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JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus SymphonyJohn Head & Alex KassabovPSC Group, LLC
http://www.tomjames.com/US/media/in_the_media.asp?set=CC
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Before we begin
Agenda● Introductions● “Getting Started” with Integration● Advanced Integration
▬ From the Notes Client▬ From other applications▬ From the Web
● Looking Forward● Q & A
Who are we? John D. Head
Director of Enterprise Collaboration at PSC Group, LLC
Involved in Lotus technology since 1993
OpenNTF.org Steering Committee Member and IP Working Group Chairman
Speaker Over 30 sessions at Lotusphere since 1996 Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG conferences
Author Publications on Office and SmartSuite integration with Notes LotusUserGroup.org contributing Author and Forum moderator “Lotus Symphony for Dummies” Technical Editor “Self Assessment and Strategy Guide for Migrating from Domino Document Manager “
Redbook Author
www.johndavidhead.com twitter/johnhead
Who are we? Alex Kassabov
Vice President of Collaboration at PSC Group, LLC
Involved in Lotus technology since 1995 Notes R3 – got dragged there kicking and screaming
Speaker Lotusphere sessions on Desktop Integration Collaboration Summit GRAINTE Chicago Lotus User Group
Akassabov.wordpress.com twitter/akassabov
PSC Group, LLC●
● IBM Premium Business Partner for 19+ Years
● Microsoft Managed Partner● Notes & Domino 8.5.X Design Partner● OpenNTF.org Alliance Member, Steering
Committee Company, & Former Host of OpenNTF.org
● Sponsor of IamLUG and MWLUG in 2009● Winner of 2007 & 2009 Lotus Award!
Host of the following blogs: Ed Brill’s
(www.edbrill.com) Lotus Design Blog(Mary Beth Raven)
(www.notesdesign.com) LotusStaffNotes (Brent Peters)
(www.lotusstaffnotes.com) Lotus Connections Team(synch.rono.us) Domino Server Team
(www.dominoblog.com) Lotus Mashups
(www.mix-and-mash.com) Chris Pepin – IBM CTO’s Office
(www.chrispepin.com)
This Year, We Started Over● We have rebuilt this presentation from the ground up
▬ Reorganized▬ All New Demos▬ Take Advantage of the modern software versions
▬ Notes 8.5.X▬ Office 2007▬ Symphony 1.3▬ .NET 3.5▬ Visual Studio 2008
● Much of the basics of integration have had to be left out …● But you can access our presentation from last year for all of the basic
steps – link provided later
The Demo DatabasesPresentation example database
Contains all of the “Getting Started” Demos Works in your Notes Client Configurable for your environment New UI for Rich Client, works in Standard client as well
OpenNTF.org Contacts Experience Customized Notes 8.5.1 Contacts Template Version on server for web and web services demos
Let’s take a little poll …Who is using …Office 97 and earlierOffice 2000Office XPOffice 2003Office 2007Office 2010OpenOffice / StarOfficeLotus SymphonyiWorkOther
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 Lotus Symphony
2008 Visual Studio 2008 Notes/Domino 8.5
2009 Notes 8.5.1 Domino Designer in Eclipse
2010 Office 2010 Symphony 2.0
The Good News We have entered the “Industrial Revolution” period of the
Integration Era
In the “Medieval Times”DDE with Ami ProNotesSQL was used to get even the most basic of dataOLE embeddingNotes F/X
The Good News (continued) The Renaissance brought us new tools
OLE automationCOM automationAnd much more
The Revolution brings us major changesA true competitor to OfficeVisual Studio.NET 2008 and VSTO 3.0Code begins to move from inside a document to complete
applications
Agenda● Introductions● “Getting Started” with Integration● Advanced Integration
▬ From the Notes Client▬ From other applications▬ From the Web
● Looking Forward● Q & A
“Getting Started” Demos● Each demo is the equivalent of a “Hello World” sample● They are self contained and as little code as possible
▬ No error trapping, etc
● This will get you started with Integration
Getting Started - ● Word● Excel● PPT● Project● Symphony Documents (UNO)● Symphony Spreadsheets (UNO)● Symphony Presentations (UNO)● Symphony Documents (LS API)
● Symphony Spreadsheets (LS API)● Symphony Presentations (LS API)● Symphony Documents (Java API)● Symphony Spreadsheets (Java API)● Symphony Presentations (Java API)● VBA● VB.NET● C#
Getting Started – Microsoft Word● “Getting Started”
demo #1● Demonstrates how
to use LotusScript to have Notes automate Microsoft Word
Getting Started – Microsoft Excel● “Getting Started”
demo #2● Demonstrates how
to use LotusScript to have Notes automate Microsoft Excel
Getting Started – Microsoft PowerPoint● “Getting Started”
demo #3● Demonstrates how
to use LotusScript to have Notes automate Microsoft PowerPoint
Getting Started – Microsoft Project● “Getting Started”
demo #4● Demonstrates how
to use LotusScript to have Notes automate Microsoft Project
Getting Started – Symphony Documents UNO● “Getting Started”
demo #5● Demonstrates how
to use LotusScript to have Notes automate Lotus Symphony Documents via UNO
Getting Started – Symphony Spreadsheets UNO● “Getting Started”
demo #6● Demonstrates how
to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via UNO
Getting Started – Symphony Presentations UNO● “Getting Started”
demo #7● Demonstrates how
to use LotusScript to have Notes automate Lotus Symphony Presentations via UNO
Getting Started – Symphony Documents LotusScript● “Getting Started”
demo #8● Demonstrates how
to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API
Getting Started – Symphony Spreadsheets LotusScript● “Getting Started”
demo #9● Demonstrates how
to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API
Getting Started – Symphony Presentations LotusScript● “Getting Started”
demo #10● Demonstrates how
to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API
Getting Started – Symphony Documents Java● “Getting Started”
demo #11● Demonstrates how
to use Java to have Notes automate Lotus Symphony Documents via the new Java API
Getting Started – Symphony Spreadsheets Java● “Getting Started”
demo #12● Demonstrates how
to use Java to have Notes automate Lotus Symphony Srpeadsheets via the new Java API
Getting Started – Symphony Presentations Java● “Getting Started”
demo #13● Demonstrates how
to use Java to have Notes automate Lotus Symphony Presentstions via the new Java API
Getting Started – VBA● “Getting Started” demo #14● Demonstrates how to use Visual Basic for
Applications (from within Microsoft Word) to access Lotus Notes
Getting Started – VB.NET● “Getting Started” demo #15● Demonstrates how to use Visual Basic .net
(from within Visual Studio.net 2008) to access Lotus Notes
Getting Started – C#● “Getting Started” demo #16● Demonstrates how to use C# (from within
Visual Studio.net 2008) to access Lotus Notes
Agenda● Introductions● “Getting Started” with Integration● Advanced Integration
▬ From the Notes Client▬ From other applications▬ From the Web
● Looking Forward● Q & A
Advanced integration from the Notes ClientFrom your Contacts application:● Create Letter ● Create Envelope● Mass Mail Merge● Export● Create Presentation● Save to Google Documents
This requires that you replace the design of your Contacts application with the OpenNTF.org Contacts Experience template
Advanced integration from the Notes ClientCreate Letter – Microsoft Word● From your Contacts,
create a new letter for the selected contact in Microsoft Word.
● Allow the user to select from custom templates
Advanced integration from the Notes ClientCreate Letter – Symphony Documents● From your Contacts,
create a new letter for the selected contact in Lotus Symphony Documents.
● Allow the user to select from custom templates
Advanced integration from the Notes ClientCreate Envelope– Microsoft Word● From your Contacts,
create a new envelope for the selected contact in Microsoft Word.
Advanced integration from the Notes ClientCreate Emvelope – Symphony Documents● From your Contacts,
create a new envelpoe for the selected contact in Lotus Symphony Documents.
Advanced integration from the Notes ClientMass Mail Merge– Microsoft Word● From your Contacts,
create a mass mail merge for the selected contacts in Microsoft Word.
● Allow the user to select from custom templates
Advanced integration from the Notes ClientMass Mail Merge – Symphony Documents● From your Contacts,
create a mass mail merge for the selected contacts in Lotus Symphony Documents.
● Allow the user to select from custom templates
Advanced integration from the Notes ClientExport – Microsoft Excel● From your Contacts,
export selected fields for the selected contacts in Microsoft Excel.
Advanced integration from the Notes ClientExport – Symphony Spreadsheets● From your Contacts,
export selected fields for the selected contacts in Microsoft Excel.
Advanced integration from the Notes ClientCreate Presentation – Microsoft PowerPoint● From your Contacts,
create a presentation for the selected contact in Microsoft PowerPoint.
● Allow the user to select from custom templates
Advanced integration from the Notes ClientCreate Presentation – Symphony Presentations● From your Contacts,
create a presentation for the selected contact in Microsoft PowerPoint.
● Allow the user to select from custom templates
Advanced Integration from the Notes ClientSave to Google Docs● Using Java and the Google Docs API, save documents
directly from a Notes application, or Lotus Symphony, to Google Applications / Documents.
Agenda● Introductions● “Getting Started” with Integration● Advanced Integration
▬ From the Notes Client▬ From other applications▬ From the Web
● Looking Forward● Q & A
Advanced Integration from other applications● Mail Merge● Easy Spreadsheets using Notes Data● Automate Data● Select Resource● Default VSTO Project● Insert Image● Insert Slide● Notes Explorer
Advanced Integration from other ApplicationsMail Merge● Perform a mail merge
from within Microsoft Word
● Access Contacts directly from the Mail Merge Data Panel
Advanced Integration from other ApplicationsEasy Spreadsheets using Notes Data● Create spreadsheets
that import Contact data● Auto Refresh● Generate Charts● Get data via a web
service
Advanced Integration from other ApplicationsAutomate Data● Build a spreadsheet in
Microsoft Excel that pulls data from a web service in the Contacts application
Advanced Integration from other ApplicationsDefault VSTO Project● Use a default VSTO project to begin integrating Microsoft
Office applications with Lotus Notes data via the sidebar, Fluent UX, and templates
Advanced Integration from other ApplicationsInsert Image – Microsoft Word● Using a custom VSTO
solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.
Advanced Integration from other ApplicationsInsert Image – Symphony Documents● Using a custom
Symphony Plug-in, add an Insert Image menu item and sidebar that allows for easy image insertion from a Notes repository.
Advanced Integration from other ApplicationsInsert Slide – Microsoft PowerPoint● Using a custom VSTO
solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.
Advanced Integration from other ApplicationsNotes Explorer● A C# and .NET solution that extends Microsoft Explorer to allow
navigation of Domino applications from within Explorer. Notes Explorer is the combination of the Lotus Connectors and DNFS (Domino Network Files Services) from the Notes 5.x time frame.
Agenda● Introductions● “Getting Started” with Integration● Advanced Integration
▬ From the Notes Client▬ From other applications▬ From the Web
● Looking Forward● Q & A
Advanced Integration from the web● Accessing Contacts data in ASP.NET via COM● Accessing Contacts data in ASP.NET via Web Services● Accessing Contacts data in ASP.NET using the Grid Control● Accessing Contacts data in XPAGES● XPAGES Integration
Advanced Integration from the WebAccessing Contacts data in ASP.NET via COM● Using the Contacts application as our data source, display
data in an ASP.NET page using COM
Advanced Integration from the WebAccessing Contacts data in ASP.NET via Web Services● Using the Contacts application as our data source, display
data in an ASP.NET page using the web service
Advanced Integration from the WebAccessing Contacts data in ASP.NET using the Grid Control● Using the Contacts application as our data source, display
data in an ASP.NET page using the included Grid Control. This will also use the web service to access the data.
Advanced Integration from the WebAccessing Contacts data in XPAGES● Using the Contacts application as our data source, display
data in an XPAGES application
Advanced Integration from the WebXPAGES Integration● Using the Contacts application as our data source, display
data in an XPAGES application and create a Letter in Symphony Documents.
Agenda● Introductions● “Getting Started” with Integration● Advanced Integration
▬ From the Notes Client▬ From other applications▬ From the Web
● Looking Forward● Q & A
2010 and Beyond We finally have great tools
VS.NET 2008 and DDE
Great Tools Coming• Visual Studio 2010 with VSTO 4• Office 2010
• Backstage• SymphonyNext (2.0)
• Beta in early 2010• New/Updated APIs for Notes Data
• REST• DXL
We have multiple options Office, Symphony, OpenOffice.org, Google Docs, etc.
Competition will be good for us … if we can deal with all the changes
Automation vs. Generation● Document Generation is starting to become a viable option
▬ Using the standard formats of OOXML, ODF, and PDF
● Instead of requiring the application to be present, this is done with no interaction of any application
● Tools▬ C# and the OOXML Toolkit for Office▬ Java and the upcoming ODF Toolkit from IBM for Symphony▬ Numerous PDF APIs and Toolkits for both .NET and Java
● Can generate server side in a fraction of the time● Here is a demo of what we are doing with Document Generation …
Don’t want to do the Integration Yourself?● Many third party solutions out there for you to use● Integra4Notes
▬ Reporting and Document Generation for Microsoft Office and Lotus Symphony
● Mainsoft Sharepoint Integrator▬ Access Sharepoint from within Lotus Notes, just like the Lotus Connectors for Lotus Quickr
Resources LDD Discussions (Notes.Net)
http://www-130.ibm.com/developerworks/lotus
OpenOffice.org
http://www.openoffice.org
OpenOffice Developers Guide
http://api.openoffice.org/DevelopersGuide/DevelopersGuide.html
Programming OpenOffice with Visual Basic
http://www.kalitech.fr/clients/doc/VB_APIOOo_en.html
Microsoft Office developer’s Web site http://msdn2.microsoft.com/en-us/office/default.aspx
Microsoft Developer Network http://msdn.microsoft.com
Resources (cont.) Microsoft Office blog listing
http://msdn2.microsoft.com/en-us/office/aa905342.aspx
OpenNTF.org — the open source Web site for Notes www.openntf.org
Integra4Notes Web site www.integra4notes.com
Slides and content available from
http://www.johndavidhead.com http://www.psclistens.com
Want to learn more about Lotus Symphony Development?● BP214 : IBM Lotus Symphony: Finally, a Developer’s Friend● Wednesday, Jan 20th
● 3 PM● Swan 7 - 10
Lotus Greenhouse (greenhouse.lotus.com) is a live community website where you can use Lotus Collaboration Products for free!
The Lotus Community Podcasts
Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and news
IdeaJam (www.ideajam.net) is a place where people can post and share their ideas, and gauge the marketability, popularity and viability with input from others
OpenNTF (www.openntf.org) is a site devoted to getting groups of individuals all over the world to collaborate on Lotus Notes/Domino applications and release them as open source
Bleedyellow.com provides community implementations of Lotus Connections and Sametime
IBM’s Official portal for developers including a dedicated section for Lotus (www.ibm.com/developerworks/lotus)
LotusUserGroup.org is the on-line home of the IBM Lotus community for regional and virtual user groups
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