safari, Chrome browsers● Citrix software

• Ultra-light mode● Safari on iPhone, iPod touch and iPad, FF on Windows (accessible iNotes)● Android browser

● Notes Browser Plug-in● IE and FF on Windows only

• Look for tech notes as browsers are released for updated support information

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Firefox and Signed Script

Firefox 15+ has removed support for signed script● 8.5.3 FP3 and 9.0 includes logic to handle when signed

script is not available● 8.5.3 prior to FP3: Must use

iNotes_WA_FirefoxSignedScript=0 to have iNotes not try to use signed script

● 8.5.2 or earlier (no work around) ... need to stay on Firefox 10ESR

● See tech note: www-01.ibm.com/support/docview.wss?uid=swg21610926

iNotes Firefox features impacted:● Converting entered urls to be HTML Anchor tags on send.

Instead use iNotes insert links● Cache clearing on logout. iNotes Cache-Control: no-store.

Instead use browser cache clearing. ● Downloading attachments to any operating system folder

(rather than Downloads folder). Instead modify Firefox “Downloads” option to “Always ask me where to save files”.

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What We'll Cover

• IBM iNotes Overview

• IBM iNotes 9.0 SE Details and Demo

• System Requirements and Browsers Supported

• IBM iNotes Futures

• Wrap-up

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IBM Messaging Roadmap

Connections Mail

Notes/DominoSocial EditionPublic BETA

Notes/DominoSocial Edition eGA

Notes Traveler® 9.0 eGA

Notes TravelerUpgrade Pack 1

Connections MailUpdate 1

Notes/DominoSocial Edition

Update 1

Cloud

On-Premises

SmartCloud Notes GA7 SmartCloud Notes GAnext

EO 2012 1H 2013 2H 2013 2014 2015

SmartCloud Notes GAnext-next

Notes/Domino Social EditionMaintenance Release

Notes/Domino 8.5.xMaintenance Release

Notes TravelerUpgrade Pack 2

Connections Mail for SmartCloud

Notes/Domino Next

Notes Traveler Next

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

36

IBM iNotes Futures Demo

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IBM iNotes Future Possibilities

• Moving the iNotes 9.0 Social Edition innovation to IBM SmartCloud• Auto-save drafts, Group by date, Type-ahead within Starts With• Improvements to accessibility, offline and search• Contacts area modernization• System Tray Notifier for new messages and alarms• Eliminating language dependencies currently in mail template

● Switch language and have mail outline and view column headers reflect chosen language

• Leveraging the many innovations introduced in IBM Connections Mail• Analytics to help you focus on critical mail

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IBM iNotes 9.0 Social Edition

2014

IBM iNotes Feature Roadmap

20102009

Lotus iNotes 8.5.1● Read message improvements● Recent collaboration type-ahead● Notes HTML signatures● Unread folder count/Inbox refresh● Preview pane actions● Scroll hints● Web style search ● Ultra-light enhancements:

● Mail management● Accept/Decline meetings● Signatures● New date and address pickers● Auto timezone detection● Quick contact entry

● ID Vault and policy integration● Improved server archiving UI and

policy/criteria support ● Multilingual UI● Portal/Widget programmability● Customization improvements● SPNEGO (Windows SSO)● IE8, FF 3.5, Safari 4● Windows 7 (FP1)

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

2011 2012 2013

Lotus iNotes 8.5.2● Edit message

performance improvements

● Sametime 8.5. Meetings info in Calendar form

● Ultra-light● Android support● iPad support● Bidi enablement

● MSI Package for Web Controls

● LotusLive Notes integration

● FF 3.6, Safari 5

Lotus iNotes 8.5.3● Sametime 8.5.2 Web

Awareness, Chat, Contact List, and Business Card

● Increased default font size

● Improved sorting on subject

● Improved auto-processing of calendar notices/updates

● Pivoting on selected entry in view on sorts

● No expansion of Personal Groups

● Ultra-light: Alternate name support

● IE 9.0● FF 4.0 & greater● Chrome 12 & greater

● IBM One UI theme adoption● IBM Connections Files integration

● View attachments using File Viewer

● Calendaring Web Experience & Productivity improvements

● Customer-critical Notes feature gaps

● Import contacts● Return receipt generation control

● Improved attachments area● SAML SSO support● IE 10, Windows 8

Requires OpenSocial component:● Policy-driven Notes widgets● Live Text● Embedded Experiences within

mail messages● OpenSocial Notes widgets

IBM iNotes Futures

● Customer-critical Notes feature gaps● Full mode accessibility● Improved Extensibility/Customization● System tray notifier for new mail and

alarms● Increased portfolio integration and

symmetry, particularly with IBM Connections

● Expanded feature set on SmartCloud

● Greater mobile browser feature set and additional mobile devices/platforms

● Offline / Local archiving improvements

● More analytics and improved search capability

● Round trip editing of attachments● Continued support for latest

browsers

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What We'll Cover

• IBM iNotes Overview

• IBM iNotes 9.0 SE Details and Demo

• System Requirements and Browsers Supported

• IBM iNotes Futures

• Wrap-up

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Where to Find More Information — IBM iNotes

• IBM iNotes - Feature matrix, product overview and collateral

www.ibm.com/lotus/inotes• Lotus iNotes area within Notes & Domino Wiki

www.lotus.com/ldd/dominowiki.nsf/xpViewCategories.xsp?lookupName=Lotus%20iNotes

IBM Support Portal & Fix Central● Tech Notes — www.ibm.com/developerworks/lotus/support/● Fix Central — www.ibm.com/support/fixcentral/

IBM Lotus Greenhouse● http://greenhouse.lotus.com● Showcase for WPLC products and technologies● Includes live community and feedback forum

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Where to Find More Information — IBM iNotes (cont.)• IBM developerWorks Domain – www.lotus.com/ldd

● IBM Lotus Notes/Domino 8.5 Forum

http://www.lotus.com/ldd/nd85forum.nsf● Lotus iNotes 8.5 Articles

http://www.ibm.com/developerworks/lotus/library/inotes-full/

http://www.lotus.com/ldd/dominowiki.nsf/dx/New_Lotus_iNotes_8.5.2_Message_Forms

http://www.lotus.com/ldd/dominowiki.nsf/dx/three-sample-policies-to-deploy-domino-web-access-dwa ● IBM SmartCloud Notes Web

– http://www.ibm.com/cloud-computing/social/us/en/

http://www.lotus.com/ldd/bhwiki.nsf/dx/Differences_between_LotusLive_Notes_web_and_Lotus_iNotes_%28formerly_DWA%29● iNotes Performance and Scalability Papers

http://www.ibm.com/developerworks/lotus/library/domino85-inotes/

http://www.ibm.com/developerworks/lotus/documentation/notes853xenapp/ (iNotes Citrix 8.5.3)

http://www.ibm.com/support/docview.wss?rs=475&uid=swg21444437 (iNotes Citrix w/ IE8)

http://www.ibm.com/developerworks/lotus/library/inotes-avail/ (High Availability)

• IBM Redbooks & Red Papers

http://www.ibm.com/redbooks

– Lotus Domino Web Access Admin & Deployment Redbook

– Lotus Domino Web Access Customization Paper

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Get Social. Do Business.

Thanks!

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Your Turn!

Email: gargr@us.ibm.comTwitter: @RahulGSJLinkedIn: linkedin.com/in/rgarg

Email: fosterj@us.ibm.comTwitter: @JeffPaulFosterLinkedIn: linkedin.com/in/jefoster

Follow us: Facebook.com/IBMiNotes

Twitter.com/IBMiNotes

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Legal disclaimer

© IBM Corporation 2013. All Rights Reserved.

The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.

If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete: Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

If the text includes any customer examples, please confirm we have prior written approval from such customer and insert the following language; otherwise delete: All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.

Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM Lotus® Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server). Please refer to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your presentation. All product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in your presentation.Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM Lotus® Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server). Please refer to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your presentation. All product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in your presentation.

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