JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony

http://www.tomjames.com/US/media/in_the_media.asp?set=CC JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony John Head & Alex Kassabov 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 other applications ▬ From the Web ● Looking Forward ● Q&A

Who are we?  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

Who are we?  Alex Kassabov  Vice President of Collaboration at PSC Group, LLC  Involved in Lotus technology since 1995  Notes R3 – got dragged there kicking and screaming  Speaker  Lotusphere sessions on Desktop Integration  Collaboration Summit  GRAINTE Chicago Lotus User Group Akassabov.wordpress.com twitter/akassabov

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)

This Year, We Started Over ● W e have rebuilt this presentation from the ground up ▬ Reorganized ▬ All New Demos ▬ Take Advantage of the modern software versions ▬ Notes 8.5.X ▬ Office 2007 ▬ Symphony 1.3 ▬ .NET 3.5 ▬ Visual Studio 2008 ● Much of the basics of integration have had to be left out … ● But you can access our presentation from last year for all of the basic steps – link provided later

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

 Let’s take a little poll …Who is using … Office 97 and earlier Office 2000 Office XP Office 2003 Office 2007 Office 2010 OpenOff ice / StarOffice Lotus Symphony iWork Other

Integration History  1994  2005  DDE with Ami Pro  Notes Domino 7 with Web services  1996  2007  Notes R4  2007 Office System  OLE  Lotus Notes/Domino 8  LotusScript  Lotus Symphony  VBA  2008  1997  Visual Studio 2008  SmartSuite with LotusScript (Word Pro)  Notes/Domino 8.5  1998  2009  Notes R5 with COM support  Notes 8.5.1  2001  Domino Designer in Eclipse  Notes Domino 6  2010  2004  Office 2010  Notes Domino 6.5 with LS2J and DXL  Symphony 2.0

The Good News  We have entered the “Industrial Revolution” period of the Integration Era  In the “Medieval Times” DDE with Ami Pro NotesSQL was used to get even the most basic of data OLE embedding Notes F/X

The Good News (continued)  The Renaissance brought us new tools OLE automation COM automation And much more  The Revolution brings us major changes A true competitor to Office Visual Studio.NET 2008 and VSTO 3.0 Code begins to move from inside a document to complete applications

“Getting Started” Demos ● Each demo is the equivalent 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 - ● Word ● Symphony Spreadsheets (LS API) ● Excel ● Symphony Presentations (LS API) ● PPT ● Symphony Documents (Java API) ● Project ● Symphony Spreadsheets (Java API) ● Symphony Documents (UNO) ● Symphony Presentations (Java API) ● Symphony Spreadsheets (UNO) ● VBA ● Symphony Presentations (UNO) ● VB.NET ● Symphony Documents (LS API) ● C#

Getting Started – Microsoft Word ● “Getting Started” demo #1 ● Demonstrates how to use LotusScript to have Notes automate Microsoft Word

Getting Started – Microsoft Excel ● “Getting Started” demo #2 ● Demonstrates how to use LotusScript to have Notes automate Microsoft Excel

Getting Started – Microsoft PowerPoint ● “Getting Started” demo #3 ● Demonstrates how to use LotusScript to have Notes automate Microsoft PowerPoint

Getting Started – Microsoft Project ● “Getting Started” demo #4 ● Demonstrates how to use LotusScript to have Notes automate Microsoft Project

Getting Started – Symphony Documents UNO ● “Getting Started” demo #5 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via UNO

Getting Started – Symphony Spreadsheets UNO ● “Getting Started” demo #6 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via UNO

Getting Started – Symphony Presentations UNO ● “Getting Started” demo #7 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via UNO

Getting Started – Symphony Documents LotusScript ● “Getting Started” demo #8 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API

Getting Started – Symphony Spreadsheets LotusScript ● “Getting Started” demo #9 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API

Getting Started – Symphony Presentations LotusScript ● “Getting Started” demo #10 ● Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API

Getting Started – Symphony Documents Java ● “Getting Started” demo #11 ● Demonstrates how to use Java to have Notes automate Lotus Symphony Documents via the new Java API

Getting Started – Symphony Spreadsheets Java ● “Getting Started” demo #12 ● Demonstrates how to use Java to have Notes automate Lotus Symphony Srpeadsheets via the new Java API

Getting Started – Symphony Presentations Java ● “Getting Started” demo #13 ● Demonstrates how to use Java to have Notes automate Lotus Symphony Presentstions via the new Java API

Getting Started – VBA ● “Getting Started” demo #14 ● Demonstrates how to use Visual Basic for Applications (from within Microsoft Word) to access Lotus Notes

Getting Started – VB.NET ● “Getting Started” demo #15 ● Demonstrates how to use Visual Basic .net (from within Visual Studio.net 2008) to access Lotus Notes

Getting Started – C# ● “Getting Started” demo #16 ● Demonstrates how to use C# (from within Visual Studio.net 2008) to access Lotus Notes

Advanced integration from the Notes Client From your Contacts application: ● Create Letter ● Create Envelope ● Mass Mail Merge ● Export ● Create Presentation ● Save to Google Documents 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 – Microsoft Word ● From your Contacts, create a new letter for the selected contact in Microsoft Word. ● Allow the user to select from custom templates

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 Envelope– Microsoft Word ● From your Contacts, create a new envelope for the selected contact in Microsoft Word.

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– Microsoft Word ● From your Contacts, create a mass mail merge for the selected contacts in Microsoft Word. ● Allow the user to select from custom templates

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 – Microsoft Excel ● From your Contacts, export selected fields for the selected contacts in Microsoft Excel.

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

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

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

Advanced Integration from the Notes Client Save to Google Docs ● Using Java and the Google Docs API, save documents directly from a Notes application, or Lotus Symphony, to Google Applications / Documents.

Advanced Integration from other applications ● Mail Merge ● Easy Spreadsheets using Notes Data ● Automate Data ● Select Resource ● Default VSTO Project ● Insert Image ● Insert Slide ● Notes Explorer

Advanced Integration from other Applications Mail Merge ● Perform a mail merge from within Microsoft Word ● Access Contacts directly from the Mail Merge Data Panel

Advanced Integration from other Applications Easy Spreadsheets using Notes Data ● Create spreadsheets that import Contact data ● Auto Refresh ● Generate Charts ● Get data via a web service

Advanced Integration from other Applications Automate Data ● Build a spreadsheet in Microsoft Excel that pulls data from a web service in the Contacts application

Advanced Integration from other Applications Default VSTO Project ● Use a default VSTO project to begin integrating Microsoft Office applications with Lotus Notes data via the sidebar, Fluent UX, and templates

Advanced Integration from other Applications Insert Image – Microsoft Word ● Using a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.

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 Insert Slide – Microsoft PowerPoint ● Using a custom VSTO solution, add an Insert Image Ribbon, 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.

Advanced Integration from the web ● Accessing Contacts data in ASP.NET via COM ● Accessing Contacts data in ASP.NET via W eb Services ● Accessing Contacts data in ASP.NET using the Grid Control ● Accessing Contacts data in XPAGES ● XPAGES Integration

Advanced Integration from the Web Accessing Contacts data in ASP.NET via COM ● Using the Contacts application as our data source, display data in an ASP.NET page using COM

Advanced Integration from the Web Accessing Contacts data in ASP.NET via Web Services ● Using the Contacts application as our data source, display data in an ASP.NET page using the web service

Advanced Integration from the Web Accessing Contacts data in ASP.NET using the Grid Control ● Using the Contacts application as our data source, display data in an ASP.NET page using the included Grid Control. This will also use the web service to access the data.

Advanced Integration from the Web Accessing Contacts data in XPAGES ● Using the Contacts application as our data source, display data in an XPAGES application

Advanced Integration from the Web XPAGES Integration ● Using the Contacts application as our data source, display data in an XPAGES application and create a Letter in Symphony Documents.

2010 and Beyond  We finally have great tools  VS.NET 2008 and DDE  Great Tools Coming • Visual Studio 2010 with VSTO 4 • Office 2010 • Backstage • 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 Microsoft Office and Lotus Symphony ● Mainsoft Sharepoint Integrator ▬ Access Sharepoint from within Lotus Notes, just like the Lotus Connectors for Lotus Quickr

Resources  LDD Discussions (Notes.Net) http://www-130.ibm.com/developerworks/lotus  OpenOffice.org http://www.openoffice.org  OpenOffice Developers Guide http://api.openoffice.org/DevelopersGuide/DevelopersGuide.html  Programming OpenOffice with Visual Basic http://www.kalitech.fr/clients/doc/VB_APIOOo_en.html  Microsoft Office developer’s Web site  http://msdn2.microsoft.com/en-us/office/default.aspx  Microsoft Developer Network  http://msdn.microsoft.com

Resources (cont.)  Microsoft Office blog listing  http://msdn2.microsoft.com/en-us/office/aa905342.aspx  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

Want to learn more about Lotus Symphony Development? ● BP214 : IBM Lotus Symphony: Finally, a Developer’s Friend ● W ednesday, Jan 20th ● 3 PM ● Swan 7 - 10

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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JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony

by John Head on Jan 20, 2010

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JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony — Presentation Transcript

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