An ILTA ’06 Encore Presentation

Sherry KappelSr. VP, Chief Innovation Officer

Document Success with Office 2007

Office 2007 Beta product was used to prepare this material. Changes to the final version of Office 2007 may still occur

which can impact material presented here*.

Today’s AgendaHave you seen Office 2007?File Formats Change

– New file extensions – XML in Office– .docx “Package” – Compatibilities Package review

Moving Forward with Office 2007– Comparing inside– Toolbars to Ribbons

Word 2007

Enterprises depend on us to help maintain a high-performance document production environment

through:

Industry leading software

Expert level support

Professional services

Applied practical knowledge

About Microsystems

Have you seen Office 2007?

• A few things are different…– New UI– New File Format– A Few New Features

• A quick tour…

Word 2007 Tour

Firm Considerations

• New UI and Training impact • Changes compel review of existing work product • Document format forces collaboration & updates• Limit desktop applications if possible• Benefit from XML infrastructures • Reduce file storage

Client Considerations

• Expectations about XML capabilities• Representation in pace with technology • Document collaboration & exchange • Supply standard formats like ODF

Save OptionsDefault Formats

Business ImpactWhere is Microsoft moving?

– 2007 Default format is .docx– Binary (.doc) format 97- 2003– Promote benefits of XML– Compatibility/converter available

To what format, how and when shall we move our files?

Icons and Extensions

doc docx docm

dotx dotm

XMLBinaryXML with macros

XML in Office

Office 2003 had varying levels of XML

WordProcessingML: Full fidelity in 2003

OpenXML Supports:

– Faster programmatic load

– Isolate disparate elements

XML in Office

ODF Open Document Format

Gaining acceptance in Europe

Similar to OpenXML

– no legacy Word support

Office 2007 will offer support

Open XML File: User View

Letter.docx

Zip File is smaller than binary Zips/unzips on-the-flyMedia/Objects are stored intact

Extensible beyond Microsoft formats

Component correction capabilityEasier programmatic accessSecurity enhanced

.docx “Package”

Robust

Compacted

Open

Open XML File: Developer View

Letter.docx

docx “Package” Model

Demo replacement of a graphic

Planning for Compatibility, or…What will you do when Office 2007 arrives?•“Save As” in 2007 returns to legacy versions•“Compatibility” supports bi-directional moves Word 2000, 2003 and XP to Word 2007•Batch conversion available with OMPM

Compatibility

…The Error You’ll Start Seeing

Save As

Compatibility: Document Exchange

Word 2007

Word 2000

Word XP, Word 2003

Compatibility

Word 97- 2003 Upward

compatibleWord 2007

Prerequisites

OS Versions– Windows XP SP 1– Windows 2000 SP 4– Windows Server 2003

Office Versions– Office 2003 SP 1– Office XP SP 3– Office 2000 SP 3

Compatibility Pack

Supports Word, PowerPoint, & Excel

Compatibility Requirements

.docx - document

.dotm - macro-enabled document

Compatibility

Transforming your Interface• Command bars & toolbars no longer exist• User customization: Quick Access Toolbar• Developer customization: Ribbon

What are the approaches?

Toolbars: 2003 to 2007

Quick Access DevelopmentUser Accessible Quick Access Toolbar

– Limits on space– Includes “Save”, “Undo”, “Redo” & “Quick Print” as

default– Held in the User Profile– Format is XML

Consistent between documents

Improves screen space

XML Flexibility

Why Ribbon Development ?

Complex customization

Structural feedback limited

No user interface

Ribbon Architectureribbon

tabs

tab

group

control

group

control

control

Office 2007 Ribbon Basics

Define Ribbon

Add Tabs– Add “Groups” each tab– Add Buttons & Menus

Word 2007 Migration Roadmap

Questions to Ponder

Save as PDF Compare

Inspectors SharePoint

Can this replace PDF creation add-ins?

Do I need a document comparison tool?

What about metadatacleaning utilities?

Is Microsoft poised to take over document management?

Review

• Business Concerns re Word 2007 • Ribbon Design Elements• Word 2007 — Feature Demonstration• File Format & Compatibilities• Technical How-to’s — Toolbars & Ribbons • Roadmap Summary & Next Steps• Resources & References

Conclusions

• Office 2007 requires a major change management focus, the likes of which we have not yet seen– We have the time…– …but we need to use it

• Confront the change challenge at three levels– Developers– Design Team (Trainers, Document Specialists, Workflow,

Business Analysts, Practice Teams)– End-users (Lawyers, Secretaries, Business Users)

• Next step: Research – Word 2007 Readiness Roadmap

Resources & ReferencesMicrosoft Office UI Redesign (video) Office 2007 Tips & Tricks (upcoming webcasts)Interactive Word 2003 to Word 2007 guide (interactive online guide)Microsoft Office 2007 (beta download or on-line experience)Microsoft Office Word team (blog)Word 2007 Training Template (PowerPoint template, 107 slides) Word Viewer (download) > views .docx filesOffice Open XML (blog) > all about the formatThe power of OOXML (video) > Mindjet & MicrosoftThe power of OOXML (blog) > Mindjet & MicrosoftOpen XML Developer site (web site)Office Migration Planning Manager (web site)

Resources & ReferencesWeb Sites: Office 20072007 Microsoft Office System Preview http://www.microsoft.com/office/preview/default.mspxCompatibilities Linkhttp://www.microsoft.com/office/preview/beta/converter.mspx Office Developer Resourceshttp://msdn.microsoft.com/office/Open XML Developer http://openxmldeveloper.com/default.aspxECMA Standards Documentationhttp://www.ecma-international.org/news/TC45_current_work/TC45_available_docs.htm

Resources & ReferencesOpen Document Format (ODF)WikiPedia: Open Document Format

http://en.wikipedia.org/wiki/Open_document_formatOnline community for the OpenDocument Format OASIS Standard

http://opendocument.xml.org/Microsoft OpenXML to ODF Converter

http://odf-converter.sourceforge.net/blog/

XML Paper Specification (XPS)Microsoft’s XPS Site

http://www.microsoft.com/whdc/xps/default.mspx2007 Microsoft Office Add-in: Microsoft Save as PDF or XPS

http://www.microsoft.com/downloads/details.aspx?FamilyID=4d951911-3e7e-4ae6-b059-a2e79ed87041&DisplayLang=en

Questions & Answers

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