What s Next in Wikis and Weblogs Greg Lloyd

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What’s Next in Wikis and Weblogs? Greg Lloyd – President & Co-Founder Traction Software What’s Next in Wikis and Weblogs? Greg Lloyd – President & Co-Founder Traction Software Inc [email protected] com

What’s Next In Weblogs and Wiki’s • Business purpose: Enterprise 2. 0 • A What’s Next In Weblogs and Wiki’s • Business purpose: Enterprise 2. 0 • A unified model for working communication – Collaboration in place: Wiki style – Collaboration over time: Blog style • Secure, scalable collaboration “at the edge” as well as within the enterprise • Classic Hypertext that links, scales and works like the Web 2

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Traction Software Summary Focus on commercial and government enterprise market – – Over fifteen Traction Software Summary Focus on commercial and government enterprise market – – Over fifteen Fortune 500 Customers Over ten Global 100 Customers in US, Japan, and Europe Seven of Top Twenty Global Pharma Companies In-Q-Tel (funded by the CIA) is a strategic investor Addressing over 1, 000 Enterprise Users daily – Providing simple, secure, scalable working communication – Pharma, Finance, Manufacturing, Government are early adopters Initial applications: – Competitive Intelligence – Issue tracking – Product Management / Project Management / R&D Emerging applications: – Extended enterprise (customer + supply chain) product management – Consultant / client communication – Corporate communication / SEC financial reporting 4

Beyond blogs and wikis Although Traction's products are marketed as “enterprise weblog” offerings, they Beyond blogs and wikis Although Traction's products are marketed as “enterprise weblog” offerings, they are in fact powerful hypertext systems that exploit blogand wiki-related advances to maximize simplicity but also do so on a scale that addresses elaborate hypertext application scenarios that would overwhelm wiki alternatives. Blogs, Wikis and Beyond: New Alternatives for Collaboration and Communication Peter O’Kelly, Senior Analyst, Burton Group, March 2005 [Traction Team. Page] comes closest to bringing the visions of hypertext pioneer Doug Engelbart to fruition, and that it is also a very useful leading indicator in terms of features other vendors will eventually add. Hypertext and Compound/Interactive Document Models: Collaboration and Content Management Implications Peter O’Kelly, Senior Analyst, Burton Group, October 2006 5 Best Enterprise Wiki

Traction Team. Page • What’s the concept ? • What’s the model ? • Traction Team. Page • What’s the concept ? • What’s the model ? • How does it fit ? – A valuable business purpose – A slot in the enterprise IT architecture – A Day in the Life of John Smith at XYZ Corp – Communities of Interest (COI) / COP – Security for a Virtual Team Room 6

A Wiki is like a house 7 A Wiki is like a house 7

Built by many people … 8 Built by many people … 8

A Blog is like the record of building the house … 9 A Blog is like the record of building the house … 9

A Blog is like the record of building the house … 10 A Blog is like the record of building the house … 10

A Blog is like the record of building the house … 11 A Blog is like the record of building the house … 11

A Blog is like the record of building the house … 12 A Blog is like the record of building the house … 12

Collaboration needs blog and wiki views working together The product you wish to build, Collaboration needs blog and wiki views working together The product you wish to build, sell and support The external intelligence, dialog, and decisions of teams working together over time to create and sustain the product 13

Douglas Engelbart - Hypertext for High Performance Teams 1968 NLS (o. N Line System). Douglas Engelbart - Hypertext for High Performance Teams 1968 NLS (o. N Line System). A Hypertext Journal for high performance teams 14 1992 Towards High Performance Organizations: A Strategic Role for Groupware

Dialog, External Intelligence, Knowledge Product 15 Dialog, External Intelligence, Knowledge Product 15

Journal + Web = Traction • • 16 Stable content Paragraph addressable Built-in time Journal + Web = Traction • • 16 Stable content Paragraph addressable Built-in time order Flexible viewspecs for assembly of content • • Web browser interface Web linkable Easily authored Each server creates a cluster of secure spaces

Business Purpose • • Competitive Intelligence Sales Communication Research and Development Journals Program / Business Purpose • • Competitive Intelligence Sales Communication Research and Development Journals Program / Project Communication Corporate Communication and Financial Reporting Exception tracking Manufacturing and operations log Process improvement / process certification Team. Page creates many secure, shareable, searchable spaces Security makes it possible to open selected spaces to the extended enterprise (customers, suppliers, resellers, PR, legal and other advisors), while giving internal stakeholders a global view 17

Collaboration needs blog and wiki views working together The product you wish to build, Collaboration needs blog and wiki views working together The product you wish to build, sell and support The external intelligence, dialog, and decisions of teams working together over time to create and sustain the product 18

Collaboration needs blog and wiki views working together 19 Collaboration needs blog and wiki views working together 19

The Concept • Replace the “cloud of email” with a persistent layer of linked The Concept • Replace the “cloud of email” with a persistent layer of linked pages, posts, comments and tags • Create a permission model which does not break search, links or relationships, • But which expands or limits what you see based on appropriate norms for internal as well as external groups 20

Appropriate Norms? • Customers, key suppliers, reseller partners, PR firm, and university consultants: – Appropriate Norms? • Customers, key suppliers, reseller partners, PR firm, and university consultants: – Read some spaces – Comment on others – Post and edit in others – Use more private spaces for working communication with you (excluding others) • Your internal teams need a spectrum of private and public spaces too … • For social purposes, as well as a small number legitimate legal, HR, and corporate functions 21

The Model • Work like the web: – Skins for search engines – RSS/Atom The Model • Work like the web: – Skins for search engines – RSS/Atom Syndication – Simple views and mashups Creating stable islands in a tempest-tossed sea • Layered over a Hypertext Journal with – – 22 Stable bi-direction links and relations Permission filtered SLATE spaces Deeply intertwingled tags and comments A rich corpus linked to and from the Web

Traction Team. Page – Architecture Traction SDK Layer Pure Java and open Free use Traction Team. Page – Architecture Traction SDK Layer Pure Java and open Free use of class library, source, Java. Doc to extend the SDK and SDL Traction Core Layer Pure Java and proprietary Implements Journal, ACL and key abstractions Multiple implementations 23

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Traction Team. Page Demo Traction Team. Page Demo

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Partner Integration Example – QL 2 Software Automatically capture web site changes and search Partner Integration Example – QL 2 Software Automatically capture web site changes and search results Publish and interact with the content in Traction. CI Staff can use inline comments and labels to analyze and decide what to post for broad use. Respond in hours or minutes - not days or weeks. 43

Day in the Life of John Smith at XYZ Corp § XYZ Corp has Day in the Life of John Smith at XYZ Corp § XYZ Corp has entered into an agreement with Customer 1 and Customer 2 to build a Motion Tracking Integration Box (MTIB) § Multi-divisional project with XYZ Corp R&D and Engineering leads § Product Lifecycle Management model start quickly “on spec” and grows over 12 to 18 months § An international outside supplier Supplier 1 will lead the MTBI team if the prototype moves to full production 44 A day in the Life …

Collaboration needs blog and wiki views working together 45 Collaboration needs blog and wiki views working together 45

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References Building Pleasant and Stable Islands in a Storm-Tossed Sea, Greg Lloyd www. Traction. References Building Pleasant and Stable Islands in a Storm-Tossed Sea, Greg Lloyd www. Traction. Software. com ref Blog 395 May 16, 2007 Enterprise 2. 0: Letting Hypertext out of its Box, Greg Lloyd www. Traction. Software. com ref Blog 384 April 24, 2007 Flip Test 1971 | Email vs Journal, Greg Lloyd www. Traction. Software. com ref Blog 332 Jan 15, 2007 Traction Roots - Doug Engelbart, Greg Lloyd www. Traction. Software. com ref Blog 50 April 9, 2006 Why Can’t a Business Work More like the Web? (. pdf) Greg Lloyd, Super Nova 2005 point paper, June 20, 2005 www. Traction. Software. com ref Public 390 Oct 9, 2005 The Only Sustainable Edge: Why Business Strategy Depends on Productive Friction and Dynamic Specialization, John Hagel III and John Seely Brown, HBS Press 2005 Social Software and the Politics of Groups, Clay Shirky, www. shirky. com, March 3, 2003 Re-Place-ing Space: The Roles of Place and Space in Collaborative systems, Steve Harrison and Paul Dourish, Proceedings of CSCW '96 Toward High-Performance Organizations: A Strategic Role for Groupware, Douglas C. Engelbart, Bootstrap Institute, June 1992 (AUGMENT, 132811) NLS TELECONFERENCING FEATURES: The Journal, and Shared-Screen Telephoning, Douglas C. Engelbart, Compcon 75 Digest, Sep 1975 pp 173 -178 (AUGMENT, 33076) 47

Contact Greg Lloyd President and Co-Founder grl@tractionsoftware. com (401)-528 -1145 Traction Software, Inc. 245 Contact Greg Lloyd President and Co-Founder [email protected] com (401)-528 -1145 Traction Software, Inc. 245 Waterman Street Suite 309 Providence, RI 02906 www. Traction. Software. com 48

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At a Glance: Traction Software Inc Market Focus – Secure, scalable Blog and Wiki At a Glance: Traction Software Inc Market Focus – Secure, scalable Blog and Wiki Software for enterprise use Background – Founders: Two founders with 5 decades of hypertext experience – Funding: In-Q-Tel (venture arm of the CIA), Slater Interactive and private investors – Advisor: Professor Andy van Dam, Brown University and Microsoft Research Advisory Board, Hypertext pioneer Business Focus – – Global 1000 and Government focus in US, Japan, Europe Strong positions in pharma, finance, manufacturing, government Building strong partnerships: FAST Search & Transfer, QL 2 Software “Enterprise 2. 0” is sparking customer and channel interest Award Winning Product and Market Leading Position – Current Release: 3. 7. 3 Best Enterprise Wiki – Info. World 2007 Technology of the Year - Best Enterprise Wiki – Industry Recognition: Top 100 Awards from KMWorld, e. Content, Red Herring – Top Reviews: Burton Group, Forrester Research, Info. World, Intranet Journal, Federal Computer Week, Fuld & Company and more. 50

The Traction Platform - What’s Different? • Collaborative hypertext journal for Individuals and Groups The Traction Platform - What’s Different? • Collaborative hypertext journal for Individuals and Groups working over time • “Hypertext Journaling” system maintains best of breed audit trail – Robust mechanism for handling edits and cross references over time • Journal made up of “project” spaces – Each project is analogous to a blog or a wiki space • Permissions are defined for the projects – Using standard Access Control Lists – Integrated with Active Directory and LDAP • Paragraph level cross project commenting, linking and labeling (social tagging) – An article in one project can be labeled “FAQ” or “Important” in another project • Labels also expose content from one project to another – Direct a comment on an article in Project A to a more private Project B – Make bi-directional links between articles or comments regardless of project – Comments, Labels and Links are permission filtered • Traction Views – Deliver any content slice or set of slices and – Are filtered based on sum of your permissions as well as any query – Can be subscribed to via RSS • Skins control look & feel, and function – Traction delivers different skins to different people (or software agents) at the same time 51

Traction Team. Page – Technical Overview • Java/J 2 SE Application – Simple installers Traction Team. Page – Technical Overview • Java/J 2 SE Application – Simple installers for Windows, Solaris, Linux, MAC OSX – No dependencies (e. g. CGI, Perl, PHP, My. SQL, etc. ) • Journal records all changes (articles, comments, label changes, emails sent out, etc. ) – Articles have automatic edit history with Wikimedia style differences view – Web. DAV manages attachments to record file version history – Journal indexed for optimized for view delivery • Security and Authentication – Built-in user management, or connect to Active Directory, LDAP, or others via plug-in – Supports TLS and TLS with X. 509 certificates, NTLM, and LDAP Authentication • Access Control List driven permissions – Fine grained permission controls (Author, Comment, Read Own, Edit Own, Erase Own, Change Labels, Make Labels, Project Admin, etc. ) – Built-in Web. DAV web folders included in permissioned access model – Permission sensitive FAST search option including drill-down content navigation, RSS/ATOM query feeds • Internationalized interface + Unicode (UTF-8) – Localized for Japanese, German, French; Supports local vocabulary overrides (e. g. Surfer dude) • SDK and SDL (skin definition language) allow for customization – Create new skins, views, and reports — HTML, XML, CSV, text, etc. • User Preferences – “Skins” are basis for most views, are selectable and customizable by user preference – Time zone preferences 52

Traction Team. Page – Inputs • Traction Instant Publisher – Optional. NET client for Traction Team. Page – Inputs • Traction Instant Publisher – Optional. NET client for Windows desktop and Internet Explorer integration – Internet Explorer “blog selection”, or drag and drop capture of text, images, and back link to source – Drag/drop attachments – Built-in screen capture tool • XML-RPC and SOAP – Use most blog publishing tools to post to Traction via XML-RPC – Perl Traction publish script posts via SOAP • Zero Footprint Rich Text Editor – For new posts, edits, comments – Works in Mozilla, Firefox, Internet Explorer • Widgets can be produced quickly and published with a widget tool • Custom forms – Create custom forms with SDL and Java. Script – Can take advantage of the rich text editor • Email – Projects can read a POP 3 or IMAP mailbox; SSL and STARTTLS supported for all connections. – Author by email permission per project – Rules-based automatic label application (labels from any project) • With Traction Team. Page Feed Reader module: – Read and publish RSS / Atom feeds into Traction – Rules based automatic label application (labels from any project) 53

Traction Team. Page – Outputs • Skins and Views – Standard views include: front Traction Team. Page – Outputs • Skins and Views – Standard views include: front page, news page, topic navigation with extensible view types – Simple skin for PDAs and Phones – Search skin for spiders – RSS/ATOM skins for aggregators and data mining tools • Notification – RSS/ATOM – Best of breed implementation • Secure, Authenticated, Dynamic (based on permission filter and search criteria) • Subscribe to anything you can imagine searching for – Automated Email Newsletter • Permission filtered, sent at regular interval, including a paragraph from new articles and comments • Uses a newsletter (digest) skin which can be customized – Notifiers • Email and Jabber notifiers – notification of all new content, edits, label changes • Extensible - add your own • Collect Content and Send – Email – Users can select any set of content and mail out • Audit trail remembers who sent what to who, when – PDF / Word. ML – Users can select any set of content and generate a PDF or Word. ML Briefing Book • Can automatically create an Appendix with N levels of referenced articles • Traction Java SDK and SDL (Skin Definition Language) • Java SDK for extending SDL, Authentication and Directory, Notification, and Action 54

How are you addressing records management needs? § Team. Page maintains a deep audit How are you addressing records management needs? § Team. Page maintains a deep audit trail of content edits, tags added or removed, items emailed (who emailed what), erasures and more. For each action: who, what, when. § Includes built-in Web. DAV linear versioning for files attached to wiki pages / blog posts § Provides Web. DAV web folders associated with each project or any wiki page or blog post. § Team. Page permission filters all views, including FAST search and drilldown navigation, RSS / Atom 55 NAC Fall 2007 Questions

How are you enabling enterprise mashups? Define enterprise mashup § Enterprise mashups = Web How are you enabling enterprise mashups? Define enterprise mashup § Enterprise mashups = Web based views, widgets or services that combine, correlate and deliver information from services based on W 3 C standards. § Team. Page includes a plug-in extensible SDL (Skin Definition Language), SDK (Java class library with source) and support for creating text pattern as well as inline widgets and views over maps, videos, etc. § Text pattern example: Product code text pattern to live PLM link; UPS shipping code to UPS tracking page 56 NAC Fall 2007 Questions

What standards are important for Enterprise 2. 0 ? § Web addressable views of What standards are important for Enterprise 2. 0 ? § Web addressable views of new and legacy content stores make navigation and search scalable § RSS / Atom syndication feeds from new and legacy applications make notification scalable § Apply principals of global identity (authentication) and local permission consistently across web services § Perform all integration of information directly created, linked, tagged and searched by humans as high in the stack as possible 57 NAC Fall 2007 Questions

What steps should be taken in setting the collaboration strategy of an organization? § What steps should be taken in setting the collaboration strategy of an organization? § How to decide? Use the simplest possible web based standards to connect diverse communication, content, collaboration, portal and office applications § Behavior? Recognize that what people see and use on the public Web is driving expectations on what they expect for life at work. Take advantage of the shift in expectation to shift habits (like use of email) and deliver on expectations § Lifespan? The lifespan of web based collaboration technologies is much longer and more stable than any proprietary stack. Look to the Web. 58 NAC Fall 2007 Questions

Partner Integration Example – FAST Search and Content Navigation Automatic Entity and Keyword extraction Partner Integration Example – FAST Search and Content Navigation Automatic Entity and Keyword extraction and drill down provides context sensitive content navigation over and above integrated search. Search results and drill down navigation are permission filtered on the fly. 59




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