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BP205 - The Integration Revolution: Microsoft Office 2007 with IBM Lotus Notes and Domino

John D. Head

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Who is John D. Head?Who is John D. Head?

Offering and Development Manager for frameworks at PSC Group, LLC

Involved in Lotus technology since 1993

Speaker for over 20 sessions at Lotusphere since 1996

Speaker at Advisor conferences

IBM Lotus Notes/Domino Certified

Author for Advisor Magazine and other publications on Office and SmartSuite integration with Notes

LotusUserGroup.org contributing Author and Forum moderator

Blog with articles www.johndavidhead.com

PSC Group, LLC

IBM Premium Business Partnerfor 15+ Years

Microsoft Gold Partner

Winner 2007 Lotus Award

Notes 8 Design Partner

Host of OpenNTF.org

Host of the following blogs:Mike Rhodin – Lotus GM

(www.mikerhodin.com)Ed Brill’s

(www.edbrill.com)Alan Lepofsky’s Notes Tip’s

(www.alanlepofsky.net)Alan Gartenberg - Sametime

(www.adamgartenberg.com)Jeff Eisen – Hannover

(www.jeffeisen.com)Domino Server Team

(www.dominoblog.com)Chris Pepin – IBM CTO’s Office

(www.chrispepin.com)

www.PSCListens.com

Purpose

Present new ways to integrate

Utilize new features in Visual Studio.NET 2005 and Visual Studio Tools for Office (including VSTO SE)

Take advantage of Notes & Domino 7 functionality

Discuss the impact of Notes & Domino 8 on Office Integration

Demonstrate some of the possibilities

A word of warning …

Expect lots of Code !!!

This session starts out basic … and then gets advanced very fast!

If you have never programmed LotusScript of VBA …

Updated Jumpstart from 2006 for Office 2007

A little poll

Who is using … Office 97 and earlier Office 2000 Office XP Office 2003 Office 2007 OpenOffice.org / StarOffice Office for the Mac Microsoft Works iWorks or Appleworks SmartSuite Other

Before I continue …

IBM has given me permission to demonstrate Notes 8

PSC is a Lotus Notes and Domino 8 Design Partner

The build I am showing is about 3 weeks old

Public Beta is coming very soon (1Q 2007)

Please bear with me if we see any crashes

Agenda Getting Started

EXAMPLE 1 – Word and Lotus Notes “Hello World”

EXAMPLE 2 – Word 2007 Demo

EXAMPLE 3 – Mail Merge

EXAMPLE 4 – Working with Excel

EXAMPLE 5 – Working with PowerPoint

EXAMPLE 6 – Working with Project

Web Services

EXAMPLE 7 – Word and Web Services

EXAMPLE 8 – InfoPath

EXAMPLE 9 – Office Template Installation

XML, ODF, and OOXML

EXAMPLE 10 – Using XML with Excel

EXAMPLE 11 – VSTO

Question and Answers

The Demo Databases

BP205 Example Database Single database with all examples You can configure it for your Notes client Example Numbers in the Presentation

match to those in the database

Lotusphere 2007 Session Database Developed By Genii Software You can download and schedule your LS

2007 experience from http://www.geniisoft.com/showcase.nsf/LS2007_SessionsDB

I have added some design elements for this session

Personal Name and Address Book My demos work with the standard Notes 7

and 8 templates

Integration History 1994

DDE with Ami Pro

1996 Notes R4 OLE LotusScript VBA

1997 SmartSuite with LotusScript (Word Pro)

1998 Notes R5 with COM support

2001 Notes Domino 6

2004 Notes Domino 6.5 with LS2J and DXL

2005 Notes Domino 7 with web services

2007 2007 Office System Lotus Notes/Domino 8

The Good News

We are at the end Renaissance of the Integration Era

Via Revolution!

In the “Medieval Times” DDE with Ami Pro NotesSQL was used to get even the basic of data OLE Embedding Notes F/X

The Renaissance brought us new tools Visual Studio.Net Visual Studio Tools for Office XML Web Services

The Revolution blurs the lines …

Integration in 2007

Proprietary Technologies are being replaced Moving to standards-based Document formats that are “open” Web Services

No Longer limited to OLE and COM

Integration without needing local data Notes Client not required

XML is the foundation

Web Services allow for new types of applications

Integration in 2007 (cont)

New applications and tools

Difficulty scale increasing drastically

Limitations being removed Speed Data Size Presentation Options

Integration should always focus on the end user!

Integration from Notes

From Notes, we will write application code to manipulate the application

This application code will be modified so it saves in Notes

In most cases, you will be converting Visual Basic for Applications (VBA) code to LotusScript

EXAMPLE 1

Creating a Word Document – “Hello World”

Launch Microsoft Word

Enter some text

Creating a Word Document

Must create an instance of the application object first

All applications that support COM have object names

Finding the object name … Application Documentation Registry

Never use version specific application object names Good – Word.application Bad – Word.application.11 When the application upgrades, you have to modify your code

Set hwd = CreateObject("Word.Application")

Creating a Word Document

Must follow the applications object model Word.application

Documents

– Document– Paragraph

– Bookmark

– CustomDocumentProperties

If accessing the current open document, use Application.ActiveDocument Application.ActiveWorkbook Application.ActivePresentation Etc

All Applications have a Object Map in Help

What’s up with the recorded syntax?

Selection.TypeText Text:="this is new text"

Selection.TypeParagraph

Selection.TypeParagraph

Selection.Font.Bold = wdToggle

Selection.ParagraphFormat.Alignment = wdAlignParagraphCenter

Selection.TypeText Text:="this is more text“

Saving LotusScript with wdToggle and wdAlignParagraphCenter fails!

Need to replace VBA constants with raw values Write a macro

Msgbox [constantname]

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 2007

More features planned!

EXAMPLE 2

Word 2007 Demo

Create a new document

Prompt User to select something

Place data into document

Let’s look see the demo

Demo database is the “Lotusphere Sessions” database – used for most of the demos Available for download

EXAMPLE 3

Mail Merge from Address Book

Most requested Notes to Office integration functionality

Users have no idea how to get data from Notes into Word

Lotus has not provided this functionality … yet

Quick win for you – take this back and add it to your boss’ Personal Name and Address

Book and be the HERO!

Mail Merge

Mail Merge is version specific One version for Word 2000 and before One version for Word XP One version for Word 2003

Minor change on closing documents in 2003 New version for Word 2007

Sample of Office 2007 Mail Merge

Mail Merge - Details

Let’s look at the code

Mail Merge object allows for user interaction

Select what pieces of the Mail Merge Wizard the user sees

Interaction is your choice!

EXAMPLE 4

Working with Microsoft Excel

Build an Excel spreadsheet with data from Notes

Use Excel Charting functionality

Let’s see the demo

Let’s see the code

EXAMPLE 5

Working with PowerPoint

Once you learn how to move data to the application, all you have to do is learn the object model for that application

Demo from Personal Address Book

Demo from Sessions Database

EXAMPLE 6

Working with Project

Microsoft Project’s COM API is the ‘hardest’ of all the Office Applications

Syntax is very different

Demo from Tasks in Notes Mail File

Demo of Export with Session Database

Limitations with traditional methods

Notes Client must be installed

Must have understanding of Notes Object Model Notes Storage Model

Can be slow with large amounts of data

Web Services

Self-contained application published and invoked from web

Based on XML

Uses WSDL and SOAP

Designed for machine-to-machine interaction

Advantages Connects various applications running on different platforms Use open standards and protocols Use HTTP bypassing firewall and other security measures

Disadvantages Poor performance as opposed to DCOM

First things first

First, you need to build a Web Service

They can be written using LotusScript, Java or importing WSDL

They are very similar to an agent

To be able to write a web service, you must know how to write a Class

Web Service Classes

Example of a simple class

Class GetPersonInfo

Sub New

End Sub

Public Function GetEmailAddress(personname As String) As String

End Function

Public Function GetPhoneNumber(personname As String) As String

End Function

End Class

Lotusphere Sessions Web Service

EXAMPLE 7

Word 2007 Demo – Web Services

Create a new document

Prompt User to select something

Place data into document

Let’s look see the demo

•Same demo as the Word 2007 COM demo

•Different Technology

•Get to the same place with different technique

•Remember, it is not how you build it, but how the user experiences it

EXAMPLE 8

InfoPath

Using the Sessions database

Uses a Web Service

Stand-alone application

Let’s look at the demo and code

This demo uses data and techniques from InteropTips.com

EXAMPLE 9

Office Templates

How did I get that template in my New dialog?

Template Installation Tool Each template is a document Supports all Office 2000 thru 2007 applications

Can also be used as a programmatic template tool

Located on OpenNTF.org

Let’s see the demo

Office 2007 and XML

Office 2007 XML is a now a Standard Open XML

Many documents can be stored as XML Options to save only data

Import data from XML file

Specific/Import XML Schema

Transform XML with XML Style Sheets

How Domino Data looks as XML

EXAMPLE 10

Using XML with Excel

Read XML from a Notes Database

XML generated via Agent in Notes Database

Chart the data using Excel charting tools

Works with Domino 5.X, 6.X, 6.5.X, 7, and 8

Visual Studio.NET

Microsoft Development Environment

Supports Multiple Languages VB.NET C# Etc

Support for WinForms

Uses .NET Security

Visual Studio Tools for Office

Addin for Visual Studio.NET

Adds support for Word Excel InfoPath Outlook

Can develop in Visual Basic C#

VSTO Second Edition adds Application Add-ins for Office 2007

EXAMPLE 11

Word 2007 Demo with VSTO

Same demo as the Word 2007 Web Services demo

Build in VS.Net using VSTO

Get to the same place with different technologies

Remember, it is not how you build it, but how the user experiences it

Office 2007 Introduces Much More

Notes/Domino 7 brought web services into our world

Notes/Domino 8 will make web services ‘normal’ in our applications Web Service Consumption

Integration will allow the end user to determine which application they live in

The Future

At Lotusphere2007

In the Product Showcase PSC Group, LLC – booth 277

Integra for Notes – booth 610

Wrap-up

Demonstrated multiple technology paths to reach the same goal

Discussed COM/OLE, Web Services, and XML

Walked thru lots of examples

Hopefully gave you ideas on how to add value to your applications

Resources

MSDN

http://msdn.microsoft.com

InteropTips.com

http://interoptips.com

John Head’s blog

http://www.johndavidhead.com

Slides and content available from

http://www.psclistens.com

Thank you!Thank you!

Questions & Answers

Please remember to fill out your evaluation.Please remember to fill out your evaluation.

jhead@psclistens.com

www.johndavidhead.com www.psclistens.com