20080401 Office Business Applications

Slide 1: David Chou david.chou@microsoft.com Architect | Microsoft

Slide 2: Business Online Services from Microsoft

Slide 3: Services Services

Slide 6: Estimate custom design Unstructured Get specs Validate from specs with customer Tech Sales Cost out Decide Assemble Approve the discount proposed proposed solution strategy response response Create Create Create Complete Create Qualified? Opportunity Closed? Lead Quote Sale Invoice Retire CRM ERP Lead Structured

Slide 7: Word Excel Outlook InfoPath Estimate custom Unstructured Office Business Applications design Get specs Validate from specs with customer Tech Sales Office SharePoint Server Cost out Decide Assemble Approve the discount proposed proposed Estimate solution strategy response response custom Unstructured design Create Create Create Complete Create Lead Qualified? Oppt’y Quote Closed? Sale Invoice “Classic” Enterprise Applications Retire Lead Structured

Slide 8: > What are OBAs? • 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 Microsoft > Core Platform Components Office System • Office 2007 Clients OBAs • Office Share Point Server 2007 Line-of- Business Applications

Slide 9: > Office Clients > SharePoint Server • Open XML Format • Excel Services • Extensible User Interface • InfoPath Forms Services • Enhanced Add-in Model • Enterprise Search • .NET Programming Model • Content Management • Word (richer custom XML, building blocks, • Business Intelligence document parts, XML binding) • Excel (connect directly to SQL Analysis services, • Workflow new cube functions for OLAP data access, visualization, server functionality) • Business Data Catalog • Outlook (unified object model, forms, • Website and Security security, performance) • InfoPath (server based forms support, Framework managed object model, VS integration)

Slide 10: Business User Business Process Business Enterprise Unified Capabilities Experience Management Intelligence Content Mgmt Communications Office Business ISV OBAs Custom OBAs Applications Open XML File Formats & Extensible Fluent Interface Microsoft Office System Portals Search Workflow Business Data Catalog Excel Services Electronic Forms Website & Security Framework LOB Systems Microsoft SAP Siebel Custom Dynamics LOB Systems

Slide 17: Lists Export to Excel Access synchronization Item versioning RSS Feeds & Alerts Calendars Link to outlook Documents Offline sync with outlook Document management & status Workflows Workflow notification bar Interactive forms display Tasks Offline sync with outlook Export to Visio Content Types Document Property Panel Data connection libraries Browse from Excel Central updates

Slide 18: Workflow state Document Properties and Metadata Calendars, Tasks Document libraries offline List data offline Server Client Workflow state Document Properties and Metadata Calendars, Tasks List data updates Excel model publishing InfoPath form publishing

Slide 19: Ribbon Customization Tab Control Group Ribbon Outlook custom form regions Actions Pane

Slide 20: Browser • Spreadsheets rendered in web parts • Set parameters, sort, filter, drill to explore and view the right data Calculated • High fidelity to Excel client Spreadsheets data and Excel 2007 charts Design and author Spreadsheets/snapshots Spreadsheets/ Calculated data Excel 2007 Office SharePoint Servers • Open in Excel for rich & Excel Services exploration and analysis • Spreadsheets stored in document • Open snapshots libraries • Spreadsheet calculation and rendering Custom Applications • External data retrieval • Set values, perform calculations, get and caching updated values via Web Services • Retrieve full workbook file

Slide 21: Web User Custom Lists Search Parts Profiles Apps List store Search Index Profile Store Business Data Catalog Metadata WS Proxy ADO.NET Web Service Database BizTalk, SAP Siebel, Legacy, … , SQL Server, Oracle, OLEDB, ODBC

Slide 23: An OBA is a collection of assets assembled as a composite application using the Microsoft Office System • Documents • Web parts • Workflows • Dashboards • Business activities • Sites • Business rules • Data connections • Schemas • Authorizations • Metrics • Reports

Slide 24: Business Enterprise User Business Process Content Experience Intelligence Management Management Office Business Applications Business Extensible Open XML Website/Security Search Workflow Data Catalog UI File Formats Framework

Slide 32: Real Estate Performance Management: Creating visibility across the real estate lifecycle to deliver revenue growth, cost reduction and compliance CAPABILITY BI and Portals KEY OFFICE 2007 TECHNOLOGIES USED Excel Exchange Outlook SharePoint Server Word XML file format Virtual Earth

Slide 33: Fractal Maps for Office 2007: Award-winning data visualization system made readily available to all information workers for the first time CAPABILITY BI and Portals KEY OFFICE 2007 TECHNOLOGIES USED Excel Pivot tables XML file format Custom ribbon/task pane Analysis / Reporting Services

Slide 34: DELIVERY SharePoint Server Reports Excel Dashboards Workbooks Analytic Scorecards Plans Views END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server SQL Server Reporting Services Analysis Services SQL Server DBMS SQL Server Integration Services

Slide 43: Collaborative Processes Transactional Processes Individual Human System Fixed Ad-hoc Semi-Structured Highly Structured Process Individual Team Cross-Team Enterprise Email, IM, Tasks Document Approval Expense Reporting LOB Integration Vacation Approval Executive Dashboard Supply-Chain

Slide 44: Collaborative Processes Transactional Processes Individual Human System Fixed Ad-hoc Semi-Structured Highly Structured Process Collaboration Server Process Server WF SharePoint BizTalk

Slide 45: Host Process Windows Workflow Foundation Runtime Engine: Provides intrinsic behaviors to activities Base Workflow State Tracking Dynamic Activity Execution Management Infrastructure Update Library Workflows Runtime Services: Pluggable implementations with defaults Custom Persistence Communication Tracking … Activities

Slide 46: SharePoint Workflows WSS Activity Library WSS Runtime Microsoft.SharePoint.WorkflowActions.dll Services Microsoft.SharePoint.dll WF Base Activity Library Persistence SharePoint WF Core Activity Types Content Database Tracking WF Runtime W3WP.EXE

Slide 47: LOB Integration Visual Studio and Workflow SDK (BizTalk) Structured Purchase Order Processing Custom Tracking Apps Service Requests Asset Tracking SharePoint Designer Workflows Custom Form Actions Document Processes Email Notification Spec Review Exception Handling Weekly Status Report Ad Hoc Document Review Server Features (parallel) List Moderation Out-of-the-Box Publishing Process Document Expiration Solutions Document Approval Translation Process (with customization) (serial) Signature Collection Task & Issue Tracking Custom Routing (WSS, Access and Project)

Slide 48: OBA Developer Center  OBA Community Portal http://msdn.microsoft.com/oba  http://www.obacentral.com Office Developer Center http://msdn.microsoft.com/office  Office Developer Conference  Feb. 10-13, 2008 – San Jose, CA Reference Application Packs  http://www.odc2008.com 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 http://msdn2.microsoft.com/en-us/architecture/bb467601.aspx HealthCare – Health Plans (CERA) http://msdn2.microsoft.com/en-us/architecture/bb530326.aspx Manufacturing Plant Floor Analytics http://msdn2.microsoft.com/en-us/architecture/bb643797.aspx Public Sector E-Forms Processing http://msdn2.microsoft.com/en-us/architecture/bb643796.aspx

Slide 50: © 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.

Slide 51: Enterprise CAL Search Data E-Forms Data Mgmt Integration and Business Business Mgmt, Reporting Spreadsheet data data publishing, publishing library process and creation Web part calculation and integration completion Report Center Workflow Document and Site Model, Standard CAL Web Content Security, and Management Management 5 out of box Policy Personalization Extensible and workflows Management Deployment customizable reporting Auditing Site Manager search of for ECM Records enterprise management content and people Project Mgmt Team Collab Framework: Site and role Windows SharePoint Issue tracking Workspace Windows Text search applications s and tools Workflow Foundation repository, versioning, management infrastructure of team sites Services Project Blogs workspaces Admin and metadata deployment Basic Status and document history management

Slide 54: Microsoft Excel, Microsoft Office Excel®, and InfoPath, SharePoint® Server 2007 Word Outlook®, PowerPoint Excel, Excel, ®, Visio, Outlook, Visual Studio Outlook, Office Word, PowerPoint, Project PowerPoint, Outlook IDE Hosting Word Word Document Task Form Workflow Add-ins Ribbon Solutions Pane Regions Project Templates Item Wizards Visual Studio

Slide 55: Microsoft Office Client Host Doc-Level Solution App-Level Add-in VSTO Runtime Windows Custom Custom Doc Task Host Item Custom Forms Task Form Pane Controls Ribbon Controls Pane Region AppDomain Security Deployment VSTO Runtime Management Enforcement and Updating Managed Add-in .NET CLR Framework (MAF) ClickOnce