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David Chou [email_address] Architect Office as a Platform
Business Agility Software applications that can be composed in days (not months) to accommodate business needs and  ad-hoc processes Usability Make functionality an integrated part of user experience within tools users already know The Long Tail Small companies can’t afford to build custom software and still address business needs Greater Access Providing software capabilities to enable all users to make better decisions (not just executives)
Cost of Application Building Speed of business Increasing complexity Duplication of effort Backlog Last Mile Where people work Collaborative flow of business Reducing overload Capitalizing on your SOA Empowerment with oversight  Distributed app development Simplifying access Supporting the business Managing accountability Services Sales Portal HR Web Supply Chain Internet Sales
“ User is cold from sleeping outside”
“ User is cold from sleeping outside”
Applications assembled by reusing existing data and logic to solve a business problem Tenets Reuse* Agility Task-based Loose coupling  Good artists copy, great artists steal. — Pablo Picasso
 
A  web service  is a program/component you interact with by exchanging messages Services are built to last Availability and stability are critical A  composite application  is a set of components and services cooperating in a given task Applications are built to change and evolve Adapt to new services after deployment
Web Service Rendering Application Storage Shared Services Rigid Business Logic and Process Information Sharing Ad-Hoc Workflow Unstructured Data Data Warehouse
Moving to a composition architecture requires a fundamental shift in thinking You don’t have to write code for everything Look for patterns of reuse Look for products that provide services and allow for composition Be careful—an inventory of software assets by itself does not enable composite applications Requires a  platform  with capabilities  for composition Assets must be  components Platform must provide  containers
ISSUE! Application Tier (Business Transactions and Process) Data Tier (Data Management, ACID, Reporting) Presentation Tier (User Experience) Tools
Participants : people, roles Flow style:  flexible, dynamic Data:  unstructured, documents Participants:  apps, services Flow style:  prescriptive, protocols Data:  structured, transactional Information Worker Document Review … System Workflow Human Workflow Business to Business Supply Chain Mgmt… Line of Business Apps Quote to Cash, Sales Automation … CRM ERP
 
Create Lead Qualified? Retire Lead Create Opportunity Create Quote Closed? Complete Sale Create Invoice CRM ERP Structured Get specs from customer Validate specs with Tech Sales Estimate custom design Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Unstructured
Estimate custom design Unstructured Create Lead Qualified? Retire Lead Create Oppt’y Create Quote Closed? Complete Sale Create Invoice Get specs from customer Validate specs with Tech Sales Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Structured Office Business Applications “ Classic” Enterprise Applications Office SharePoint Server Word Excel Outlook InfoPath Estimate custom design Unstructured
Secured, Well-Managed Infrastructure A platform built to bridge the results gap
What is OBA Using the 2007 Office System as a platform to build composite applications Reach into LOB systems (via BDC) Provides assets as components & enables platform containment Supports both end-user and developer re-use  Office 2007 Clients Office Share Point Server 2007 OBA is not.. A product Simple Office clients Line-of-Business Applications Microsoft Office System OBAs
Office Clients Open XML Format Extensible User Interface Enhanced Add-in Model .NET Programming Model Word  (richer custom XML, building blocks, document parts, XML binding) Excel  (connect directly to SQL Analysis services, new cube functions for OLAP data access, visualization, server functionality) Outlook  (unified object model, forms, security, performance) InfoPath  (server based forms support, managed object model, VS integration) Office System Server Excel Services InfoPath Forms Services Enterprise Search Content Management Business Intelligence Workflow Business Data Catalog Website and Security Framework
LOB Apps, data warehouse, trading partners, etc 2007 Office system clients Office SharePoint Server 2007 Office Business Applications Microsoft Office System Content  Management Unified Communication & Collaboration Business  Intelligence Exchange Server 2007 Office Communications Server 2007 Search Workflow Business Data Catalog Website & Security Framework Excel Services Open XML File Formats & Extensible Fluent Interface Tools Visual Studio Tools for Office … Dynamics SAP Siebel LOB Dynamics Duet ISV OBAs Custom OBAs
Accounts for ad-hoc and human interactions Productivity Tier (Manage ‘Rhythm of the Business’) Data Tier (Data Management, ACID, Reporting) Presentation Tier (User Experience) Tools Application Tier (Business Transactions and Process)
Document Library & Forms Library KPIs, Dashboards SharePoint Lists, Actions Search Services Identity Store Data Store Data Warehouse Outlook, Excel, InfoPath Sites, Pages, Web Parts SharePoint Designer Visual Studio Tools for Office SharePoint Site Templates SharePoint Designer Visual Studio SharePoint Admin Console SQL Management Studio Excel Services Business Data Catalog Workflows & Business Processes
Presentation Productivity Application Data Collaboration Server & Composite App Server Productivity Tools & Web Brower BPM & SOA Connector LOB Apps: ERP CRM Siebel SAP Oracle Etc… Updates Add-Ins XML Forms Web Components Templates Read
Presentation Productivity Application Data Office SharePoint Server 2007 Office Productivity Tools & Internet Explorer BizTalk & BDC Connector LOB Apps: ERP CRM Siebel SAP Oracle Etc… Updates Add-Ins XML Forms Web Components Templates Read
Windows Vista Windows Server 2003 Office SharePoint Server 2007 Active Directory  SQL Server 2005 Client Server  Enterprise Search Excel Services Windows SharePoint Services  Roles Workflow Version Control Security Collaboration Web Parts Object Models, Web Services, Event Handlers Document Libraries BizTalk Server 2004 LOB Applications Accounts Payable and Receivable Systems, ERP etc.   Office Enterprise Edition 2007 Internet Explorer Dashboard  (KPIs, Cash Balance, Targets) Word 2007 (PivotTable Reports) Outlook 2007 InfoPath 2007
Information Workers Ease of use Improve collaboration and access Developers Reduce development costs; faster time to market Focus on innovation, not maintenance Organizations Leverage existing assets Enhance business process automation and visibility Improve productivity and business performance ISVs Increase audience reach
Composite Applications Look for patterns of reuse Look for products that provide services and allow  for composition You don’t have to write code for everything Remember the productivity tier – sometimes less is more Platform Selection Rich Productivity Client Collaboration and Composition Server Enables productivity tier Provide patterns of reuse Provides services and allows for composition Example: 2007 Office System
 
 
 
Microsoft Dynamics CRM
eBay Outlook Integration
Dassault PLM Word Integration
CAPABILITY   BI and Portals KEY OFFICE 2007  TECHNOLOGIES USED Excel Exchange Outlook SharePoint Server Word XML file format Virtual Earth Real Estate Performance Management:  Creating visibility across the real estate lifecycle to deliver revenue growth, cost reduction and compliance  Accruent Outlook Integration
CAPABILITY   BI and Portals KEY OFFICE 2007  TECHNOLOGIES USED Excel Pivot tables XML file format Custom ribbon/task pane Analysis / Reporting Services Fractal Maps for Office 2007:  Award-winning data visualization system made readily available to all information workers for the first time  Fractal Edge Excel Integration
Enabling seamless access to SAP through  Microsoft Office Leave Management Reports & Analytics Time Management Organization Management Sales Management Travel  Management Demand Planning Purchasing Management Recruitment Management Budget Monitoring
SAP Outlook Integration
Server Framework SAP Business Suite
SAP Backend Exchange 2003 Active Directory SQL Express (Caching) Microsoft Office Professional 2003 & 2007 .NET 2.0 SQL Server 2005 Metadata Repository Windows Server 2003 Message Forwarding Application Deployment Role Synchronization NetWeaver 04 Event Handler Services Apps Publishing Services Enterprise SOA Deployment Services Application Web Services Request Handler and  Authentication Duet Server/s Duet Client Framework and Services Application & Metadata Management Item handler Service Routing User and Role Management Single Sign On Client SAP Systems mySAP ERP 04/05 mySAP CRM mySAP SRM mySAP SCM NetWeaver BI/BW Service Composition
 
Server Framework Integration Architecture Composition Architecture
 
 
Contextual Ribbons Tight Integration with Office with Task Panes and Ribbons  Application-level add-ins .NET Managed code extensibility
Calculated data and charts Browser Spreadsheets rendered in web parts Set parameters, sort, filter, drill to explore and view the right data High fidelity to Excel client Custom Applications Set values, perform calculations, get updated values via Web Services Retrieve full workbook file Spreadsheets/ Calculated data Spreadsheets stored in document libraries Spreadsheet calculation  and rendering  External data retrieval  and caching Office SharePoint Servers  & Excel Services Spreadsheets Excel 2007 Design and author Open in Excel for rich exploration and analysis Open snapshots Spreadsheets/snapshots Excel 2007
SQL Server, Oracle, OLEDB, ODBC Metadata BizTalk, SAP, Siebel, Legacy, … Profile Store Search Index List store
 
Ribbon Customization Outlook custom form regions Actions Pane Extend Office Documents Tab Group Ribbon Control
 
Custom ribbon Custom tab Custom task pane surfacing data via the Business Data catalog (BDC) Adding PO Management using VSTO
Create Outlook Add-in project in VSTO with ribbon C# code &  ribbon XML
RosettaNet schema for Purchase Order Design the forms by importing XML schema into InfoPath
Binding a date picker control to a date field in the schema Dragging UI controls and binding to schema elements
Form onLoad event VSTO adds code behind to pre-populate the form
Small company has actuary who determines insurance formula in Excel Team of salespeople call into central office to obtain quotes for customers—not ideal Formula is sensitive—don’t want IP getting out Need a better solution…but don’t have loads of $$ Insurance Quote Application
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Presentation Tier Outlook 2007 (Consume) Application Tier Excel Services Presentation Tier Excel 2007 (Contribute) Data Tier SQL Server Productivity Tier SharePoint Document Library Web Services Web Services Solution Architecture SharePoint Server 2007
 
Supply Chain Collaboration Retail Store Manager Dashboard Financial Services, Loan Origination System Price optimization with SAP HealthCare Scenario Manufacturing Plant Floor Operations (June 2007) Public Sector Citizens Portal (June 2007)
Solution for unification of lending channels, disjointed or redundant workflows and automation of lending approval processes. Includes A reference solution and a reference implementation Architecture Guidance Scenarios for collaboration between the brokers and lenders with a retailer, and then extending back thru a manufacturer and a supplier Solution bits  (website & SharePoint templates, .NET assemblies, web services, reference data, scripts, BDC XML, etc.) Requires Platforms – 2007 Office System, MOSS 2007, BizTalk 2006, SQL Server 2005, Windows Server 2003 Tools – Visual Studio 2005, Visual Studio Tools for Office, Office SharePoint Designer 2007
OBA Developer Center http://msdn.microsoft.com/oba   Office Developer Center http://msdn.microsoft.com/office   Reference Application Packs         Supply Chain Management http://msdn2.microsoft.com/en-us/architecture/aa702528.aspx   Retail Store Operations http://msdn2.microsoft.com/en-us/architecture/aa905316.aspx   Financial Services - Loan Origination System http://msdn2.microsoft.com/en-us/architecture/bb265266.aspx   Price Management http://msdn2.microsoft.com/en-us/architecture/bb467601.aspx   HealthCare – Health Plans (CERA) http://msdn2.microsoft.com/en-us/architecture/bb530326.aspx   Manufacturing Plant Floor Analytics  http://msdn2.microsoft.com/en-us/architecture/bb643797.aspx   Public Sector E-Forms Processing http://msdn2.microsoft.com/en-us/architecture/bb643796.aspx   OBA Community Portal http://www.obacentral.com   Office Developer Conference Feb. 10-13, 2008 – San Jose, CA http://www.odc2008.com
Questions? Feedback? Please fill out your evaluations SoCal Architect Community http://socalmsft.com http://blogs.msdn.com/socalarchitect  (team blog) http://davidcchou.com  (my blog)
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation.  Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.  MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Real-World Cases
 
Supported Development Scenarios VSTO 2005 + VSTO 2005 SE VSTO 2008 Ribbon (Word 2007, Excel 2007, PowerPoint 2007, Outlook 2007 add-ins only) Simplified hookup Sample XML Simplified hookup Sample XML Visual designer Richer programming layer Export-to-XML option Actions Pane (document-level projects only) Word 2003  (doc, dot) Excel 2003  (xls, xlt) Word 2003 docs  (doc, dot) Excel 2003  (xls, xlt) Word 2007  (docx, docm, dotx, dotm) Excel 2007  (xlsx, xlsm, xltx, xltm)  Custom Task Pane (Word 2007, Excel 2007, Outlook 2007, InfoPath 2007 and PowerPoint 2007  add-ins only) Simplified hookup Visual designer Simplified hookup Visual designer Outlook Form Region (Outlook 2007 only) Visual designer Configuration wizard Import from existing
Custom ribbons can expose additional custom functionality in the Office 2007 clients allowing users to access LOB data Either directly using the different controls (e.g. control gallery) Windows forms  By activating a custom task pane exposing the data Intelligent Documents
Can deliver additional data to the user to act upon or integrate within the Office documents OBA Intelligent Document Pattern Two Types Actions Pane Associated with a specific  Word or Excel document Custom Task Pane:  The same general idea as  Actions Pane, only on the  application add-in level ,  not individual doc Task Panes
 
Features of Office OpenXML
File Container Document Properties Comments WordML / Spreadsheet ML Custom XML Embedded Code Images / Video / Sound User view: single Office file Document Parts Most parts are XML Each XML part is a discrete component Can add, extract and modify  individual parts without using  Office programs Corruption of any part would not  prohibit the file from opening Developer view: modular file OpenXML Formats Architecture
Formed by 40 companies to share developer information about the Office Open XML file formats Articles with full source code for C#, VB, Java, XSLT Forums for posting technical questions OpenXmlDevelopers.org
Part of Windows Presentation Foundation Installed with .NET 3.0 Requires .NET 2.0 Runtime Enables package manipulation for Office Open XML File Formats XML Paper Specification Files Any Open Packaging Convention files Components of System.IO.Packaging
 
Mostly client focused and  uses contextual information to determine UI composition Static Dynamic Enabling technologies Add-ins Ribbon Extensions Custom Task Panes User Profiles and  Audiences Context Driven Composite User Interface Pattern
View assembling component parts from the same or different LOB systems that cooperatively interact to provide rich capabilities Enabling technologies Web Parts Custom Lists and  Libraries Custom Application  and Site Pages Mesh Composite View Pattern
 
Documents stored in SharePoint containers can be involved in a workflow to get them approved Business data can be delivered or captured in electronic format using InfoPath 2007 forms and triggering workflows LOB Initiated Document Workflow Pattern
Guidance in more complex scenarios Two approaches Combining the LOB initiated  document workflow pattern  and other OBA patterns such  as the intelligent document  pattern  Develop a workflow specific  to the problem domain that  interacts with the LOB  system and enriches the  workflow executing on  SharePoint Cooperating Document Workflow Pattern
 
Find the business data you need and be able to use and act upon that data  Microsoft Office SharePoint  Server 2007 Index Engine  can crawl business data  accessible via Business Data  Catalog Search results can be  delivered in highly  customized manner OBA Discovery Navigation Pattern
 
 
Additive UI enhances Outlook’s built-in forms Adjoining and Separate Regions for both custom and built-in forms Regions are created in Outlook Forms Designer Forms solution implemented via Add-in Deployment via Windows registry
New Outlook controls added to toolbox Category Strip and Button Contact Photo Electronic Business Card Preview Scheduling Free/Busy InfoBar Date and Time Picker Check, Option, Edit, Label, Frame (MSForms) Outlook controls are themed Controls continue to support databinding  Event support for controls

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20071204 Arc Ready Office As A Platform

  • 1. David Chou [email_address] Architect Office as a Platform
  • 2. Business Agility Software applications that can be composed in days (not months) to accommodate business needs and ad-hoc processes Usability Make functionality an integrated part of user experience within tools users already know The Long Tail Small companies can’t afford to build custom software and still address business needs Greater Access Providing software capabilities to enable all users to make better decisions (not just executives)
  • 3. Cost of Application Building Speed of business Increasing complexity Duplication of effort Backlog Last Mile Where people work Collaborative flow of business Reducing overload Capitalizing on your SOA Empowerment with oversight Distributed app development Simplifying access Supporting the business Managing accountability Services Sales Portal HR Web Supply Chain Internet Sales
  • 4. “ User is cold from sleeping outside”
  • 5. “ User is cold from sleeping outside”
  • 6. Applications assembled by reusing existing data and logic to solve a business problem Tenets Reuse* Agility Task-based Loose coupling Good artists copy, great artists steal. — Pablo Picasso
  • 7.  
  • 8. A web service is a program/component you interact with by exchanging messages Services are built to last Availability and stability are critical A composite application is a set of components and services cooperating in a given task Applications are built to change and evolve Adapt to new services after deployment
  • 9. Web Service Rendering Application Storage Shared Services Rigid Business Logic and Process Information Sharing Ad-Hoc Workflow Unstructured Data Data Warehouse
  • 10. Moving to a composition architecture requires a fundamental shift in thinking You don’t have to write code for everything Look for patterns of reuse Look for products that provide services and allow for composition Be careful—an inventory of software assets by itself does not enable composite applications Requires a platform with capabilities for composition Assets must be components Platform must provide containers
  • 11. ISSUE! Application Tier (Business Transactions and Process) Data Tier (Data Management, ACID, Reporting) Presentation Tier (User Experience) Tools
  • 12. Participants : people, roles Flow style: flexible, dynamic Data: unstructured, documents Participants: apps, services Flow style: prescriptive, protocols Data: structured, transactional Information Worker Document Review … System Workflow Human Workflow Business to Business Supply Chain Mgmt… Line of Business Apps Quote to Cash, Sales Automation … CRM ERP
  • 13.  
  • 14. Create Lead Qualified? Retire Lead Create Opportunity Create Quote Closed? Complete Sale Create Invoice CRM ERP Structured Get specs from customer Validate specs with Tech Sales Estimate custom design Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Unstructured
  • 15. Estimate custom design Unstructured Create Lead Qualified? Retire Lead Create Oppt’y Create Quote Closed? Complete Sale Create Invoice Get specs from customer Validate specs with Tech Sales Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Structured Office Business Applications “ Classic” Enterprise Applications Office SharePoint Server Word Excel Outlook InfoPath Estimate custom design Unstructured
  • 16. Secured, Well-Managed Infrastructure A platform built to bridge the results gap
  • 17. What is OBA Using the 2007 Office System as a platform to build composite applications Reach into LOB systems (via BDC) Provides assets as components & enables platform containment Supports both end-user and developer re-use Office 2007 Clients Office Share Point Server 2007 OBA is not.. A product Simple Office clients Line-of-Business Applications Microsoft Office System OBAs
  • 18. Office Clients Open XML Format Extensible User Interface Enhanced Add-in Model .NET Programming Model Word (richer custom XML, building blocks, document parts, XML binding) Excel (connect directly to SQL Analysis services, new cube functions for OLAP data access, visualization, server functionality) Outlook (unified object model, forms, security, performance) InfoPath (server based forms support, managed object model, VS integration) Office System Server Excel Services InfoPath Forms Services Enterprise Search Content Management Business Intelligence Workflow Business Data Catalog Website and Security Framework
  • 19. LOB Apps, data warehouse, trading partners, etc 2007 Office system clients Office SharePoint Server 2007 Office Business Applications Microsoft Office System Content Management Unified Communication & Collaboration Business Intelligence Exchange Server 2007 Office Communications Server 2007 Search Workflow Business Data Catalog Website & Security Framework Excel Services Open XML File Formats & Extensible Fluent Interface Tools Visual Studio Tools for Office … Dynamics SAP Siebel LOB Dynamics Duet ISV OBAs Custom OBAs
  • 20. Accounts for ad-hoc and human interactions Productivity Tier (Manage ‘Rhythm of the Business’) Data Tier (Data Management, ACID, Reporting) Presentation Tier (User Experience) Tools Application Tier (Business Transactions and Process)
  • 21. Document Library & Forms Library KPIs, Dashboards SharePoint Lists, Actions Search Services Identity Store Data Store Data Warehouse Outlook, Excel, InfoPath Sites, Pages, Web Parts SharePoint Designer Visual Studio Tools for Office SharePoint Site Templates SharePoint Designer Visual Studio SharePoint Admin Console SQL Management Studio Excel Services Business Data Catalog Workflows & Business Processes
  • 22. Presentation Productivity Application Data Collaboration Server & Composite App Server Productivity Tools & Web Brower BPM & SOA Connector LOB Apps: ERP CRM Siebel SAP Oracle Etc… Updates Add-Ins XML Forms Web Components Templates Read
  • 23. Presentation Productivity Application Data Office SharePoint Server 2007 Office Productivity Tools & Internet Explorer BizTalk & BDC Connector LOB Apps: ERP CRM Siebel SAP Oracle Etc… Updates Add-Ins XML Forms Web Components Templates Read
  • 24. Windows Vista Windows Server 2003 Office SharePoint Server 2007 Active Directory SQL Server 2005 Client Server Enterprise Search Excel Services Windows SharePoint Services Roles Workflow Version Control Security Collaboration Web Parts Object Models, Web Services, Event Handlers Document Libraries BizTalk Server 2004 LOB Applications Accounts Payable and Receivable Systems, ERP etc. Office Enterprise Edition 2007 Internet Explorer Dashboard (KPIs, Cash Balance, Targets) Word 2007 (PivotTable Reports) Outlook 2007 InfoPath 2007
  • 25. Information Workers Ease of use Improve collaboration and access Developers Reduce development costs; faster time to market Focus on innovation, not maintenance Organizations Leverage existing assets Enhance business process automation and visibility Improve productivity and business performance ISVs Increase audience reach
  • 26. Composite Applications Look for patterns of reuse Look for products that provide services and allow for composition You don’t have to write code for everything Remember the productivity tier – sometimes less is more Platform Selection Rich Productivity Client Collaboration and Composition Server Enables productivity tier Provide patterns of reuse Provides services and allows for composition Example: 2007 Office System
  • 27.  
  • 28.  
  • 29.  
  • 32. Dassault PLM Word Integration
  • 33. CAPABILITY BI and Portals KEY OFFICE 2007 TECHNOLOGIES USED Excel Exchange Outlook SharePoint Server Word XML file format Virtual Earth Real Estate Performance Management: Creating visibility across the real estate lifecycle to deliver revenue growth, cost reduction and compliance Accruent Outlook Integration
  • 34. CAPABILITY BI and Portals KEY OFFICE 2007 TECHNOLOGIES USED Excel Pivot tables XML file format Custom ribbon/task pane Analysis / Reporting Services Fractal Maps for Office 2007: Award-winning data visualization system made readily available to all information workers for the first time Fractal Edge Excel Integration
  • 35. Enabling seamless access to SAP through Microsoft Office Leave Management Reports & Analytics Time Management Organization Management Sales Management Travel Management Demand Planning Purchasing Management Recruitment Management Budget Monitoring
  • 37. Server Framework SAP Business Suite
  • 38. SAP Backend Exchange 2003 Active Directory SQL Express (Caching) Microsoft Office Professional 2003 & 2007 .NET 2.0 SQL Server 2005 Metadata Repository Windows Server 2003 Message Forwarding Application Deployment Role Synchronization NetWeaver 04 Event Handler Services Apps Publishing Services Enterprise SOA Deployment Services Application Web Services Request Handler and Authentication Duet Server/s Duet Client Framework and Services Application & Metadata Management Item handler Service Routing User and Role Management Single Sign On Client SAP Systems mySAP ERP 04/05 mySAP CRM mySAP SRM mySAP SCM NetWeaver BI/BW Service Composition
  • 39.  
  • 40. Server Framework Integration Architecture Composition Architecture
  • 41.  
  • 42.  
  • 43. Contextual Ribbons Tight Integration with Office with Task Panes and Ribbons Application-level add-ins .NET Managed code extensibility
  • 44. Calculated data and charts Browser Spreadsheets rendered in web parts Set parameters, sort, filter, drill to explore and view the right data High fidelity to Excel client Custom Applications Set values, perform calculations, get updated values via Web Services Retrieve full workbook file Spreadsheets/ Calculated data Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching Office SharePoint Servers & Excel Services Spreadsheets Excel 2007 Design and author Open in Excel for rich exploration and analysis Open snapshots Spreadsheets/snapshots Excel 2007
  • 45. SQL Server, Oracle, OLEDB, ODBC Metadata BizTalk, SAP, Siebel, Legacy, … Profile Store Search Index List store
  • 46.  
  • 47. Ribbon Customization Outlook custom form regions Actions Pane Extend Office Documents Tab Group Ribbon Control
  • 48.  
  • 49. Custom ribbon Custom tab Custom task pane surfacing data via the Business Data catalog (BDC) Adding PO Management using VSTO
  • 50. Create Outlook Add-in project in VSTO with ribbon C# code & ribbon XML
  • 51. RosettaNet schema for Purchase Order Design the forms by importing XML schema into InfoPath
  • 52. Binding a date picker control to a date field in the schema Dragging UI controls and binding to schema elements
  • 53. Form onLoad event VSTO adds code behind to pre-populate the form
  • 54. Small company has actuary who determines insurance formula in Excel Team of salespeople call into central office to obtain quotes for customers—not ideal Formula is sensitive—don’t want IP getting out Need a better solution…but don’t have loads of $$ Insurance Quote Application
  • 55.  
  • 56.  
  • 57.  
  • 58.  
  • 59.  
  • 60.  
  • 61.  
  • 62.  
  • 63.  
  • 64.  
  • 65.  
  • 66.  
  • 67.  
  • 68.  
  • 69.  
  • 70.  
  • 71.  
  • 72.  
  • 73. Presentation Tier Outlook 2007 (Consume) Application Tier Excel Services Presentation Tier Excel 2007 (Contribute) Data Tier SQL Server Productivity Tier SharePoint Document Library Web Services Web Services Solution Architecture SharePoint Server 2007
  • 74.  
  • 75. Supply Chain Collaboration Retail Store Manager Dashboard Financial Services, Loan Origination System Price optimization with SAP HealthCare Scenario Manufacturing Plant Floor Operations (June 2007) Public Sector Citizens Portal (June 2007)
  • 76. Solution for unification of lending channels, disjointed or redundant workflows and automation of lending approval processes. Includes A reference solution and a reference implementation Architecture Guidance Scenarios for collaboration between the brokers and lenders with a retailer, and then extending back thru a manufacturer and a supplier Solution bits (website & SharePoint templates, .NET assemblies, web services, reference data, scripts, BDC XML, etc.) Requires Platforms – 2007 Office System, MOSS 2007, BizTalk 2006, SQL Server 2005, Windows Server 2003 Tools – Visual Studio 2005, Visual Studio Tools for Office, Office SharePoint Designer 2007
  • 77. OBA Developer Center http://msdn.microsoft.com/oba Office Developer Center http://msdn.microsoft.com/office Reference Application Packs         Supply Chain Management http://msdn2.microsoft.com/en-us/architecture/aa702528.aspx Retail Store Operations http://msdn2.microsoft.com/en-us/architecture/aa905316.aspx Financial Services - Loan Origination System http://msdn2.microsoft.com/en-us/architecture/bb265266.aspx Price Management http://msdn2.microsoft.com/en-us/architecture/bb467601.aspx HealthCare – Health Plans (CERA) http://msdn2.microsoft.com/en-us/architecture/bb530326.aspx Manufacturing Plant Floor Analytics http://msdn2.microsoft.com/en-us/architecture/bb643797.aspx Public Sector E-Forms Processing http://msdn2.microsoft.com/en-us/architecture/bb643796.aspx OBA Community Portal http://www.obacentral.com Office Developer Conference Feb. 10-13, 2008 – San Jose, CA http://www.odc2008.com
  • 78. Questions? Feedback? Please fill out your evaluations SoCal Architect Community http://socalmsft.com http://blogs.msdn.com/socalarchitect (team blog) http://davidcchou.com (my blog)
  • 79. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • 81.  
  • 82. Supported Development Scenarios VSTO 2005 + VSTO 2005 SE VSTO 2008 Ribbon (Word 2007, Excel 2007, PowerPoint 2007, Outlook 2007 add-ins only) Simplified hookup Sample XML Simplified hookup Sample XML Visual designer Richer programming layer Export-to-XML option Actions Pane (document-level projects only) Word 2003 (doc, dot) Excel 2003 (xls, xlt) Word 2003 docs (doc, dot) Excel 2003 (xls, xlt) Word 2007 (docx, docm, dotx, dotm) Excel 2007 (xlsx, xlsm, xltx, xltm) Custom Task Pane (Word 2007, Excel 2007, Outlook 2007, InfoPath 2007 and PowerPoint 2007 add-ins only) Simplified hookup Visual designer Simplified hookup Visual designer Outlook Form Region (Outlook 2007 only) Visual designer Configuration wizard Import from existing
  • 83. Custom ribbons can expose additional custom functionality in the Office 2007 clients allowing users to access LOB data Either directly using the different controls (e.g. control gallery) Windows forms By activating a custom task pane exposing the data Intelligent Documents
  • 84. Can deliver additional data to the user to act upon or integrate within the Office documents OBA Intelligent Document Pattern Two Types Actions Pane Associated with a specific Word or Excel document Custom Task Pane: The same general idea as Actions Pane, only on the application add-in level , not individual doc Task Panes
  • 85.  
  • 87. File Container Document Properties Comments WordML / Spreadsheet ML Custom XML Embedded Code Images / Video / Sound User view: single Office file Document Parts Most parts are XML Each XML part is a discrete component Can add, extract and modify individual parts without using Office programs Corruption of any part would not prohibit the file from opening Developer view: modular file OpenXML Formats Architecture
  • 88. Formed by 40 companies to share developer information about the Office Open XML file formats Articles with full source code for C#, VB, Java, XSLT Forums for posting technical questions OpenXmlDevelopers.org
  • 89. Part of Windows Presentation Foundation Installed with .NET 3.0 Requires .NET 2.0 Runtime Enables package manipulation for Office Open XML File Formats XML Paper Specification Files Any Open Packaging Convention files Components of System.IO.Packaging
  • 90.  
  • 91. Mostly client focused and uses contextual information to determine UI composition Static Dynamic Enabling technologies Add-ins Ribbon Extensions Custom Task Panes User Profiles and Audiences Context Driven Composite User Interface Pattern
  • 92. View assembling component parts from the same or different LOB systems that cooperatively interact to provide rich capabilities Enabling technologies Web Parts Custom Lists and Libraries Custom Application and Site Pages Mesh Composite View Pattern
  • 93.  
  • 94. Documents stored in SharePoint containers can be involved in a workflow to get them approved Business data can be delivered or captured in electronic format using InfoPath 2007 forms and triggering workflows LOB Initiated Document Workflow Pattern
  • 95. Guidance in more complex scenarios Two approaches Combining the LOB initiated document workflow pattern and other OBA patterns such as the intelligent document pattern Develop a workflow specific to the problem domain that interacts with the LOB system and enriches the workflow executing on SharePoint Cooperating Document Workflow Pattern
  • 96.  
  • 97. Find the business data you need and be able to use and act upon that data Microsoft Office SharePoint Server 2007 Index Engine can crawl business data accessible via Business Data Catalog Search results can be delivered in highly customized manner OBA Discovery Navigation Pattern
  • 98.  
  • 99.  
  • 100. Additive UI enhances Outlook’s built-in forms Adjoining and Separate Regions for both custom and built-in forms Regions are created in Outlook Forms Designer Forms solution implemented via Add-in Deployment via Windows registry
  • 101. New Outlook controls added to toolbox Category Strip and Button Contact Photo Electronic Business Card Preview Scheduling Free/Busy InfoBar Date and Time Picker Check, Option, Edit, Label, Frame (MSForms) Outlook controls are themed Controls continue to support databinding Event support for controls

Editor's Notes

  1. 05/28/09 ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.