JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino...

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

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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

http://www.johndavidhead.com/


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

“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”


to use LotusScript to have Notes automate Microsoft Excel

Getting Started – Microsoft PowerPoint● “Getting Started”


to use LotusScript to have Notes automate Microsoft PowerPoint

Getting Started – Microsoft Project● “Getting Started”


to use LotusScript to have Notes automate Microsoft Project

Getting Started – Symphony Documents UNO● “Getting Started”


to use LotusScript to have Notes automate Lotus Symphony Documents via UNO

Getting Started – Symphony Spreadsheets UNO● “Getting Started”


to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via UNO

Getting Started – Symphony Presentations UNO● “Getting Started”


to use LotusScript to have Notes automate Lotus Symphony Presentations via UNO

Getting Started – Symphony Documents LotusScript● “Getting Started”


to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API

Getting Started – Symphony Spreadsheets LotusScript● “Getting Started”


to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API

Getting Started – Symphony Presentations LotusScript● “Getting Started”


to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API

Getting Started – Symphony Documents Java● “Getting Started”


to use Java to have Notes automate Lotus Symphony Documents via the new Java API

Getting Started – Symphony Spreadsheets Java● “Getting Started”


to use Java to have Notes automate Lotus Symphony Srpeadsheets via the new Java API

Getting Started – Symphony Presentations Java● “Getting Started”


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

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.


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.


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.


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.


Advanced integration from the Notes ClientCreate Presentation – Symphony Presentations● From your Contacts,

create a presentation for the selected contact in Microsoft PowerPoint.


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.

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.

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.

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

http://www-130.ibm.com/developerworks/lotus

http://api.openoffice.org/DevelopersGuide/DevelopersGuide.html

http://www.kalitech.fr/clients/doc/VB_APIOOo_en.html

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

http://www.openntf.org/

http://www.integra4notes.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

http://www.ideajam.net/

http://www.ideajam.net/



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JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino...

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