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Office Integration for Lotus Notes Tutorial


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This tutorial demonstrates how to integrate Microsoft Office or OpenOffice with a standard Lotus Notes application.

Published in: Technology, Business

Office Integration for Lotus Notes Tutorial

  1. 1. In this tutorial, we will show how to integrate MS Word, Excel or OpenOffice with a standard Lotus Notes application SWING Integrator Tutorial As a sample application we will use the standard Doc Library template. Let's start by creating a new database.
  2. 2. Step 1: Copy SWING Integrator design elements to your database Select the destination database (DocLib) and let the Wizard do the rest Open the Integrator database and start the Setup Wizard
  3. 3. Step 2: Modify your Notes form(s) Insert the SwAttachments subform at the bottom of the form... In Domino Designer open the form that you want to “Office-enable” ...and add a line of code (the second one is optional) <ul><li>Your Notes form has been “Office-enabled” now! </li></ul>
  4. 4. Step 3: Setup your templates 1 Open the DocLib database; notice that the Templates view has been added. Let’s create a new template. 2 2 <ul><li>Create a Word, Excel or OpenOffice template, or import an existing template containing fields/bookmarks ( 1 ) </li></ul><ul><li>Select Notes forms and fields for data transfer ( 2 ) </li></ul>
  5. 5. It’s ready to use now! The form has got new buttons The Template action creates a new Office document based upon the template assigned to this form
  6. 6. Integrator populates the document with Notes data The resulting document will be saved to Notes for no-hassle editing
  7. 7. <ul><li>What we have done: </li></ul><ul><li>Copied design elements using Setup Wizard </li></ul><ul><li>Added a subform to the Notes form in Domino Designer </li></ul><ul><li>Added an Office template and set up the data exchange </li></ul><ul><li>What we have got: </li></ul><ul><li>An “Office-enabled” document library </li></ul><ul><li>Centralized Office templates </li></ul><ul><li>Bi-directional field exchange, including rich text transfer and transformations between multivalue fields and tables </li></ul><ul><li>In-place editing and conversion to PDF </li></ul><ul><li>What we didn’t see yet... </li></ul>
  8. 8. <ul><li>We didn’t see yet: </li></ul><ul><li>Mail-merge for personalized serial letters and labels </li></ul><ul><li>Reports and Charts </li></ul><ul><li>1-step PDF conversion </li></ul><ul><li>Reusable text fragments and images </li></ul><ul><li>Advanced document assembly </li></ul><ul><li>Points to remember: </li></ul><ul><li>The application can be easily extended simply by adding new Office templates, without programming. </li></ul><ul><li>A comprehensive API and open design elements let developers customize the solution to fit their specific needs. </li></ul>