Master Class: Integration in the world of Social Business (Lotusphere2012 JMP304)

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  • 1. JMP304 - Master Class:Integration in the world of SocialBusinessJohn Head, PSC Group, LLCAndrew Barickman, PSC Group, LLC© 2012 IBM Corporation
  • 2. Before we begin  Please turn off/set to vibrate/mute all Cell Phones Pagers Computers Please remember to fill out your evaluations | © 2012 IBM Corporation
  • 3. Interact with Us!■ We want to hear your feedback!■ Yes – even during the session …■ How? ─ Ask Questions … dont have to wait until the end ─ Tweet Us – live ─ @johnhead ─ @ajbarickman■ Have you checked in? ─ FourSquare ─ Using the Session database you can check in to this session! | © 2012 IBM Corporation
  • 4. Agenda● Introductions■ “Getting Started” with Integration■ Advanced Integration ─ From the Notes Client ─ From other applications ─ From the Web■ Looking Forward■ Q&A | © 2012 IBM Corporation
  • 5. Lotus Symphony and You - How to stop giving Microsoft your money! – ILUG 2010John Headjhead@psclistens.com Facebook.com/johndhead Facebook.com/PSCGroup Twitter.com/johnhead Twitter.com/PSCGroup1051 Perimeter DriveSuite 500 LinkedIN.com/in/johndhead Linkedin.com/company/psc-group-llcSchaumburg, IL 60173 Slideshare.com/johndhead Slideshare.com/PSCGroup(847) 517-7200 Youtube.com/johnhead Youtube.com/PSCGroup(847) 517-7600 fax www.johndavidhead.com www.pscgroup.com
  • 6. Who are we? Andrew Barickman Practice Leader for Collaboration at PSC Group, LLC Responsible for the technical direction and delivery of the IBM practice at PSC Began career at Lotus in 1993 Managed, Architected, Administered, Developed and Delivered Lotus applications for the last 18 years.twitter/ajbarickman | © 2012 IBM Corporation
  • 7. PSC Group, LLC Host of the following blogs: Facebook.com/PSCGroup  Ed Brill’s (www.edbrill.com) Twitter.com/PSCGroup  Lotus Design Blog (www.notesdesign.com) Linkedin.com/company/psc-group-llc  LotusStaffNotes (Brent Peters) (www.lotusstaffnotes.com) Slideshare.com/PSCGroup  Lotus Connections Team Youtube.com/PSCGroup (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) | © 2012 IBM Corporation
  • 8. Master Class: Integration in the world of Social Business■ New Approach to a decade + long session topic ─ More Content ─ Every demo updated ─ Brand New Demos ─ Take Advantage of the modern software versions – Notes 8.5.3 – Office 2010 – Symphony 3.0 – .NET 4.0 – Visual Studio 2010■ Much of the basics of integration have had to be left out …■ But you can access our presentations from previous years … | © 2012 IBM Corporation
  • 9. The Demo DatabasesPresentation example database  Contains all of the “Getting Started” Demos  Works in your Notes Client  Configurable for your environment  New UI for Rich Client, works in Standard client as wellOpenNTF.org Contacts Experience  Customized Notes 8.5.3 Contacts Template  Version on server for web and web services demosOpenNTF.org Samples  From other developers  Links to projects in each sample | © 2012 IBM Corporation
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  • 23. Poll Results: PSC Sessions in 2011 Office 2000 Office 2003 Office 2007 Office 2010 OoO Symphony Mac Editors | © 2012 IBM Corporation
  • 24. Poll Results: WorldWide 2011 Office 2000 Office 2003 Office 2007 Office 2010 OoO Symphony Mac Editors | © 2012 IBM Corporation
  • 25. Lets Review how we got to 2012 | © 2012 IBM Corporation
  • 26. 1994 DDE | © 2012 IBM Corporation
  • 27. 1996 OLELotusScript VBA | © 2012 IBM Corporation
  • 28. 1997 | © 2012 IBM Corporation
  • 29. 1998 | © 2012 IBM Corporation
  • 30. 2001 | © 2012 IBM Corporation
  • 31. 2004LS2J DXL | © 2012 IBM Corporation
  • 32. 2005Web Services | © 2012 IBM Corporation
  • 33. 2007 | © 2012 IBM Corporation
  • 34. 2008 | © 2012 IBM Corporation
  • 35. 2009 | © 2012 IBM Corporation
  • 36. 2010 | © 2012 IBM Corporation
  • 37. 2012 | © 2012 IBM Corporation
  • 38. Integration History 1994  2007  DDE with Ami Pro  2007 Office System 1996  Lotus Notes/Domino 8  Notes R4  Lotus Symphony  OLE  2008  LotusScript  Visual Studio 2008  VBA  Notes/Domino 8.5 1997  2009  SmartSuite with LotusScript (Word Pro)  Notes 8.5.1 1998  Domino Designer in Eclipse  Notes R5 with COM support  2010 2001  Office 2010  Notes Domino 6  Symphony 3.0 2004  Notes Domino 6.5 with LS2J and DXL  2011 2005 ☑ Extension Library ● Notes Domino 7 with Web services  2012 ☑ Notes 8.5.3 Otherwise known – How to Make John Feel Really Old!!!! | © 2012 IBM Corporation
  • 39. 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 | © 2012 IBM Corporation
  • 40. 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 in Lotus Symphony Visual Studio.NET 2010 and VSTO 4.0 Code begins to move from inside a document to complete applications XPages brings modern web development to Notes/Domino Enterprise Collaboration morphs into Social Business | © 2012 IBM Corporation
  • 41. Integration in a Social Business World■ The comfortable world we live in is slowing going away■ Social Business = web■ Web != Automation Support ─ No COM■ Move to new devices ─ From desktops to laptops to tablets ─ Tablets do not support local APIs for applications■ What this means ─ Need to move as much of the integration processing to the server ─ Need new tools and new methods ─ Both methods needed for many years | © 2012 IBM Corporation
  • 42. Agenda■ Introductions● “Getting Started” with Integration■ Advanced Integration ─ From the Notes Client ─ From other applications ─ From the Web■ Looking Forward■ Q&A | © 2012 IBM Corporation
  • 43. “Getting Started” Demos■ Each demo is the equivalent of a “Hello World” sample■ They are self contained and as little code as possible ─ No error trapping, etc■ This will get you started with Integration | © 2012 IBM Corporation
  • 44. Getting Started Demos■ Word ■ VBA■ Excel ■ C#■ PPT ■ XPages - Word■ Project ● XPages - Excel■ Visio ● XPages - PPT■ Symphony Documents (UNO API) ● XPages - Project■ Symphony Spreadsheets (UNO API) ● XPages – Visio■ Symphony Presentations (UNO API) ● XPages – Excel with Context■ Symphony Documents (LS API)■ Symphony Spreadsheets (LS API)■ Symphony Presentations (LS API) | © 2012 IBM Corporation
  • 45. Getting Started – Microsoft Word■ “Getting Started” demo #1■ Demonstrates how to use LotusScript to have Notes automate Microsoft Word | © 2012 IBM Corporation
  • 46. Getting Started – Microsoft Excel■ “Getting Started” demo #2■ Demonstrates how to use LotusScript to have Notes automate Microsoft Excel | © 2012 IBM Corporation
  • 47. Getting Started – Microsoft PowerPoint■ “Getting Started” demo #3■ Demonstrates how to use LotusScript to have Notes automate Microsoft PowerPoint | © 2012 IBM Corporation
  • 48. Getting Started – Microsoft Project■ “Getting Started” demo #4■ Demonstrates how to use LotusScript to have Notes automate Microsoft Project | © 2012 IBM Corporation
  • 49. Getting Started – Microsoft Visio■ “Getting Started” demo #5■ Demonstrates how to use LotusScript to have Notes automate Microsoft Visio | © 2012 IBM Corporation
  • 50. Getting Started –Symphony Documents LotusScript■ “Getting Started” demo #6■ Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API | © 2012 IBM Corporation
  • 51. Getting Started –Symphony Spreadsheets LotusScript■ “Getting Started” demo #7■ Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API | © 2012 IBM Corporation
  • 52. Getting Started –Symphony Presentations LotusScript■ “Getting Started” demo #8■ Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API | © 2012 IBM Corporation
  • 53. Getting Started – VBA■ “Getting Started” demo #9■ Demonstrates how to use Visual Basic for Applications (from within Microsoft Word) to access Lotus Notes | © 2012 IBM Corporation
  • 54. Getting Started – VB.NET■ “Getting Started” demo #10■ Demonstrates how to use Visual Basic .net (from within Visual Studio.net 2010) to access Lotus Notes | © 2012 IBM Corporation
  • 55. Getting Started – C#■ “Getting Started” demo #11■ Demonstrates how to use C# (from within Visual Studio.net 2010) to access Lotus Notes | © 2012 IBM Corporation
  • 56. Getting Started – XPages & Microsoft Word■ “Getting Started” demo #12■ Demonstrates how to use LotusScript to have Notes automate Microsoft Word from an XPage. | © 2012 IBM Corporation
  • 57. Getting Started – XPages & Microsoft Excel■ “Getting Started” demo #13■ Demonstrates how to use LotusScript to have Notes automate Microsoft Excel from an XPage. | © 2012 IBM Corporation
  • 58. Getting Started – XPages & Microsoft PowerPoint■ “Getting Started” demo #14■ Demonstrates how to use LotusScript to have Notes automate Microsoft PowerPoint from an XPage. | © 2012 IBM Corporation
  • 59. Getting Started – XPages & Microsoft Project■ “Getting Started” demo #15■ Demonstrates how to use LotusScript to have Notes automate Microsoft Project from an XPage. | © 2012 IBM Corporation
  • 60. Getting Started – XPages & Microsoft Visio■ “Getting Started” demo #16■ Demonstrates how to use LotusScript to have Notes automate Microsoft Visio from an XPage. | © 2012 IBM Corporation
  • 61. Getting Started –XPages & Symphony Documents LotusScript■ “Getting Started” demo #17■ Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API from an XPage. | © 2012 IBM Corporation
  • 62. Getting Started –XPages & Symphony Spreadsheets LotusScript■ “Getting Started” demo #18■ Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API from an XPage. | © 2012 IBM Corporation
  • 63. Getting Started –XPages & Symphony Presentations LotusScript■ “Getting Started” demo #19■ Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API from an XPage. | © 2012 IBM Corporation
  • 64. Use the Microsoft Constants Database■ Provides a listing of all Microsoft■ Office variables and their converted constants■ Extraction of constants by John Collidge■ Database built by Tom Duff■ Now an OpenNTF.org project■ Supports Microsoft Office 2000, XP, 2003, and 2007http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&documentId=1F6C5C7B16317E218625726D004A31A9 | © 2012 IBM Corporation
  • 65. Agenda■ Introductions■ “Getting Started” with Integration● Advanced Integration ▬ From the Notes Client ─ From other applications ─ From the Web■ Looking Forward■ Q&A | © 2012 IBM Corporation
  • 66. Advanced integration from the Notes ClientFrom your Contacts application:■ Create Letter■ Create Envelope■ Mass Mail Merge■ Export■ Create Presentation■ Labels■ Templates■ Custom FieldsThis requires that you replace the design of your Contacts application with the OpenNTF.org Contacts Experience template | © 2012 IBM Corporation
  • 67. OpenNTF.org Contacts Experience■ Free template on OpenNTF.org■ Release 2.0■ Works with 8.0 and above ─ Microsoft Office■ Works with 8.5.1 and above ─ Lotus Symphonyhttp://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&name=OpenNTF.org%20Contacts%20Experience | © 2012 IBM Corporation
  • 68. Advanced integration from the Notes ClientCreate 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 | © 2012 IBM Corporation
  • 69. Advanced integration from the Notes ClientCreate 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 | © 2012 IBM Corporation
  • 70. Advanced integration from the Notes ClientCreate Envelope– Microsoft Word■ From your Contacts, create a new envelope for the selected contact in Microsoft Word. | © 2012 IBM Corporation
  • 71. Advanced integration from the Notes ClientCreate Envelope – Symphony Documents■ From your Contacts, create a new envelope for the selected contact in Lotus Symphony Documents. | © 2012 IBM Corporation
  • 72. Advanced integration from the Notes ClientMass 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 | © 2012 IBM Corporation
  • 73. Advanced integration from the Notes ClientMass 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 | © 2012 IBM Corporation
  • 74. Advanced integration from the Notes ClientCreate Labels – Microsoft Word■ From your Contacts, create a labels for the selected contacts in Microsoft Word.■ Allow the user to select from custom templates | © 2012 IBM Corporation
  • 75. Advanced integration from the Notes ClientCreate Labels – Symphony Documents■ From your Contacts, create a labels for the selected contacts in Lotus Symphony Documents.■ Allow the user to select from custom templates | © 2012 IBM Corporation
  • 76. Advanced integration from the Notes ClientExport – Microsoft Excel■ From your Contacts, export selected fields for the selected contacts in Microsoft Excel. | © 2012 IBM Corporation
  • 77. Advanced integration from the Notes ClientExport – Symphony Spreadsheets■ From your Contacts, export selected fields for the selected contacts in Microsoft Excel. | © 2012 IBM Corporation
  • 78. Advanced integration from the Notes ClientCreate Presentation – Microsoft PowerPoint■ From your Contacts, create a presentation for the selected contact in Microsoft PowerPoint.■ Allow the user to select from custom templates | © 2012 IBM Corporation
  • 79. Advanced integration from the Notes ClientCreate Presentation – Symphony Presentations■ From your Contacts, create a presentation for the selected contact in Microsoft PowerPoint.■ Allow the user to select from custom templates | © 2012 IBM Corporation
  • 80. Agenda■ Introductions■ “Getting Started” with Integration● Advanced Integration ─ From the Notes Client ▬ From other applications ─ From the Web■ Looking Forward■ Q&A | © 2012 IBM Corporation
  • 81. Advanced Integration from other applications■ Easy Spreadsheets using Notes Data■ Insert Image■ Insert Slide■ Notes Explorer■ Document Automation vs. Generation ─ OOXML ─ ODF | © 2012 IBM Corporation
  • 82. Advanced Integration from other ApplicationsEasy Spreadsheets using Notes Data■ Create spreadsheets that import Contact data■ Auto Refresh■ Generate Charts■ Get data via a XML Agent | © 2012 IBM Corporation
  • 83. Advanced Integration from other ApplicationsInsert 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. | © 2012 IBM Corporation
  • 84. Advanced Integration from other ApplicationsInsert 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. | © 2012 IBM Corporation
  • 85. Advanced Integration from other ApplicationsInsert 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. | © 2012 IBM Corporation
  • 86. Advanced Integration from other ApplicationsNotes 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. | © 2012 IBM Corporation
  • 87. Advanced Integration from other ApplicationsNotes Explorer■ Using a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository. | © 2012 IBM Corporation
  • 88. 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 Simple Java API for ODF for Symphony ─ Numerous PDF APIs and Toolkits for both .NET and Java■ Can generate server side in a fraction of the time | © 2012 IBM Corporation
  • 89. OOXML■ Default format of Office 2007 and Office 2010 ─ Ok, ok … there are three versions 1) Office 2007 OOXML 2) ECMA-376 3) ISO/IEC 29500:2008 4) Office 2010 OOXML● Allows XML exploration of files for ● Word ● Excel ● PowerPoint● ZIP container of text, images, etc.● Open XML SDK 1.0 ● Allows for handling container● Open XML SDK 2.0 ● Allows for document manipulation | © 2012 IBM Corporation
  • 90. ODF■ Open Document Format■ Used by OpenOffice.org and Lotus Symphony■ Open Document 1.0 ─ ISO/IEC 26300:200■ Open Document 1.1■ Open Document 1.2■ We are using the Simple Java API for ODF created by IBM■ http://odftoolkit.org/projects/simpl e/pages/Home | © 2012 IBM Corporation
  • 91. Document Generation Demo■ A custom developed C# application that uses the Open XML SDK 2.0 and the Simple Java API for ODF created by IBM. We are also using an opensource PDF toolkit. | © 2012 IBM Corporation
  • 92. Agenda■ Introductions■ “Getting Started” with Integration● Advanced Integration ─ From the Notes Client ─ From other applications ▬ From the Web■ Looking Forward■ Q&A | © 2012 IBM Corporation
  • 93. Advanced Integration from the web■ Export to Excel from an XPage■ Using third party web controls for speadsheets■ Integration with IBM Lotus XPages | © 2012 IBM Corporation
  • 94. Export to Excel from an XPage■ From Notes client■ From Web | © 2012 IBM Corporation
  • 95. Using third party web controls for speadsheets■ ZK Spreadsheet with Xpages■ http://www.openntf.org/internal/home.nsf/project.xsp? action=openDocument&name=ZK Spreadsheet for XPages | © 2012 IBM Corporation
  • 96. Advanced Integration from the Web – IBM LotusXPages■ A demo of an IBM Lotus XPages application using the IBM ODF Toolkit to generate documents | © 2012 IBM Corporation
  • 97. Agenda■ Introductions■ “Getting Started” with Integration■ Advanced Integration ─ From the Notes Client ─ From other applications ─ From the Web● Looking Forward■ Q&A | © 2012 IBM Corporation
  • 98. 2012 and Beyond We finally have great tools  VS.NET 2010 and DDE Great Changes Coming • Productivity Tools are moving to the web ▬ Google Docs ▬ Lotus Symphony On-line and LotusLive ▬ Microsoft Office On-line and Microsoft 360 • End User Device Shift ▬ How many of you have tablets today? Next year? We have multiple options  Office, Symphony, OpenOffice.org, Google Docs, iWork, etc. Competition will be good for us … if we can deal with all the changes | © 2012 IBM Corporation
  • 99. PSCs Effort to Shape the Integration Marketing in 2012■ Our goal in 2012 is ─ Provide 24/7 education about the integration market ─ Education and extend in the Automation space ─ Bring new developers to the Document Generation Space ─ Continue a leader in ODF and OOXML usage in the Lotus community■ To achieve these goals … We introduce integrationdestination.com■ Launching 1st Quarter 2012 (really this time)■ We will start with recording videos with every automation demo we have done … ever (52) ─ Every version of Office still supported ─ All of the extra stuff■ Far more to come! | © 2012 IBM Corporation
  • 100. 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 | © 2012 IBM Corporation
  • 101. 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 | © 2012 IBM Corporation
  • 102. 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 sourceIBM’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 | © 2012 IBM Corporation
  • 103. | © 2012 IBM Corporation
  • 104. Legal disclaimer© IBM Corporation 2012. All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. BM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. 104 | © 2012 IBM Corporation