Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

BP305: The Document Format Dance


Published on

No matter your preference for OOXML, ODF, or PDF … the document standard requirements are going to become a fact of life for users of IBM Lotus Notes & IBM Lotus Domino in the next year. This sessoin will review the technical capabilities of all three formats and how they work with Lotus Software. We will check the format debate at the door and look at which format will provide you the functionality you need. We will then look at how you can generate all three documents from your applications using third-party tools and custom code. You will take home samples that allow you to export Lotus Notes data to OOXML, ODF, and PDF in LotusScript and Java – be prepared for a deep dive into code!

Published in: Technology, Business
  • Be the first to comment

BP305: The Document Format Dance

  1. 2. BP305: The Document Format Dance
  2. 3. Before we begin <ul><li>Please turn off/set to vibrate/mute all Cell Phones Pagers Computers Please remember to fill out your evaluations </li></ul>
  3. 4. Who are we? <ul><li>John D. Head </li></ul><ul><li>Director of Enterprise Collaboration at PSC Group, LLC </li></ul><ul><li>Involved in Lotus technology since 1993 </li></ul><ul><li>Speaker </li></ul><ul><ul><li>Over 30 sessions at Lotusphere since 1996 </li></ul></ul><ul><ul><li>Speaker at Lotus Developer and ILUG conferences </li></ul></ul><ul><li>Author </li></ul><ul><ul><li>Advisor Magazine and other publications on Office and SmartSuite integration with Notes </li></ul></ul><ul><ul><li> contributing Author and Forum moderator </li></ul></ul><ul><li> </li></ul>
  4. 5. PSC Group, LLC <ul><li>IBM Premium Business Partner for 18+ Years </li></ul><ul><li>Microsoft Managed Partner </li></ul><ul><li>Notes & Domino 8.5 Design Partner </li></ul><ul><li>Host of </li></ul><ul><li>Former Host of </li></ul><ul><li>Winner of 2007 & 2009 Lotus Awards! </li></ul><ul><li>Host of the following blogs: </li></ul><ul><ul><li>Ed Brill’s (‏ </li></ul></ul><ul><ul><li>Alan Lepofsky’s Notes Tip’s (‏ </li></ul></ul><ul><ul><li>Alan Gartenberg - Sametime (‏ </li></ul></ul><ul><ul><li>Domino Server Team (‏ </li></ul></ul><ul><ul><li>Lotus Connections Team </li></ul></ul><ul><ul><li>( </li></ul></ul><ul><ul><li>Chris Pepin – IBM CTO’s Office ( ) </li></ul></ul><ul><ul><li>Lotus Usability (Mary Beth Raven) ( </li></ul></ul>
  5. 6. Agenda <ul><li>Why do I care about Document Formats? </li></ul><ul><li>Breaking Down the Formats </li></ul><ul><ul><li>ODF </li></ul></ul><ul><ul><li>OOXML </li></ul></ul><ul><ul><li>PDF </li></ul></ul><ul><li>Who is using these? </li></ul><ul><li>How Lotus Software uses The Document Formats </li></ul><ul><li>Development with The Document Formats </li></ul><ul><ul><li>ODF </li></ul></ul><ul><ul><li>OOXML </li></ul></ul><ul><ul><li>PDF </li></ul></ul><ul><li>Futures </li></ul>
  6. 7. Application Automation vs Document Generation <ul><li>Application Automation is when one application, such as Lotus Notes, automates the actions of another application, such as Microsoft Word or Lotus Symphony </li></ul><ul><li>Document Generation is when a document is generated by an application, such as Lotus Notes or Domino, without the required creation application present </li></ul>
  7. 8. Why do I care about Document Formats? <ul><li>The era of the closed document format is rapidly coming to an end </li></ul><ul><li>Your customers want documents they can read and/or edit </li></ul><ul><li>Worldwide adoption for document formats is accelerating </li></ul><ul><ul><li>NATO </li></ul></ul><ul><ul><li>Netherlands </li></ul></ul><ul><ul><li>Belgium </li></ul></ul><ul><ul><li>Finland </li></ul></ul><ul><ul><li>France </li></ul></ul><ul><ul><li>Norway </li></ul></ul><ul><ul><li>Japan </li></ul></ul><ul><ul><li>Germany </li></ul></ul><ul><ul><li>Malaysia </li></ul></ul><ul><ul><li>Slovakia </li></ul></ul>
  8. 9. Document Formats in the US <ul><li>The State of Massachusetts is leading the way for US government adoption </li></ul><ul><ul><li>&quot;It is an overriding imperative of the American democratic system that we cannot have our public documents locked up in some kind of proprietary format, perhaps unreadable in the future, or subject to a proprietary system license that restricts access.&quot; </li></ul></ul><ul><ul><li>Eric Kriss, Secretary of Administration and Finance, State of Massachusetts </li></ul></ul><ul><ul><li>ODF and Office Open XML formally endorsed for public records </li></ul></ul>
  9. 10. How does this impact me? <ul><li>All of the software you use or develop for is moving to standard document formats </li></ul><ul><ul><li>Including Lotus software such as Notes, Domino, and Symphony </li></ul></ul><ul><li>The age of application automation may come to an end </li></ul><ul><li>The age of document generation will take over </li></ul><ul><li>XML is the foundation of all three major formats </li></ul><ul><li>You can use XML to build any of these files without any reader/writer software installed </li></ul><ul><li>This enables new applications and development methods not available until this movement </li></ul>
  10. 11. How and Why are you Generating Documents? <ul><li>Are you integrating application automation or document generation into your applications </li></ul>
  11. 12. Breaking Down the Formats <ul><li>Three document formats in the marketplace today </li></ul><ul><ul><li>ODF </li></ul></ul><ul><ul><li>OOXML </li></ul></ul><ul><ul><li>PDF </li></ul></ul><ul><li>At the core of all three formats is XML </li></ul><ul><li>All three support read-only and editable functionality </li></ul><ul><li>PDF is the clear winner for read-only implementations </li></ul><ul><li>All three formats are now in the hands of standards organizations </li></ul><ul><li>Microsoft and IBM are the two most active companies in these standard orgs </li></ul><ul><li>2007/2008 was the time of drama ... let's move on </li></ul>
  12. 13. ODF <ul><li>Open Document Format </li></ul><ul><li>Created by Sun for StarOffice/ </li></ul><ul><li>Standard run by the OASIS industry consortium </li></ul><ul><ul><li>Technical Committee run </li></ul></ul><ul><li>ISO Certified </li></ul><ul><li>Version 1.1 is current </li></ul><ul><ul><li> </li></ul></ul><ul><li>Version 1.2 is coming in 2009 </li></ul>
  13. 14. OOXML <ul><li>Office Open XML </li></ul><ul><li>Created by Microsoft for Office 2007 </li></ul><ul><li>ECMA standard in 2006 </li></ul><ul><ul><li>ECMA-376 </li></ul></ul><ul><li>ISO/IEC standard in 2008 </li></ul><ul><ul><li>ISO/IEC 29500 </li></ul></ul><ul><li>Heavily contested certification and voting period </li></ul>
  14. 15. PDF <ul><li>Portable Document Format </li></ul><ul><li>Created by Adobe in 1993 </li></ul><ul><li>Submitted to ISO in late 2007 </li></ul><ul><li>Became ISO 32000-1:2008 on July 1, 2008 </li></ul><ul><li>Current Version is PDF 1.7 </li></ul><ul><li>Built in support for Encryption </li></ul><ul><li>Built in support for Digital Rights Management (DRM) </li></ul>
  15. 16. Who is using ODF? <ul><li> </li></ul><ul><li>StarOffice </li></ul><ul><li>IBM Lotus Symphony </li></ul><ul><li>Google Docs </li></ul><ul><li>Koffice </li></ul><ul><li>NeoOffice </li></ul><ul><li>Corel WordPerfect Office X4 </li></ul><ul><li>AbiWord </li></ul><ul><li>SoftMaker Office </li></ul><ul><li>Zoho </li></ul><ul><li>Mac OS X 10.5 with TextEdit and QuickLook </li></ul><ul><li>Microsoft Office 2007 SP2 (2009) </li></ul>
  16. 17. Who is using OOXML? <ul><li>ECMA-376 </li></ul><ul><li>Apple iWork 08 </li></ul><ul><li>Apple iPhone </li></ul><ul><li>Apple TextEdit </li></ul><ul><li>WordPerfect Office X4 </li></ul><ul><li>DataVis Documents to Go </li></ul><ul><li>Office 2007 </li></ul><ul><li>Office 2000, XP, 2003 thru addon </li></ul><ul><li>Office 2008 for the Mac </li></ul><ul><li>NeoOffice </li></ul><ul><li>OpenOffice 3.0 </li></ul><ul><li>Zoho </li></ul><ul><li>ISO/IEC 29500:2008 </li></ul><ul><li>Microsoft Office 14 </li></ul><ul><li>Open XML Format SDK </li></ul><ul><li>PowerTools for Open XML </li></ul><ul><li>Lotus Symphony Future </li></ul>
  17. 18. Who is using PDF? <ul><li>Adobe Acrobat Reader and Authoring Tools </li></ul><ul><li>Foxit </li></ul><ul><li>Mac OS X </li></ul><ul><li>Multiple versions of Linux </li></ul><ul><li> </li></ul><ul><li>Microsoft Office 2007 (with a free add-on) </li></ul><ul><li>Wordperfect 9 and above </li></ul><ul><li>PdfTeX </li></ul><ul><li>DocBook </li></ul>
  18. 19. What will I have to do? <ul><li>Every company will have to select a read-only and editable document format to standardize on </li></ul><ul><li>Document format decision should be made based on </li></ul><ul><ul><li>Governmental requirements </li></ul></ul><ul><ul><li>Customer demand </li></ul></ul><ul><ul><li>Application Availability </li></ul></ul><ul><li>Reality – You should be using PDF today for all read-only document distribution </li></ul>
  19. 20. Lotus Software and ODF <ul><li>Lotus Symphony supports ODF 1.1 </li></ul><ul><li>ODF 1.2 support coming in 2009 </li></ul><ul><li>No formal support for Notes, Domino, or the add-on products </li></ul>
  20. 21. Lotus Software and OOXML <ul><li>IBM Lotus Notes 8.0.2 and higher has viewers that allow preview of Office 2007 files </li></ul><ul><li>Lotus Symphony will have Office 2007 open capability in 2009 </li></ul>
  21. 22. Lotus Software and PDF <ul><li>Symphony saves natively to PDF </li></ul><ul><ul><li>Carry over from </li></ul></ul><ul><li>No formal support of PDF within Notes, Domino, or the add-on products </li></ul><ul><li>PDF libraries can be integrated with Notes and Domino solutions </li></ul>
  22. 23. Customer Case Study #1 <ul><li>Client creates presentations for their clients to use as selling tools </li></ul><ul><li>Builds hundreds of PPTs with over 400 slides four times a year </li></ul><ul><li>The process… </li></ul><ul><ul><li>Data Received from 3rd Party </li></ul></ul><ul><ul><li>Imported into Excel </li></ul></ul><ul><ul><li>Manually Edited and Formatted </li></ul></ul><ul><ul><li>Charts Copied into PPT </li></ul></ul>
  23. 24. The Problem <ul><li>4 times per year increasing to 13 times per year </li></ul><ul><li>Self reported data moving Automated data collection </li></ul><ul><ul><li>order of magnitude increase. </li></ul></ul><ul><li>Manual Creation No Longer Possible without adding a “Small Army” </li></ul><ul><li>SLA with customers required turnaround of deliverables within days </li></ul><ul><li>Too many steps to get to the client deliverable. </li></ul>
  24. 25. The Solution <ul><li>Leverage OOXML and PowerPoint to generate their Product “on the fly” </li></ul><ul><ul><li>Eliminate import to Excel </li></ul></ul><ul><ul><li>Eliminate manual “copy and paste” of charts and Graphs from Excel to PowerPoint </li></ul></ul><ul><ul><li>Process order of magnitude more data </li></ul></ul><ul><ul><li>Create a rules engine to administer rules and scenarios </li></ul></ul>
  25. 28. The Result <ul><li>200 presentations are created each batch </li></ul><ul><li>Each presentation consists of 440 slides including 372 charts/tables </li></ul>
  26. 29. System Overview
  27. 30. Content Creation Solution Details <ul><li>Web based toolset to allow user to create a presentation dynamically </li></ul><ul><li>Template is a single master slide that provides overall presentation theme </li></ul><ul><li>All content and configuration for slides and presentation reside in database, or other external data sources </li></ul><ul><li>Provide scripting for custom formatting for tables/charts </li></ul>
  28. 31. Case Study #2 <ul><li>Solution for Zain Africa Challenge </li></ul><ul><li>Winner of the 2009 Lotus Award for Best Philanthropy Solution </li></ul><ul><li>Provides Education Opportunities to University Students </li></ul><ul><li>Over $1 Million Prizes, Travel Grants, and Education Materials provided </li></ul><ul><li>Season 3 just began! </li></ul>
  29. 32. The Details <ul><li>Universities in Ghana, Nigeria and Sierra Leone join those in Kenya, Malawi, Tanzania, Uganda and Zambia, bringing the field to over 100 eligible universities in eight countries. </li></ul><ul><li>Each country will hold National Qualifying Tournaments. </li></ul><ul><li>The top 32 national teams will advance to the International Championship & Festival in Kampala, Uganda in February, 2009. </li></ul><ul><li>31 programmes from the International Championship will be broadcast throughout Ghana, Kenya, Malawi, Nigeria, Sierra Leone, Tanzania, Uganda and Zambia. </li></ul>
  30. 33. The Problem <ul><li>Content Authors in every country and the United States </li></ul><ul><li>Bandwidth issues made Rich Client or Web authoring and editing difficult for some users </li></ul><ul><li>Detailed reports of content patterns required to ensure proper balance and accuracy </li></ul><ul><li>Support multiple productivity editors – no control of what software the various editors would be using </li></ul>
  31. 34. The Solution <ul><li>Generate Reports in ODF on the Domino Server </li></ul><ul><ul><li>Spreadsheets with calculations </li></ul></ul><ul><ul><li>Documents with Rich Text from a Notes application </li></ul></ul><ul><ul><li>XML for the television teleprompter and display applications </li></ul></ul><ul><li>Store files in a Domino application </li></ul><ul><ul><li>Viewed from Notes 8 Standard Client via Symphony </li></ul></ul><ul><ul><li>Viewed from web application via Google Docs </li></ul></ul><ul><ul><li>Viewed from mobile devices via native viewers </li></ul></ul>
  32. 35. System Overview
  33. 36. The Results <ul><li>Over 1000 Documents Generated </li></ul><ul><ul><li>Reports </li></ul></ul><ul><ul><li>Scripts </li></ul></ul><ul><ul><li>Telepromter Data Files </li></ul></ul><ul><li>Documents generated without user involvement </li></ul><ul><li>No client software required </li></ul><ul><li>All users had access to reports </li></ul><ul><ul><li>No matter their client </li></ul></ul><ul><ul><li>No matter their bandwidth </li></ul></ul>
  34. 37. The Barriers to Document Generation <ul><li>Extremely Difficult to work with XML </li></ul><ul><li>ODF & OOXML Toolkits are both immature </li></ul><ul><li>Average Lotus Notes/Domino Developers do not want to work with raw XML </li></ul><ul><li>Notes/Domino developers are comfortable with Scripting languages </li></ul><ul><ul><li>LotusScript </li></ul></ul><ul><ul><li>Visual Basic </li></ul></ul><ul><ul><li>VBA </li></ul></ul><ul><li>What we need is something between the XML & Toolkits and the documents </li></ul>
  35. 38. PDF Demo #1 <ul><li>SimplePdf </li></ul><ul><li>From OpenNTF.Org </li></ul><ul><li>Managed by Olli Kämäräinen </li></ul><ul><li>!OpenDocument </li></ul>
  36. 39. PDF Demo #2 <ul><li>PDF IT </li></ul><ul><li>From OpenNTF.Org </li></ul><ul><li>Managed by Kevin Fitts </li></ul><ul><li>Uses iText </li></ul><ul><li>!OpenDocument </li></ul>
  37. 40. PDF Demo #3 <ul><li>Demo Created by Matt White ( fame) </li></ul><ul><li> </li></ul><ul><li> </li></ul>
  38. 41. What about ODF and OOXML? <ul><li>What we really need is a way in Notes to generate ODF and OOXML files directly </li></ul><ul><li>Accessible via Java and LotusScript </li></ul><ul><li>Mimic the Notes Object Model idea </li></ul><ul><li>Be easy to use </li></ul>
  39. 42. Introducing DocGen 1.0 <ul><li>Delivered as a LotusScript and Java Script Libraries </li></ul><ul><li>Provides a single object model for creating documents </li></ul><ul><ul><li>DocGenApplication </li></ul></ul><ul><ul><ul><li>DocGenDocument </li></ul></ul></ul><ul><ul><ul><ul><li>.Output = ODF, OOXML, PDF </li></ul></ul></ul></ul><ul><ul><ul><ul><li>.PageSize </li></ul></ul></ul></ul><ul><ul><ul><ul><li>.Orientation </li></ul></ul></ul></ul><ul><ul><ul><ul><li>.Table </li></ul></ul></ul></ul><ul><ul><ul><ul><li>.Text </li></ul></ul></ul></ul><ul><ul><ul><ul><li>.Paragraph </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Etc </li></ul></ul></ul></ul><ul><li>Runs on a Domino 8.5 server with the JDK adjusted to 1.6 </li></ul>
  40. 43. DocGen 1.0 Demo <ul><li>Demo of ODF and OOXML Generation </li></ul>
  41. 44. Doc Gen 1.0 Details <ul><li>Will be released Free! </li></ul><ul><li>Open Sourced via </li></ul><ul><li>Will run on the Domino Server only </li></ul><ul><ul><li>Doc Gen 2.0 will run on the Notes client </li></ul></ul><ul><li>Application Automation </li></ul><ul><ul><li>60 seconds to generate a 1 page document with a table and graphic </li></ul></ul><ul><li>Document Generation </li></ul><ul><ul><li>8 seconds to generate a 1 page document with a table and graphic </li></ul></ul>
  42. 45. 2009 and Beyond <ul><li>ODF 1.2 and OOXML 29500 will have real world implementations </li></ul><ul><li>Most products will read to ODF and OOXML </li></ul><ul><li>Most products will write to ODF, OOXML, and PDF </li></ul><ul><li>More national, state, and local governments will require files in a standard format </li></ul><ul><li>There will be a mash of what format is required </li></ul><ul><ul><li>There is no clear winner or even leader right now </li></ul></ul><ul><ul><li>ODF has more support outside of the US, OOXML support heavily US based </li></ul></ul><ul><li>Supporting a standard document format will become a high priority for most organizations </li></ul><ul><ul><li>Especially those that do business with governments or internationally </li></ul></ul>
  43. 46. My Challenge to All of You <ul><li>Everyone who wants to move from Application Automation to Document Generation should </li></ul><ul><ul><li>Review BOTH OOXML and ODF </li></ul></ul><ul><ul><li>Download and play with the ODF and OOXML Toolkits </li></ul></ul><ul><ul><li>Participate in the discussion </li></ul></ul><ul><ul><li>DO NOT GET PULLED INTO THE DEBATE </li></ul></ul>
  44. 47. Resources <ul><li>LDD Discussions (Notes.Net) </li></ul><ul><li> </li></ul><ul><li>OpenOffice Developers Guide </li></ul><ul><li>Programming OpenOffice with Visual Basic </li></ul><ul><li>John Head’s blog </li></ul><ul><li>Slides and content available from </li></ul>
  45. 48. Resources (cont.) <ul><li>Microsoft Office developer’s Web site </li></ul><ul><ul><li> </li></ul></ul><ul><li>Microsoft Developer Network </li></ul><ul><ul><li> </li></ul></ul><ul><li>Microsoft Office blog listing </li></ul><ul><ul><li> </li></ul></ul><ul><li> — the open source Web site for Notes </li></ul><ul><ul><li> </li></ul></ul><ul><li>PSC’s Reporting and Office Integration page </li></ul><ul><ul><li> catgId=66 </li></ul></ul>
  46. 49. Thank You! Questions & Answers Please remember to fill out your evaluation. Samples available from [email_address]
  47. 50. Legal disclaimer <ul><li>© IBM Corporation 2008. All Rights Reserved. </li></ul><ul><li>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. </li></ul><ul><li>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. </li></ul><ul><li>IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. Java and all Java-based trademarks are trademarks of Sun Microsystems, 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. </li></ul>