BP214 IBM Lotus Symphony : Finally, A Developer's Friend

http://www.tomjames.com/US/media/in_the_media.asp?set=CC BP214 IBM Lotus Symphony : Finally, A Developer's Friend John Head PSC Group, LLC

Before we begin  Please turn off/set to vibrate/mute all Cell Phones Pagers Computers Please remember to fill out your evaluations

Agenda ● Introductions ● “Getting Started” with Integration ● Advanced Integration ▬ From the Notes Client ▬ From Lotus Symphony ● Looking Forward ● Q&A

Who am I?  John D. Head  Director of Enterprise Collaboration at PSC Group, LLC  Involved in Lotus technology since 1993  OpenNTF.org Steering Committee Member and IP Working Group Chairman  Speaker  Over 30 sessions at Lotusphere since 1996  Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG conferences  Author  Publications on Office and SmartSuite integration with Notes  LotusUserGroup.org contributing Author and Forum moderator  “Lotus Symphony for Dummies” Technical Editor  “Self Assessment and Strategy Guide for Migrating from Domino Document Manager “ Redbook Author  www.johndavidhead.com twitter/johnhead

PSC Group, LLC ● IBM Premium Business Partner for 19+ Years Host of the following blogs: ● Microsoft Managed Partner  Ed Brill’s ● Notes & Domino 8.5.X Design Partner (www.edbrill.com) ● OpenNTF.org Alliance Member, Steering  Lotus Design Blog(Mary Beth Raven) Committee Company, & Former Host of (www.notesdesign.com) OpenNTF.org  LotusStaffNotes (Brent Peters) (www.lotusstaffnotes.com) ● Sponsor of IamLUG and MWLUG in 2009  Lotus Connections Team ● Winner of 2007 & 2009 Lotus Award! (synch.rono.us)  Domino Server Team (www.dominoblog.com)  Lotus Mashups (www.mix-and-mash.com)  Chris Pepin – IBM CTO’s Office (www.chrispepin.com)

The Demo Databases Presentation example database  Contains all of the “Getting Started” Demos  W orks in your Notes Client  Configurable for your environment  New UI for Rich Client, works in Standard client as well OpenNTF.org Contacts Experience  Customized Notes 8.5.1 Contacts Template  Version on server for web and web services demos

What is Lotus Symphony? • IBM branded the Notes 8 Productivity Tools as Lotus Symphony • Stand-alone Release • Beta 1 was released in Oct 07 • IBM is on a 8 week release cycle with Symphony • Notes 8.0.1 has Symphony Beta 4 • Notes 8.5 Beta 1 has Symphony 1.0 • Notes 8.5.1 has Symphony 1.3 • Symphony 1.3 stand-alone available

Lotus Symphony Details • How do they relate to OpenOffice.org? – They are based on OpenOffice.org 1.1 – IBM has made changes since the code branch • Do they support ODF? – Yes, as well as Microsoft Office 97 through 2003 • Do they have an API? – Yes, an HTML-like document API – Supported in Eclipse.org development and composite applications • What about LotusScript? – No support for LotusScript or OLE/COM in 8.0.0 – 8.0.1 adds basic OLE/COM support – 8.5.1 adds LotusScript and Java API

Lotus Symphony Deployment • Included with Lotus Notes – 8.0.0 = Productivity Editors – 8.0.1 = Lotus Symphony Beta 4 – 8.0.2 = Lotus Symphony 1.0 – 8.5.0 = Lotus Symphony 1.1 – 8.5.1 = Lotus Symphony 1.3 • Included with Lotus Foundations • Stand-alone

Can we update the embedded tools ourselves? • NO • Not Yet • Coming soon post 8.5.1 • Symphony 3.0 Beta will install on top of Notes 8.5.1

Lotus Symphony – The Developer Perspective • Symphony has multiple methods for customization – UNO API – Symphony Plug-ins – Composite Applications – 8.5.1 Symphony API for LotusScript and Java

“Getting Started” Demos ● Each demo is the equivlant of a “Hello W orld” sample ● They are self contained and as little code as possible ▬ No error trapping, etc ● This will get you started with Integration

Getting Started - ● Symphony Documents (UNO) ● Symphony Spreadsheets (UNO) ● Symphony Presentations (UNO) ● Symphony Documents (LS API) ● Symphony Spreadsheets (LS API) ● Symphony Presentations (LS API) ● Eclipse Project for Symphony Plug-ins

Introduction to UNO 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

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 that code, this is the result • Now let’s try it for real

Getting Started – Symphony Documents UNO ● “Getting Started” demo #1 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via UNO

Getting Started – Symphony Spreadsheets UNO ● “Getting Started” demo #2 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via UNO

Getting Started – Symphony Presentations UNO ● “Getting Started” demo #3 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via UNO

Notes 8.5.1 and the Symphony API • Included with Notes 8.5.1 is the new Symphony API • Supports LotusScript and Java • Must run from Notes client – does not work with Standalone Symphony Application (applications or plug-ins) • API is modeled after Notes Object Model • Symphony Container added to Composite Applications thru the CA Editor

Step 1: Symphony Application • Create a new SymphonyApplication object • This is a base level object, much like the NotesSession • You will not see anything on screen after setting this Dim application As SymphonyApplication ● Set application = New SymphonyApplication

Step 2: Symphony Documents • Initialize the Documents Application ● You should see the Symphony Application at this point Dim documents As SymphonyDocuments ● Set documents = application.Documents

Step 3: Open a New Document • Create a new document • You can also create a new document based on a Template using the second property Dim document As SymphonyDocument ● Set document = documents.AddDocument ("",False,True) • New Document based on a template ● Set document = documents.AddDocument("D:FileTypeAssociation test.ott",True,True)

Step 4: Set the Range • You can set a range based on a paragraph, table, or in this case, the entire document contents Dim range As SymphonyTextRange ● Set range = document.content.End

Step 5: Insert Text • Using the InsertBefore or InsertAfter methods, you can insert text based on any range or object Call range.InsertBefore("Hello W orld")

Symphony Documents LotusScript API

Getting Started – Symphony Documents LotusScript ● “Getting Started” demo #4 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API

Symphony Spreadsheets LotusScript API

Getting Started – Symphony Spreadsheets LotusScript ● “Getting Started” demo #5 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API

Symphony Presentations LotusScript API

Getting Started – Symphony Presentations LotusScript ● “Getting Started” demo #6 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API

Using the Lotus Symphony Toolkit • Documentation and samples for integrating the Lotus Symphony with Notes 8 Standard • Lotus Symphony Developers API 8.0 Windows.exe • Download this from Lotus Symphony website • Targeted at people who know: – Java – HTML internals – ODF • Most of the time you will use this from a Composite Application (CA)

Productivity Tools Architecture

Lotus Symphony Toolkit • Developer Guide – Overview, development environment setup, development process, API introduction, Sample code – How to customize Symphony and make use of UNO API • Samples – Customize Symphony menu, toolbar, side shelf – API usage (Java, UNO) • API reference – Javadoc

Lotus Symphony with Eclipse.org Plug-ins • Enable deploying Eclipse plug-ins to Symphony • API for accessing Symphony controls and document content • Enable UI extensions – Menu (add-ins) – Toolbar (set of buttons) – Stack in side shelf – Another window • Examples – AutoRecognizer – Translator – Backend integration – Customized editor

Getting Started – Eclipse Project for Symphony Plug-ins ● “Getting Started” demo #7 ● Demonstrates how to create a Lotus Symphony plug-in using the Lotus Symphony Toolkit

Advanced integration from the Notes Client From your Contacts application: ● Create Letter ● Create Envelope ● Mass Mail Merge ● Export ● Create Presentation From the Purchase Orders application: ● Advanced Document ● Advanced Spreadsheet, with data pilots and charts This requires that you replace the design of your Contacts application with the OpenNTF.org Contacts Experience template

Advanced integration from the Notes Client Create Letter – Symphony Documents ● From your Contacts, create a new letter for the selected contact in Lotus Symphony Documents. ● Allow the user to select from custom templates

Advanced integration from the Notes Client Create Emvelope – Symphony Documents ● From your Contacts, create a new envelpoe for the selected contact in Lotus Symphony Documents.

Advanced integration from the Notes Client Mass Mail Merge – Symphony Documents ● From your Contacts, create a mass mail merge for the selected contacts in Lotus Symphony Documents. ● Allow the user to select from custom templates

Advanced integration from the Notes Client Export – Symphony Spreadsheets ● From your Contacts, export selected fields for the selected contacts in Lotus Symphony Spreadsheets.

Advanced integration from the Notes Client Create Presentation – Symphony Presentations ● From your Contacts, create a presentation for the selected contact in Lotus Symphony Presentations. ● Allow the user to select from custom templates

Advanced integration from the Notes Client Create Purchase Order – Symphony Documents ● From Purchase Orders, create a new purchase order in Lotus Symphony Documents. ● Allow the user to select from custom templates

Advanced integration from the Notes Client Generate Report – Symphony Spreadsheets ● From Purchase Orders, Generate a report with data pilots and charts in Lotus Symphony Spreadsheets

Advanced Integration from other applications ● Insert Image ● Notes Explorer

Advanced Integration from other Applications Insert Image – Symphony Documents ● Using a custom Symphony Plug-in, add an Insert Image menu item and sidebar that allows for easy image insertion from a Notes repository.

Advanced Integration from other Applications Notes Explorer ● A C# and .NET solution that extends Microsoft Explorer to allow navigation of Domino applications from within Explorer. Notes Explorer is the combination of the Lotus Connectors and DNFS (Domino Network Files Services) from the Notes 5.x time frame.

2010 and Beyond  We finally have great tools  Domino Designer for Eclipse  Lotus Symphony API for LotusScript and Java  Great Tools Coming • SymphonyNext (2.0) • Beta in early 2010 • New/Updated APIs for Notes Data • REST • DXL  We have multiple options  Office, Symphony, OpenOffice.org, Google Docs, etc.  Competition will be good for us … if we can deal with all the changes

Automation vs. Generation ● Document Generation is starting to become a viable option ▬ Using the standard formats of OOXML, ODF, and PDF ● Instead of requiring the application to be present, this is done with no interaction of any application ● Tools ▬ C# and the OOXML Toolkit for Office ▬ Java and the upcoming ODF Toolkit from IBM for Symphony ▬ Numerous PDF APIs and Toolkits for both .NET and Java ● Can generate server side in a fraction of the time ● Here is a demo of what we are doing with Document Generation …

Don’t want to do the Integration Yourself? ● Many third party solutions out there for you to use ● Integra4Notes ▬ Reporting and Document Generation for Lotus Symphony

Resources  Lotus Symphony Homepage – with community forums and downloads  Symphony.lotus.com  My Symphony Blog Entires  www.johndavidhead.com/symphonythursday  My Symphony Videos  http://www.youtube.com/user/johndavidhead  OpenNTF.org — the open source Web site for Notes  www.openntf.org  Integra4Notes Web site  www.integra4notes.com  Slides and content available from http://www.johndavidhead.com http://www.psclistens.com

Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and news IdeaJam (www.ideajam.net) is a place where people can post and share their ideas, and gauge the marketability, popularity and viability with input from others OpenNTF (www.openntf.org) is a site devoted to getting groups of individuals all over the world to collaborate on Lotus Notes/Domino applications and release them as open source IBM’s Official portal for developers including a dedicated section for Lotus (www.ibm.com/ developerworks/lotus) Bleedyellow.com provides community implementations of Lotus Connections and Sametime Lotus Greenhouse (greenhouse.lotus.com) is a live community website where you can use Lotus Collaboration Products for free! LotusUserGroup.org is the on-line home of the IBM Lotus community for regional and virtual user groups The Lotus Community Podcasts

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BP214 IBM Lotus Symphony : Finally, A Developer's Friend

by John Head on Jan 20, 2010

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BP214 IBM Lotus Symphony : Finally, A Developer’s Friend — Presentation Transcript