distributed marketing version 9.1 ed kornacki , product manager emm – [email protected]

© 2013 IBM Corporation

Distributed Marketing version 9.1Ed Kornacki, Product Manager EMM – [email protected]

mailto:[email protected]


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Agenda

General Release Information

New Features– Milestones: Block flowchart tasks until prior tasks are completed– Hiding standard attributes–Custom validation for form attributes–Other features relating to usability, performance, and security

Installation & Upgrades

© 2012 IBM Corporation© 2013 IBM Corporation

EMM: Distributed Marketing 9.1General Release Information

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EMM Distributed Marketing release goals

Globalization –User Interface & Documentation

• Brazilian Portuguese, English, French, German, Italian, Japanese, Korean, Spanish, Simplified Chinese (and GB18030-compliant), Russian

• All User Guides and Admin Guides will be localized– Installers

Build strategic enhancements aligned with the needs of current customers


EMM Distributed Marketing 9.1 release details

Release Date– eGA – Date when the files will be available for download – Friday, October 25

How do I get it?– The product can be downloaded via FCT or PA, depending on the customer contract.


EMM: Distributed Marketing 9.1New Feature – Milestones

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Milestones – Business Challenges

Users can complete tasks before completing prerequisite tasks• Introduced Milestones: a point in time within the workflow at which all tasks until that time must be completed in order for work to continue• If tasks before the milestone are not complete, then the milestone is not met and the next task cannot begin

Feature needs to work independently of the existing task dependency mechanism• Works on the display order of tasks, which is intuitive

© 2013 IBM CorporationFor Internal Use Only / Company Confidential

# Feature Description

1 “Milestone Types” UI A new user interface for creating “Milestone Types”

2 “Milestone Type” column A “Milestone Type” column was added to the template’s workflow. Value can be added on template or campaign instance.

3 Support for import/export The Milestone settings hold during import and export

4 Works on display order In order to make this feature intuitive, the Milestone feature works on the task display order

5 Supported in all workflow contexts

Milestone checks are added in post task pop-up, workflow edit mode, and in the scheduler

6 Works independently of “task dependency” feature

Milestones does not replace the existing “task dependency” feature

Milestones - Key Features

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Milestones Demonstration


Milestones – user interface

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Define the milestones


Milestones – use in workflow

User attempts to update status of Task 2.1; but Task 1.3 is milestone task and is not complete, so an error message is shown

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Milestone set on the third task

Error message


EMM: Distributed Marketing 9.1New Feature – Hiding standard attributes

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Hiding Standard Attributes – Business Challenges

Users complain that, since certain campaign standard attributes, like “List Code” and “Security Policy”, are pre-populated and the user cannot change them, having these attributes on the form is distracting. Customers would like to have them removed so that users can more easily focus on filling fields that require a value

• Ability for an admin to configure templates so that standard attributes are hidden when creating on demand campaigns, corporate campaigns, and lists• Hidden attributes on not shown in wizard view or the summary tab when editing• In view mode, all hidden attributes are visible within a collapsed panel



1 Standard attribute display configuration UI

Gives ability for an admin to configure templates so that standard attributes are hidden when creating on demand campaigns, corporate campaigns, or lists

2 Hide standard attributes when building a campaign or list

Hide standard attributes that are marked hidden when the user is in wizard mode or when the user is editing the summary tab

3 Show standard attributes in collapsed panel in view mode

In order to make the value of the standard attributes visible, all standard attributes are show in view mode. By default, the panel in which the attributes are contained is collapsed

Hide standard attributes - Key Features

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Hide Standard Attributes - Demonstration


Example – hide standard attributes

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Hidden

Hidden

Visible

Visible

Hidden

Hidden

Hidden

Hidden attributes are not shown in edit mode



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Hidden

Hidden

Visible

Visible

Hidden

Hidden

Hidden

Hidden attributes are not shown in the wizard



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Panel containing standard attributes is by default collapsed in view mode

In view mode, all standard attributes are shown when the panel is expanded


EMM: Distributed Marketing 9.1New Feature – Custom validation for form attributes

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Custom validation for form attributes – Business Challenges

Built-in validation is inadequate for fields that represent non-supported data types, like dates. Also, built-in validation is inadequate for validating a form that has cross-field dependencies

• Allow the user to extend the built-in validations provided by the application by using the Custom Procedure API



1 Support for custom validation class

• Distributed Marketing invokes the custom validation class defined in the template while creating or editing a campaign using this template

• This invocation happens only after the built-in validation finds all fields on the form to be valid

2 Display of custom validation errors

The errors founds by the custom validation class are shown on the custom tab

Custom validation for form attributes - Key Features

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User story – custom form validation

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Write a Java class implementing the Interface Iprocedure provided by the Procedure API

Mention this class in the configuration file procedure_plugins.xml as per the guidelines.

Select this class from the ‘Custom Validation class for this template’ dropdown in the template’s details page as shown


User story – custom form validation

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EMM: Distributed Marketing 9.1New Feature – List Manager Usability Enhancements

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List Manager usability (Add behavior) – Business Challenges

The “Add Records” functionality allows users to Search for customer records. The link label should reflect that search functionality is available

• The “Add Records” link is renamed to “Search and Add Records”

When a user accesses the “Declined Records” list from the Summary page, the “Add Records” button allows him to add new customers. This is confusing

• The “Search and Add Records” link is not available on the “Declined Records” list

It is not clear to the user as to which list newly added records are shown in• The “Search and Add Records” link now has a help tip that reads, “Records added using this link get added to the ‘Newly Added by Field Marketer(s)’ list on the Summary page”

A user should always be able to Add customers to the “Newly Added by Field Marketer(s)” list on the Summary page. In certain cases he cannot do this

• The “Newly Added by Field Marketer(s)” on the Summary page is enabled even when the number of records is 0


List Manager usability (Add behavior) – screenshot

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“Add” button removed from the Declined List



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Add link renamed to “Search and Add Records”

Newly Added list with 0 records is now accessible



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Tooltip indicates that newly added records are added to the “Newly Added” list


List Manager usability (button arrangement) – Business Challenges

The name of the buttons (Exclude, Validate) does not reflect their function• The “Exclude” button was renamed to “Decline All Records”• The “Validate” button was renamed to “Accept All Records”

The order of the buttons (Decline, Accept) on the List Manager screen is not intuitive. • The buttons were reordered (Accept All Records, Decline All Records)


List Manager usability (button arrangement) – screenshot

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List Manager usability (case insensitive name searches) – Business Challenges

Users cannot find customers to add to a list during the list review process because of capitalization errors committed when a customer name was entered in the database

• Made searches using customer name case insensitive


List Manager usability (case insensitive name searches) - screenshot

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EMM: Distributed Marketing 9.1Major Defects Fixed

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Major defects fixed

Quality– Fixed scheduler issue causing flowchart to remain in hung (queued/starting) state– Fixed List Manager not releasing lock when window was closed issue

Stability– Fixed List Manager stability issues

Security, fixed issues related to– Horizontal Privilege Escalation– Secured Cookies– Cross Site Scripting– Ensure auto complete is not available– Cacheable HTTPs response

Performance– Improved List Manager Performance– Fixed performance issues when 50+ lists are active with the create On Demand

Campaign Wizard

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Fixed performance issues related to memory management

Distributed Marketing caching and performance issues fixed by utilizing ehCache

Customers that use a large number of forms and a large number of campaign instances experienced extremely slow response times when importing templates and moving templates to folders. They also experienced performance issues on the form, the template listing pages, and other areas of the applications

These issues were resolved by utilizing ehCache, an IBM approved, open source caching library. It manages memory by selectively removing data from cache based on various purge policies, LRU (least recently used) or LFU (least frequently used)

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EMM: Distributed Marketing 9.1Installation & Upgrades

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Distributed Marketing installation process

Added command line options to encrypt the existing password (Previous releases the password was unencypted)

Provided a way for the user to enter a new password. The new password will be encrypted in the properties file

For details, please see the 9.1 Installation Guide.


Distributed Marketing upgrade process

From 9.0–Upgrade to 9.1

From 8.x–Upgrade to 8.6 or 9.0–Upgrade to 9.1

From 7.x– Upgrade to 7.5– Upgrade to 8.6– Upgrade to 9.1

9.1 has up-merges of 7.5.1.7, 8.5.0.4.1, 8.6.0.x,; upgrade scripts of respective versions are included in the upgrade tool while moving to 9.1

Upgrade script 9.1 adds new table "UAP_TT_STD_ATTR_BEHAVIOR" to the database

For details, please see the 9.0 Environments Guide.


Distributed Marketing 9.1 Software Environment Combinations

For details, please see the 9.1 Environments Guide.

Application Server Operating Systems

System Table Databases User Table Databases

WebLogic 11gR1 (10.3.6), 12c (12.1.1)WebSphere 8.0, 8.5

Windows Server 2008R2, 2012

DB2 9.7 FP7, 10.1 FP2

Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)

SQL Server 2008R2, 2012

DB2 9.7 FP7, 10.1 FP2

Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)

SQL Server 2008R2, 2012

Netezza NPS 5.0, 6.0, 7.0.3

Teradata 13.10, 14WebLogic 11gR1 (10.3.6), 12c (12.1.1)WebSphere 8.0, 8.5

AIX 6.1, 7.1Solaris 10.10, 11.1 RHEL AP 5.8, 6.3SLES 11.2

DB2 9.7 FP7, 10.1 FP2

Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)

DB2 9.7 FP7, 10.1 FP2

Oracle 11gR1 (11.1.0.7),11gR2 (11.2.0.3)

Netezza NPS 5.0, 6.0, 7.0.3

Teradata 13.10, 14

Items in bold have an EOS date past the EOS date of version 9.1.


Newly supported for Distributed Marketing 9.1

Application Server – IBM WebSphere 8.5–Oracle WebLogic 12c

Operating Systems–Windows Server 2012–RHEL AP 6.3–Solaris 11 Update 1

System Table Database–SQL Server 2012 64-bit

User Table Database–SQL Server 2012 64-bit

Client Browsers– IE 10 (32 and 64 bit) on

Windows 7 Professional


No Longer supported for Distributed Marketing 9.1

Operating Systems– All 32-bit OS support– SLES 10.4– Windows 2008– SOLARIS 10.4

Application Servers– Oracle WebLogic 9.2– IBM WebSphere 7.0

System Table Database– DB2 9.5– MS SQL Server 2005– Oracle 10gR2


Thank you to the development & QA teams!

Dev team–Navin Banerjee–Mayank Bhatia–Dhiraj Kasar–Dwitiya Sapkal

QA team–Rahul Bhagat–Nitin Dhabale–Anand Goenka–Deepali Kalawade–Ranjit Sawle–Chandrakant SM–Arundhati Warkar

Information development–Kristina Proffer

Installer team–Peggy Le Lan–Sumeet Mandrekar–Rémi Saulnier–Aparajitha Sundararajan–Pascal Walheim


Questions?

Ed Kornacki, [email protected]

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distributed marketing version 9.1 ed kornacki , product manager emm – [email protected]

Documents

ibm corporationc

use of ibm products

milestone feature

display order of tasks

prior tasks

prerequisite tasks

potential future products

future features