The Real World of Integration: How Lotus Notes & Domino Can Work with Microsoft Office, Lotus Symphony and the Power of Integra for Notes John D. Head Alex Kassabov

John D. Head

Alex Kassabov

Who are we? John D. Head (www.johndavidhead.com) Director of Enterprise Collaboration at PSC Group, LLC Speaker, Author – Lotus Guru Alex Kassabov (kassabov.wordpress.com) Vice President of Collaboration at PSC Group, LLC Speaker – Industry Expert

John D. Head (www.johndavidhead.com)

Director of Enterprise Collaboration at PSC Group, LLC

Speaker, Author – Lotus Guru

Alex Kassabov (kassabov.wordpress.com)

Vice President of Collaboration at PSC Group, LLC

Speaker – Industry Expert

PSC Group, LLC IBM Premium Business Partner for 18+ Years Microsoft Managed Partner Notes & Domino 8.5 Design Partner Host of IdeaJam.net Former Host of OpenNTF.org Winner of 2007 & 2009 Lotus Awards! Host of the following blogs: Ed Brill’s (www.edbrill.com)‏ Alan Lepofsky’s Notes Tip’s (www.alanlepofsky.net) Alan Gartenberg - Sametime (www.adamgartenberg.com)‏ Domino Server Team (www.dominoblog.com)‏ Lotus Connections Team (synch.rono.us) Chris Pepin – IBM CTO’s Office (www.chrispepin.com) Lotus Usability (Mary Beth Raven) (www.notesdesign.com)

IBM Premium Business Partner for 18+ Years

Microsoft Managed Partner

Notes & Domino 8.5 Design Partner

Host of IdeaJam.net

Former Host of OpenNTF.org

Winner of 2007 & 2009 Lotus Awards!

Host of the following blogs:

Ed Brill’s (www.edbrill.com)‏

Alan Lepofsky’s Notes Tip’s (www.alanlepofsky.net)

Alan Gartenberg - Sametime (www.adamgartenberg.com)‏

Domino Server Team (www.dominoblog.com)‏

Lotus Connections Team (synch.rono.us)

Chris Pepin – IBM CTO’s Office (www.chrispepin.com)

Lotus Usability (Mary Beth Raven) (www.notesdesign.com)

Agenda Integration Background Integration from the Notes client Integration from other applications Integration from a web browser Reporting Options Looking forward Wrap-up and Q&A

Integration Background

Integration from the Notes client

Integration from other applications

Integration from a web browser

Reporting Options

Looking forward

Wrap-up and Q&A

Definitions for Notes Programmers Let’s go over a few words you need to know COM OLE

Let’s go over a few words you need to know

COM

OLE

What is COM? Component Object Model Microsoft standard Defines the guidelines for objects Objects must tell all other programs what is supported Properties Methods Objects Consistent, programmatic access to functionality

Component Object Model

Microsoft standard

Defines the guidelines for objects

Objects must tell all other programs what is supported

Properties

Methods

Objects

Consistent, programmatic access to functionality

What is OLE? Object Linking and Embedding Another Microsoft standard Allows one application document to include a portion of another application A Word document with an Excel spreadsheet inside OLE/1 — attachments OLE/2 — linking or embedding

Object Linking and Embedding

Another Microsoft standard

Allows one application document to include a portion of another application

A Word document with an Excel spreadsheet inside

OLE/1 — attachments

OLE/2 — linking or embedding

Integration from Notes From Notes, you will write code to manipulate the application You can integrate pretty much with anything In most cases, you will be converting Visual Basic for Applications (VBA) code to LotusScript The VBA code will be written so it saves in Notes as LotusScript Once you get the knack of converting the code, you can focus on the process vs. the code

From Notes, you will write code to manipulate the application

You can integrate pretty much with anything

In most cases, you will be converting Visual Basic for Applications (VBA) code to LotusScript

The VBA code will be written so it saves in Notes as LotusScript

Once you get the knack of converting the code, you can focus on the process vs. the code

Creating a Word Document Create an instance of the application object All applications that support COM have object names To find the object name: Review the application documentation Look it up in the Windows registry Never use version-specific application object names Good: Word.application Bad: Word.application.11 When the application upgrades, you must modify your code Variant Application Object Name LotusScript Method Set hwd = CreateObject("Word.Application")

Create an instance of the application object

All applications that support COM have object names

To find the object name:

Review the application documentation

Look it up in the Windows registry

Never use version-specific application object names

Good: Word.application

Bad: Word.application.11

When the application upgrades, you must modify your code

Creating a Word Document (cont.) You must follow the application’s object model: Word.application Documents Document Paragraph Bookmark CustomDocumentProperties If accessing the current open document, use: Application.ActiveDocument Application.ActiveWorkbook Application.ActivePresentation etc. All applications have an object map in help

You must follow the application’s object model:

Word.application

Documents

Document

Paragraph

Bookmark

CustomDocumentProperties

If accessing the current open document, use:

Application.ActiveDocument

Application.ActiveWorkbook

Application.ActivePresentation

etc.

All applications have an object map in help

The Easiest Way to Start Microsoft Office provides us with a recorder Records all keyboard actions Mouse actions are sometimes recorded, so avoid when possible Generates VBA code for you Easy way to learn how something is done Table is created Page settings are set etc.

Microsoft Office provides us with a recorder

Records all keyboard actions

Mouse actions are sometimes recorded, so avoid when possible

Generates VBA code for you

Easy way to learn how something is done

Table is created

Page settings are set

etc.

What’s up with the Recorded Syntax? This is the recorded syntax: Saving LotusScript with wdToggle and wdAlignParagraphCenter fails! Need to replace VBA constants with raw values Write a macro Msgbox [constantname] Or … Selection.TypeText Text:="this is new text" Selection.TypeParagraph Selection.TypeParagraph Selection.Font.Bold = wdToggle Selection.ParagraphFormat.Alignment = wdAlignParagraphCenter Selection.TypeText Text:="this is more text"

This is the recorded syntax:

Saving LotusScript with wdToggle and wdAlignParagraphCenter fails!

Need to replace VBA constants with raw values

Write a macro

Msgbox [constantname]

Or …

Creating a Word Document — “Hello World” Demo — Example 1 Launch Microsoft Word and enter some text

Merging Mail from Notes Most requested Notes-to-Office Integration functionality Users have no idea how to get data from Notes into Word Lotus has not provided this functionality … yet Quick win for you — take this code back and add it to your boss’s personal name and address book and be the HERO!

Most requested Notes-to-Office Integration functionality

Users have no idea how to get data from Notes into Word

Lotus has not provided this functionality … yet

Quick win for you — take this code back and add it to your boss’s personal name and address book and be the HERO!

Mail Merge in Different Versions of Word Mail merge is version-specific One version for Word 2000 and before One version for Word XP One version for Word 2003 Minor change on closing documents in 2003 New version for Word 2007

Mail merge is version-specific

One version for Word 2000 and before

One version for Word XP

One version for Word 2003

Minor change on closing documents in 2003

New version for Word 2007

Use the Mail Merge Wizard to Your Advantage The Mail Merge Wizard has six steps 1. Select document type 2. Select starting document 3. Select recipients 4. Write your letter 5. Preview your letters 6. Complete the merge You can control which: Wizard steps display Step to start on

The Mail Merge Wizard has six steps

1. Select document type

2. Select starting document

3. Select recipients

4. Write your letter

5. Preview your letters

6. Complete the merge

You can control which:

Wizard steps display

Step to start on

Mail Merge from Address Book Demo — Example 2 Generate a mail merge from the personal name and address book

Moving to the Other Side This part covers the more advanced subjects Such as automating Lotus Notes from Microsoft Office and other technologies We will use COM, XML, Web services, and .NET technologies

This part covers the more advanced subjects

Such as automating Lotus Notes from Microsoft Office and other technologies

We will use COM, XML, Web services, and .NET technologies

Things we CAN do … Microsoft Word and Web services Microsoft Excel and XML Microsoft InfoPath and Web services .NET and Lotus Notes/Domino Visual Studio tools for Office

Microsoft Word and Web services

Microsoft Excel and XML

Microsoft InfoPath and Web services

.NET and Lotus Notes/Domino

Visual Studio tools for Office

Automation from the Microsoft Side Many integration scenarios require that user interaction start, or solely be, from an application other than Notes Many times we will not have the Notes client installed We will not be writing LotusScript We may call LotusScript through the Notes COM interface We need to take advantage of “new” technologies XML Web services .NET Managed code

Many integration scenarios require that user interaction start, or solely be, from an application other than Notes

Many times we will not have the Notes client installed

We will not be writing LotusScript

We may call LotusScript through the Notes COM interface

We need to take advantage of “new” technologies

XML

Web services

.NET

Managed code

Domino COM Basics Working with the Domino Objects is almost the same as writing code in Notes! Only supports back-end objects No NotesUIDocument, NotesUIView, NotesUIWorkspace, etc. COM support was added in Notes 5.0.2b Updated in 6.5.1 to support 6.X ND7, 8 & 8.5 – COM support out of the box COM interface is the same as LotusScript, with some minor exceptions

Working with the Domino Objects is almost the same as writing code in Notes!

Only supports back-end objects

No NotesUIDocument, NotesUIView, NotesUIWorkspace, etc.

COM support was added in Notes 5.0.2b

Updated in 6.5.1 to support 6.X

ND7, 8 & 8.5 – COM support out of the box

COM interface is the same as LotusScript, with some minor exceptions

Registering the Notes COM Objects Sometimes Notes does not register itself properly with the Windows registry From the Windows run line: Regsvr32 “c:program fileslotus
otes
lsxbe.dll” From a Notes agent: Shell(|regsvr32 “c:program fileslotus
otes
lsxbe.dll”|)

Sometimes Notes does not register itself properly with the Windows registry

From the Windows run line:

Regsvr32 “c:program fileslotus
otes
lsxbe.dll”

From a Notes agent:

Shell(|regsvr32 “c:program fileslotus
otes
lsxbe.dll”|)

Domino COM Basics Before you start writing VBA code, you must load the Domino COM objects In MS Office  Tools  References

Before you start writing VBA code, you must load the Domino COM objects

In MS Office  Tools  References

Make Your End Users Happy! Prevent password prompts by … Notes 5.X Notes 6, 7 and 8

Prevent password prompts by …

Word Template — Data from Notes Demo — Example 3 Create a new document Prompt user Place data into document

About Web Services Self-contained application published and invoked from the Web Based on XML Uses WSDL and SOAP Designed for machine-to-machine interaction Advantages: Connects various applications running on different platforms Uses open standards and protocols Uses HTTP, bypassing firewall and other security measures Disadvantages: Poor performance as opposed to Distributed COM (DCOM) Requires an Internet connection

Self-contained application published and invoked from the Web

Based on XML

Uses WSDL and SOAP

Designed for machine-to-machine interaction

Advantages:

Connects various applications running on different platforms

Uses open standards and protocols

Uses HTTP, bypassing firewall and other security measures

Disadvantages:

Poor performance as opposed to Distributed COM (DCOM)

Requires an Internet connection

First Things First First, you need to build a Web service It can be written using LotusScript, Java, or importing WSDL It is very similar to an agent To be able to write a Web service, you must know how to write a class If you are working with Notes 6.5 or before, you can build an agent and “fake” it into being a Web service

First, you need to build a Web service

It can be written using LotusScript, Java, or importing WSDL

It is very similar to an agent

To be able to write a Web service, you must know how to write a class

If you are working with Notes 6.5 or before, you can build an agent and “fake” it into being a Web service

Web Service Classes Example of a simple LotusScript custom class: Class GetPersonInfo Sub New End Sub Public Function GetEmailAddress(personname As String) As String End Function Public Function GetPhoneNumber(personname As String) As String End Function End Class Just like an agent, except the New function Acts just like the agent Initialize

Example of a simple LotusScript custom class:

Class GetPersonInfo

Sub New

End Sub

Public Function GetEmailAddress(personname As String) As String

End Function

Public Function GetPhoneNumber(personname As String) As String

End Function

End Class

Just like an agent, except the New function

Acts just like the agent Initialize

Calling a Web Service from Microsoft Word To call a Web service from Word (or other Office application), use the following code: SWSDL = "http://www.johndavidhead.com/ls08sessions.nsf/SessionInfo?wsdl" Set Client = CreateObject("MSSOAP.SoapClient") Call Client.mssoapinit(sWSDL) GetSessionList = Client.ListAllSessions This code uses the SOAPClient control that is part of Windows and Internet Explorer SOAP is a way to package and interact with a Web service

To call a Web service from Word (or other Office application), use the following code:

SWSDL = "http://www.johndavidhead.com/ls08sessions.nsf/SessionInfo?wsdl"

Set Client = CreateObject("MSSOAP.SoapClient")

Call Client.mssoapinit(sWSDL)

GetSessionList = Client.ListAllSessions

This code uses the SOAPClient control that is part of Windows and Internet Explorer

SOAP is a way to package and interact with a Web service

More Detailed Web Services with Word Now, we want to take something the user selected and get more info about it This is a second method in the Web service: Public Function GetSessionFieldValue(sessionid, fieldName) As String sWSDL = "http://www.johndavidhead.com/advisorsession042006.nsf/SessionInfo?wsdl" Set Client = CreateObject("MSSOAP.SoapClient") Call Client.mssoapinit(sWSDL) GetSessionFieldValue = Client.GetSessionInfo(sessionid, fieldName) End Function Sessionid and fieldName are values we pass into the Web service The return value comes back as string

Now, we want to take something the user selected and get more info about it

This is a second method in the Web service:

Public Function GetSessionFieldValue(sessionid, fieldName) As String

sWSDL = "http://www.johndavidhead.com/advisorsession042006.nsf/SessionInfo?wsdl"

Set Client = CreateObject("MSSOAP.SoapClient")

Call Client.mssoapinit(sWSDL)

GetSessionFieldValue = Client.GetSessionInfo(sessionid, fieldName)

End Function

Sessionid and fieldName are values we pass into the Web service

The return value comes back as string

Ways to Add Domino Functionality to ASP.NET Using Notes/Domino’s COM interface Using Domino Web services Using Domino Web agents and XML NOTE: Selecting the right option is dependent on the Domino Server version and the developer’s skill

Using Notes/Domino’s COM interface

Using Domino Web services

Using Domino Web agents and XML

NOTE: Selecting the right option is dependent on the Domino Server version and the developer’s skill

Domino COM in ASP From within Visual Studio .NET, using the ASP.NET template Add the Domino COM reference like we have done in Office and VSTO Build the ASP.NET page

From within Visual Studio .NET, using the ASP.NET template

Add the Domino COM reference like we have done in Office and VSTO

Build the ASP.NET page

Building the ASP.NET Page Add the standard fields and labels to the ASP page The COM code is behind the button

Add the standard fields and labels to the ASP page

The COM code is behind the button

ASP.NET Calling a Domino Web Service We will call a Domino Web service ASP.NET will import the Web service

We will call a Domino Web service

ASP.NET will import the Web service

ASP.NET Calling Domino via a Web Service Demo — Example 4 Creating an ASP.NET Web page that calls Domino via a Web service

Integra4Notes and Integra Quick Reports Integra4Notes A Notes application that allows importing and exporting of data between Lotus Notes and Word, Excel, PDF files, and XML files The premier reporting framework for Notes developers Integra Quick Reports Ad hoc reporting for end users to Microsoft Excel Mail merge and labels to Microsoft Word From any Lotus Notes database

Integra4Notes

A Notes application that allows importing and exporting of data between Lotus Notes and Word, Excel, PDF files, and XML files

The premier reporting framework for Notes developers

Integra Quick Reports

Ad hoc reporting for end users to Microsoft Excel

Mail merge and labels to Microsoft Word

From any Lotus Notes database

Integra4Notes Key Features and Benefits More advanced capabilities Event-driven script, for example Access multiple databases and sources Oracle, SAP, mySQL, etc. Non-intrusive — no designer changes Zero footprint — no EXE, no DLLs, etc. Distribute via email, save to Notes document, send doclinks, send to printer, fax, etc. Notes client, browser, and scheduled Export and import Generate PDFs 4.5 ships with print driver – no extra cost

More advanced capabilities

Event-driven script, for example

Access multiple databases and sources

Oracle, SAP, mySQL, etc.

Non-intrusive — no designer changes

Zero footprint — no EXE, no DLLs, etc.

Distribute via email, save to Notes document, send doclinks, send to printer, fax, etc.

Notes client, browser, and scheduled

Export and import

Generate PDFs

4.5 ships with print driver – no extra cost

Third-Party Application Demonstration Demo — Example 5 Integra4Notes and Integra Quick Report samples

Integra for Notes Personal Edition Provides the user with integration for their Contacts to do the following: Mail Merge Labels Mass Email Export to Excel Ad-hoc export to Excel with Pivot Tables and Charting Supports Notes 6.5, 7, 8, & 8.5 Supports Office 97 thru 2007 www.integra4notes.com/personal FREE!!!!

Provides the user with integration for their Contacts to do the following:

Mail Merge

Labels

Mass Email

Export to Excel

Ad-hoc export to Excel with Pivot Tables and Charting

Supports Notes 6.5, 7, 8, & 8.5

Supports Office 97 thru 2007

Lotus Symphony – The Developer Perspective Symphony has multiple methods for customization UNO API Symphony Plug-ins Composite Applications

Symphony has multiple methods for customization

UNO API

Symphony Plug-ins

Composite Applications

Introduction to OpenOffice.org development Designed on an interface-based component model called Universal Network Objects (UNO) UNO definition UNO offers interoperability between different programming languages, different object models, different machine architectures, and different processes; either in a local network or even via the Internet UNO components can be implemented in, and accessed from, any programming language for which a UNO language binding exists

Designed on an interface-based component model called Universal Network Objects (UNO)

UNO definition

UNO offers interoperability between different programming languages, different object models, different machine architectures, and different processes; either in a local network or even via the Internet

UNO components can be implemented in, and accessed from, any programming language for which a UNO language binding exists

Does this work with Lotus Symphony? The demo will be done using Lotus Symphony You will need Notes 8.0.1 or higher IBM has exposed the Lotus Symphony objects to the registry to allow COM to work If you want run the demos in 8.0.0, they will invoke OpenOffice.org

The demo will be done using Lotus Symphony

You will need Notes 8.0.1 or higher

IBM has exposed the Lotus Symphony objects to the registry to allow COM to work

If you want run the demos in 8.0.0, they will invoke OpenOffice.org

What is the ServiceManager? ServiceManager is similar to the NotesSession class It is a factory class that gets you to other places Set SM=CreateObject("com.sun.star.ServiceManager") Think of the ServiceManager as a back-end class, and we want the front end (like NotesUIWorkspace) Set Desktop=SM.createInstance("com.sun.star.frame.Desktop")

ServiceManager is similar to the NotesSession class

It is a factory class that gets you to other places

Set SM=CreateObject("com.sun.star.ServiceManager")

Think of the ServiceManager as a back-end class, and we want the front end (like NotesUIWorkspace)

Set Desktop=SM.createInstance("com.sun.star.frame.Desktop")

What Did That Do? Calling the ServiceManager created an OpenOffice.org window, but we need to do more …

Calling the ServiceManager created an OpenOffice.org window, but we need to do more …

Let’s Start Writer — Word Processing Application So far we have an OpenOffice.Org window, but it doesn’t know what application it will be — we have to tell it Dim args() Set WriterApplication=Desktop.loadComponentFromURL ("private:factory/swriter","_blank",0,args) Args is a variant array We don’t want to pass any parameters, but it must be an array The “s” in “swriter” stands for “Star” Now we have a word processor up and running

So far we have an OpenOffice.Org window, but it doesn’t know what application it will be — we have to tell it

Dim args()

Set WriterApplication=Desktop.loadComponentFromURL ("private:factory/swriter","_blank",0,args)

Args is a variant array

We don’t want to pass any parameters, but it must be an array

The “s” in “swriter” stands for “Star”

Now we have a word processor up and running

The Picture So Far Now we have an application open Time to do something!

Now we have an application open

Time to do something!

Let’s Add Some Text First, we need to get a handle to the text part of the document Set WriterText=WriterApplication.getText() Next, we need a cursor position where we can insert the text Set Cursor=WriterText.createTextCursor() Finally, we can make the traditional greeting Call WriterText.insertString(Cursor,"Hello World!",False)

First, we need to get a handle to the text part of the document

Set WriterText=WriterApplication.getText()

Next, we need a cursor position where we can insert the text

Set Cursor=WriterText.createTextCursor()

Finally, we can make the traditional greeting

Call WriterText.insertString(Cursor,"Hello World!",False)

Hello World! After executing all of the code we walked through, this is the result Now let’s try it for real

After executing all of the code we walked through, this is the result

Now let’s try it for real

Notes to Writer Demo — Example 6 “ Hello World” from Notes to Writer

2009 and Beyond We finally have great tools VS.NET 2008 Lotus Symphony LotusScript API We have multiple options Office, Symphony, OpenOffice.org, Google Docs, etc. The Document Format Decision You will be forced into making a decision in the next 24 months Competition will be good for us … if we can deal with all the changes

We finally have great tools

VS.NET 2008

Lotus Symphony LotusScript API

We have multiple options

Office, Symphony, OpenOffice.org, Google Docs, etc.

The Document Format Decision

You will be forced into making a decision in the next 24 months

Competition will be good for us … if we can deal with all the changes

If you are going to Lotusphere Jumpstart JMP205 - Integration of IBM Lotus Notes and Lotus Domino with Microsoft Office, .NET, and IBM Lotus Symphony Dolphin Americas Seminar : Sunday, 1/18/2009 : 8 AM to 9:30 AM Swan : Sunday, 1/18/2009 : 1:30 PM to 3:30 PM BP110: IBM Lotus Symphony and You - A Developer's Perspective Swan 1-2 : Wednesday, 1/21/2009 : 10 AM to 11 AM BP305: The Document Format Dance Swan 1-2 : Wednesday, 1/21/2008 : 11:15 AM to 12:15 PM

Jumpstart JMP205 - Integration of IBM Lotus Notes and Lotus Domino with Microsoft Office, .NET, and IBM Lotus Symphony

Dolphin Americas Seminar : Sunday, 1/18/2009 : 8 AM to 9:30 AM

Swan : Sunday, 1/18/2009 : 1:30 PM to 3:30 PM

BP110: IBM Lotus Symphony and You - A Developer's Perspective

Swan 1-2 : Wednesday, 1/21/2009 : 10 AM to 11 AM

BP305: The Document Format Dance

Swan 1-2 : Wednesday, 1/21/2008 : 11:15 AM to 12:15 PM

If you are NOT going to Lotusphere Don't despair Full presentation slide decks and ALL demos will be available at www.johndavidhead.com kassabov.wordpress.com

Don't despair

Full presentation slide decks and ALL demos will be available at

www.johndavidhead.com

kassabov.wordpress.com

Thank You! Questions & Answers Samples available from www.johndavidhead.com kassabov.wordpress.com [email_address] [email_address] www.johndavidhead.com kassabov.wordpress.com www.psclistens.com