20071204 Arc Ready Office As A Platform

David Chou
[email_address]
Architect
Office as a Platform

Business Agility
Software applications that can be composed in days (not months) to accommodate business needs and ad-hoc processes
Usability
Make functionality an integrated part of user experience within tools users already know
The Long Tail
Small companies can’t afford to build custom software and still address business needs
Greater Access
Providing software capabilities to enable all users to make better decisions (not just executives)

Cost of Application Building
Speed of business
Increasing complexity
Duplication of effort
Backlog
Last Mile
Where people work
Collaborative flow of business
Reducing overload
Capitalizing on your SOA
Empowerment with oversight
Distributed app development
Simplifying access
Supporting the business
Managing accountability
Services Sales Portal HR Web Supply Chain Internet Sales

“ User is cold from sleeping outside”

Applications assembled by reusing existing data and logic to solve a business problem
Tenets
Reuse*
Agility
Task-based
Loose coupling
Good artists copy, great artists steal. — Pablo Picasso

A web service is a program/component you interact with by exchanging messages
Services are built to last
Availability and stability are critical
A composite application is a set of components and services cooperating in a given task
Applications are built to change and evolve
Adapt to new services after deployment

Web Service Rendering Application Storage Shared Services Rigid Business Logic and Process Information Sharing Ad-Hoc Workflow Unstructured Data Data Warehouse

Moving to a composition architecture requires a fundamental shift in thinking
You don’t have to write code for everything
Look for patterns of reuse
Look for products that provide services and allow for composition
Be careful—an inventory of software assets by itself does not enable composite applications
Requires a platform with capabilities for composition
Assets must be components
Platform must provide containers

ISSUE! Application Tier (Business Transactions and Process) Data Tier (Data Management, ACID, Reporting) Presentation Tier (User Experience) Tools

Participants : people, roles
Flow style: flexible, dynamic
Data: unstructured, documents
Participants: apps, services
Flow style: prescriptive, protocols
Data: structured, transactional
Information Worker
Document Review …
System Workflow Human Workflow
Business to Business
Supply Chain Mgmt…
Line of Business Apps
Quote to Cash, Sales Automation …
CRM ERP

Create Lead Qualified? Retire Lead Create Opportunity Create Quote Closed? Complete Sale Create Invoice CRM ERP Structured Get specs from customer Validate specs with Tech Sales Estimate custom design Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Unstructured

Estimate custom design Unstructured Create Lead Qualified? Retire Lead Create Oppt’y Create Quote Closed? Complete Sale Create Invoice Get specs from customer Validate specs with Tech Sales Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Structured Office Business Applications “ Classic” Enterprise Applications Office SharePoint Server Word Excel Outlook InfoPath Estimate custom design Unstructured

Secured, Well-Managed Infrastructure A platform built to bridge the results gap

What is OBA
Using the 2007 Office System as a platform to build composite applications
Reach into LOB systems (via BDC)
Provides assets as components & enables platform containment
Supports both end-user and developer re-use
Office 2007 Clients
Office Share Point Server 2007
OBA is not..
A product
Simple Office clients
Line-of-Business Applications Microsoft Office System OBAs

Office Clients
Open XML Format
Extensible User Interface
Enhanced Add-in Model
.NET Programming Model
Word (richer custom XML, building blocks, document parts, XML binding)
Excel (connect directly to SQL Analysis services, new cube functions for OLAP data access, visualization, server functionality)
Outlook (unified object model, forms, security, performance)
InfoPath (server based forms support, managed object model, VS integration)
Office System Server
Excel Services
InfoPath Forms Services
Enterprise Search
Content Management
Business Intelligence
Workflow
Business Data Catalog
Website and Security Framework

LOB Apps, data warehouse, trading partners, etc 2007 Office system clients Office SharePoint Server 2007 Office Business Applications Microsoft Office System Content Management Unified Communication & Collaboration Business Intelligence Exchange Server 2007 Office Communications Server 2007
Search
Workflow
Business Data Catalog
Website & Security Framework
Excel Services
Open XML File Formats & Extensible Fluent Interface Tools Visual Studio Tools for Office … Dynamics SAP Siebel LOB Dynamics Duet ISV OBAs Custom OBAs

Accounts for ad-hoc and human interactions Productivity Tier (Manage ‘Rhythm of the Business’) Data Tier (Data Management, ACID, Reporting) Presentation Tier (User Experience) Tools Application Tier (Business Transactions and Process)

Document Library & Forms Library KPIs, Dashboards SharePoint Lists, Actions Search Services Identity Store Data Store Data Warehouse Outlook, Excel, InfoPath Sites, Pages, Web Parts SharePoint Designer Visual Studio Tools for Office SharePoint Site Templates SharePoint Designer Visual Studio SharePoint Admin Console SQL Management Studio Excel Services Business Data Catalog Workflows & Business Processes

Presentation Productivity Application Data Collaboration Server & Composite App Server Productivity Tools & Web Brower BPM & SOA Connector LOB Apps: ERP CRM Siebel SAP Oracle Etc… Updates Add-Ins XML Forms Web Components Templates Read

Presentation Productivity Application Data Office SharePoint Server 2007 Office Productivity Tools & Internet Explorer BizTalk & BDC Connector LOB Apps: ERP CRM Siebel SAP Oracle Etc… Updates Add-Ins XML Forms Web Components Templates Read

Windows Vista Windows Server 2003 Office SharePoint Server 2007 Active Directory SQL Server 2005 Client Server Enterprise Search Excel Services Windows SharePoint Services Roles Workflow Version Control Security Collaboration Web Parts Object Models, Web Services, Event Handlers Document Libraries BizTalk Server 2004 LOB Applications Accounts Payable and Receivable Systems, ERP etc. Office Enterprise Edition 2007 Internet Explorer Dashboard (KPIs, Cash Balance, Targets) Word 2007 (PivotTable Reports) Outlook 2007 InfoPath 2007

Information Workers
Ease of use
Improve collaboration and access
Developers
Reduce development costs; faster time to market
Focus on innovation, not maintenance
Organizations
Leverage existing assets
Enhance business process automation and visibility
Improve productivity and business performance
ISVs
Increase audience reach

Composite Applications
Look for patterns of reuse
Look for products that provide services and allow for composition
You don’t have to write code for everything
Remember the productivity tier – sometimes less is more
Platform Selection
Rich Productivity Client
Collaboration and Composition Server
Enables productivity tier
Provide patterns of reuse
Provides services and allows for composition
Example: 2007 Office System

Microsoft Dynamics CRM

eBay Outlook Integration

Dassault PLM Word Integration

CAPABILITY BI and Portals KEY OFFICE 2007 TECHNOLOGIES USED Excel Exchange Outlook SharePoint Server Word XML file format Virtual Earth Real Estate Performance Management: Creating visibility across the real estate lifecycle to deliver revenue growth, cost reduction and compliance Accruent Outlook Integration

CAPABILITY BI and Portals KEY OFFICE 2007 TECHNOLOGIES USED Excel Pivot tables XML file format Custom ribbon/task pane Analysis / Reporting Services Fractal Maps for Office 2007: Award-winning data visualization system made readily available to all information workers for the first time Fractal Edge Excel Integration

Enabling seamless access to SAP through Microsoft Office Leave Management Reports & Analytics Time Management Organization Management Sales Management Travel Management Demand Planning Purchasing Management Recruitment Management Budget Monitoring

SAP Outlook Integration

Server Framework SAP Business Suite

SAP Backend Exchange 2003 Active Directory SQL Express (Caching) Microsoft Office Professional 2003 & 2007 .NET 2.0 SQL Server 2005 Metadata Repository Windows Server 2003 Message Forwarding Application Deployment Role Synchronization NetWeaver 04 Event Handler Services Apps Publishing Services Enterprise SOA Deployment Services Application Web Services Request Handler and Authentication Duet Server/s Duet Client Framework and Services Application & Metadata Management Item handler Service Routing User and Role Management Single Sign On Client SAP Systems mySAP ERP 04/05 mySAP CRM mySAP SRM mySAP SCM NetWeaver BI/BW Service Composition

Server Framework Integration Architecture Composition Architecture

Contextual Ribbons
Tight Integration with Office with Task Panes and Ribbons
Application-level add-ins
.NET Managed code extensibility

Calculated data and charts Browser Spreadsheets rendered in web parts Set parameters, sort, filter, drill to explore and view the right data High fidelity to Excel client Custom Applications Set values, perform calculations, get updated values via Web Services Retrieve full workbook file Spreadsheets/ Calculated data Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching Office SharePoint Servers & Excel Services Spreadsheets Excel 2007 Design and author Open in Excel for rich exploration and analysis Open snapshots Spreadsheets/snapshots Excel 2007

SQL Server, Oracle, OLEDB, ODBC Metadata BizTalk, SAP, Siebel, Legacy, … Profile Store Search Index List store

Ribbon Customization Outlook custom form regions Actions Pane Extend Office Documents Tab Group Ribbon Control

Custom ribbon Custom tab Custom task pane surfacing data via the Business Data catalog (BDC) Adding PO Management using VSTO

Create Outlook Add-in project in VSTO with ribbon C# code & ribbon XML

RosettaNet schema for Purchase Order Design the forms by importing XML schema into InfoPath

Binding a date picker control to a date field in the schema Dragging UI controls and binding to schema elements

Form onLoad event VSTO adds code behind to pre-populate the form

Small company has actuary who determines insurance formula in Excel
Team of salespeople call into central office to obtain quotes for customers—not ideal
Formula is sensitive—don’t want IP getting out
Need a better solution…but don’t have loads of $$
Insurance Quote Application

Presentation Tier Outlook 2007 (Consume) Application Tier Excel Services Presentation Tier Excel 2007 (Contribute) Data Tier SQL Server Productivity Tier SharePoint Document Library Web Services Web Services Solution Architecture SharePoint Server 2007

Supply Chain Collaboration
Retail Store Manager Dashboard
Financial Services, Loan Origination System
Price optimization with SAP
HealthCare Scenario
Manufacturing Plant Floor Operations (June 2007)
Public Sector Citizens Portal (June 2007)

Solution for unification of lending channels, disjointed or redundant workflows and automation of lending approval processes.
Includes
A reference solution and a reference implementation
Architecture Guidance
Scenarios for collaboration between the brokers and lenders with a retailer, and then extending back thru a manufacturer and a supplier
Solution bits (website & SharePoint templates, .NET assemblies, web services, reference data, scripts, BDC XML, etc.)
Requires
Platforms – 2007 Office System, MOSS 2007, BizTalk 2006, SQL Server 2005, Windows Server 2003
Tools – Visual Studio 2005, Visual Studio Tools for Office, Office SharePoint Designer 2007

OBA Developer Center
http://msdn.microsoft.com/oba
Office Developer Center
http://msdn.microsoft.com/office
Reference Application Packs
Supply Chain Management
http://msdn2.microsoft.com/en-us/architecture/aa702528.aspx
Retail Store Operations
http://msdn2.microsoft.com/en-us/architecture/aa905316.aspx
Financial Services - Loan Origination System
http://msdn2.microsoft.com/en-us/architecture/bb265266.aspx
Price Management
HealthCare – Health Plans (CERA)
Manufacturing Plant Floor Analytics
Public Sector E-Forms Processing
OBA Community Portal
http://www.obacentral.com
Office Developer Conference
Feb. 10-13, 2008 – San Jose, CA
http://www.odc2008.com

Questions? Feedback?
Please fill out your evaluations
SoCal Architect Community
http://socalmsft.com
http://blogs.msdn.com/socalarchitect (team blog)
http://davidcchou.com (my blog)

© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Real-World Cases

Supported Development Scenarios VSTO 2005 + VSTO 2005 SE VSTO 2008 Ribbon (Word 2007, Excel 2007, PowerPoint 2007, Outlook 2007 add-ins only) Simplified hookup Sample XML Simplified hookup Sample XML Visual designer Richer programming layer Export-to-XML option Actions Pane (document-level projects only) Word 2003 (doc, dot) Excel 2003 (xls, xlt) Word 2003 docs (doc, dot) Excel 2003 (xls, xlt) Word 2007 (docx, docm, dotx, dotm) Excel 2007 (xlsx, xlsm, xltx, xltm) Custom Task Pane (Word 2007, Excel 2007, Outlook 2007, InfoPath 2007 and PowerPoint 2007 add-ins only) Simplified hookup Visual designer Simplified hookup Visual designer Outlook Form Region (Outlook 2007 only) Visual designer Configuration wizard Import from existing

Custom ribbons can expose additional custom functionality in the Office 2007 clients allowing users to access LOB data
Either directly using the different controls (e.g. control gallery)
Windows forms
By activating a custom task pane exposing the data
Intelligent Documents

Can deliver additional data to the user to act upon or integrate within the Office documents
OBA Intelligent Document Pattern
Two Types
Actions Pane
Associated with a specific Word or Excel document
Custom Task Pane:
The same general idea as Actions Pane, only on the application add-in level , not individual doc
Task Panes

Features of Office OpenXML

File Container Document Properties Comments WordML / Spreadsheet ML Custom XML Embedded Code Images / Video / Sound User view: single Office file
Document Parts
Most parts are XML
Each XML part is a discrete component
Can add, extract and modify individual parts without using Office programs
Corruption of any part would not prohibit the file from opening
Developer view: modular file OpenXML Formats Architecture

Formed by 40 companies to share developer information about the Office Open XML file formats
Articles with full source code for C#, VB, Java, XSLT
Forums for posting technical questions
OpenXmlDevelopers.org

Part of Windows Presentation Foundation
Installed with .NET 3.0
Requires .NET 2.0 Runtime
Enables package manipulation for
Office Open XML File Formats
XML Paper Specification Files
Any Open Packaging Convention files
Components of System.IO.Packaging

Mostly client focused and uses contextual information to determine UI composition
Static
Dynamic
Enabling technologies
Add-ins
Ribbon Extensions
Custom Task Panes
User Profiles and Audiences
Context Driven Composite User Interface Pattern

View assembling component parts from the same or different LOB systems that cooperatively interact to provide rich capabilities
Enabling technologies
Web Parts
Custom Lists and Libraries
Custom Application and Site Pages
Mesh Composite View Pattern

Documents stored in SharePoint containers can be involved in a workflow to get them approved
Business data can be delivered or captured in electronic format using InfoPath 2007 forms and triggering workflows
LOB Initiated Document Workflow Pattern

Guidance in more complex scenarios
Two approaches
Combining the LOB initiated document workflow pattern and other OBA patterns such as the intelligent document pattern
Develop a workflow specific to the problem domain that interacts with the LOB system and enriches the workflow executing on SharePoint
Cooperating Document Workflow Pattern

Find the business data you need and be able to use and act upon that data
Microsoft Office SharePoint Server 2007 Index Engine can crawl business data accessible via Business Data Catalog
Search results can be delivered in highly customized manner
OBA Discovery Navigation Pattern

Additive UI enhances Outlook’s built-in forms
Adjoining and Separate Regions for both custom and built-in forms
Regions are created in Outlook Forms Designer
Forms solution implemented via Add-in
Deployment via Windows registry

New Outlook controls added to toolbox
Category Strip and Button
Contact Photo
Electronic Business Card Preview
Scheduling Free/Busy
InfoBar
Date and Time Picker
Check, Option, Edit, Label, Frame (MSForms)
Outlook controls are themed
Controls continue to support databinding
Event support for controls

20071204 Arc Ready Office As A Platform

by David Chou on Dec 06, 2007

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