Document generation & Modernization - IBM What makes Office 2003 a better office suite? How modern...

Document generation & Modernization

With SOA and ESB

WELCOME AND INTRODUCTION

INVENSO

Belgian ICT company located in Sint-Niklaas

Started up in 2002

Team of 15 ICT professional

Development of innovative software products

Software for:

Integration

Optimization

Modernization

Worldwide sales and marketing

IBM Advanced Business Partner

Microsoft Gold Partner

DOCUMENT GENERATION 2

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Agenda

What makes Office 2003 a better office suite?

How modern applications store content

XML capabilities within EXCEL 2003™

WORD 2003™, XML and smart documents

Upgrade your 5250 application with InfoPath™

Integrating these features with your iSeries

Some conclusions and integration issues

Q&A


XML, Why?

An alternative to exchange data

Easier to handle changes in the structure, content. Schema and DTD are the real benefits

They describe the way to exchange data Defined by external organizations. Validation mechanism Commonly accepted

<customer id="134995">

<name>Invenso</name>

<location type="HQ">

<street>Industriepark west 75</street>

<location>9100 Sint niklaas/>

<country>Belgium</country>

<vat>BE 477215168</vat>

</location>

</customer>



Modern applications store content as XML data

New proprietary formats to store content and data

Wordprocessor ML, Spreadsheet ML, Datadiagram ML (Microsoft)

Downloadable and royalty free.

Documented



Header information

supporting custom

properties



Main part

contains the

Presentation

mixed with

the “data”



Advantages

Content is readable More flexibly to add new features, remain compatible Easier to create a compliant format from within another

application Supports Unicode

Disadvantages

Data and presentation is stored together Application integration is still not easy Proprietary formats

Better would be

To separate data from presentation In a free to defined, structured format (XML) Using open standards.


What makes Office 2003 a better office suite?

Microsoft Office™

Before version 2003, data could be saved as a Microsoft meta language (or proprietor binary format)

Edition 2003 professional edition enables you to save data based upon a customer based schema.

SAVE AS XML document vs. SAVE AS XML DATA Office applications that supports native XML are :

EXCEL™ WORD™ ACCESS™ OUTLOOK™

INFOPATH™, a new application to build user interfaces using open standards.

Build upon their own Microsoft XML parser. (MSXML)



Step1 : Create the visual presentation, the fixed part of the document

Step2 : Import the definition which tells the system how the variable part looks like.

Step3 : Define the calculations to be done.

Step4 : Add macro’s and other Excel specific features For example: the Onload() macro can import the data

from a certain directory.



Create a template with all styling details



Build a schema, to describe the variable part in the spreadsheet



Use tools like WebSphere studio to assist you in creating these schema’s.



Import the schema into your template (task pane, CTRL-F1)




Drag and drop the XML elements from the structure pane into the template


Define default values, calculations and macro’s



Your document is now ready for data input



Save as XML data to extracts the user data within the document



The result is an easy to handle XML document.



You can import XML from the iSeries directly into the predefined template.



To add data into the worksheet without user input


XML capabilities within WORD 2003™



Enhanced smart documents feature to build applications using XML. Using XML web services specification (SOAP, WSDL)

WS-security, WS-routing, WS-attachments

New functions in Visual Basic® for applications to access the XML data into the document.

Visual Studio tools for Office allows you to create application using Word or Excel as object model. Supported in VB.net and C#

Permanent XML schema validation during input

Supports (multiple) XSLT stylesheets



Import the schema into your document like you did in Excel



A special window in the lower right taskpane helps you to map the variable part into the fixed content.



Use drag and drop (or point and click)



Build your template, piece by piece.



Use the XML schema assistant to map all required elements.



Add additional styling to your documents, TTF, shadow, shading,…



Remove the XML markers, hide the underlying technology

Define tool tips to assist the user during input

Add user based protection (on individual elements and fixed content)



Use the save as XML to store the mapped content into an XML data document.



New product to create dynamic, interactive forms with build-in business rules.

Captures user data as XML to feed business processes or collaborative solutions. Fully supports web services (SOAP)

Allows online and offline information capturing

Solutions can be deployed, updated from a central server

InfoPath forms can be combined into a sharepoint portal page

Supports different and multiple back end servers.

Perfect to interface different application into a consistent way using the same user interface.

Visual Studio .NET integration, supports routines written in Visual Basic® for .net and C#

Run on top of the .net framework



Create templates based upon a XML schema or web service (WSDL)



A new window reveals the forms “data” structure



Click on the elements, translate them in “Section with controls”



Or, using a

“layout table”



Use “repeating section” panels, to allow repetitive blocked input



Or use “repeating tables”



Add expressions, calculations and editing rules.



to make input easier


XBintegrator Business Integration Server

Integration

Modernization

Document Generation

E-Business

Web Integration




PROGRAM

PREPARE INPUT

DISPLAY INPUT

PROCESS INPUT

SHOW DETAIL

PREPARE DETAIL

SOA

VALIDATE FIELD

GET DETAIL RECORD

UPDATE DATABASE RECORD

CALCULATE DETAIL

CALCULATE TOTAL

SHOW INPUT

SHOW DETAIL

...

...

SERVICE PROGRAM



SERVICE PROGRAM

VALIDATE VELD

GET DETAIL RECORD

UPDATE DATABASE RECORD

CALCULATE DETAIL

CALCULATE TOTAAL

SHOW INPUT

SHOW DETAIL

...

...

ESBINIT INPUT

PROCESSINPUT

GETDETAIL

ESB: INIT INPUT

ESB: PROCESS INPUT

ESB: GET DETAIL

VISUALISATIE

Build upon ESB technology


TEMPLATE DESIGN - TEMPLATES

Templates are objects which describe presentation and data used to generate professional documents. They can be categorized in the following categories: Parts

Template

Template group

Parts are basic re-usable objects, mainly to define content which is used in different templates. They are well suited to define headers and logos.



Template groups are suitable to define complex documents and document bundles. Each section in the group can refer to a simple part or a template



Templates and template groups can be easily be configured by using drag and drop.


TEMPLATE DESIGN - WORD

Creating a Word template

Choose Add Template, Microsoft Office Word 2003 Template



Configuring the XML schema

Choose the right schema from the datastore



Creation of parts: header and footer



Deployment of parts



DOCUMENT GENERATION

Data mapping

54


DOCUMENT GENERATION

Resulting document

55

Key values for designers

Office 2003 / 2007 to design templates

Integration to WORD and EXCEL in a simalar way.

More advanced than the old document merge function. Level support

Advanced rules engine to addformula’s, conditions and more.

Supports all office features.

Easy to learn, work with.


Key features for ICT

Bi-direction integration of MS Word and MS Excel to/from almost any legacy system.

Template maintenance done by non-ICT staff.

Build upon a ESB framework, easy to integrate, expand.

Can do more than generation itself Handle documents (bundle, sort, print,

send, mail, FTP, …)

Scalable for small en large volume generation


Important marks

Proven technology, large customer base

DHL

Randstad

Fortis

Puma

…

Award winner at Cebit 2006 – European Seal of Excellence

Official Microsoft CRM 3.0 extension

Build upon XML and XSLT technology.


Contacts

Invenso

Rudy Vanhille (sales, marketing)

Tel. +32 3 7803202

[email protected]

Vincent Van der Linden (development)

Tel. +32 3 [email protected]


mailto:[email protected]

mailto:[email protected]

Document generation & Modernization - IBM What makes Office 2003 a better office suite? How modern...

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