Distributed Marketing version 9.1 Ed Kornacki , Product Manager EMM – ekornacki@us.ibm

1. Distributed Marketing version 9.1Ed Kornacki, Product Manager EMM – ekornacki@us.ibm.com

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3. 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

4. EMM: Distributed Marketing 9.1General Release Information

5. 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

6. 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.

7. EMM: Distributed Marketing 9.1New Feature – Milestones

8. 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

9. Milestones - Key Features For Internal Use Only / Company Confidential

10. Milestones Demonstration

11. Milestones – user interface Define the milestones

12. 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 Error message Milestone set on the third task

13. EMM: Distributed Marketing 9.1New Feature – Hiding standard attributes

14. 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

15. Hide standard attributes - Key Features For Internal Use Only / Company Confidential

16. Hide Standard Attributes - Demonstration

17. Example – hide standard attributes Hidden attributes are not shown in edit mode Hidden Hidden Hidden Hidden Hidden Visible Visible

18. Example – hide standard attributes Hidden attributes are not shown in the wizard Hidden Hidden Hidden Hidden Hidden Visible Visible

19. Example – hide standard attributes Panel containing standard attributes is by default collapsed in view mode In view mode, all standard attributes are shown when the panel is expanded

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

21. 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

22. Custom validation for form attributes - Key Features For Internal Use Only / Company Confidential

23. User story – custom form validation • 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

24. User story – custom form validation

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

26. 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

27. List Manager usability (Add behavior) – screenshot “Add” button removed from the Declined List

28. List Manager usability (Add behavior) – screenshot Newly Added list with 0 records is now accessible Add link renamed to “Search and Add Records”

29. List Manager usability (Add behavior) – screenshot Tooltip indicates that newly added records are added to the “Newly Added” list

30. 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)

31. List Manager usability (button arrangement) – screenshot

32. 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

33. List Manager usability (case insensitive name searches) - screenshot

34. EMM: Distributed Marketing 9.1Major Defects Fixed

35. 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

36. 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)

37. EMM: Distributed Marketing 9.1Installation & Upgrades

38. 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.

39. 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.

40. Distributed Marketing 9.1 Software Environment Combinations For details, please see the 9.1 Environments Guide. Items in bold have an EOS date past the EOS date of version 9.1.

41. Newly supported for Distributed Marketing 9.1 • Client Browsers • IE 10 (32 and 64 bit) on Windows 7 Professional • 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

42. 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

43. Thank you to the development & QA teams! • Information development • Kristina Proffer • Installer team • Peggy Le Lan • SumeetMandrekar • RémiSaulnier • AparajithaSundararajan • Pascal Walheim • Dev team • NavinBanerjee • Mayank Bhatia • DhirajKasar • DwitiyaSapkal • QA team • RahulBhagat • NitinDhabale • AnandGoenka • DeepaliKalawade • RanjitSawle • Chandrakant SM • ArundhatiWarkar

44. Questions?Ed Kornacki, ekornacki@us.ibm.com