David ChouDavid Choudavid.chou@microsoft.comdavid.chou@microsoft.com

ArchitectArchitect

Office as a PlatformOffice 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

ServicesServices

SalesPortal

HRWeb

SupplyChain

InternetSales

“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 Web ServiceService

RenderingRendering

Application StorageApplication StorageShared ServicesShared Services

Rigid Business Logic and Rigid Business Logic and ProcessProcess

Information SharingInformation Sharing

Ad-Hoc WorkflowAd-Hoc WorkflowUnstructureUnstructured Datad Data

Data Data WarehouseWarehouse

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

Application TierApplication Tier(Business Transactions and (Business Transactions and

Process)Process)

Data TierData Tier(Data Management, ACID, (Data Management, ACID,

Reporting)Reporting)

Presentation TierPresentation Tier(User Experience)(User Experience)

Tools

Tools

ISSUE!

Participants: people, roles

Flow style: flexible, dynamic

Data: unstructured, documents

Participants: apps, services

Flow style: prescriptive, protocols

Data: structured, transactional

Information Worker

Document Review…

Information Worker

Document Review…

System WorkflowSystem WorkflowHuman WorkflowHuman

Workflow

Business to Business

Supply Chain Mgmt…

Business to Business

Supply Chain Mgmt…

Line of Business Apps

Quote to Cash, Sales Automation…Line of Business Apps

Quote to Cash, Sales Automation…CRM ERP

CreateLead

Qualified?

RetireLead

CreateOpportunit

y

CreateQuote Closed?

CompleteSale

Create Invoice

CRM ERP

Get specs from

customer

Validate specs

with Tech Sales

Estimate

custom design

Cost out the

solution

Decide discoun

t strategy

Assemble proposed response

Approve propose

d respons

e

Unstructured

Structured

Estimate custom design Unstructured

Create

Lead

Qualified?

RetireLead

CreateOppt’y

CreateQuote 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 propose

d respons

e

Structured

Office Business Applications

“Classic” Enterprise Applications

Estimate custom design Unstructured

Office SharePoint Server

Word Excel Outlook InfoPath

> 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 LOB Apps, data warehouse, warehouse, trading trading partners, etcpartners, etc

To

ols

Visu

al Stu

dio

To

ols fo

r Office

…

2007 Office system clients

Office SharePoint Server 2007

Office Office Business Business ApplicationApplicationss

MicrosoftMicrosoftOffice Office SystemSystem

Dynamics SAP

Content Management

Unified Communication &

Collaboration

Business Intelligence

Exch

an

ge S

erv

er

20

07

Offi

ce

Com

mu

nic

atio

ns

Serv

er 2

007

Siebel LOB

Dynamics Duet ISV OBAs Custom OBAs

• Search• Workflow• Business Data Catalog• Website & Security Framework• Excel Services

Open XML File Formats & Extensible Fluent Interface

Productivity TierProductivity Tier(Manage ‘Rhythm of the Business’)(Manage ‘Rhythm of the Business’)

Data TierData Tier(Data Management, ACID, (Data Management, ACID,

Reporting)Reporting)

Presentation TierPresentation Tier(User Experience)(User Experience)

Tools

Tools

Accounts for ad-hoc and human interactionsApplication TierApplication Tier

(Business Transactions and (Business Transactions and Process)Process)

Document Library & Forms LibraryDocument Library & Forms LibraryKPIs, DashboardsKPIs, Dashboards

SharePoint Lists, ActionsSharePoint Lists, ActionsSearch ServicesSearch Services

Identity StoreIdentity StoreData StoreData Store

Data WarehouseData Warehouse

Outlook, Excel, InfoPathOutlook, Excel, InfoPathSites, Pages, Web PartsSites, Pages, Web PartsSharePoint DesignerSharePoint Designer

Visual Studio Tools for Visual Studio Tools for OfficeOffice

SharePoint Site SharePoint Site TemplatesTemplates

SharePoint DesignerSharePoint DesignerVisual StudioVisual Studio

SharePoint Admin SharePoint Admin ConsoleConsole

SQL Management SQL Management StudioStudio

Excel ServicesExcel ServicesBusiness Data CatalogBusiness Data Catalog

Workflows & Business ProcessesWorkflows & Business Processes

CollaboratioCollaboration Server &n Server &Composite Composite

AppAppServerServer

ProductivitProductivity Toolsy Tools

&&Web Web

BrowerBrower

BPMBPM&&

SOASOA

ConnectorConnector

LOB Apps:LOB Apps:

ERPERPCRMCRM

SiebelSiebelSAPSAP

OracleOracleEtc…Etc…

UpdatesUpdates

Add-InsAdd-InsXML FormsXML Forms

Web Web ComponentComponent

ssTemplatesTemplates

Read Read

Presentation Productivity Application Data

Office Office SharePoint SharePoint

Server 2007Server 2007

OfficeOfficeProductivitProductivit

y Toolsy Tools&&

Internet Internet ExplorerExplorer

BizTalBizTalkk&&

BDCBDC

ConnectorConnector

LOB Apps:LOB Apps:

ERPERPCRMCRM

SiebelSiebelSAPSAP

OracleOracleEtc…Etc…

UpdatesUpdates

Add-InsAdd-InsXML FormsXML Forms

Web Web ComponentComponent

ssTemplatesTemplates

Read Read

Presentation Productivity Application Data

Windows Vista

Windows Server 2003

Office SharePoint Server 2007

Active Directory

SQL Server 2005

Client

Server

Enterprise Search Excel Services

Windows SharePoint Services

RolesWorkflow Version Control

Security CollaborationWeb 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

LeaveLeaveManagementManagement

Reports &Reports &AnalyticsAnalytics

Time Time ManagemenManagemen

tt

OrganizationOrganizationManagementManagement

Sales Sales ManagementManagement

Travel Travel ManagementManagement

DemandDemandPlanningPlanning

Purchasing Purchasing ManagementManagement

RecruitmentRecruitmentManagementManagement

Budget Budget MonitoringMonitoring

Enabling seamless access to SAP through Microsoft Office

SAP Outlook Integration

Server FrameworkServer Framework

SAP Business SuiteSAP Business Suite

Duet Server/s

Duet Client Framework and Services

SAP Backend

Application & Metadata

Management

Item handler

Service Routing

User and Role Management

Single Sign On

Exchange 2003

Active Directory

Client

SQL Express(Caching)

Microsoft Office Professional 2003 & 2007

.NET 2.0

SQL Server 2005Metadata Repository

Windows Server 2003

Message ForwardingApplication Deployment

Role Synchronization

NetWeaver 04

Event Handler Services

Apps Publishing

Services

SAP Systems

mySAP ERP 04/05mySAP CRMmySAP SRMmySAP SCMNetWeaver BI/BW

Enterprise SOA

Deployment Services

Application Web Services

Request Handlerand

Authentication

Service Composition

Contextual Ribbons Tight Integration with Office with Task Panes

and Ribbons Application-level add-ins .NET Managed code extensibility

Calculated data and charts

BrowserSpreadsheets rendered in web partsSet parameters, sort, filter, drill to explore

and view the right dataHigh fidelity to Excel client

Custom ApplicationsSet values, perform calculations, get

updated values via Web ServicesRetrieve 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

SpreadsheetsExcel 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 StoreSearch IndexList store

TabTab

GroupGroupRibbonRibbonControlControl

Ribbon Customization

Outlook custom form regionsActions Pane

Extend Office Documents

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

1.1. Small company has actuary who Small company has actuary who determines insurance formula in Exceldetermines insurance formula in Excel

2.2. Team of salespeople call into central Team of salespeople call into central office to obtain quotes for customersoffice to obtain quotes for customers—not ideal—not ideal

3.3. Formula is sensitive—don’t want IP Formula is sensitive—don’t want IP getting outgetting out

4.4. Need a better solution…but don’t Need a better solution…but don’t have loads of $$have loads of $$

Insurance Quote Application

Presentation TierPresentation TierOutlook 2007Outlook 2007(Consume)(Consume)

Application TierApplication TierExcel ServicesExcel Services

Presentation TierPresentation TierExcel 2007Excel 2007(Contribute)(Contribute)

Data TierData TierSQL ServerSQL Server

Productivity TierProductivity TierSharePoint Document LibrarySharePoint Document Library

SharePoint Server 2007SharePoint Server 2007

Web ServicesWeb ServicesWeb ServicesWeb Services

Solution Architecture

> 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 Communityhttp://socalmsft.comhttp://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-W

orld

Case

s

VSTO 2005 + VSTO 2005 SE

VSTO 2008

Ribbon(Word 2007, Excel 2007, PowerPoint 2007, Outlook 2007 add-ins only)

Simplified hookupSample XML

Simplified hookupSample XMLVisual designerRicher programming layerExport-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 hookupVisual designer

Simplified hookupVisual designer

Outlook Form Region(Outlook 2007 only)

Visual designerConfiguration wizardImport from existing

Supported Development Scenarios

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 PartsMost parts are XMLEach XML part is a discrete componentCan add, extract and modify individual parts without using Office programsCorruption 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 Part of Windows Presentation FoundationFoundation

Installed with .NET 3.0Installed with .NET 3.0 Requires .NET 2.0 RuntimeRequires .NET 2.0 Runtime Enables package manipulation forEnables package manipulation for

Office Open XML File FormatsOffice Open XML File Formats XML Paper Specification FilesXML Paper Specification Files Any Open Packaging Convention filesAny 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