LotusUserGroup.org Virtual User Group Meeting - The Real World Integration
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LotusUserGroup.org Virtual User Group Meeting - The Real World Integration

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Slide deck from The Real World Integration webinar for LotusUserGroup.org.

Slide deck from The Real World Integration webinar for LotusUserGroup.org.
Presented by John Head and Alex Kassabov of PSC.

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LotusUserGroup.org Virtual User Group Meeting - The Real World Integration LotusUserGroup.org Virtual User Group Meeting - The Real World Integration Presentation Transcript

  • 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
  • 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
  • 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)
  • 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
  • Definitions for Notes Programmers
    • 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
  • 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
  • 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
  • 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")
  • 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
  • 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.
  • 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"
  • 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!
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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”|)
  • Domino COM Basics
    • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Building the ASP.NET Page
    • 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
  • 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 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
  • 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!!!!
  • Lotus Symphony – The Developer Perspective
    • 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
  • 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
  • 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")
  • What Did That Do?
    • 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
  • The Picture So Far
    • 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)
  • Hello World!
    • 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
  • 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
  • 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
  • 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