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Intellisync Data Sync A detailed guide to functionality SYNCHRONIZATION SYNCHRONIZATION that drives the that drives the ENTERPRISE ENTERPRISE SYNCHRONIZATION SYNCHRONIZATION that drives the that drives the ENTERPRISE ENTERPRISE
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Page 1: Intellisync Data Sync · Intellisync Data Sync supports mobile business applications by providing a proven data ... MMC snap-in console Authentication options Automatic update ...

Intellisync Data Sync

A detailed guide to functionality

SYNCHRONIZATIONSYNCHRONIZATIONthat drives thethat drives theENTERPRISEENTERPRISE™™

SYNCHRONIZATIONSYNCHRONIZATIONthat drives thethat drives theENTERPRISEENTERPRISE™™

Page 2: Intellisync Data Sync · Intellisync Data Sync supports mobile business applications by providing a proven data ... MMC snap-in console Authentication options Automatic update ...

Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 2 March 2004

Table of Contents What Does It Do? ....................................................................................................... 4

Feature Highlights ................................................................................................. 5 Sync Devices ........................................................................................................ 5 Client Databases ................................................................................................... 5 Server Data Stores................................................................................................ 5 Application servers ................................................................................................ 5

Why Do Companies Deploy It? ....................................................................................... 6 The Suite Connection................................................................................................... 7 What Makes It Unique? ................................................................................................ 8

High Performance Architecture ................................................................................ 8 Complex Data Management .................................................................................... 9 Powerful Admin Tools........................................................................................... 11 Non-Invasive Integration...................................................................................... 13 Flexible Security Options ...................................................................................... 14 Great User Experience ......................................................................................... 15

About Intellisync.................................................................................................... 17

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 3 March 2004

Published By Corporate Headquarters Intellisync Corporation 2550 North First Street San Jose, CA 95131 Phone: (1) 408-321-7650 Visit www.Intellisync.com for the Intellisync location nearest you. Copyright © 2004 by Intellisync Corporation All rights reserved worldwide. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any human or computer language in any form or by any means without the express written permission of Intellisync. This publication is provided as is without warranty of any kind, express or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This publication could include technical inaccuracies or typographical errors. Changes are periodically added to the information herein. These changes will be incorporated in new editions of the publication. Intellisync Corporation may make improvements and/or changes at any time to the product(s) and/or the program(s) described in this publication. Intellisync is a trademark of Intellisync Corporation. All other trademarks or registered trademarks are properties of their respective owners.

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 4 March 2004

What Does It Do? Intellisync Data Sync supports mobile business applications by providing a proven data replication capability suitable for a wide variety of computing environments. Our technology supports offline access to important business data, using a store-and-forward model which keeps local copies of data on the mobile devices in sync with the central server data store.

SQL ServerOracleSybase

DB2MSDE

MS Access

SQL CEPocket Access

CEDBPalm .PDBAppForge

Satellite Forms

SQL ServerOracleSybase

DB2ODBC

Web servicesMVS

XML/XSDApplication servers

Intellisync Mobile Gateway

Intellisync Admin Console

Intellisync Mobile Client

SystemsMgmt

Push EmailPIM Sync

Pub & SubFile Sync

CustomData Sync

Mobile Middleware Platform

Intellisync Mobile Gateway

Intellisync Admin Console

Intellisync Mobile Client

SystemsMgmt

Push EmailPIM Sync

Pub & SubFile Sync

CustomData Sync

Mobile Middleware Platform

SQL ServerOracleSybase

DB2MSDE

MS Access

SQL ServerOracleSybase

DB2MSDE

MS Access

SQL CEPocket Access

CEDB

SQL CEPocket Access

CEDBPalm .PDBAppForge

Satellite Forms

Palm .PDBAppForge

Satellite Forms

SQL ServerOracleSybase

DB2ODBC

SQL ServerOracleSybase

DB2ODBC

Web servicesMVS

XML/XSDApplication servers

Web servicesMVS

XML/XSDApplication servers

Intellisync Mobile Gateway

Intellisync Admin Console

Intellisync Mobile Client

SystemsMgmt

Push EmailPIM Sync

Pub & SubFile Sync

CustomData Sync

Mobile Middleware Platform

Intellisync Mobile Gateway

Intellisync Admin Console

Intellisync Mobile Client

SystemsMgmt

Push EmailPIM Sync

Pub & SubFile Sync

CustomData Sync

Mobile Middleware Platform

Our reusable infrastructure approach means that a wide variety of systems and devices can be supported from one installation. Intellisync captures data updates on both the client and server, staging them for delivery during the next connection. These connections may be user initiated, scheduled, or dependent on application-specific events. Intellisync also provides APIs so that the sync functionality can be embedded in applications and network log-in scripts. Intellisync Data Sync is available in several different configurations depending on the devices used and the level of complexity of the application to be supported. For complex enterprise data, a component of Intellisync Data Sync -- the Distribution Logic Server or DLS -- ensures that the right people see the right subsets of the overall enterprise data warehouse. For PCs, Intellisync Data Sync always includes the Distribution Logic Server (DLS) and also requires a separate file transport utility such as Intellisync File Sync. For handhelds, no file transport is required, and the DLS is a separate add-on option. The DLS is recommended for complex handheld applications with large databases and enterprise data sharing requirements. For simpler handheld requirements such as basic one-way data collection applications, the DLS may offer strong benefits but is not considered required.

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 5 March 2004

Basic Specs

Feature Highlights Bi-directional data sync Field-level change capture Syncs heterogeneous data stores Clustered servers with failover Dynamic load balancing Store-and-forward model Offline application of change files Performance optimization tools GUI tools for setting data segmentation Parameterized, data-driven sharing rules Full and partial client refreshes Multiple server side capture mechanisms Automatic data realignments Maintains transaction boundaries Non-invasive to application data access Non-invasive to database schema Automatic trigger generator Standard ODBC connectors APIs for custom connectors Admin controlled sync profiles Dual settings for cradle vs. wireless Connection management Configurable alerts Checkpoint restart MMC snap-in console Authentication options Automatic update mechanisms Configurable logging detail Multiple encryption options Wireless optimizations Flexible log viewing and reporting Real time system monitors Remote administration

Sync Devices Pocket PC Pocket PC 2002 Pocket PC 2002 Phone Edition Windows®98/2000/NT/XP PCs Palm OS® PDAs and phones

Client Databases SQL Server Oracle Sybase DB2 MSDE MS Access SQL Server CE Pocket Access CEDB Palm .PDB AppForge Satellite Forms

Server Data Stores SQL Server Oracle Sybase DB2 ODBC XML/XSD

Application servers MVS Web Services Authentication Sources iPlanet® NT Domains Domino Authentication Any LDAP compatible source Internal / proprietary

These features and more are explained in detail in this document.

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 6 March 2004

Why Do Companies Deploy It? Corporate workers today need to make decisions quicker and access more information than ever before. Yet many core enterprise applications have not been effectively mobilized to help ensure that staff can be productive on the move. Companies need to provide secure mobile and remote access to their core systems including Customer Relationship Management, Enterprise Resource Planning, Supply Chain Management, and specialized industry applications. These very common applications are complemented by a diverse array of vertical-specific applications for industries with highly distributed workforces such as financial services, life sciences, manufacturing, consumer goods, energy, transportation and logistics, services, retail, healthcare and utilities. In these industries, mobile and remote workers need access to critical applications like mortgage origination, container tracking, clinical trial management, fleet maintenance, branch office automation, claims processing, route sales, and field service apps. In addition, new generations of handheld computing devices make it extremely cost effective to automate existing processes that are currently based on clipboards and paper forms. These types of processes include things like surveys, inspections, inventory, time reporting, and other data collection efforts. Companies that mobilize these types of applications realize benefits like improved productivity, better customer service, improved internal communication, lower telecomm costs, operating efficiencies and increased sales. Yet a major challenge to companies trying to take advantage of these opportunities is the communications infrastructure for mobile devices. One day there may be truly pervasive, broadband, globally-available wireless data based on a unified standard. In the meantime, companies face spotty network coverage, dropped connections, low bandwidth, high data fees, and a patchwork of different network standards. Even organizations that are biased toward thin-client real-time access computing architectures quickly tend to reevaluate their approach when they begin dealing with these communications challenges. In order to maximize mobile application availability, companies need to provision their mobile workforces with tools that work even without a network connection. Data synchronization technology is a fundamental requirement for providing this offline access. Intellisync’s data sync technology is the most advanced available, providing the following benefits to end-users and organizations:

• Makes it easy to mobilize applications for competitive advantage • Reduces the cost of paper-based data collection processes • Gives the flexibility to mix and match client and server databases • Offers rapid installation and setup using graphical configuration wizards • Protects IT staff from having to write and maintain SQL “conduit code” • Outperforms database vendor replication tools for demanding environments • Handles gracefully the most complex enterprise data sharing requirements • Minimizes communication costs for remote application access • Is an important part of a total mobile infrastructure solution

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 7 March 2004

The Suite Connection Intellisync Mobile Suite is Intellisync’s modular software infrastructure solution that helps companies quickly realize ROI on their mobile computing initiatives. Companies may choose to deploy specific parts as a point solution to solve a specific business problem, or invest in the full suite as a strategic enterprise-wide mobile infrastructure.

Intellisync Mobile Gateway

Intellisync Admin Console

Intellisync Mobile Client

SystemsMgmt

Push EmailPIM Sync

Pub & SubFile Sync

CustomData Sync

Mobile Middleware Platform

Intellisync Mobile Gateway

Intellisync Admin Console

Intellisync Mobile Client

SystemsMgmt

Push EmailPIM Sync

Pub & SubFile Sync

CustomData Sync

Mobile Middleware Platform

Intellisync Mobile Suite includes a collection of integrated platform technologies, as well as the four main products which plug into the platform. Systems management is often the first step for companies trying to take a more centrally managed approach to dealing with mobile devices. Invariably, users will demand access to more and more business information on mobile devices. Email and calendar, business application data, and the corporate intranet portal are typical requirements. Regardless, Intellisync allows you to easily add in the functionality you need when you need it. Intellisync’s comprehensive mobile infrastructure helps companies avoid some of the pitfalls of deploying multiple point solutions over time, such as:

• Integration effort required by incompatible technologies • Security concerns related to network configuration and server locations • User confusion resulting from multiple connection interfaces • Administrative overload and unnecessary work from duplicate admin consoles

Intellisync Mobile Suite provides a uniquely broad range of functionality and device support.

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 8 March 2004

What Makes It Unique? Intellisync Data Sync blows away the competition because of the following areas of product excellence:

• High Performance Architecture • Complex Data Management • Powerful Admin Tools • Non-Invasive Integration • Unique Automatic Update Mechanisms • Flexible Security Options • Great User Experience

The following section details our capabilities in each of these areas. Major features are identified with their significance and associated benefits explained. We also highlight drawbacks of alternative approaches where appropriate. This functionality detail serves as a good basis for developing selection criteria for an RFP or evaluation process.

High Performance Architecture Distributed Components Installation - The server components of Data Sync can be installed on separate servers to accomplish greater scalability. For instance, the communications server, synchronization engines, and administrative database can all be placed on different servers. Scalable Clustered Architecture - Intellisync supports a large number of concurrent users per server. Intellisync also supports clustered servers so that the solution can scale easily to accommodate the size of your user community. Both the communications servers and the synchronization engines can be independently clustered. Dynamic Load Balancing - Within the server clusters, standard dynamic load balancing technologies can be applied to ensure processing demands are spread evenly for maximum performance. Competitive products assign users to specific servers for load balancing, locking out users when a specific server is down and potentially creating very uneven server loads. Server Failover - When a server fails in the middle of a sync session, you want to shield the user from the problem by passing them “on the fly” to another server to complete the session. Intellisync offers this capability. Field-Level Sync - Intellisync captures and synchronizes database changes at a field level to ensure quick sync sessions and limited database contention. Alternative approaches pass full records around when only a single field has changed, or may even lock whole tables when a changed record is being posted. Our field-level sync is a key ingredient for allowing massive scalability and thousands of concurrent user connections. Check-Point Restart - Mobile communications can be unreliable with frequent line drops. Data Sync uses check-point restart to minimize the impact of dropped lines. The server keeps track of the last acknowledged packet, and resumes transmission where it left off. For example, dropping a slow wireless connection after 90% of a 100K database refresh is

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 9 March 2004

transmitted does not require retransmission of the entire file. This has great usability implications and ensures more cost efficient communications. Wireless Optimizations - Intellisync products use the Intellisync Mobile Gateway, a highly robust and efficient engine that manages communications between client and server components. Mobile Gateway uses an advanced message queuing architecture, packet optimization technology, and binary XML for ultra-efficient communications over wireless networks. Store and Forward Model - Databases changes are captured and packaged in advance, so that when a device is connected to sync changes can be moved over immediately. There is no real-time comparison of records, an approach that takes inordinately long with any real data volume. Advance Compression of Change Files - Intellisync passes the captured database changes back in forth in a highly efficient file format. Communications efficiency is further enhanced with advance compression of these change files. This means the sync session is not delayed by real-time application of compression algorithms, which would inflate connection times. Offline Application of Sync Files - To further streamline the communications of changes, Intellisync applies change files offline. This means that during the sync session literally nothing happens except passing the change files in each direction. Then the connection is broken, and the changes are “unpacked” into the databases on either end. Performance Optimization Tools - The performance of any data sync solution is influenced by the number of tables synchronized and the complexity of data relationships and the sharing rules. Intellisync includes performance optimization tools that analyze your data sharing rules and identify for you particular areas that require the most processing power.

Complex Data Management Intellisync is capable of handling the data management tasks that crush other vendors’ offerings. We are routinely called in to save projects where the data sync requirements were not taken seriously until after database vendor replication technology has derailed the project. Bi-Directional Synchronization - Intellisync is capable of moving changed data to and from the server without having to write SQL code. This is especially important for enterprise application data where many users have a need to view the same data. Other less sophisticated data sync systems are primarily built to harvest data one-way from the mobile device. Server-Side Change Capture Mechanisms - One of the challenges of bi-directional synchronization is capturing server-side changes. Not all data changes will originate on the handheld device. For instance, a call center may gather and qualify leads using a CRM application that connects directly to the server database, and new lead data will need to be distributed to field sales workers. Intellisync provides a variety of out-of-box change capture mechanisms to capture these server-side changes. These include database triggers, change-logs use, and ODBC capture.

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 10 March 2004

Complex Data Segmentation - Companies typically only want to distribute a small subset of the central corporate database to mobile devices. This is because of security, device storage limitations, and bandwidth limitations. There may be very complex rules for which specific users need to see specific parts of the database. This is particularly true for complex enterprise data stores where there may be hundreds of database tables with lots of parent-child dependencies. Intellisync is built to support this complex vertical and horizontal partitioning of data without a lot of work. Parameterized Segmentation Rules - The rules regarding data segmentation can be parameterized so that they are data-driven. For instance, service calls might be assigned to technicians based not only on geographic territory but also based on skill sets. When a technician is certified on a new product, there is no need to rewrite a lot of SQL conduit code. A simple database entry reflecting the change would affect the data transfer logic automatically. Full and Partial Client Refreshes - The organization of enterprise data is typically not static. When major changes to database schema or data segmentation logic take place, it may be far more efficient from a communications effort to wipe clean and refresh some client data from scratch rather than to communicate and apply a myriad of changes. Reconciles Schema Differences - Our Data Sync provides a simple GUI for field mapping, making it possible to synchronize client and server databases with different schema. Often times a mobile device will use a slimmed down version of the application with a narrower data subset than is used for an always connected client. This ability to connect databases with different structures is thus important. Automated Data Type Conversion - Different database platforms utilize different data formats and data types. Intellisync manages the transformation of this data between different databases so that you can choose, for instance, the best database for the mobile clients and the best database for the server without compromising. Automatic Data Realignments - Data realignments take place when the rules regarding data sharing are updated. A classic example is a sales force being reorganized so leads need to be redistributed. Intellisync Data Sync automates this process so that extensive manual intervention is not required. Deletes Captured at Server and Client - Intellisync captures record-deletion events at both the server and client. Other products may interpret deletes based on missing records, which can wreak havoc on your enterprise data if a client database is accidentally erased or becomes corrupted and valid records can’t be found. Maintains Transaction Boundaries - Data updates may be “bundled” as multi-step transactions by applications. Data Sync preserves these entries as a single transaction, so that if posting a transaction series fails mid-way, the partial transaction is rolled-back out. Configurable Conflict Resolution - Data sync conflicts result when two different parties update the same piece of information between sync sessions. Intellisync greatly minimizes the frequency of conflicts with our field-level synchronization. We allow administrators to

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 11 March 2004

select from several different conflict resolution standard options, as well as providing an API for tying in custom conflict resolution logic.

Powerful Admin Tools Standard ODBC Mapping Object - For handheld data synchronization without the Distribution Logic Server (DLS), Intellisync employs a “mapping object” for configuring data flow. A standard ODBC mapping object is provided to streamline development for connecting to ODBC databases on the back-end. Extensible Mapping API - Data Sync can also link to non-ODBC data stores such as web services, application servers, MVS, etc. In these cases, a custom mapping object is created to plug into our API. Data Mapping Wizard - For instances where the standard ODBC Mapping Object is being used, Data Sync offers a graphical wizard to facilitate configuration. This wizard allows you to map data between databases of different schema, setup simple data segmentation rules, and create data filters. Intellisync provides a wizard-driven graphical interface for setting up Data Sync regardless of the product configuration. Rules Builder - For PC data sync and more complex handheld applications, the DLS component of Data Sync is used. A graphical administrative utility allows you to model the complex data segmentation rules. Single Integrated Administrative Console - All administrative aspects of deploying and controlling Data Sync are managed through the Intellisync Admin Console. This is also true for Intellisync’s other mobile infrastructure products. Competitive offerings typically require the use of multiple administrative consoles for the full infrastructure, or even for different aspects of a single product. This is frustrating and inefficient. MMC Administration - Intellisync Mobile Suite features a Microsoft Management Console plug-in. This allows administrators to manage the core server attributes, the synchronization server software, and other common applications from the same admin console. In addition, it ensures a consistent and familiar look and feel to management tools. Web-based tools, an alternative approach, are generally less flexible and powerful, and more difficult to learn and use. Remote Administration - Basic but not to be forgotten, remote administration lets administrators manage the system while not physically located at the server. Comprehensive Logging Detail - Data Sync’s detailed logging enables administrators to quickly and easily troubleshoot any problems end-users are having. The logs can also be used for high-level aggregate reporting to facilitate planning. Flexible Logging Detail Level - At certain times extremely detailed logging is beneficial, particularly during initial rollout or when environmental factors cause users to experience a high level of problems. During these times, administrators may wish to ramp up the level of system logging detail to facilitate troubleshooting. During more routine periods, the detail level could be turned down. There is always a bit of a tradeoff between system performance

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 12 March 2004

and logging level, so this flexibility to meet changing needs is important. Intellisync provides this capability. Log Data Stored in ODBC-Compliant Database - In addition to controlling the synchronization process, Data Sync lets administrators track a variety of user behaviors and captures this in an ODBC-compliant database. Storing log data in this manner enables hierarchical tree views of log data and also allows administrators to define custom reports using their preferred tool. Console-Based Log Views - Console-based log views are preferred to pre-defined report generation for day-to-day troubleshooting. The console approach makes viewing logs an integral part of defining system behavior and managing users, simplifying the process. Console-based log views also allow rapid drill down into specific log data to support troubleshooting. Data Sync provides a wide variety of interactive log views from within the admin console. Logs can be sorted or filtered by a variety of factors including specific user, device, type of event or time period. Log views can be exported to MS Excel to be printed or used for further manipulation. Real-Time Monitoring - The Intellisync Admin Console includes a real-time monitoring capability for watching CPU usage, database transactions, database connections, web server throughput, message queue size, gateway transmission, and more. This is complemented by historical reporting for different levels of detail, i.e. daily, hourly, etc. Client Side Activity Logged at Server - During sync sessions full client activity records are brought back to the server for central storage and viewing. This glimpse of the client side activity can be extremely helpful during debugging and providing helpdesk support. Configurable Alert Delivery - Data Sync administrators have control over the frequency and delivery methods of administrative alerts. They can set threshold severity levels over what sort of errors trigger an alert. They can also choose the delivery mechanism for alerts, using SMTP email alerts to paging devices or mobile phones, and SNMP to route alerts into the network operations center. Advanced User Management - Administrators should be able to import user lists and user group assignments from existing directory services. This prevents duplicate administrative effort and decreases error potential. Data Sync offers a variety of integration options for user list management, as listed below. Multiple sources can be used simultaneously.

• Active Directory™ • iPlanet • Any other LDAP-compliant source • Windows NT® domains • Text or other database sources

All user management is completely unified within the admin console regardless of the type or number of devices a user employs, or the directory services source the user comes from. Integrated Device Management - Intellisync also offers a full-blown systems management solution for lowering the total cost of ownership of mobile devices as part of the Mobile Suite

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 13 March 2004

product family. Many of our Data Sync customers also invest in Intellisync Systems Management since they are generally purchasing data sync to power a mobile application that needs central maintenance. Language Support - Intellisync currently offers the Intellisync Admin Console and documentation in English, French, Italian, and German languages.

Non-Invasive Integration Intellisync built Data Sync to be a generic reusable infrastructure to support multiple applications based on an extremely rapid integration cycle. We recognize that to meet this goal it is important to provide a neutral data sync layer that can easily be slipped underneath any application. No Changes to Database Schema - Intellisync does not require any changes to the organization of the underlying application database. For instance we don’t require change flag fields. Our admin toolset makes it easy to adapt our infrastructure to match your application. Heterogeneous Database Support - Unlike database vendor replication tools, Intellisync Data Sync lets you “mix and match” database platforms on the client and server. This lets you pick the right data store at either end without having to compromise to suit the middleware. It also provides maximum flexibility when extending an existing application out to mobile devices. No Changes to Application Data Access - Intellisync uses a variety of change capture mechanisms depending on the technical environment. All of these mechanisms are designed to operate independent of the data access components in your application. This means that you do not need to go in and retro-fit an application or write special code to talk to the data sync solution. APIs for Client Components - Data Sync includes the Intellisync Client, a browser-based application for launching sync sessions. However, many clients choose to embed this capability directly within the application being mobilized. Using our APIs, developers can make synchronization a transparent background process, or create a “Synchronize” button within their application. Automatic Trigger Generator - Database triggers are often the preferred server side change capture mechanism. Once the database schema and distribution rules are setup within our admin console, Data Sync automatically generates the database triggers required. This code-free approach is unique. Device Compatibility - Intellisync supports the broadest range of mobile devices:

• Windows Desktop, Notebook and Tablet PCs • Pocket PC and Pocket PC 2002 handhelds • Pocket PC 2002 Phone Edition Smartphones • Handheld PC, and other Windows CE devices • Palm OS handhelds and Smartphones

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 14 March 2004

Handheld VPN Support - Intellisync is compatible with third party handheld VPN solutions such as Certicom’s Movian product. This enables an additional layer of security and simplifies some network configuration issues. Multiple Connection Modes - As today’s mobile worker logs more and more time away from office LAN connections, multiple device connection modes need to be supported. The dual profile feature is especially valuable where users will switch frequently between connection methods. Data Sync supports all of the following methods:

• Wireless public networks (GSM, GPRS, CDPD, TDMA, CDMA, etc.) • Wireless LAN (i.e. 802.11) • Ethernet Cradle • PC Cradle (leveraging the PC network connection) • Wireline modem • Wireless phone attached to handheld • Wireless infrared

Flexible Security Options Encryption Options - Intellisync allows administrators to select the encryption options that best meet their needs for balancing level of security with communications efficiency. Administrators may assign different encryption options to different profiles. The following standard options are available:

• FIPS 140-2 validated Triple DES • FIPS 140-2 validated AES • SSL • Certicom SSL Plus with ECC • No encryption

User Disablement - Administrators are able to “turn off” a specific user, user group, or device. For example, they may turn off the account of a stolen device so that no unauthorized persons are able to sync with company servers. Using Intellisync’s systems management capability, administrators have remote “device kill” functionality as well. User Authentication Options - Data Sync offers its own internal user authentication capability. In addition, existing authentication options can also be leveraged. This approach decreases administrative overhead and also imposes less burden on end-users. Even if existing authentication options are used, the internal Data Sync capability can be useful for testing. Note that multiple methods can be used simultaneously, though for each user only one method is used. The following forms of authentication are supported:

• LDAP authentication • NT domain authentication • Domino authentication • Intellisync authentication

Multiple Simultaneous Authentication Methods - The selection of a user authentication option does not need to be a “one size fits all” decision. Intellisync supports the use of multiple

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 15 March 2004

methods to support different user communities running different applications. A given user can have only one authentication method, but different methods can be used from the same installation for different user groups. Session-Based Key Exchange - Each synchronization session generates new encryption keys to ensure security. If a malicious party manages to eavesdrop and somehow ascertain a session key, it will only be valid for that session. Given the nature of synchronization sessions, i.e. typically short and frequent, this makes it difficult to compromise the encryption in a meaningful way. Credential Expiration Options - System administrators can prevent storage of network credentials on the device by forcing users to enter password each time they connect to the network to sync. To support more frequent synchronization including automatic synchronization, there is also an option to allow credentials to be stored for a configurable length of time. In this case, the actual user password is required during the first synchronization, and after successful connection the encrypted user credentials (but not the actual password) are stored on the device and considered valid by the server for a set length of time. This provides a flexible method to balance usability with extreme security. Staged Files Encrypted - Intellisync packages database changes at the server in an optimized file format. As part of an end-to-end security approach, the files are encrypted when stored at the server waiting for transmission. Security Policy Enforcement - Intellisync’s systems management product can be deployed alongside Data Sync to enforce security policies such as power-on-password.

Great User Experience As noted above, end-users can be totally insulated from synchronization running in the background, or may be exposed to it through the Intellisync Client. For clients who choose to install the client software, the following features apply. One Button Connect - With Intellisync, the user can manually launch a synchronization session using the Intellisync client via a simple one-button connect. This initiates the network connection and starts the synchronization session. Many solutions currently in place overtax users with a multi-step sync process. One-button synchronization eases end-user burden and increases the utility of the device. Automatic Wireless Connection Management - When the Intellisync Client application synchronizes with the server, it first checks for an available network connection. If one is not found, we automatically initiate a network connection if possible. Most importantly, when the synchronization session is over, we automatically end the network connection. Less sophisticated solutions may not “hang up” and thus may leave an expensive wireless connection open indefinitely. Session Control - The end-user needs to have a view into the sync session as it happens, as well as having some basic controls. Intellisync offers detailed status messages during the sync session and a cancel button to end the sync session if desired. The client software also

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Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 16 March 2004

includes a byte counter that is updated throughout the session. Users also have the ability to select the type of information synchronized in a given session. Dual Sync Choices - One very common situation is to have a handheld device switch back and forth between high speed cradle sync and a lower speed wireless connection. Instead of requiring the user to constantly switch their profile settings back and forth to accommodate, profiles support two different ways of synchronizing…Sync and SyncXpress… each with its own settings. Users get a button for each sync method in the client. View Connection History - The end-user has access to the synchronization logs on their device. This is helpful for troubleshooting. For instance, if a wireless connection drops mid-sync, Intellisync will inform the user of the specific problem so that they know to just re-sync. Competitive products offer less useful generic updates such as “Session Complete with Errors”. In this scenario, that approach would likely confuse the user and cause them to call into the helpdesk…increasing support costs unnecessarily. Language Support - Intellisync currently offers the Intellisync Client in English, French, Italian, and German languages.

Page 17: Intellisync Data Sync · Intellisync Data Sync supports mobile business applications by providing a proven data ... MMC snap-in console Authentication options Automatic update ...

Mobile Middleware Solutions

Intellisync Data Sync - Product Functionality Paper

Intellisync Corporation Confidential 17 March 2004

About Intellisync Intellisync makes it easy for organizations to manage mobile devices while providing users with access to the information they need to be productive. Intellisync’s mobile infrastructure software solution is uniquely comprehensive and uniquely integrated. We offer the broadest range of functionality and device support available, all from within one totally integrated suite of products built from the ground up to work together. With Intellisync, system administrators gain valuable systems management tools to lower the total cost of ownership of the device. And the organization is able to achieve secure mobile access to enterprise Email and applications, important files, intranet and web pages, and personalized content. Whether you are a project manager tasked with deploying Email on handhelds, or a CIO putting together a comprehensive strategy for mobility, Intellisync can help you be successful. www.Intellisync.com Intellisync Corporation 2550 North First Street San Jose, CA 95131 Phone: (1) 408-321-7650


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