Bp309

BP309 – Extreme Integration - Techniques for Advanced Integration of Office and OpenOffice with IBM Lotus Notes and Domino John Head – PSC Group, LLC

Before we begin … Please turn off/set to vibrate/mute all Cell Phones Pages Computers Please remember to fill out your evaluations Hand in at end of session Fill out via Lotusphere Online

Otherwise known as The “Kumbaya” Session or “The only session where IBM and Microsoft are going to play nice and not beat each other up at Lotusphere”

Who is John Head?
Offering and Development Manager for our enTouch frameworks
Technical and Sales role
Involved in Lotus technology since 1993
Speaker for 20 sessions at Lotusphere since 1996
Speaker at Advisor conferences
IBM Lotus Notes/Domino Certified
Author for Advisor Magazine and Group Computing on Office and SmartSuite integration with Notes
Blog and site with articles
www.johndavidhead.com
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Where do I work?
PSC Group, LLC (www.psclistens.com)
Midwest Mid-Market Professional Services Firm
IBM Premium Business Partner for 15 Years
Host of Ed Brill’s blog ( www.edbrill.com )
Host of Alan Lepofsky’s Notes Tip’s blog ( www.alanlepofsky.net )
Host of OpenNTF.org (www.openntf.org)
Winner of 2005 Lotus Award for Best Competitive Win!
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What has John been doing since Lotusphere05?

John has been …
Working closer with Microsoft to make the new .NET technology be read for “prime time”
Building Web Services until his eyes fall out
Building OpenOffice samples
Losing sleep over the OpenOffice APIs
Shaking his head at the document standard war
And all of the above

Purpose
Present new ways to integrate
Utilize new features in Visual Studio.NET and Visual Studio Tools for Office 2005
Utilize new features in OpenOffice 2.0.1
Take advantage of Notes & Domino 7 functionality
Demonstrate some of the possibilities
Discuss the ‘XML format’ war started in 2005 but most importantly …
Push Microsoft Office and OpenOffice to the EXTREME
Agenda slide Expect lots of Code !!!

A little poll
Who is using …
Office 97 and earlier
Office 2000
Office XP
Office 2003
OpenOffice / StarOffice
Office for the Mac
Microsoft Works
iWorks or Appleworks
SmartSuite
Other
Agenda slide

Agenda
Getting Started
Word Solutions with COM
Word Solutions with Web Services
Dealing with Templates
XML in Office
Visual Studio.NET
Visual Studio Tools for Office
OpenOffice Mail Merge
Resources
Question and Answers
Agenda slide

Getting Started
This session builds on top of JMP204 –The Hitchhikers Guide to Microsoft Office Integration with IBM Lotus Notes and Domino
Terms used in this presentation
XML
Well Formed
Schemas
Transform
Web Services
SOAP
UDDI
WDSL
Office 2003
wordprocessingML / spreadsheetML / etc
SmartDocuments

Integration in 2006
Proprietary Technologies are being replaced
Moving to standards-based
Office XML and OpenDocument formats
XML and Web Services
No Longer limited to OLE and COM
Integration without needing local data
Notes Client not required
XML is the foundation

Integration in 2006 (cont)
New applications and tools
Difficulty scale increasing drastically
Limitations being removed
Speed
Data Size
Presentation Options
Integration should always focus on the end user

The Starting Point – Word 2003
COM and OLE are not bad!
Builds on existing Domino skills
LotusScript = VBA
Allows access to Domino data using familiar techniques
Can be initiated in multiple places
Notes Client
Office Application
Internet Explorer (via VBScript and ActiveX)

Baby Steps
Focus on end user and the goal
Where will the file be stored?
Is the file for printing/viewing/storage
What does the end user community want?

Word 2003 Demo
Create a new document
Prompt User to select something
Place data into document
Let’s look see the demo

Limitations with the ‘traditional method’
Notes Client must be installed
Must have understanding of
Notes Object Model
Notes Storage Model
Can be slow with large amounts of data

Web Services
Self-contained application published and invoked from the Web
Based on XML
Uses WSDL and SOAP
Designed for machine-to-machine interaction over a network
Advantages
Connects various applications running on different platforms
Use open standards and protocols
Use HTTP bypassing firewall and other security measures
Disadvantages
Poor performance as opposed to DCOM

First things first
First, you need to build a Web Service
They can be written using LotusScript, Java or importing WSDL
They are very similar to an agent
To be able to write a web service, you must know how to write a Class
AD202 – Web Services and IBM Lotus Notes and Domino 7
AD230 – Tips and Topics for Developing Web Services in IBM Lotus Domino Designer

Web Service Classes
Example of a simple 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

Word 2003 Demo with Web Services
Same demo as the Word 2003 COM demo
Different Technology
Get to the same place with different technologies
Remember, it is not how you build it, but how the user experiences it

Word 2003 Demo – Web Services
Create a new document
Prompt User to select something
Place data into document
Let’s look see the demo

Office Templates
How did I get that template in my New dialog?
Template Installation Tool
Each template is a document
Supports all Office 2000, XP (2002), and 2003 applications
Can also be used as a programmatic template tool
Will be submitted to OpenNTF.org this week
Let’s see the demo

Office 2003 and XML
XML is everywhere!
Many documents can be stored as XML
Options to save only data
Import data from XML file
Specific/Import XML Schema
Transform XML with XML Style Sheets

XML
The Extensible Markup Language
Can describe different types of data
Human and machine readable format
Self-documenting

XML Sample
<?xml version=“1.0”?>
<LOTUSPHERE>
<SESSION>BP309</SESSION>
<PRESENTER>John Head</SESSION>
<ROOM>SW 10</ROOM>
<DATE>1.25.2006</DATE>
<STARTTIME>1330</STARTTIME>
<DURATION>60</DURATION>
</LOTUSPHERE>

Well Formed Data
XML file that conforms to strict rules
Most programs require well formed data to open/read the file
Applications that support Well Formed XML
OpenOffice 1.X and 2.X
Access
Excel
InfoPath
Word

Schemas
XML file definition
<xsd:element name=“LOTUSPHERE”>
<xsd:complexType>
<xsd:sequence>
<xsd:element name=“SESSION” type=“xsd:string”/>
<xsd:element name=“PRESENTOR” type=“xsd:string”/>
<xsd:element name=“ROOM” type=“xsd:string”/>
<xsd:element name=“DATE” type=“xsd:date”/>
<xsd:element name=“STARTTIME” type=“xsd:time”/>
<xsd:element name=“DURATION” type=“xsd:integer”/>
</xsd:sequence>
</xsd:complexType>
</xsd:element>

Transforms
Allows for reuse of a single data file with multiple presentation formats
In Office, defined for each application
True power of XML in Office

Sample Transform File
<?xml version=“1.0”?>
<xsl:stylesheet version=“1.0”>
<TABLE>
<TR>
<TH>SESSION</TH>
<TH>PRESENTOR</TH>
<TH>ROOM</TH>
<TH>DATE</TH>
<TH>STARTIME</TH>
<TH>ENDTIME</TH>
</TR>
<xsl:for-each select=“LOTUSPHERE”>
<TR ALIGN=“LEFT” VALIGN=“TOP”>
<TD>
<xsl:value-of select=“SESSION”/>
</TD>
</TR>
</xsl:for-each>
</TABLE>

Using XML with Excel
Read XML from a Notes Database
XML generated via Agent in Notes Database
Chart the data using Excel charting tools
Works with Domino 5.X, 6.X, 6.5.X

Visual Studio.NET
Microsoft Development Environment
Supports Multiple Languages
VB.NET
C#
Etc
Support for WinForms
Uses .NET Security

Visual Studio.NET WinForms Demo
Same data as the Excel Database
Uses a Web Service
Stand-alone applications
Let’s look at the demo and code

Smart Documents
New class of Office application development
Built with Visual Studio Tools for Office
Inherits Visual Studio.NET security model
“ Managed Code”
VS.NET can build installers for VSTO applications

Visual Studio Tools for Office
Addin for Visual Studio.NET
Adds support for
Word
Excel
InfoPath
Outlook
Can develop in
Visual Basic
C#

Building a VSTO application
Incorporate Web Services and VSTO
Session Selection in Task Pane

OpenOffice
New version release in 2005
2.0
2.0.1 just released
Many people use OpenOffice in place of Office
Introduction samples in Jumpstart
Let’s look at Mail Merge with OpenOffice

OpenOffice Integration
With Notes, we use the COM object
Set objServiceManager = CreateObject("com.sun.star.ServiceManager")
Set objCoreReflection= objServiceManager.createInstance("com.sun.star.reflection.CoreReflection")
Set objDesktop = objServiceManager.createInstance("com.sun.star.frame.Desktop")
Set objDocument = objDesktop.loadComponentFromURL("private:factory/swriter", "_blank", 0, args)

OOo Mail Merge
Same concepts as Word Mail Merge
User selects data
Generate data file
Detach template
Launch Writer
Execute Mail Merge
Produce End Document
Two steps today

The Future
ND7 will help bring web services into our world
The standard battle will be hardest on the developer
Office 12 XML formats
OpenDocument
Office “12” will be very different
New User Interface
New File Formats
Lots of new options and customization vehicles
How much of what works today will work in 12?
OpenOffice 2 is a great alternative

Wrap-up
Reviewed how to architect integration projects
Got an understanding of the technologies used
Walked thru lots of examples
Introduction to new Notes & Domino 7 functionality
Showed OpenOffice.org is an alternative
Agenda slide

Resources
LDD Discussions (Notes.Net)
http://www-130.ibm.com/developerworks/lotus
Advisor Magazine
http://www.advisor.com
MSDN
http://msdn.microsoft.com
OpenOffice
http://www.openoffice.org
Domino and .NET Samples
http://www.msdomino.net
John Head’s blog
http://www.johndavidhead.com
Slides and content available from
http://www.johndavidhead.com
http://www.psclistens.com on the Events menu
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Questions & Answers Thank You! Please turn in your evaluations or fill them out online! [email_address] www.johndavidhead.com www.psclistens.com

Bp309

by John Head on Apr 18, 2010

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